Back to STWD
INDEPENDENT FINANCIAL GROUP, LLC → STWD
INDEPENDENT FINANCIAL GROUP, LLC STWD Position History
Starwood Property Trust, Inc. • Real Estate
Quarters held
28
Latest value
$4.4M
Q3 2026
Peak value
$5.5M
First seen
Q1 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2020 | $604K |
| Q2 2020 | $619K |
| Q3 2020 | $607K |
| Q4 2020 | $758K |
| Q1 2021 | $1M |
| Q2 2021 | $1M |
| Q3 2021 | $1.1M |
| Q4 2021 | $848K |
| Q1 2022 | $871K |
| Q2 2022 | $1.2M |
| Q3 2022 | $1.1M |
| Q4 2022 | $1.1M |
| Q1 2023 | $1.1M |
| Q2 2023 | $1.8M |
| Q3 2023 | $1.9M |
| Q4 2023 | $2.2M |
| Q1 2024 | $2.1M |
| Q2 2024 | $2.5M |
| Q3 2024 | $4M |
| Q4 2024 | $4.1M |
| Q1 2025 | $4.9M |
| Q2 2025 | $5.3M |
| Q3 2025 | $5.3M |
| Q4 2025 | $5.3M |
| Q1 2026 | $4.5M |
| Q1 2026 | $5.5M |
| Q2 2026 | $5.3M |
| Q3 2026 | $4.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.4M | 327.8K | — | — |
| Q2 2026 | $5.3M | 326.2K | — | — |
| Q1 2026 | $5.5M | 317.2K | — | — |
| Q1 2026 | $4.5M | 264.2K | — | — |
| Q4 2025 | $5.3M | 292.9K | — | — |
| Q3 2025 | $5.3M | 275.7K | — | — |
| Q2 2025 | $5.3M | 262.9K | — | — |
| Q1 2025 | $4.9M | 245.5K | — | — |
| Q4 2024 | $4.1M | 217.6K | — | — |
| Q3 2024 | $4M | 197.9K | — | — |
| Q2 2024 | $2.5M | 129.5K | — | — |
| Q1 2024 | $2.1M | 101.6K | — | — |
| Q4 2023 | $2.2M | 103.4K | — | — |
| Q3 2023 | $1.9M | 97.3K | — | — |
| Q2 2023 | $1.8M | 94.6K | — | — |
| Q1 2023 | $1.1M | 63.5K | — | — |
| Q4 2022 | $1.1M | 61.9K | — | — |
| Q3 2022 | $1.1M | 59.3K | — | — |
| Q2 2022 | $1.2M | 56.5K | — | — |
| Q1 2022 | $871K | 36.0K | — | — |
| Q4 2021 | $848K | 34.9K | — | — |
| Q3 2021 | $1.1M | 43.0K | — | — |
| Q2 2021 | $1M | 39.5K | — | — |
| Q1 2021 | $1M | 41.1K | — | — |
| Q4 2020 | $758K | 39.3K | — | — |
| Q3 2020 | $607K | 40.3K | — | — |
| Q2 2020 | $619K | 41.3K | — | — |
| Q1 2020 | $604K | 58.9K | — | — |
Other funds holding STWD
$346.5M
$208.8M
$200.6M
$200.6M
$161.3M
$102.9M
$100.3M