Westmount Partners’s Starwood Property Trust STWD Stock Holding History

Westmount 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 Q2	$231K	Buy	14,074 +297	+2%	+$5.17K	0.05%	240
2026 Q1	$237K	Buy	13,777 +102	+0.7%	+$1.83K	0.06%	237
2025 Q4	$246K	Buy	13,675 +96	+0.7%	+$1.77K	0.06%	222
2025 Q3	$264K	Buy	13,579 +85	+0.6%	+$1.71K	0.07%	207
2025 Q2	$271K	Sell	13,494 -1,107	-8%	-$21.5K	0.07%	206
2025 Q1	$289K	Buy	14,601 +388	+3%	+$7.62K	0.09%	189
2024 Q4	$269K	Buy	14,213 +82	+0.6%	+$1.63K	0.08%	180
2024 Q3	$288K	Buy	14,131 +81	+0.6%	+$1.62K	0.09%	167
2024 Q2	$263K	Buy	14,050 +297	+2%	+$5.79K	0.09%	172
2024 Q1	$280K	Buy	13,753 +70	+0.5%	+$1.42K	0.1%	170
2023 Q4	$288K	Buy	13,683 +473	+4%	+$9.29K	0.12%	153
2023 Q3	$256K	Buy	13,210 +64	+0.5%	+$1.3K	0.11%	161
2023 Q2	$255K	Buy	13,146 +378	+3%	+$6.72K	0.11%	151
2023 Q1	$226K	Buy	+12,768	New	+$247K	0.1%	162

Other funds holding STWD

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

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

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

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

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

Wealth Enhancement Advisory Services

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

Handelsbanken Fonder

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

Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return