Sargent Investment Group, LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 1766157 BETHESDA, MD

Position in STWD

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$5,038,107

+$93,246 QoQ

Shares Held

292,573

+6.6% QoQ

Ownership

0.079%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Sargent Investment Group, LLC holds $5,038,107 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	292,573	$5,038,107

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,038,107	292,573	+6.6%	Shares	Sole	2026-05-11
2025-12-31	$4,944,861	274,562	-4.2%	Shares	Sole	2026-02-13
2025-09-30	$5,550,531	286,553	+7.0%	Shares	Sole	2025-11-14
2025-06-30	$5,373,762	267,751	+15.3%	Shares	Sole	2025-08-14
2025-03-31	$4,592,650	232,304	+22.2%	Shares	Sole	2025-05-05
2024-12-31	$3,601,447	190,050	-7.9%	Shares	Sole	2025-01-27
2024-09-30	$4,204,088	206,285	+4.4%	Shares	Sole	2024-11-06
2024-06-30	$3,740,839	197,510	+9.7%	Shares	Sole	2024-08-09
2024-03-31	$3,661,107	180,084	-7.6%	Shares	Sole	2024-05-10
2023-12-31	$4,096,125	194,868	+1.6%	Shares	Sole	2024-02-05
2023-09-30	$3,713,032	191,888	+6.2%	Shares	Sole	2023-11-13
2023-06-30	$3,505,541	180,698	+15.0%	Shares	Sole	2023-07-31
2023-03-31	$2,778,798	157,083	+11.0%	Shares	Sole	2023-05-02
2022-12-31	$2,593,200	141,473	-8.4%	Shares	Sole	2023-01-31
2022-09-30	$2,812,767	154,378	+15.6%	Shares	Sole	2022-10-27
2022-06-30	$2,788,668	133,493	+199.0%	Shares	Sole	2022-07-26
2022-03-31	$1,079,190	44,650	+6.5%	Shares	Sole	2022-05-06
2021-12-31	$1,018,510	41,914	+2.0%	Shares	Sole	2022-02-11
2021-09-30	$1,002,909	41,086	+33.9%	Shares	Sole	2021-11-12
2021-06-30	$803,183	30,691	+20.3%	Shares	Sole	2021-08-05
2021-03-31	$631,265	25,516	+2.2%	Shares	Sole	2021-05-04
2020-12-31	$481,843	24,966	-67.5%	Shares	Sole	2021-02-10
2020-09-30	$1,157,493	76,706	-7.8%	Shares	Sole	2020-11-12
2020-06-30	$1,244,103	83,162	-11.5%	Shares	Sole	2020-08-11
2020-03-31	$962,854	93,937	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.