Position in STWD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,858,020
+$470,111 QoQ
Shares Held
165,971
+25.2% QoQ
Ownership
0.045%
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 0.019882991606967482.ToString("F0")%
Shared 0.ToString("F0")%
None 99.98011700839304.ToString("F0")%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Derivatives in STWD
reported options exposure · as of Dec 31, 2020CallValue
$57,900
CallShares
3,000
PutValue
$0
PutShares
0
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 Mar 31, 2026Creative Planning holds $16,811,655 across 24 REIT - Mortgage names. STWD ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
412,920 | $4,141,587 | |
| 2 | NLY |
Annaly Capital Management Inc
|
147,968 | $3,129,523 | |
| 3 | STWD |
Starwood Property Trust, Inc.
This page
|
165,971 | $2,858,020 | |
| 4 | RITM |
Rithm Capital Corp.
|
177,366 | $1,681,429 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
28,782 | $551,175 | |
| 6 | RC |
Ready Capital Corp
|
328,679 | $532,459 | |
| 7 | DX |
Dynex Capital Inc
|
35,948 | $458,696 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
24,455 | $407,909 |
All Filings in STWD
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,858,020 | 165,971 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,387,909 | 132,588 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,912,104 | 150,341 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $938,914 | 46,782 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $783,682 | 39,640 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $855,838 | 45,163 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,089,127 | 53,441 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $606,098 | 32,001 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,061,368 | 52,207 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $805,969 | 38,343 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $584,853 | 30,225 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $589,876 | 30,406 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $538,306 | 30,430 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $577,798 | 31,522 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $623,251 | 34,207 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $862,715 | 41,298 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $958,703 | 39,665 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $961,623 | 39,573 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,906,396 | 78,099 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,883,017 | 110,165 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,450,348 | 99,044 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,888,022 | 97,825 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $57,900 | 3,000 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $1,244,427 | 82,467 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $74,800 | 5,000 | Call | Sole | 2020-07-23 | |
| 2020-06-30 | $963,857 | 64,429 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $20,500 | 2,000 | Call | Sole | 2020-05-05 | |
| 2020-03-31 | $609,014 | 59,416 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||