Back to STWD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → STWD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC STWD Position History
Starwood Property Trust, Inc. • Real Estate
Quarters held
10
Latest value
$10K
Q3 2026
Peak value
$9.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10K |
| Q3 2025 | $7.3M |
| Q4 2025 | $9.2M |
| Q4 2025 | $10K |
| Q1 2026 | $10K |
| Q1 2026 | $5M |
| Q2 2026 | $1.8M |
| Q2 2026 | $10K |
| Q3 2026 | $7.4M |
| Q3 2026 | $10K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10K | 10.0K | — | — |
| Q3 2026 | $7.4M | 591.5K | — | — |
| Q2 2026 | $10K | 10.0K | — | — |
| Q2 2026 | $1.8M | 108.9K | — | — |
| Q1 2026 | $5M | 289.9K | — | — |
| Q1 2026 | $10K | 10.0K | — | — |
| Q4 2025 | $10K | 10.0K | — | — |
| Q4 2025 | $9.2M | 500.7K | — | — |
| Q3 2025 | $7.3M | 387.4K | — | — |
| Q3 2025 | $10K | 10.0K | — | — |
Other funds holding STWD
$346.5M
$208.8M
$200.6M
$200.6M
$161.3M
$102.9M
$100.3M