PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in STWD — Starwood Property Trust, Inc.

CIK 12600 DES MOINES, IA

Position in STWD

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$347,026

+$100,557 QoQ

Shares Held

21,186

+48.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#296

of 515 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $3,275,782 across 3 REIT - Mortgage names. STWD ranks #3 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	78,369	$1,752,330
2	AGNC	AGNC Investment Corp.	107,929	$1,176,426
3	STWD	Starwood Property Trust, Inc. This page	21,186	$347,026

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,026	21,186	+48.0%	Shares	Sole	2026-08-04
2026-03-31	$246,469	14,313	-20.0%	Shares	Sole	2026-05-13
2025-12-31	$322,054	17,882	+35.4%	Shares	Sole	2026-02-12
2025-09-30	$255,742	13,203	+10.9%	Shares	Sole	2025-11-12
2025-06-30	$238,973	11,907	-37.3%	Shares	Sole	2025-08-11
2025-03-31	$375,293	18,983	0.0%	Shares	Sole	2025-04-30
2024-12-31	$359,727	18,983	+5.0%	Shares	Sole	2025-01-30
2024-09-30	$368,429	18,078	+8.6%	Shares	Sole	2024-10-28
2024-06-30	$315,369	16,651	+8.1%	Shares	Sole	2024-07-31
2024-03-31	$313,203	15,406	+18.7%	Shares	Sole	2024-05-10
2023-12-31	$272,860	12,981	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.