STWD — STARWOOD PPTY TR INC

Ownership history in Stratos Wealth Partners, LTD.  ·  40 quarters on record

AI Ownership Summary

Stratos Wealth Partners, LTD. reported STARWOOD PPTY TR INC (STWD) in 40 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows STWD at 0.00% 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 Stratos Wealth Partners, LTD.'s position in STARWOOD PPTY TR INC, 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
2025 Q3

STWD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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 Q3 to 2025 Q3

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 Stratos Wealth Partners, LTD. fund profile Stratos Wealth Partners, LTD. full holdings
How Stratos Wealth Partners, LTD. held STWD — position size vs. price
% of Fund (quarterly)    STWD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 11,093 -1,325 -10.7% 0.00% $215K 2025-11-06 $17.80
2025 Q2 ADDED 12,418 +1,955 +18.7% 0.00% $249K 2025-07-29 $18.95
2025 Q1 REDUCED 10,463 -18,115 -63.4% 0.00% $207K 2025-04-30 $17.81
2024 Q4 REDUCED 28,578 -2,236 -7.3% 0.01% $542K 2025-01-27 $17.60
2024 Q3 ADDED 30,814 +17,990 +140.3% 0.01% $628K 2024-10-17 $17.91
2024 Q2 REDUCED 12,824 -5,812 -31.2% 0.00% $243K 2024-07-24 $16.89
2024 Q1 REDUCED 18,636 -12,180 -39.5% 0.01% $379K 2024-04-16 $15.88
2023 Q4 ADDED 30,816 +3,173 +11.5% 0.01% $648K 2024-01-24 $16.85
2023 Q3 ADDED 27,643 +11,816 +74.7% 0.01% $535K 2023-10-24 $14.53
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% SkyOak Wealth, LLC 3Y 1.01% Columbus Macro, LLC 3Y 7Y 0.98%

FAQ About Stratos Wealth Partners, LTD. and STWD

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

How long has Stratos Wealth Partners, LTD. reported owning STWD?

Stratos Wealth Partners, LTD. reported STWD across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported STWD position in Stratos Wealth Partners, LTD.'s portfolio?

The largest reported portfolio weight for STWD was 0.01% in 2023 Q4.

What is the latest reported STWD position on this page?

The most recent filing on this page is 2025 Q3, when Stratos Wealth Partners, LTD. reported 11,093 shares, equal to 0.00% of portfolio, with an estimated market value of $215K.

What does the chart on this STWD ownership page compare?

The chart compares Stratos Wealth Partners, LTD.'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 Stratos Wealth Partners, LTD. Holdings