STWD — STARWOOD PPTY TR INC

Ownership history in True Wealth Design, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which True Wealth Design, 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 37 — 0% 0.00% $717 $18.87
2025 Q2 INITIATED 37 — — 0.00% $743 $19.08
% 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% SkyOak Wealth, LLC 3Y 1.01% Columbus Macro, LLC 3Y 7Y 0.98%
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