LEVEL FOUR ADVISORY SERVICES, LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 1696715 DALLAS, TX

Position in STWD

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$444,798

-$14,528 QoQ

Shares Held

27,155

+1.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#267

of 515 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

LEVEL FOUR ADVISORY SERVICES, LLC holds $1,010,528 across 4 REIT - Mortgage names. STWD ranks #1 (44.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc. This page	27,155	$444,798
2	AGNC	AGNC Investment Corp.	28,457	$310,181
3	NLY	Annaly Capital Management Inc	9,231	$206,405
4	RWT	Redwood Trust Inc	10,368	$49,144

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$444,798	27,155	+1.8%	Shares	Sole	2026-08-10
2026-03-31	$459,326	26,674	+0.1%	Shares	Sole	2026-05-14
2025-12-31	$479,966	26,650	+6.4%	Shares	Sole	2026-02-13
2025-09-30	$485,044	25,041	+1.8%	Shares	Sole	2025-11-12
2025-06-30	$493,762	24,602	-16.3%	Shares	Sole	2025-08-13
2025-03-31	$581,317	29,404	+1.8%	Shares	Sole	2025-05-14
2024-12-31	$547,408	28,887	-0.2%	Shares	Sole	2025-02-12
2024-09-30	$589,695	28,935	+3.2%	Shares	Sole	2024-11-14
2024-06-30	$531,172	28,045	-13.0%	Shares	Sole	2024-08-09
2024-03-31	$655,622	32,249	0.0%	Shares	Sole	2024-05-13
2023-12-31	$677,873	32,249	+6.4%	Shares	Sole	2024-02-08
2023-09-30	$586,401	30,305	-6.5%	Shares	Sole	2023-11-13
2023-06-30	$628,463	32,395	+9.1%	Shares	Sole	2023-07-10
2023-03-31	$525,463	29,704	+27.1%	Shares	Sole	2023-06-05
2022-12-31	$428,243	23,363	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.