Valley Wealth Managers’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18M | Sell |
1,098,554
-58,961
| -5% | -$1.03M | 1.04% | 40 |
|
|
2026
Q1 | $19.9M | Buy |
1,157,515
+240,312
| +26% | +$4.31M | 1.28% | 37 |
|
|
2025
Q4 | $16.5M | Sell |
917,203
-182,961
| -17% | -$3.37M | 1.06% | 42 |
|
|
2025
Q3 | $21.3M | Buy |
1,100,164
+5,286
| +0.5% | +$106K | 1.41% | 30 |
|
|
2025
Q2 | $22M | Buy |
1,094,878
+42,855
| +4% | +$833K | 1.58% | 23 |
|
|
2025
Q1 | $20.8M | Buy |
1,052,023
+65,370
| +7% | +$1.28M | 1.58% | 24 |
|
|
2024
Q4 | $18.7M | Sell |
986,653
-39,802
| -4% | -$789K | 1.4% | 32 |
|
|
2024
Q3 | $20.9M | Buy |
1,026,455
+238,994
| +30% | +$4.77M | 1.55% | 20 |
|
|
2024
Q2 | $14.9M | Buy |
787,461
+29,770
| +4% | +$580K | 1.19% | 38 |
|
|
2024
Q1 | $15.4M | Buy |
757,691
+31,885
| +4% | +$645K | 1.16% | 42 |
|
|
2023
Q4 | $15.3M | Buy |
725,806
+11,571
| +2% | +$227K | 1.19% | 37 |
|
|
2023
Q3 | $13.8M | Sell |
714,235
-21,795
| -3% | -$442K | 1.15% | 40 |
|
|
2023
Q2 | $14.3M | Sell |
736,030
-2,677
| -0.4% | -$47.6K | 1.28% | 37 |
|
|
2023
Q1 | $13.1M | Buy |
738,707
+103,320
| +16% | +$2M | 1.19% | 43 |
|
|
2022
Q4 | $11.6M | Sell |
635,387
-81,286
| -11% | -$1.62M | 1.08% | 43 |
|
|
2022
Q3 | $13.1M | Buy |
716,673
+21,835
| +3% | +$495K | 1.3% | 38 |
|
|
2022
Q2 | $14.5M | Sell |
694,838
-19,460
| -3% | -$448K | 1.36% | 37 |
|
|
2022
Q1 | $17.3M | Buy |
714,298
+16,707
| +2% | +$404K | 1.44% | 33 |
|
|
2021
Q4 | $17M | Sell |
697,591
-3,912
| -0.6% | -$98.6K | 1.36% | 38 |
|
|
2021
Q3 | $17.1M | Sell |
701,503
-18,635
| -3% | -$477K | 1.49% | 36 |
|
|
2021
Q2 | $18.8M | Sell |
720,138
-27,812
| -4% | -$709K | 1.59% | 33 |
|
|
2021
Q1 | $18.5M | Sell |
747,950
-1,065
| -0.1% | -$23.1K | 1.66% | 31 |
|
|
2020
Q4 | $14.5M | Sell |
749,015
-17,859
| -2% | -$304K | 1.41% | 39 |
|
|
2020
Q3 | $11.6M | Buy |
766,874
+56,272
| +8% | +$859K | 1.27% | 38 |
|
|
2020
Q2 | $10.6M | Sell |
710,602
-9,273
| -1% | -$125K | 1.19% | 40 |
|
|
2020
Q1 | $7.38M | Buy |
719,875
+29,360
| +4% | +$643K | 0.96% | 44 |
|
|
2019
Q4 | $17.2M | Sell |
690,515
-20,742
| -3% | -$508K | 1.72% | 29 |
|
|
2019
Q3 | $17.2M | Buy |
711,257
+1,744
| +0.2% | +$41.1K | 1.83% | 26 |
|
|
2019
Q2 | $16.1M | Buy |
709,513
+11,966
| +2% | +$272K | 1.71% | 30 |
|
|
2019
Q1 | $15.6M | Buy |
697,547
+43,088
| +7% | +$940K | 1.7% | 32 |
|
|
2018
Q4 | $12.9M | Sell |
654,459
-38,230
| -6% | -$824K | 1.69% | 31 |
|
|
2018
Q3 | $14.9M | Sell |
692,689
-310
| -0% | -$6.86K | 1.76% | 37 |
|
|
2018
Q2 | $15M | Buy |
692,999
+7,702
| +1% | +$166K | 1.84% | 34 |
|
|
2018
Q1 | $14.4M | Buy |
685,297
+24,930
| +4% | +$515K | 1.75% | 38 |
|
|
2017
Q4 | $14.1M | Sell |
660,367
-13,645
| -2% | -$296K | 1.7% | 37 |
|
|
2017
Q3 | $14.6M | Buy |
674,012
+16,987
| +3% | +$374K | 1.84% | 35 |
|
|
2017
Q2 | $14.7M | Buy |
657,025
+20,215
| +3% | +$452K | 1.97% | 30 |
|
|
2017
Q1 | $14.4M | Buy |
636,810
+21,545
| +4% | +$486K | 1.91% | 30 |
|
|
2016
Q4 | $13.5M | Buy |
615,265
+5,445
| +0.9% | +$120K | 1.93% | 28 |
|
|
2016
Q3 | $13.7M | Buy |
+609,820
| New | +$13.5M | 2.02% | 24 |
|
Other funds holding STWD
ACM
Valley Wealth Managers's STWD Position: Q2 2026 in Review
Valley Wealth Managers reduced its Starwood Property Trust (STWD) stake by 5.1% in Q2 2026, selling an estimated $1.03M and leaving 1,098,554 shares worth $18M. The position accounts for 1.04% of the portfolio, ranked #40.
Valley Wealth Managers first reported a position in STWD in Q3 2016 and has held it in 40 quarters since. The position peaked at $22M in Q2 2025. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.
- Valley Wealth Managers held 1,098,554 shares of Starwood Property Trust worth $18M as of Q2 2026.
- Valley Wealth Managers sold 58,961 Starwood Property Trust shares in Q2 2026, an estimated $1.03M.
- Starwood Property Trust made up 1.04% of Valley Wealth Managers's portfolio in Q2 2026, its #40 holding.
- Valley Wealth Managers first reported a position in Starwood Property Trust in Q3 2016 and has held it in 40 quarters since.
- Valley Wealth Managers's Starwood Property Trust position peaked at $22M in Q2 2025.
- 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.
Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.