Kingsview Wealth Management, LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 1791965 GRANTS PASS, OR

Position in STWD

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$776,100

+$66,017 QoQ

Shares Held

47,381

+14.9% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#218

of 517 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Kingsview Wealth Management, LLC holds $3,154,794 across 5 REIT - Mortgage names. STWD ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	78,526	$855,933
2	STWD	Starwood Property Trust, Inc. This page	47,381	$776,100
3	NLY	Annaly Capital Management Inc	24,953	$557,949
4	ARR	Armour Residential REIT, Inc.	27,890	$486,680
5	EFC	Ellington Financial Inc.	35,131	$478,132

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$776,100	47,381	+14.9%	Shares	Sole	2026-08-19
2026-03-31	$710,083	41,236	+32.2%	Shares	Sole	2026-05-12
2025-12-31	$561,785	31,193	+29.7%	Shares	Sole	2026-02-09
2025-09-30	$466,022	24,059	+13.3%	Shares	Sole	2025-11-12
2025-06-30	$426,246	21,238	+34.8%	Shares	Sole	2025-08-08
2025-03-31	$311,397	15,751	+11.4%	Shares	Sole	2025-05-02
2024-12-31	$267,934	14,139	-2.3%	Shares	Sole	2025-01-28
2024-09-30	$294,980	14,474	+6.0%	Shares	Sole	2024-11-12
2024-06-30	$258,587	13,653	-15.4%	Shares	Sole	2024-08-14
2024-03-31	$328,166	16,142	+38.2%	Shares	Sole	2024-05-09
2023-12-31	$245,555	11,682	-17.8%	Shares	Sole	2024-02-08
2023-09-30	$275,137	14,219	+1.9%	Shares	Sole	2023-11-07
2023-06-30	$270,591	13,948	+12.9%	Shares	Sole	2023-08-10
2023-03-31	$218,630	12,359	-52.7%	Shares	Sole	2023-05-15
2022-12-31	$478,596	26,110	+127.5%	Shares	Sole	2023-02-13
2022-09-30	$209,129	11,478	—	Shares	Sole	2022-11-15
No filing history on record for this holder in this stock.