B. Riley Wealth Advisors, Inc.

Position in STWD — Starwood Property Trust, Inc.

CIK 1464811 MEMPHIS, TN

Back to STWD Full portfolio

Position in STWD

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$209,844

+$16,016 QoQ

Shares Held

12,811

+13.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#344

of 515 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in STWD Over Time

Shares Held

Position Value (USD)

Derivatives in STWD

reported options exposure · as of Jun 30, 2026

CallValue

$8,190

CallShares

500

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $846,598 across 5 REIT - Mortgage names. STWD ranks #2 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	16,666	$372,651
2	STWD	Starwood Property Trust, Inc. This page	12,811	$209,844
3	RITM	Rithm Capital Corp.	13,577	$127,488
4	AGNC	AGNC Investment Corp.	10,259	$111,823
5	RC	Ready Capital Corp	14,167	$24,792

All Filings in STWD

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,190	500	-99.0%	Call	Sole	2026-07-14
2026-06-30	$209,844	12,811	+13.8%	Shares	Sole	2026-07-14
2026-03-31	$193,828	11,256	+12.1%	Shares	Sole	2026-04-27
2026-03-31	$8,685	50,000	—	Call	Sole	2026-04-27
2025-12-31	$180,892	10,044	-39.4%	Shares	Sole	2026-02-17
2025-06-30	$332,780	16,581	-54.0%	Shares	Sole	2025-08-19
2024-12-31	$683,602	36,074	-15.5%	Shares	Sole	2025-02-25
2024-09-30	$870,185	42,698	-64.8%	Shares	Sole	2024-12-13
2024-06-30	$2,297,156	121,286	-14.7%	Shares	Sole	2024-08-19
2024-03-31	$2,892,186	142,262	-3.4%	Shares	Sole	2024-05-16
2023-12-31	$3,094,942	147,238	+3.5%	Shares	Sole	2024-03-15
2023-09-30	$2,752,769	142,262	+7.1%	Shares	Sole	2023-12-01
2023-06-30	$2,576,164	132,792	+0.3%	Shares	Sole	2023-07-27
2023-03-31	$2,342,191	132,402	+4.1%	Shares	Sole	2023-05-17
2022-12-31	$2,330,586	127,146	-1.6%	Shares	Sole	2023-03-15
2022-09-30	$2,354,388	129,220	+66.7%	Shares	Other	2022-11-22
2022-06-30	$1,619,559	77,528	+11.4%	Shares	Other	2022-08-12
2022-03-31	$1,682,062	69,593	+33.7%	Shares	Other	2022-05-02
2021-12-31	$1,264,790	52,049	+1.8%	Shares	Other	2022-01-28
2021-09-30	$1,248,400	51,143	+9.3%	Shares	Other	2021-11-16
2021-06-30	$1,225,070	46,812	+7.2%	Shares	Other	2021-08-10
2021-03-31	$1,080,346	43,668	+44.6%	Shares	Other	2021-05-13
2020-12-31	$582,686	30,191	+1.7%	Shares	Other	2021-02-04
2020-09-30	$447,931	29,684	+114.5%	Shares	Other	2020-11-09
2020-06-30	$206,986	13,836	+9.3%	Shares	Other	2020-07-31
2020-03-31	$129,795	12,663	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.