Position in STWD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,042,933
+$2,648,477 QoQ
Shares Held
918,372
+27.6% QoQ
Ownership
0.248%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 515 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $155,029,200 across 30 REIT - Mortgage names. STWD ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
5,999,787 | $65,397,678 | |
| 2 | NLY |
Annaly Capital Management Inc
|
1,447,269 | $32,360,934 | |
| 3 | STWD |
Starwood Property Trust, Inc.
This page
|
918,372 | $15,042,933 | |
| 4 | RITM |
Rithm Capital Corp.
|
841,617 | $7,902,783 | |
| 5 | DX |
Dynex Capital Inc
|
530,383 | $6,953,321 | |
| 6 | MFA |
Mfa Financial, Inc.
|
402,827 | $3,903,393 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
220,984 | $3,745,678 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
287,236 | $3,067,680 |
All Filings in STWD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,042,933 | 918,372 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $12,394,456 | 719,771 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,121,695 | 784,103 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,389,551 | 691,252 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,752,783 | 535,764 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,809,933 | 496,203 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,678,664 | 457,977 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,126,999 | 447,841 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,913,775 | 417,834 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $9,968,164 | 490,318 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,035,914 | 477,446 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,145,072 | 420,934 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,893,898 | 406,902 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,426,635 | 363,292 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,321,503 | 344,872 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,927,713 | 325,341 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,630,193 | 317,386 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,615,174 | 232,320 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,272,346 | 216,969 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,290,086 | 216,718 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,087,238 | 194,392 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,638,205 | 187,478 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,525,048 | 182,645 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,102,262 | 205,584 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,637,103 | 176,277 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,728,457 | 168,630 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||