SEC 13F Intelligence

Capwealth Advisors, LLC / STWD

Capwealth Advisors, LLC’s Starwood Ppty Tr Inc Position

Does Capwealth Advisors, LLC own Starwood Ppty Tr Inc (STWD)? Yes873.7K shares worth $15M (+1.12% of its 13F portfolio) as of Q1 2026, down from 1.19M shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
873.7K
% of Portfolio
+1.12%
Quarters Held
12
currently held

Position History STWD

Reported value by quarter
Q2 ’20: $14MQ2 ’20Q3 ’20: $15MQ4 ’20: $19MQ4 ’20Q1 ’21: $28MQ2 ’21: $29MQ2 ’21Q3 ’21: $28MQ4 ’21: $28MQ4 ’21Q1 ’22: $28MQ2 ’22: $25MQ2 ’22Q3 ’22: $22MQ4 ’22: $22MQ4 ’22Q1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026873.7K$15M+1.12%
Q4 20221.19M$22M+2.56%
Q3 20221.18M$22M+2.84%
Q2 20221.18M$25M+2.97%
Q1 20221.14M$28M+2.83%
Q4 20211.15M$28M+2.83%
Q3 20211.14M$28M+3.04%
Q2 20211.11M$29M+3.17%
Q1 20211.12M$28M+3.14%
Q4 2020967.4K$19M+2.23%
Q3 2020964.1K$15M+1.94%
Q2 2020953.1K$14M+2.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capwealth Advisors, LLC’s full portfolio or all institutional holders of STWD.