Focus Partners Wealth

Position in STWD — Starwood Property Trust, Inc.

CIK 1542153 ST LOUIS, MO

Position in STWD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$10,150,505

-$501,632 QoQ

Shares Held

619,689

+0.2% QoQ

Ownership

0.167%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#40

of 517 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Real Estate · as of Jun 30, 2026

Focus Partners Wealth holds $72,216,763 across 13 REIT - Mortgage names. STWD ranks #2 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	3,343,851	$36,447,975
2	STWD	Starwood Property Trust, Inc. This page	619,689	$10,150,505
3	LADR	Ladder Capital Corp	721,487	$7,178,795
4	TRTX	TPG RE Finance Trust, Inc.	467,885	$3,916,197
5	RITM	Rithm Capital Corp.	400,437	$3,760,103
6	BXMT	Blackstone Mortgage Trust, Inc.	205,358	$3,480,818
7	ACRE	Ares Commercial Real Estate Corp	627,277	$2,822,746
8	NLY	Annaly Capital Management Inc	100,914	$2,256,437

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,150,505	619,689	+0.2%	Shares	Sole	2026-08-12
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	$12,698,262	670,093	+305.4%	Shares	Sole	2025-05-20
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.