Position in STWD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,727,532
-$250,546 QoQ
Shares Held
166,516
-3.7% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#95
of 515 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $16,174,723 across 12 REIT - Mortgage names. STWD ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
165,489 | $3,700,334 | |
| 2 | LADR |
Ladder Capital Corp
|
331,674 | $3,300,156 | |
| 3 | STWD |
Starwood Property Trust, Inc.
This page
|
166,516 | $2,727,532 | |
| 4 | RITM |
Rithm Capital Corp.
|
159,801 | $1,500,531 | |
| 5 | EFC |
Ellington Financial Inc.
|
83,554 | $1,137,169 | |
| 6 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
75,720 | $808,689 | |
| 7 | AGNC |
AGNC Investment Corp.
|
72,886 | $794,457 | |
| 8 | SEVN |
Seven Hills Realty Trust
|
86,106 | $725,873 |
All Filings in STWD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,727,532 | 166,516 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,978,078 | 172,943 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,029,227 | 168,197 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,251,622 | 167,869 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,073,339 | 153,131 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,982,264 | 150,848 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,584,571 | 136,389 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,785,110 | 136,659 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,449,661 | 129,338 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,523,095 | 124,107 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,605,954 | 123,975 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $185,536 | 10,122 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $335,867 | 18,434 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $406,937 | 19,480 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $635,961 | 26,312 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $565,242 | 23,261 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $566,800 | 23,220 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $513,978 | 19,640 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $505,537 | 20,434 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $461,617 | 23,918 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||