Back to STWD
Concurrent Investment Advisors, LLC → STWD
Concurrent Investment Advisors, LLC STWD Position History
Starwood Property Trust, Inc. • Real Estate
Quarters held
9
Latest value
$4.4M
Q3 2026
Peak value
$4.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.6M |
| Q4 2025 | $432 |
| Q4 2025 | $3.8M |
| Q1 2026 | $1K |
| Q1 2026 | $4.1M |
| Q2 2026 | $4.5M |
| Q2 2026 | $2K |
| Q3 2026 | $5K |
| Q3 2026 | $4.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.4M | 322.2K | — | — |
| Q3 2026 | $5K | 358 | — | — |
| Q2 2026 | $2K | 99 | — | — |
| Q2 2026 | $4.5M | 275.2K | — | — |
| Q1 2026 | $4.1M | 237.6K | — | — |
| Q1 2026 | $1K | 79 | — | — |
| Q4 2025 | $3.8M | 210.7K | — | — |
| Q4 2025 | $432 | 24 | — | — |
| Q3 2025 | $3.6M | 186.0K | — | — |
Other funds holding STWD
$346.5M
$208.8M
$200.6M
$200.6M
$161.3M
$102.9M
$100.3M