CreativeOne Wealth, LLC
Position in STWD — Starwood Property Trust, Inc.
CIK 1739728
OVERLAND PARK, KS
Position in STWD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$420,261
-$55,854 QoQ
Shares Held
25,657
-7.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#274
of 515 holders
Holding Since
Dec 2024
7 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, 2026CreativeOne Wealth, LLC holds $988,102 across 3 REIT - Mortgage names. STWD ranks #2 (42.5% of the industry book) .
All Filings in STWD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,261 | 25,657 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $476,115 | 27,649 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $541,470 | 30,065 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $812,261 | 41,934 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,723,190 | 85,859 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,029,963 | 102,679 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,130,396 | 112,422 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||