Focus Partners Wealth

Position in STWD — Starwood Property Trust, Inc.

CIK 1542153 ST LOUIS, MO

Position in STWD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$10,652,137

-$1,978,294 QoQ

Shares Held

618,591

-11.8% QoQ

Ownership

0.167%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 97.51329421842925.ToString("F0")% Shared 0.ToString("F0")% None 2.486705781570738.ToString("F0")%

Real Estate · as of Mar 31, 2026

Focus Partners Wealth holds $63,253,336 across 14 REIT - Mortgage names. STWD ranks #2 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	2,976,473	$29,854,024
2	STWD	Starwood Property Trust, Inc. This page	618,591	$10,652,137
3	LADR	Ladder Capital Corp	689,266	$6,734,128
4	TRTX	TPG RE Finance Trust, Inc.	474,610	$3,706,704
5	RITM	Rithm Capital Corp.	351,660	$3,333,736
6	BXMT	Blackstone Mortgage Trust, Inc.	164,927	$3,158,352
7	ACRE	Ares Commercial Real Estate Corp	586,592	$2,815,641
8	BRSP	BrightSpire Capital, Inc.	249,768	$1,398,700

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,652,137	618,591	-11.8%	Shares	Sole	2026-05-15
2025-12-31	$12,630,431	701,301	+10.9%	Shares	Sole	2026-02-13
2025-09-30	$12,251,002	632,473	-3.8%	Shares	Sole	2025-11-14
2025-06-30	$13,192,472	657,323	+0.0%	Shares	Sole	2025-08-14
2025-03-31	$12,993,101	657,213	-1.9%	Shares	Sole	2025-05-20
2024-12-31	$12,699,247	670,145	+305.5%	Shares	Sole	2025-05-29
2024-09-30	$3,368,426	165,281	-74.9%	Shares	Sole	2024-11-14
2024-06-30	$12,472,217	658,512	+2361.6%	Shares	Sole	2024-08-15
2024-03-31	$543,847	26,751	-1.2%	Shares	Sole	2024-05-16
2023-12-31	$569,179	27,078	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.