Sequoia Financial Advisors, LLC
Position in STWD — Starwood Property Trust, Inc.
CIK 1599900
Akron, OH
Position in STWD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$218,197
-$280,993 QoQ
Shares Held
13,321
-54.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 120 holders
Holding Since
Mar 2020
8 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, 2026Sequoia Financial Advisors, LLC holds $8,801,286 across 9 REIT - Mortgage names. STWD ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
301,362 | $6,738,454 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
|
46,722 | $791,937 | |
| 3 | EFC |
Ellington Financial Inc.
|
17,889 | $243,469 | |
| 4 | RITM |
Rithm Capital Corp.
|
24,510 | $230,148 | |
| 5 | MFA |
Mfa Financial, Inc.
|
23,696 | $229,614 | |
| 6 | STWD |
Starwood Property Trust, Inc.
This page
|
13,321 | $218,197 | |
| 7 | KREF |
KKR Real Estate Finance Trust Inc.
|
26,775 | $183,141 | |
| 8 | AGNC |
AGNC Investment Corp.
|
10,433 | $113,719 |
All Filings in STWD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,197 | 13,321 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $499,190 | 28,989 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $263,522 | 14,632 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $384,649 | 19,858 | Shares | Sole | 2025-10-29 | |
| 2020-12-31 | $2,177,503 | 112,824 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,495,886 | 99,131 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,051,388 | 70,280 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $615,697 | 60,068 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||