Position in STWD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$822,538
+$15,713 QoQ
Shares Held
50,216
+7.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#207
of 515 holders
Holding Since
Sep 2024
8 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, 2026WealthTrust Axiom LLC holds $2,115,284 across 5 REIT - Mortgage names. STWD ranks #1 (38.9% of the industry book) .
All Filings in STWD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,538 | 50,216 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $806,825 | 46,854 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $802,219 | 44,543 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $840,328 | 43,383 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $637,704 | 31,774 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $626,807 | 31,705 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $583,186 | 30,775 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $202,271 | 9,925 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||