Position in STWD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$185,304
+$35,533 QoQ
Shares Held
10,761
+29.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Allworth Financial LP holds $5,512,637 across 36 REIT - Mortgage names. STWD ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
121,793 | $1,221,583 | |
| 2 | NLY |
Annaly Capital Management Inc
|
43,879 | $928,040 | |
| 3 | BXMT |
Blackstone Mortgage Trust, Inc.
|
45,205 | $865,675 | |
| 4 | DX |
Dynex Capital Inc
|
53,234 | $679,265 | |
| 5 | RITM |
Rithm Capital Corp.
|
41,389 | $392,367 | |
| 6 | FBRT |
Franklin BSP Realty Trust, Inc.
|
30,612 | $259,895 | |
| 7 | STWD |
Starwood Property Trust, Inc.
This page
|
10,761 | $185,304 | |
| 8 | ADAM |
Adamas Trust, Inc.
|
25,117 | $184,861 |
All Filings in STWD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $185,304 | 10,761 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $149,771 | 8,316 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $222,290 | 11,476 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $160,780 | 8,011 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $92,661 | 4,687 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $138,998 | 7,335 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $121,566 | 5,965 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $78,165 | 4,127 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $51,495 | 2,533 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $57,468 | 2,734 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $34,655 | 1,791 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $33,930 | 1,749 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $30,957 | 1,750 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $29,108 | 1,588 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $36,658 | 2,012 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $35,492 | 1,699 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $57,766 | 2,390 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $36,717 | 1,511 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $45,451 | 1,862 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $48,283 | 1,845 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $45,472 | 1,838 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $35,319 | 1,830 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $27,463 | 1,820 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $27,077 | 1,810 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $15,375 | 1,500 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||