Position in STWD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$129,189
-$8,743 QoQ
Shares Held
7,887
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#388
of 517 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $2,377,899 across 36 REIT - Mortgage names. STWD ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
28,559 | $638,579 | |
| 2 | AGNC |
AGNC Investment Corp.
|
57,505 | $626,804 | |
| 3 | IVR |
Invesco Mortgage Capital Inc.
|
60,872 | $480,888 | |
| 4 | CIM |
Chimera Investment Corp
|
10,412 | $138,896 | |
| 5 | STWD |
Starwood Property Trust, Inc.
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|
7,887 | $129,189 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
6,041 | $102,394 | |
| 7 | RITM |
Rithm Capital Corp.
|
8,529 | $80,087 | |
| 8 | BRSP |
BrightSpire Capital, Inc.
|
6,202 | $33,800 |
All Filings in STWD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,189 | 7,887 | Shares | Sole | 2026-07-20 | |
| 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 | 2023-08-04 | |
| 2023-03-31 | $106,936 | 6,045 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $144 | 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 | $42,611 | 1,763 | Shares | Sole | 2022-08-08 | |
| 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. | ||||||