Global Retirement Partners, LLC
PensionPosition in STWD — Starwood Property Trust, Inc.
CIK 1749744
San Rafael, CA
Position in STWD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$857,836
+$27,071 QoQ
Shares Held
52,371
+13.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#199
of 504 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $2,895,136 across 26 REIT - Mortgage names. STWD ranks #1 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
This page
|
52,371 | $857,836 | |
| 2 | NLY |
Annaly Capital Management Inc
|
19,741 | $441,408 | |
| 3 | AGNC |
AGNC Investment Corp.
|
39,897 | $434,877 | |
| 4 | RITM |
Rithm Capital Corp.
|
32,252 | $302,846 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
20,005 | $213,653 | |
| 6 | DX |
Dynex Capital Inc
|
8,290 | $108,681 | |
| 7 | CIM |
Chimera Investment Corp
|
5,932 | $79,132 | |
| 8 | EFC |
Ellington Financial Inc.
|
5,274 | $71,779 |
All Filings in STWD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $857,836 | 52,371 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $830,765 | 46,128 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,009,467 | 52,115 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $968,839 | 48,273 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $600,563 | 31,692 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $669,034 | 32,828 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $655,645 | 34,617 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $695,692 | 34,220 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $693,596 | 32,997 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $418,540 | 21,630 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $419,369 | 21,617 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $373,170 | 21,095 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $343,559 | 18,743 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $270,056 | 14,822 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $281,179 | 13,460 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $325,328 | 13,460 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $316,915 | 12,983 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $339,765 | 12,983 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $257,766 | 10,419 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $201,086 | 10,419 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $157,222 | 10,419 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $145,874 | 9,751 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $97,754 | 9,537 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||