Prospera Financial Services Inc
Position in STWD — Starwood Property Trust, Inc.
CIK 1541625
Dallas, TX
Position in STWD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$359,950
-$4,821 QoQ
Shares Held
21,975
+3.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#28
of 70 holders
Holding Since
Sep 2020
17 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, 2026Prospera Financial Services Inc holds $2,789,691 across 6 REIT - Mortgage names. STWD ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
102,821 | $1,120,748 | |
| 2 | NLY |
Annaly Capital Management Inc
|
26,878 | $600,992 | |
| 3 | RITM |
Rithm Capital Corp.
|
39,680 | $372,595 | |
| 4 | STWD |
Starwood Property Trust, Inc.
This page
|
21,975 | $359,950 | |
| 5 | LADR |
Ladder Capital Corp
|
23,309 | $231,924 | |
| 6 | MITT |
TPG Mortgage Investment Trust, Inc.
|
13,066 | $103,482 |
All Filings in STWD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,950 | 21,975 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $364,771 | 21,183 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $369,150 | 20,497 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $372,078 | 19,209 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $394,455 | 19,654 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $372,012 | 18,817 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $342,653 | 18,082 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $322,982 | 15,848 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $276,164 | 14,581 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $245,200 | 12,061 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $229,391 | 10,913 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $247,738 | 12,770 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $209,944 | 11,868 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $192,171 | 10,484 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $140,067 | 6,705 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $220,357 | 9,117 | Shares | Sole | 2022-05-04 | |
| 2020-09-30 | $29,546 | 1,958 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||