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Sargent Investment Group, LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 1766157 BETHESDA, MD

Position in STWD

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$4,770,183
-$267,924 QoQ
Shares Held
291,220
-0.5% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#64
of 517 holders
Holding Since
Mar 2020
26 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, 2026

Sargent Investment Group, LLC holds $4,770,183 across 1 REIT - Mortgage name. STWD ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 STWD
Starwood Property Trust, Inc.
This page
291,220 $4,770,183

All Filings in STWD

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,770,183 291,220
2026-03-31 $5,038,107 292,573
2025-12-31 $4,944,861 274,562
2025-09-30 $5,550,531 286,553
2025-06-30 $5,373,762 267,751
2025-03-31 $4,592,650 232,304
2024-12-31 $3,601,447 190,050
2024-09-30 $4,204,088 206,285
2024-06-30 $3,740,839 197,510
2024-03-31 $3,661,107 180,084
2023-12-31 $4,096,125 194,868
2023-09-30 $3,713,032 191,888
2023-06-30 $3,505,541 180,698
2023-03-31 $2,778,798 157,083
2022-12-31 $2,593,200 141,473
2022-09-30 $2,812,767 154,378
2022-06-30 $2,788,668 133,493
2022-03-31 $1,079,190 44,650
2021-12-31 $1,018,510 41,914
2021-09-30 $1,002,909 41,086
2021-06-30 $803,183 30,691
2021-03-31 $631,265 25,516
2020-12-31 $481,843 24,966
2020-09-30 $1,157,493 76,706
2020-06-30 $1,244,103 83,162
2020-03-31 $962,854 93,937