Root Financial Partners
STWD icon

Root Financial Partners’s Starwood Property Trust STWD Stock Holding History

Root Financial Partners’s Portfolio STWD Stock Details STWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.4K Buy
+918
New +$14.7K ﹤0.01% 1806
2026
Q2 		– Sell
-1,050
Closed -$18.1K – 2839
2026
Q1 		$18.1K Buy
1,050
+750
+250% +$13.5K ﹤0.01% 1376
2025
Q4 		$5.4K Buy
+300
New +$5.52K ﹤0.01% 1742

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Morgan Stanley
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
HighTower Advisors
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Raymond James Financial
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Vanguard Fiduciary Trust
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Root Financial Partners's STWD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Starwood Property Trust (STWD) in Q3 2026: 918 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #1806 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in STWD as recently as Q1 2026.

Root Financial Partners first reported a position in STWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.1K in Q1 2026. 425 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • Root Financial Partners held 918 shares of Starwood Property Trust worth $12.4K as of Q3 2026.
  • Starwood Property Trust was a new Root Financial Partners position in Q3 2026.
  • Starwood Property Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1806 holding.
  • Root Financial Partners first reported a position in Starwood Property Trust in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Starwood Property Trust position peaked at $18.1K in Q1 2026.
  • 425 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.