ENVESTNET ASSET MANAGEMENT INC
Position in STWD — Starwood Property Trust, Inc.
CIK 1407543
Berwyn, PA
Position in STWD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,429,611
-$10,628,435 QoQ
Shares Held
209,378
-74.4% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 515 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $64,002,392 across 14 REIT - Mortgage names. STWD ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,330,369 | $29,747,050 | |
| 2 | AGNC |
AGNC Investment Corp.
|
1,826,797 | $19,912,087 | |
| 3 | ARR |
Armour Residential REIT, Inc.
|
374,580 | $6,536,421 | |
| 4 | STWD |
Starwood Property Trust, Inc.
This page
|
209,378 | $3,429,611 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
60,795 | $1,030,475 | |
| 6 | RITM |
Rithm Capital Corp.
|
95,046 | $892,481 | |
| 7 | IVR |
Invesco Mortgage Capital Inc.
|
88,421 | $698,525 | |
| 8 | RWT |
Redwood Trust Inc
|
107,266 | $508,440 |
All Filings in STWD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,429,611 | 209,378 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $14,058,046 | 816,379 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $10,806,504 | 600,028 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,412,203 | 589,169 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,888,187 | 492,685 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $8,746,999 | 442,438 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,531,441 | 450,208 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,675,597 | 376,624 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,000,835 | 316,834 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,054,334 | 297,803 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,857,706 | 278,673 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,789,512 | 247,520 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,632,639 | 393,435 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,400,772 | 361,830 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,073,492 | 385,897 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,530,667 | 358,434 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,818,245 | 326,388 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,176,918 | 296,935 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,385,116 | 262,762 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,807,651 | 237,921 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $4,269,871 | 163,159 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,997,662 | 161,587 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,118,725 | 161,592 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,944,769 | 128,878 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $894,832 | 59,815 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,216,788 | 216,272 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||