Apollon Wealth Management, LLC
Position in STWD — Starwood Property Trust, Inc.
CIK 1764387
MOUNT PLEASANT, SC
Position in STWD
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,241,837
+$35,131 QoQ
Shares Held
72,116
+7.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Apollon Wealth Management, LLC holds $12,131,925 across 7 REIT - Mortgage names. STWD ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
409,484 | $8,660,586 | |
| 2 | STWD |
Starwood Property Trust, Inc.
This page
|
72,116 | $1,241,837 | |
| 3 | BXMT |
Blackstone Mortgage Trust, Inc.
|
44,137 | $845,223 | |
| 4 | RITM |
Rithm Capital Corp.
|
55,606 | $527,144 | |
| 5 | RWT |
Redwood Trust Inc
|
90,586 | $508,187 | |
| 6 | AGNC |
AGNC Investment Corp.
|
32,403 | $325,002 | |
| 7 | GPMT |
Granite Point Mortgage Trust Inc.
|
16,515 | $23,946 |
All Filings in STWD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,241,837 | 72,116 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,206,706 | 67,002 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,339,532 | 69,155 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,449,334 | 72,214 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,261,108 | 63,789 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,282,157 | 67,660 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,458,066 | 71,544 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,259,358 | 66,492 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,312,403 | 64,555 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,335,211 | 63,521 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,066,842 | 55,134 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $925,942 | 47,729 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $904,772 | 51,146 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $893,807 | 48,762 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $765,895 | 42,036 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,100,861 | 52,698 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $786,854 | 32,555 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $721,442 | 29,689 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $275,759 | 11,297 | Shares | Sole | 2021-11-15 | |
| 2020-06-30 | $30,518 | 2,040 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||