WOODWARD DIVERSIFIED CAPITAL, LLC STWD — STARWOOD PPTY TR INC

Ownership history in WOODWARD DIVERSIFIED CAPITAL, LLC  ·  21 quarters on record

AI Ownership Summary

WOODWARD DIVERSIFIED CAPITAL, LLC reported STARWOOD PPTY TR INC (STWD) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.65% in 2024 Q4. The latest visible filing shows STWD at 0.35% 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 WOODWARD DIVERSIFIED CAPITAL, LLC'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
2026 Q1

STWD was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2024 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 WOODWARD DIVERSIFIED CAPITAL, LLC fund profile WOODWARD DIVERSIFIED CAPITAL, LLC full holdings
How WOODWARD DIVERSIFIED CAPITAL, LLC held STWD — position size vs. price
% of Fund (quarterly)    STWD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 42,448 -2,119 -4.8% 0.35% $770K 2026-04-24 $18.21
2025 Q4 REDUCED — — — 44,567 -1,311 -2.9% 0.37% $803K 2026-01-14 $17.65
2025 Q3 ADDED — — — 45,878 +1,311 +2.9% 0.41% $889K 2025-10-21 $17.67
2025 Q2 UNCHANGED — — — 44,567 — 0% 0.45% $894K 2025-07-18 $18.16
2025 Q1 REDUCED — — — 44,567 -2,289 -4.9% 0.62% $881K 2025-05-02 $17.41
2024 Q4 REDUCED — — — 46,856 -950 -2.0% 0.65% $888K 2025-01-28 $17.01
2024 Q3 REDUCED — — — 47,806 -500 -1.0% 0.62% $974K 2024-11-01 $16.94
2024 Q2 REDUCED — — — 48,306 -1,507 -3.0% 0.54% $915K 2024-07-31 $16.74
2024 Q1 ADDED — — — 49,813 +8,000 +19.1% 0.63% $1.0M 2024-04-30 $15.52
2023 Q4 REDUCED 13.7% -2.6% ✅ 41,813 -6,632 -13.7% 0.55% $879K 2024-02-14 $15.30
11 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

Seneca House Advisors 3Y 7Y 4.25% Grange Capital, LLC 3.32% NFC Investments, LLC 3Y 7Y 3.22% Argosy-Lionbridge Management, LLC 2.13% GraniteShares Advisors LLC 3Y 1.62% OmniStar Financial Group, Inc. 3Y 7Y 1.56% VALLEY WEALTH MANAGERS, INC. 3Y 7Y 1.28% Twin Lakes Capital Management, LLC 3Y 1.24% Carmel Capital Partners, LLC 3Y 1.23% Columbus Macro, LLC 3Y 7Y 1.2%

FAQ About WOODWARD DIVERSIFIED CAPITAL, 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 WOODWARD DIVERSIFIED CAPITAL, LLC reported owning STWD?

WOODWARD DIVERSIFIED CAPITAL, LLC reported STWD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported STWD position in WOODWARD DIVERSIFIED CAPITAL, LLC's portfolio?

The largest reported portfolio weight for STWD was 0.65% in 2024 Q4.

What is the latest reported STWD position on this page?

The most recent filing on this page is 2026 Q1, when WOODWARD DIVERSIFIED CAPITAL, LLC reported 42,448 shares, equal to 0.35% of portfolio, with an estimated market value of $770K.

What does the chart on this STWD ownership page compare?

The chart compares WOODWARD DIVERSIFIED CAPITAL, 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.

How well did WOODWARD DIVERSIFIED CAPITAL, LLC time their STWD position?

Based on 13F filing dates vs. subsequent STWD price moves, WOODWARD DIVERSIFIED CAPITAL, LLC correctly timed 7 out of 19 reported position changes (37%). The annualised alpha on STWD relative to SPY over the holding period was -6.8%.

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