SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / STWD

Swaine & Leidel Wealth Services, LLC’s Starwood Ppty Tr Inc Position

Does Swaine & Leidel Wealth Services, LLC own Starwood Ppty Tr Inc (STWD)? Not currently — the last reported position was 175.1K shares worth $4M in Q1 2021; the fund’s latest 13F (Q1 2022) no longer reports it.

Position Value
$4M
Q1 2021
Shares
175.1K
% of Portfolio
+2.79%
Quarters Held
2
position exited

Position History STWD

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $4MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2021175.1K$4M+2.79%
Q4 2020115.9K$2M+1.62%

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