WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 1632972 PLYMOUTH, MN

Position in STWD

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,783,290

-$3,208,960 QoQ

Shares Held

108,870

-62.4% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#142

of 519 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Real Estate · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $37,620,152 across 22 REIT - Mortgage names. STWD ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	670,590	$14,994,392
2	AGNC	AGNC Investment Corp.	1,267,259	$13,813,123
3	RITM	Rithm Capital Corp.	200,176	$1,879,652
4	STWD	Starwood Property Trust, Inc. This page	108,870	$1,783,290
5	ARI	Apollo Commercial Real Estate Finance, Inc.	132,917	$1,419,553
6	ARR	Armour Residential REIT, Inc.	34,209	$596,947
7	MFA	Mfa Financial, Inc.	46,188	$447,561
8	BXMT	Blackstone Mortgage Trust, Inc.	25,638	$434,564

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,783,290	108,870	-62.4%	Shares	Sole	2026-07-15
2026-03-31	$4,992,250	289,910	-42.1%	Shares	Sole	2026-04-08
2025-12-31	$9,017,210	500,678	+29.2%	Shares	Sole	2026-01-08
2025-09-30	$7,504,577	387,433	+8.1%	Shares	Sole	2025-10-29
2025-06-30	$7,194,292	358,460	+31.2%	Shares	Sole	2025-07-10
2025-03-31	$5,400,333	273,158	+0.7%	Shares	Sole	2025-04-16
2024-12-31	$5,141,343	271,311	+4.1%	Shares	Sole	2025-03-17
2024-09-30	$5,311,109	260,604	-4.5%	Shares	Sole	2024-10-24
2024-06-30	$5,170,335	272,985	-3.9%	Shares	Sole	2024-07-16
2024-03-31	$5,775,488	284,087	-3.6%	Shares	Sole	2024-04-15
2023-12-31	$6,195,329	294,735	-6.6%	Shares	Sole	2024-01-30
2023-09-30	$6,105,776	315,544	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.