Position in STWD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$179,737
+$91,798 QoQ
Shares Held
10,973
+141.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#364
of 515 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Wealthspire Advisors, LLC holds $3,752,976 across 6 REIT - Mortgage names. STWD ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
110,853 | $1,208,297 | |
| 2 | NLY |
Annaly Capital Management Inc
|
53,368 | $1,193,308 | |
| 3 | DX |
Dynex Capital Inc
|
45,862 | $601,250 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
21,515 | $364,679 | |
| 5 | ACR |
ACRES Commercial Realty Corp.
|
11,563 | $205,705 | |
| 6 | STWD |
Starwood Property Trust, Inc.
This page
|
10,973 | $179,737 |
All Filings in STWD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,737 | 10,973 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $87,939 | 4,540 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||