Position in STWD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,285
+$3,561 QoQ
Shares Held
1,910
+18.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#421
of 517 holders
Holding Since
Dec 2023
11 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, 2026Heritage Wealth Advisors holds $39,110 across 3 REIT - Mortgage names. STWD ranks #1 (80.0% of the industry book) .
All Filings in STWD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,285 | 1,910 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,724 | 1,610 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $28,996 | 1,610 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $31,185 | 1,610 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $25,087 | 1,250 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $24,712 | 1,250 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $23,687 | 1,250 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $25,475 | 1,250 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $17,993 | 950 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $19,313 | 950 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $19,969 | 950 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||