CAPTRUST FINANCIAL ADVISORS
Position in STWD — Starwood Property Trust, Inc.
CIK 1512024
RALEIGH, NC
Position in STWD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$380,359
-$46,369 QoQ
Shares Held
23,221
-6.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#287
of 517 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $9,381,818 across 11 REIT - Mortgage names. STWD ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
265,168 | $5,929,156 | |
| 2 | AGNC |
AGNC Investment Corp.
|
93,933 | $1,023,869 | |
| 3 | RITM |
Rithm Capital Corp.
|
98,389 | $923,872 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
23,328 | $395,409 | |
| 5 | STWD |
Starwood Property Trust, Inc.
This page
|
23,221 | $380,359 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
10,256 | $178,967 | |
| 7 | MFA |
Mfa Financial, Inc.
|
15,082 | $146,144 | |
| 8 | DX |
Dynex Capital Inc
|
10,814 | $141,771 |
All Filings in STWD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,359 | 23,221 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $426,728 | 24,781 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $371,042 | 20,602 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $990,814 | 51,152 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,008,417 | 50,245 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $259,461 | 13,124 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $244,208 | 12,887 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $267,670 | 13,134 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $209,457 | 11,059 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $472,184 | 23,226 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $415,081 | 19,747 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $542,748 | 28,049 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $564,869 | 29,117 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $515,964 | 29,167 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $626,061 | 34,155 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $509,267 | 27,951 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||