Sequoia Financial Advisors’s Starwood Property Trust STWD Stock Holding History

Sequoia Financial Advisors’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 Q2	$218K	Sell	13,321 -15,668	-54%	-$273K	﹤0.01%	1918
2026 Q1	$499K	Buy	28,989 +14,357	+98%	+$258K	﹤0.01%	1275
2025 Q4	$264K	Sell	14,632 -5,226	-26%	-$96.1K	﹤0.01%	1639
2025 Q3	$385K	Buy	+19,858	New	+$400K	﹤0.01%	1257
2021 Q1	–	Sell	-112,824	Closed	-$2.18M	–	465
2020 Q4	$2.18M	Buy	112,824 +13,693	+14%	+$233K	0.1%	119
2020 Q3	$1.5M	Buy	99,131 +28,851	+41%	+$441K	0.08%	130
2020 Q2	$1.05M	Buy	70,280 +10,212	+17%	+$138K	0.06%	141
2020 Q1	$616K	Buy	60,068 +27,478	+84%	+$602K	0.05%	167
2019 Q4	$810K	Buy	32,590 +9,170	+39%	+$224K	0.05%	160
2019 Q3	$567K	Buy	23,420 +6,857	+41%	+$162K	0.04%	182
2019 Q2	$376K	Buy	16,563 +5,706	+53%	+$130K	0.03%	243
2019 Q1	$243K	Buy	+10,857	New	+$237K	0.02%	310
2018 Q1	–	Sell	-10,444	Closed	-$223K	–	325
2017 Q4	$223K	Sell	10,444 -4,682	-31%	-$101K	0.02%	269
2017 Q3	$329K	Sell	15,126 -1,443	-9%	-$31.8K	0.04%	200
2017 Q2	$371K	Sell	16,569 -3,636	-18%	-$81.3K	0.05%	177
2017 Q1	$456K	Sell	20,205 -1,926	-9%	-$43.5K	0.06%	148
2016 Q4	$486K	Buy	22,131 +6,974	+46%	+$154K	0.07%	140
2016 Q3	$341K	Sell	15,157 -1,866	-11%	-$41.3K	0.06%	154
2016 Q2	$353K	Buy	+17,023	New	+$339K	0.1%	151

Other funds holding STWD

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sequoia Financial Advisors's STWD Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Starwood Property Trust (STWD) stake by 54% in Q2 2026, selling an estimated $273K and leaving 13,321 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

Sequoia Financial Advisors first reported a position in STWD in Q2 2016 and has held it in 19 quarters since. The position peaked at $2.18M in Q4 2020. 71 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

Sequoia Financial Advisors held 13,321 shares of Starwood Property Trust worth $218K as of Q2 2026.
Sequoia Financial Advisors sold 15,668 Starwood Property Trust shares in Q2 2026, an estimated $273K.
Starwood Property Trust made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1918 holding.
Sequoia Financial Advisors first reported a position in Starwood Property Trust in Q2 2016 and has held it in 19 quarters since.
Sequoia Financial Advisors's Starwood Property Trust position peaked at $2.18M in Q4 2020.
71 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.