Ownership history in VALLEY WEALTH MANAGERS, INC. · 38 quarters on record
This page tracks every 13F SEC filing in which VALLEY WEALTH MANAGERS, INC. reported a position in Starwood Ppty TRUST (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 Q4 | REDUCED | 917,203 | -182,961 | -16.6% | 1.06% | $16.5M | $18.01 |
| 2025 Q3 | ADDED | 1,100,164 | +5,286 | +0.5% | 1.41% | $21.3M | $18.87 |
| 2025 Q2 | ADDED | 1,094,878 | +42,855 | +4.1% | 1.58% | $22.0M | $19.08 |
| 2025 Q1 | ADDED | 1,052,023 | +65,370 | +6.6% | 1.58% | $20.8M | $18.35 |
| 2024 Q4 | REDUCED | 986,653 | -39,802 | -3.9% | 1.40% | $18.7M | $17.17 |
| 2024 Q3 | ADDED | 1,026,455 | +238,994 | +30.3% | 1.55% | $20.9M | $18.00 |
| 2024 Q2 | ADDED | 787,461 | +29,770 | +3.9% | 1.19% | $14.9M | $16.34 |
| 2024 Q1 | ADDED | 757,691 | +31,885 | +4.4% | 1.16% | $15.4M | $17.10 |
| 2023 Q4 | ADDED | 725,806 | +11,571 | +1.6% | 1.19% | $15.3M | $17.26 |
| 2023 Q3 | REDUCED | 714,235 | -21,795 | -3.0% | 1.15% | $13.8M | $15.55 |
As of 2025 Q4 — sorted by position size