JTBR
STWD icon

James T. Borello RIA’s Starwood Property Trust STWD Stock Holding History

James T. Borello RIA’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 		$162 Sell
12
-90
-88% -$1.44K ﹤0.01% 1151
2026
Q2 		$1.67K Buy
+102
New +$1.78K ﹤0.01% 976
2026
Q1 		– Sell
-10
Closed -$180 – 1244
2025
Q4 		$180 Buy
+10
New +$184 ﹤0.01% 1031

Other funds holding STWD

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
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 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
KMG Fiduciary Partners
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Farther Finance Advisors
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

James T. Borello RIA's STWD Position: Q3 2026 in Review

James T. Borello RIA reduced its Starwood Property Trust (STWD) stake by 88% in Q3 2026, selling an estimated $1.44K and leaving 12 shares worth $162. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

James T. Borello RIA first reported a position in STWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.67K in Q2 2026. 54 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • James T. Borello RIA held 12 shares of Starwood Property Trust worth $162 as of Q3 2026.
  • James T. Borello RIA sold 90 Starwood Property Trust shares in Q3 2026, an estimated $1.44K.
  • Starwood Property Trust made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1151 holding.
  • James T. Borello RIA first reported a position in Starwood Property Trust in Q4 2025 and has held it in 3 quarters since.
  • James T. Borello RIA's Starwood Property Trust position peaked at $1.67K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.