EverSource Wealth Advisors, LLC
Position in STWD — Starwood Property Trust, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in STWD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$88,732
+$991 QoQ
Shares Held
5,153
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $846,337 across 35 REIT - Mortgage names. STWD ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
8,682 | $183,617 | |
| 2 | RITM |
Rithm Capital Corp.
|
10,309 | $97,727 | |
| 3 | DX |
Dynex Capital Inc
|
7,181 | $91,626 | |
| 4 | STWD |
Starwood Property Trust, Inc.
This page
|
5,153 | $88,732 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
8,026 | $84,752 | |
| 6 | BRSP |
BrightSpire Capital, Inc.
|
15,074 | $84,413 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
2,677 | $44,649 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
1,986 | $38,028 |
All Filings in STWD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||