ENVESTNET ASSET MANAGEMENT INC

Position in STWD — Starwood Property Trust, Inc.

CIK 1407543 Berwyn, PA

Position in STWD

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$14,058,046

+$3,251,542 QoQ

Shares Held

816,379

+36.1% QoQ

Ownership

0.220%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

ENVESTNET ASSET MANAGEMENT INC holds $74,981,324 across 13 REIT - Mortgage names. STWD ranks #3 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	1,297,168	$27,435,103
2	AGNC	AGNC Investment Corp.	2,063,027	$20,692,160
3	STWD	Starwood Property Trust, Inc. This page	816,379	$14,058,046
4	RITM	Rithm Capital Corp.	1,068,294	$10,127,427
5	BXMT	Blackstone Mortgage Trust, Inc.	57,683	$1,104,629
6	DX	Dynex Capital Inc	32,839	$419,025
7	LADR	Ladder Capital Corp	41,980	$410,144
8	ARI	Apollo Commercial Real Estate Finance, Inc.	17,084	$180,407

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,058,046	816,379	+36.1%	Shares	Sole	2026-05-04
2025-12-31	$10,806,504	600,028	+1.8%	Shares	Sole	2026-02-10
2025-09-30	$11,412,203	589,169	+19.6%	Shares	Sole	2025-11-05
2025-06-30	$9,888,187	492,685	+11.4%	Shares	Sole	2025-08-01
2025-03-31	$8,746,999	442,438	-1.7%	Shares	Sole	2025-04-29
2024-12-31	$8,531,441	450,208	+19.5%	Shares	Sole	2025-02-13
2024-09-30	$7,675,597	376,624	+18.9%	Shares	Sole	2024-11-07
2024-06-30	$6,000,835	316,834	+6.4%	Shares	Sole	2024-08-08
2024-03-31	$6,054,334	297,803	+6.9%	Shares	Sole	2024-05-13
2023-12-31	$5,857,706	278,673	+12.6%	Shares	Sole	2024-02-13
2023-09-30	$4,789,512	247,520	-37.1%	Shares	Sole	2023-11-13
2023-06-30	$7,632,639	393,435	+8.7%	Shares	Sole	2023-08-04
2023-03-31	$6,400,772	361,830	-6.2%	Shares	Sole	2023-05-11
2022-12-31	$7,073,492	385,897	+7.7%	Shares	Sole	2023-02-07
2022-09-30	$6,530,667	358,434	+9.8%	Shares	Sole	2022-11-10
2022-06-30	$6,818,245	326,388	+9.9%	Shares	Sole	2022-08-03
2022-03-31	$7,176,918	296,935	+13.0%	Shares	Sole	2022-05-04
2021-12-31	$6,385,116	262,762	+10.4%	Shares	Sole	2022-02-04
2021-09-30	$5,807,651	237,921	+45.8%	Shares	Sole	2021-10-07
2021-06-30	$4,269,871	163,159	+1.0%	Shares	Sole	2021-08-04
2021-03-31	$3,997,662	161,587	-0.0%	Shares	Sole	2021-05-04
2020-12-31	$3,118,725	161,592	+25.4%	Shares	Sole	2021-02-02
2020-09-30	$1,944,769	128,878	+115.5%	Shares	Sole	2020-10-09
2020-06-30	$894,832	59,815	-72.3%	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.