Position in STWD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$259,197
+$112,285 QoQ
Shares Held
15,824
+116.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#326
of 515 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026New Age Alpha Advisors, LLC holds $8,133,574 across 7 REIT - Mortgage names. STWD ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
153,917 | $3,441,584 | |
| 2 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
176,341 | $1,883,321 | |
| 3 | RITM |
Rithm Capital Corp.
|
158,864 | $1,491,732 | |
| 4 | ABR |
Arbor Realty Trust Inc
|
90,687 | $491,523 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
18,032 | $305,642 | |
| 6 | AGNC |
AGNC Investment Corp.
|
23,906 | $260,575 | |
| 7 | STWD |
Starwood Property Trust, Inc.
This page
|
15,824 | $259,197 |
All Filings in STWD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,197 | 15,824 | Shares | Sole | 2026-08-13 | |
| 2025-06-30 | $146,912 | 7,320 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $144,973 | 7,333 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $61,113 | 3,225 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||