Foundations Investment Advisors, LLC

Endowment

Position in STWD — Starwood Property Trust, Inc.

CIK 1743404 PHOENIX, AZ

Position in STWD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,177,918

+$43,034 QoQ

Shares Held

71,912

+9.1% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#176

of 515 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $1,619,160 across 4 REIT - Mortgage names. STWD ranks #1 (72.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc. This page	71,912	$1,177,918
2	NLY	Annaly Capital Management Inc	14,150	$316,394
3	AGNC	AGNC Investment Corp.	11,454	$124,848
4	LFT	Lument Finance Trust, Inc.	28,576	$0

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,177,918	71,912	+9.1%	Shares	Sole	2026-08-14
2026-03-31	$1,134,884	65,905	+12.1%	Shares	Sole	2026-05-11
2025-12-31	$1,059,258	58,815	+197.0%	Shares	Sole	2026-02-10
2025-09-30	$383,584	19,803	—	Shares	Sole	2025-11-03
No filing history on record for this holder in this stock.