STWD — STARWOOD PPTY TR INC COM

Ownership history in JEPPSON WEALTH MANAGEMENT, LLC  ·  17 quarters on record

AI Ownership Summary

JEPPSON WEALTH MANAGEMENT, LLC reported STARWOOD PPTY TR INC COM (STWD) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.18% in 2023 Q4. The latest visible filing shows STWD at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STWD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JEPPSON WEALTH MANAGEMENT, LLC's position in STARWOOD PPTY TR INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STWD was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STWD stock page JEPPSON WEALTH MANAGEMENT, LLC fund profile JEPPSON WEALTH MANAGEMENT, LLC full holdings
How JEPPSON WEALTH MANAGEMENT, LLC held STWD — position size vs. price
% of Fund (quarterly)    STWD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 22,324 +6,269 +39.0% 0.12% $384K 2026-04-14 $18.02
2025 Q4 REDUCED 16,055 -2,150 -11.8% 0.09% $289K 2026-01-27 $17.76
2025 Q3 REDUCED 18,205 -612 -3.3% 0.11% $353K 2025-10-15 $17.70
2025 Q2 REDUCED 18,817 -1,425 -7.0% 0.13% $378K 2025-07-15 $19.07
2025 Q1 REDUCED 20,242 -380 -1.8% 0.15% $400K 2025-04-24 $17.03
2024 Q4 ADDED 20,622 +300 +1.5% 0.14% $391K 2025-01-22 $16.75
2024 Q3 REDUCED 20,322 -219 -1.1% 0.15% $414K 2024-11-05 $16.89
2024 Q2 REDUCED 20,541 -439 -2.1% 0.15% $389K 2024-08-05 $15.81
2024 Q1 REDUCED 20,980 -80 -0.4% 0.17% $427K 2024-04-17 $15.55
2023 Q4 ADDED 21,060 +753 +3.7% 0.18% $443K 2024-01-11 $16.69
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding STWD

As of 2026 Q1 — sorted by position size

Miller Global Investments, LLC 0.49% InTrack Investment Management Inc 3Y 0.38% Oak Thistle LLC 3Y 0.36% Red Spruce Capital, LLC 3Y 0.26% LAKE STREET PRIVATE WEALTH, LLC 3Y 7Y 0.23% Accel Wealth Management 3Y 0.19% GoalVest Advisory LLC 3Y 0.18% KMG FIDUCIARY PARTNERS, LLC 3Y 7Y 0.18% Wealth Quarterback LLC 3Y 0.18% FIRETHORN WEALTH PARTNERS, LLC 3Y 0.08%

FAQ About JEPPSON WEALTH MANAGEMENT, LLC and STWD

These are the practical questions this page is built to answer before you even open the full history table.

How long has JEPPSON WEALTH MANAGEMENT, LLC reported owning STWD?

JEPPSON WEALTH MANAGEMENT, LLC reported STWD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported STWD position in JEPPSON WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for STWD was 0.18% in 2023 Q4.

What is the latest reported STWD position on this page?

The most recent filing on this page is 2026 Q1, when JEPPSON WEALTH MANAGEMENT, LLC reported 22,324 shares, equal to 0.12% of portfolio, with an estimated market value of $384K.

What does the chart on this STWD ownership page compare?

The chart compares JEPPSON WEALTH MANAGEMENT, LLC's quarterly STWD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to JEPPSON WEALTH MANAGEMENT, LLC Holdings