Position in STWD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$734,051
-$7,131 QoQ
Shares Held
44,814
+4.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#226
of 515 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 68%
Shared 1%
None 31%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $10,745,551 across 20 REIT - Mortgage names. STWD ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
87,969 | $1,966,986 | |
| 2 | ARR |
Armour Residential REIT, Inc.
|
62,048 | $1,082,737 | |
| 3 | LADR |
Ladder Capital Corp
|
106,486 | $1,059,535 | |
| 4 | AGNC |
AGNC Investment Corp.
|
80,123 | $873,340 | |
| 5 | RITM |
Rithm Capital Corp.
|
78,341 | $735,621 | |
| 6 | STWD |
Starwood Property Trust, Inc.
This page
|
44,814 | $734,051 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
42,679 | $723,408 | |
| 8 | ORC |
Orchid Island Capital, Inc.
|
94,013 | $655,270 |
All Filings in STWD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,051 | 44,814 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $741,182 | 43,042 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,122,111 | 62,305 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $641,631 | 33,125 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $728,119 | 36,279 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $785,798 | 39,747 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,089,037 | 57,469 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,222,168 | 59,969 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $622,141 | 32,848 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $891,755 | 43,864 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $535,358 | 25,469 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $577,906 | 29,789 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $486,669 | 27,511 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $463,089 | 25,264 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $407,253 | 22,352 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $506,352 | 24,239 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $480,741 | 19,890 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $366,322 | 15,075 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $299,998 | 12,290 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $318,331 | 12,164 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $312,144 | 12,617 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $242,890 | 12,585 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $184,837 | 12,249 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $118,254 | 11,537 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||