SkyOak Wealth, LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 1800379 SOUTHFIELD, MI

Position in STWD

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$5,971,861

+$332,156 QoQ

Shares Held

346,798

+10.7% QoQ

Ownership

0.094%

of shares outstanding

% of Portfolio

2.90%

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

SkyOak Wealth, LLC holds $6,205,742 across 3 REIT - Mortgage names. STWD ranks #1 (96.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc. This page	346,798	$5,971,861
2	NLY	Annaly Capital Management Inc	9,758	$206,381
3	CHMI	Cherry Hill Mortgage Investment Corp	11,000	$27,500

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,971,861	346,798	+10.7%	Shares	Sole	2026-04-30
2025-12-31	$5,639,705	313,143	+11.2%	Shares	Sole	2026-02-05
2025-09-30	$5,457,071	281,728	+36.0%	Shares	Sole	2025-10-23
2025-06-30	$4,157,600	207,155	+2.5%	Shares	Sole	2025-07-30
2025-03-31	$3,996,940	202,172	+10.7%	Shares	Sole	2025-05-01
2024-12-31	$3,459,379	182,553	+14.9%	Shares	Sole	2025-01-24
2024-09-30	$3,236,955	158,830	+11.2%	Shares	Sole	2024-11-04
2024-06-30	$2,704,272	142,781	+13.5%	Shares	Sole	2024-08-12
2024-03-31	$2,556,639	125,757	-3.3%	Shares	Sole	2024-04-29
2023-12-31	$2,734,029	130,068	-1.7%	Shares	Sole	2024-01-12
2023-09-30	$2,559,250	132,261	-0.9%	Shares	Sole	2023-10-24
2023-06-30	$2,589,958	133,503	-0.5%	Shares	Sole	2023-07-20
2023-03-31	$2,373,962	134,198	+11.3%	Shares	Sole	2023-05-02
2022-12-31	$2,210,634	120,602	+9.4%	Shares	Sole	2023-01-26
2022-09-30	$2,008,463	110,234	+1.6%	Shares	Sole	2022-10-25
2022-06-30	$2,266,084	108,477	-1.8%	Shares	Sole	2022-07-26
2022-03-31	$2,671,123	110,514	-1.5%	Shares	Sole	2022-04-18
2021-12-31	$2,725,876	112,176	-0.4%	Shares	Sole	2022-01-24
2021-09-30	$2,748,956	112,616	+0.5%	Shares	Sole	2021-10-21
2021-06-30	$2,932,505	112,056	+1.2%	Shares	Sole	2021-07-19
2021-03-31	$2,738,569	110,694	-0.1%	Shares	Sole	2021-04-29
2020-12-31	$2,137,918	110,773	+1.6%	Shares	Sole	2021-02-02
2020-09-30	$1,645,866	109,070	-8.4%	Shares	Sole	2020-11-03
2020-06-30	$1,780,359	119,008	-11.3%	Shares	Sole	2020-08-10
2020-03-31	$1,375,478	134,193	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.