STWD — STARWOOD PPTY TR INC

Ownership history in SkyOak Wealth, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which SkyOak Wealth, LLC reported a position in STARWOOD PPTY TR INC (STWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.13% (2019 Q4)
Avg. % of fund
0.76%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 313,143 +31,415 +11.2% 1.01% $5.6M $18.01
2025 Q3 ADDED 281,728 +74,573 +36.0% 1.03% $5.5M $18.87
2025 Q2 ADDED 207,155 +4,983 +2.5% 0.84% $4.2M $19.08
2025 Q1 ADDED 202,172 +19,619 +10.7% 0.88% $4.0M $18.35
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    STWD price (monthly, adj. close)

Other funds also holding STWD

As of 2025 Q4 — sorted by position size

Seneca House Advisors 3Y 7Y 3.94% NFC Investments, LLC 3Y 7Y 3.48% Argosy-Lionbridge Management, LLC 2.86% GraniteShares Advisors LLC 3Y 1.59% Twin Lakes Capital Management, LLC 3Y 1.39% Carmel Capital Partners, LLC 3Y 1.15% Leeward Investments, LLC - MA 3Y 1.11% VALLEY WEALTH MANAGERS, INC. 3Y 7Y 1.06% Columbus Macro, LLC 3Y 7Y 0.98% Portman Square Capital LLP 3Y 0.95%
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