Woodward Diversified Capital’s Starwood Property Trust STWD Stock Holding History

Woodward Diversified 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 Q2	$694K	Sell	42,348 -100	-0.2%	-$1.74K	0.31%	81
2026 Q1	$770K	Sell	42,448 -2,119	-5%	-$38K	0.35%	71
2025 Q4	$803K	Sell	44,567 -1,311	-3%	-$24.1K	0.37%	69
2025 Q3	$889K	Buy	45,878 +1,311	+3%	+$26.4K	0.41%	65
2025 Q2	$894K	Hold	44,567	–	–	0.45%	57
2025 Q1	$881K	Sell	44,567 -2,289	-5%	-$45K	0.62%	35
2024 Q4	$888K	Sell	46,856 -950	-2%	-$18.8K	0.65%	34
2024 Q3	$974K	Sell	47,806 -500	-1%	-$9.98K	0.62%	47
2024 Q2	$915K	Sell	48,306 -1,507	-3%	-$29.4K	0.54%	52
2024 Q1	$1.01M	Buy	49,813 +8,000	+19%	+$162K	0.63%	46
2023 Q4	$879K	Sell	41,813 -6,632	-14%	-$130K	0.55%	47
2023 Q3	$937K	Sell	48,445 -1	-0%	-$20	0.68%	45
2023 Q2	$940K	Buy	48,446 +1,860	+4%	+$33.1K	0.71%	41
2023 Q1	$824K	Sell	46,586 -92	-0.2%	-$1.78K	0.65%	45
2022 Q4	$856K	Sell	46,678 -2,794	-6%	-$55.7K	0.69%	38
2022 Q3	$901K	Sell	49,472 -5,004	-9%	-$113K	0.74%	32
2022 Q2	$1.14M	Sell	54,476 -664	-1%	-$15.3K	0.87%	27
2022 Q1	$1.33M	Sell	55,140 -3,258	-6%	-$78.7K	0.87%	26
2021 Q4	$1.42M	Sell	58,398 -8,011	-12%	-$202K	0.84%	28
2021 Q3	$1.62M	Sell	66,409 -162	-0.2%	-$4.14K	1.02%	18
2021 Q2	$1.74M	Buy	66,571 +9,062	+16%	+$231K	0.99%	21
2021 Q1	$1.42M	Sell	57,509 -3,361	-6%	-$72.8K	0.84%	29
2020 Q4	$1.18M	Buy	+60,870	New	+$1.04M	0.76%	38

Other funds holding STWD

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

SHA

Seneca House Advisors Richmond, Virginia $283M AUM 22.4% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Woodward Diversified Capital's STWD Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Starwood Property Trust (STWD) stake by 0.24% in Q2 2026, selling an estimated $1.74K and leaving 42,348 shares worth $694K. The position accounts for 0.31% of the portfolio, ranked #81.

Woodward Diversified Capital first reported a position in STWD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.74M in Q2 2021. 185 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

Woodward Diversified Capital held 42,348 shares of Starwood Property Trust worth $694K as of Q2 2026.
Woodward Diversified Capital sold 100 Starwood Property Trust shares in Q2 2026, an estimated $1.74K.
Starwood Property Trust made up 0.31% of Woodward Diversified Capital's portfolio in Q2 2026, its #81 holding.
Woodward Diversified Capital first reported a position in Starwood Property Trust in Q4 2020 and has held it in 23 quarters since.
Woodward Diversified Capital's Starwood Property Trust position peaked at $1.74M in Q2 2021.
185 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.