WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 1632972 PLYMOUTH, MN

Position in STWD

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$4,992,250

-$4,024,960 QoQ

Shares Held

289,910

-42.1% QoQ

Ownership

0.078%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0.12555620709875479.ToString("F0")% Shared 0.ToString("F0")% None 99.87444379290125.ToString("F0")%

Real Estate · as of Mar 31, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $13,654,858 across 17 REIT - Mortgage names. STWD ranks #1 (36.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc. This page	289,910	$4,992,250
2	RITM	Rithm Capital Corp.	189,322	$1,794,772
3	NLY	Annaly Capital Management Inc	78,639	$1,663,214
4	AGNC	AGNC Investment Corp.	140,407	$1,408,282
5	ARI	Apollo Commercial Real Estate Finance, Inc.	128,375	$1,355,640
6	BXMT	Blackstone Mortgage Trust, Inc.	25,011	$478,960
7	MFA	Mfa Financial, Inc.	42,333	$405,550
8	ARR	Armour Residential REIT, Inc.	21,385	$356,701

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.