EverSource Wealth Advisors, LLC
Position in STWD — Starwood Property Trust, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in STWD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$58,408
-$30,324 QoQ
Shares Held
3,566
-30.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#408
of 517 holders
Holding Since
Sep 2022
16 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, 2026EverSource Wealth Advisors, LLC holds $943,940 across 36 REIT - Mortgage names. STWD ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
7,101 | $158,775 | |
| 2 | AGNC |
AGNC Investment Corp.
|
12,944 | $141,086 | |
| 3 | BRSP |
BrightSpire Capital, Inc.
|
20,866 | $113,718 | |
| 4 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
9,323 | $99,566 | |
| 5 | DX |
Dynex Capital Inc
|
6,348 | $83,219 | |
| 6 | STWD |
Starwood Property Trust, Inc.
This page
|
3,566 | $58,408 | |
| 7 | RITM |
Rithm Capital Corp.
|
4,284 | $40,224 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
2,253 | $39,314 |
All Filings in STWD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,408 | 3,566 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $88,732 | 5,153 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $87,741 | 4,872 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $94,368 | 4,872 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $111,085 | 5,535 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $76,666 | 3,878 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $77,181 | 4,073 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $77,217 | 3,789 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $72,274 | 3,816 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $88,718 | 4,364 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $97,889 | 4,657 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $92,260 | 4,768 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $92,886 | 4,788 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $62,178 | 3,515 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $61,808 | 3,372 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $73,535 | 4,036 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||