Ownership history in IHT Wealth Management, LLC Β· 22 quarters on record
This page tracks every 13F SEC filing in which IHT Wealth Management, LLC reported a position in STARWOOD PROPERTY (STWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π IHT Wealth Management, LLC underperformed the S&P 500 by β10.4% annually on this STWD position. Timing score: 42% (8/19 decisions correct). Average cost basis: $12.79. Maximum drawdown during holding period: β22.8%.
β Significantly underperformed the S&P 500 by 10.4% ann.
20 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
8 of 19 add/trim decisions correct
Best entry: $9.97 (2017 Q4) Β· Worst: $19.08 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
15 adds Β· 6 trims. Bought during 4 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size