Position in STWD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$805,273
+$42,651 QoQ
Shares Held
49,162
+11.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#211
of 515 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Ethic Inc. holds $7,013,555 across 6 REIT - Mortgage names. STWD ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
287,317 | $3,131,755 | |
| 2 | NLY |
Annaly Capital Management Inc
|
120,923 | $2,703,838 | |
| 3 | STWD |
Starwood Property Trust, Inc.
This page
|
49,162 | $805,273 | |
| 4 | MFA |
Mfa Financial, Inc.
|
15,936 | $154,419 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
11,206 | $119,680 | |
| 6 | ORC |
Orchid Island Capital, Inc.
|
14,145 | $98,590 |
All Filings in STWD
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $805,273 | 49,162 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $762,622 | 44,287 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $851,026 | 47,253 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,074,047 | 55,449 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,236,312 | 61,600 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $547,470 | 27,692 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $502,288 | 26,506 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $634,490 | 31,133 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $553,995 | 29,250 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $632,933 | 31,133 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $832,770 | 39,618 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $550,952 | 28,473 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $420,107 | 21,655 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $316,633 | 17,899 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $301,143 | 16,429 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $263,646 | 10,908 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $201,155 | 8,278 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||