RFG Advisory, LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 1633387 BIRMINGHAM, AL

Position in STWD

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$3,265,325

-$116,898 QoQ

Shares Held

189,624

+1.0% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0.7314474960975403.ToString("F0")% Shared 0.ToString("F0")% None 99.26855250390247.ToString("F0")%

Real Estate · as of Mar 31, 2026

RFG Advisory, LLC holds $3,265,325 across 1 REIT - Mortgage name. STWD ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	STWD	Starwood Property Trust, Inc. This page	189,624	$3,265,325

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,265,325	189,624	+1.0%	Shares	Sole	2026-04-20
2025-12-31	$3,382,223	187,797	+10.7%	Shares	Sole	2026-02-03
2025-09-30	$3,286,624	169,676	+1.1%	Shares	Sole	2025-11-06
2025-06-30	$3,367,505	167,788	+2.2%	Shares	Sole	2025-07-28
2025-03-31	$3,244,336	164,104	+8.1%	Shares	Sole	2025-04-09
2024-12-31	$2,877,254	151,834	+2.9%	Shares	Sole	2025-01-21
2024-09-30	$3,005,846	147,490	+10.4%	Shares	Sole	2024-10-17
2024-06-30	$2,530,819	133,623	+9.9%	Shares	Sole	2024-07-15
2024-03-31	$2,472,554	121,621	+2.2%	Shares	Sole	2024-04-11
2023-12-31	$2,502,115	119,035	+3.3%	Shares	Sole	2024-01-25
2023-09-30	$2,229,042	115,196	+4.7%	Shares	Sole	2023-10-16
2023-06-30	$2,135,358	110,070	+2.7%	Shares	Sole	2023-08-03
2023-03-31	$1,896,226	107,192	+3.1%	Shares	Sole	2023-05-09
2022-12-31	$1,905,568	103,959	+0.4%	Shares	Sole	2023-02-15
2022-09-30	$1,886,152	103,521	+5.2%	Shares	Sole	2022-11-10
2022-06-30	$2,056,578	98,448	+2.4%	Shares	Sole	2022-08-09
2022-03-31	$2,324,549	96,175	+1.1%	Shares	Sole	2022-05-11
2021-12-31	$2,310,832	95,096	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.