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Wedmont Private Capital’s Starwood Property Trust STWD Stock Holding History

Wedmont Private Capital’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 		$296K Buy
+23,178
New +$370K 0.01% 785

Other funds holding STWD

CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Wedmont Private Capital's STWD Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in Starwood Property Trust (STWD) in Q3 2026: 23,178 shares worth $296K. The stake represents 0.01% of the portfolio and ranks #785 among its holdings.

19 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • Wedmont Private Capital held 23,178 shares of Starwood Property Trust worth $296K as of Q3 2026.
  • Starwood Property Trust was a new Wedmont Private Capital position in Q3 2026.
  • Starwood Property Trust made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #785 holding.
  • 19 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.