Clearstead Trust, LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 1708001 PORTLAND, ME

Position in STWD

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$89,991

-$4,615 QoQ

Shares Held

5,494

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#393

of 515 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Clearstead Trust, LLC holds $100,671 across 3 REIT - Mortgage names. STWD ranks #1 (89.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc. This page	5,494	$89,991
2	NLY	Annaly Capital Management Inc	407	$9,100
3	AGNC	AGNC Investment Corp.	145	$1,580

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$89,991	5,494	0.0%	Shares	Sole	2026-08-06
2026-03-31	$94,606	5,494	-51.1%	Shares	Sole	2026-05-06
2025-12-31	$202,234	11,229	-2.7%	Shares	Sole	2026-02-09
2025-09-30	$223,626	11,545	+0.3%	Shares	Sole	2025-11-10
2025-06-30	$230,945	11,507	-3.8%	Shares	Sole	2025-08-08
2025-03-31	$236,528	11,964	+6.5%	Shares	Sole	2025-05-09
2024-12-31	$212,789	11,229	0.0%	Shares	Sole	2025-02-10
2024-09-30	$228,847	11,229	0.0%	Shares	Sole	2024-11-13
2024-06-30	$212,677	11,229	0.0%	Shares	Sole	2024-08-09
2024-03-31	$228,285	11,229	0.0%	Shares	Sole	2024-05-10
2023-12-31	$236,033	11,229	-11.1%	Shares	Sole	2024-02-06
2023-09-30	$244,467	12,634	-25.8%	Shares	Sole	2023-11-13
2023-06-30	$330,498	17,036	0.0%	Shares	Sole	2023-08-08
2023-03-31	$301,366	17,036	0.0%	Shares	Sole	2023-05-10
2022-12-31	$312,269	17,036	0.0%	Shares	Sole	2023-02-01
2022-09-30	$310,395	17,036	0.0%	Shares	Sole	2022-11-14
2022-06-30	$355,882	17,036	0.0%	Shares	Sole	2022-08-11
2022-03-31	$411,760	17,036	-25.7%	Shares	Sole	2022-05-16
2021-12-31	$557,393	22,938	0.0%	Shares	Sole	2022-02-09
2021-09-30	$559,916	22,938	0.0%	Shares	Sole	2021-11-02
2021-06-30	$600,287	22,938	0.0%	Shares	Sole	2021-08-12
2021-03-31	$567,486	22,938	-50.7%	Shares	Sole	2021-04-30
2020-12-31	$897,565	46,506	+102.7%	Shares	Sole	2021-02-16
2020-09-30	$346,134	22,938	0.0%	Shares	Sole	2020-10-23
2020-06-30	$343,152	22,938	-1.9%	Shares	Sole	2020-08-17
2020-03-31	$239,716	23,387	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.