Beacon Pointe Advisors, LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 1744317 NEWPORT BEACH, CA

Position in STWD

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$194,659

-$30,371 QoQ

Shares Held

11,884

-9.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#351

of 515 holders

Holding Since

Mar 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $4,818,731 across 9 REIT - Mortgage names. STWD ranks #7 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	180,036	$1,962,392
2	NLY	Annaly Capital Management Inc	45,087	$1,008,145
3	RITM	Rithm Capital Corp.	69,239	$650,154
4	ARI	Apollo Commercial Real Estate Finance, Inc.	32,588	$348,039
5	ABR	Arbor Realty Trust Inc	51,631	$279,840
6	BXMT	Blackstone Mortgage Trust, Inc.	12,748	$216,078
7	STWD	Starwood Property Trust, Inc. This page	11,884	$194,659
8	ADAM	Adamas Trust, Inc.	12,624	$118,413

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$194,659	11,884	-9.1%	Shares	Sole	2026-08-18
2026-03-31	$225,030	13,068	+25.4%	Shares	Sole	2026-05-15
2025-12-31	$187,682	10,421	-0.7%	Shares	Sole	2026-02-18
2025-09-30	$203,307	10,496	-44.0%	Shares	Sole	2025-11-14
2023-12-31	$393,914	18,740	-4.1%	Shares	Sole	2024-02-08
2023-09-30	$377,944	19,532	+11.6%	Shares	Sole	2023-11-14
2023-06-30	$339,577	17,504	-3.9%	Shares	Sole	2023-08-14
2023-03-31	$322,329	18,221	+60.8%	Shares	Sole	2023-05-12
2022-03-31	$273,942	11,334	—	Shares	Sole	2022-05-17
No filing history on record for this holder in this stock.