Wealth Quarterback
STWD icon

Wealth Quarterback’s Starwood Property Trust STWD Stock Holding History

Wealth Quarterback’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 		$341K Buy
25,236
+2,093
+9% +$33.4K 0.1% 125
2026
Q2 		$379K Sell
23,143
-2,787
-11% -$48.5K 0.12% 112
2026
Q1 		$447K Buy
25,930
+1,520
+6% +$27.3K 0.18% 94
2025
Q4 		$440K Sell
24,410
-93
-0.4% -$1.71K 0.16% 101
2025
Q3 		$475K Buy
24,503
+3,970
+19% +$79.9K 0.18% 92
2025
Q2 		$412K Buy
20,533
+3,366
+20% +$65.4K 0.2% 97
2025
Q1 		$339K Buy
17,167
+2,350
+16% +$46.2K 0.19% 89
2024
Q4 		$281K Buy
14,817
+518
+4% +$10.3K 0.13% 97
2024
Q3 		$291K Buy
14,299
+885
+7% +$17.7K 0.15% 96
2024
Q2 		$254K Buy
13,414
+197
+1% +$3.84K 0.14% 95
2024
Q1 		$269K Buy
13,217
+666
+5% +$13.5K 0.15% 96
2023
Q4 		$264K Buy
+12,551
New +$246K 0.16% 97
2023
Q3 		– Sell
-10,369
Closed -$201K – 125
2023
Q2 		$201K Buy
+10,369
New +$184K 0.14% 114
2021
Q3 		$111K Buy
21,562
+16,610
+335% +$425K 0.07% 152
2021
Q2 		$130K Buy
+4,952
New +$126K 0.08% 149
2020
Q2 		– Sell
-6,906
Closed -$70.8K – 677
2020
Q1 		$70.8K Buy
6,906
+2,405
+53% +$52.7K 0.07% 181
2019
Q4 		$112K Buy
+4,501
New +$110K 0.1% 153

Other funds holding STWD

Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Wealth Quarterback's STWD Position: Q3 2026 in Review

Wealth Quarterback increased its Starwood Property Trust (STWD) stake by 9% in Q3 2026, buying an estimated $33.4K and bringing the position to 25,236 shares worth $341K. The position accounts for 0.1% of the portfolio, ranked #125.

Wealth Quarterback first reported a position in STWD in Q4 2019 and has held it in 17 quarters since. The position peaked at $475K in Q3 2025. 101 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • Wealth Quarterback held 25,236 shares of Starwood Property Trust worth $341K as of Q3 2026.
  • Wealth Quarterback bought 2,093 Starwood Property Trust shares in Q3 2026, an estimated $33.4K.
  • Starwood Property Trust made up 0.1% of Wealth Quarterback's portfolio in Q3 2026, its #125 holding.
  • Wealth Quarterback first reported a position in Starwood Property Trust in Q4 2019 and has held it in 17 quarters since.
  • Wealth Quarterback's Starwood Property Trust position peaked at $475K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.