Position in STWD
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$137,932
+$47,072 QoQ
Shares Held
8,010
+58.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026IFP Advisors, Inc holds $1,435,661 across 34 REIT - Mortgage names. STWD ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
27,920 | $590,508 | |
| 2 | AGNC |
AGNC Investment Corp.
|
24,417 | $244,902 | |
| 3 | STWD |
Starwood Property Trust, Inc.
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|
8,010 | $137,932 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
5,573 | $106,722 | |
| 5 | RITM |
Rithm Capital Corp.
|
10,451 | $99,075 | |
| 6 | CIM |
Chimera Investment Corp
|
6,826 | $85,666 | |
| 7 | BRSP |
BrightSpire Capital, Inc.
|
11,478 | $64,276 | |
| 8 | MFA |
Mfa Financial, Inc.
|
2,872 | $27,513 |
All Filings in STWD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,932 | 8,010 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $90,860 | 5,045 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $82,380 | 4,253 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $93,606 | 4,664 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $80,681 | 4,081 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $91,376 | 4,822 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $97,538 | 4,786 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $71,972 | 3,800 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $76,664 | 3,771 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $37,121 | 1,766 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $35,932 | 1,857 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $117,816 | 6,073 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $106,936 | 6,045 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $105,599 | 5,761 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $55,097 | 3,024 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $63,025 | 3,017 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $72,920 | 3,017 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $30,156 | 1,241 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $31,195 | 1,278 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $32,398 | 1,238 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $30,603 | 1,237 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $61,702 | 3,197 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $83,281 | 5,519 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $75,562 | 5,051 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $59,501 | 5,805 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||