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ADELL HARRIMAN & CARPENTER INC: STWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADELL HARRIMAN & CARPENTER INC on STWD, newest first. How the timeline and the estimate are built.

ADELL HARRIMAN & CARPENTER INC held 162,957 STWD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,957 shares
    Change vs previous 13F -51,566 shares

    0.14% of the 13F portfolio, value $2,669,235.

    13F-HR 0001134152-26-000008 filed by ADELL HARRIMAN & CARPENTER INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 214,523 shares
    Change vs previous 13F -56,734 shares

    0.23% of the 13F portfolio, value $3,694,086.

    13F-HR 0001134152-26-000006 filed by ADELL HARRIMAN & CARPENTER INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 271,257 shares
    Change vs previous 13F -29,400 shares

    0.29% of the 13F portfolio, value $4,885,338.

    13F-HR 0001134152-26-000002 filed by ADELL HARRIMAN & CARPENTER INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 300,657 shares
    Change vs previous 13F +28,066 shares

    0.35% of the 13F portfolio, value $5,823,726.

    13F-HR 0001134152-25-000011 filed by ADELL HARRIMAN & CARPENTER INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 272,591 shares
    Change vs previous 13F -7,118 shares

    0.36% of the 13F portfolio, value $5,470,901.

    13F-HR 0001134152-25-000006 filed by ADELL HARRIMAN & CARPENTER INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 279,709 shares
    Change vs previous 13F -16,765 shares

    0.42% of the 13F portfolio, value $5,529,846.

    13F-HR 0001134152-25-000004 filed by ADELL HARRIMAN & CARPENTER INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 296,474 shares
    Change vs previous 13F -12,715 shares

    0.39% of the 13F portfolio, value $5,618,182.

    13F-HR 0001134152-25-000002 filed by ADELL HARRIMAN & CARPENTER INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 309,189 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $6,301,271.

    13F-HR 0001134152-24-000010 filed by ADELL HARRIMAN & CARPENTER INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).