Position in STWD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,370
-$1,455 QoQ
Shares Held
1,732
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#422
of 515 holders
Holding Since
Mar 2026
2 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, 2026IFG Advisory, LLC holds $1,129,457 across 9 REIT - Mortgage names. STWD ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
55,882 | $609,113 | |
| 2 | NLY |
Annaly Capital Management Inc
|
13,571 | $303,447 | |
| 3 | DX |
Dynex Capital Inc
|
4,676 | $61,302 | |
| 4 | EFC |
Ellington Financial Inc.
|
4,051 | $55,134 | |
| 5 | ORC |
Orchid Island Capital, Inc.
|
4,940 | $34,431 | |
| 6 | STWD |
Starwood Property Trust, Inc.
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|
1,732 | $28,370 | |
| 7 | IVR |
Invesco Mortgage Capital Inc.
|
2,500 | $19,750 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
787 | $13,339 |
All Filings in STWD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,370 | 1,732 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $29,825 | 1,732 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||