Back to STWD
HB Wealth Management, LLC → STWD
HB Wealth Management, LLC STWD Position History
Starwood Property Trust, Inc. • Real Estate
Quarters held
5
Latest value
$107K
Q3 2026
Peak value
$1.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.2M |
| Q1 2026 | $979K |
| Q2 2026 | $757K |
| Q3 2026 | $593K |
| Q3 2026 | $107K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $107K | 108.0K | — | — |
| Q3 2026 | $593K | 44.7K | — | — |
| Q2 2026 | $757K | 46.2K | — | — |
| Q1 2026 | $979K | 56.9K | — | — |
| Q4 2025 | $1.2M | 68.7K | — | — |
Other funds holding STWD
$346.5M
$208.8M
$200.6M
$200.6M
$161.3M
$102.9M
$100.3M