Steward Partners Investment Advisory, LLC
Position in STWD — Starwood Property Trust, Inc.
CIK 1723397
STAMFORD, CT
Position in STWD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$682,030
-$182,568 QoQ
Shares Held
41,638
-17.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#233
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $5,793,889 across 23 REIT - Mortgage names. STWD ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
185,677 | $2,023,879 | |
| 2 | NLY |
Annaly Capital Management Inc
|
67,938 | $1,519,093 | |
| 3 | STWD |
Starwood Property Trust, Inc.
This page
|
41,638 | $682,030 | |
| 4 | EFC |
Ellington Financial Inc.
|
19,807 | $269,573 | |
| 5 | RITM |
Rithm Capital Corp.
|
28,202 | $264,816 | |
| 6 | RWT |
Redwood Trust Inc
|
51,130 | $242,356 | |
| 7 | KREF |
KKR Real Estate Finance Trust Inc.
|
22,862 | $156,376 | |
| 8 | ABR |
Arbor Realty Trust Inc
|
26,446 | $143,337 |
All Filings in STWD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,030 | 41,638 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $864,598 | 50,209 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,286,271 | 237,994 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,454,518 | 229,970 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,608,232 | 229,608 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,450,543 | 225,116 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,983,176 | 210,194 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,310,716 | 211,517 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,832,054 | 202,326 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,499,029 | 221,300 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,208,204 | 200,200 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,854,055 | 199,176 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,699,715 | 190,707 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,179,282 | 179,722 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,928,657 | 159,774 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,787,987 | 153,018 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,187,747 | 104,727 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,173,719 | 48,561 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $987,479 | 40,637 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $947,742 | 38,826 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,017,280 | 38,872 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,298,924 | 52,503 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $555,627 | 28,789 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $241,515 | 16,005 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $247,273 | 16,529 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $163,538 | 15,955 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||