Position in STWD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,201,980
-$33,658 QoQ
Shares Held
73,381
+2.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#33
of 163 holders
Holding Since
Mar 2026
2 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, 2026Apella Capital, LLC holds $1,835,950 across 3 REIT - Mortgage names. STWD ranks #1 (65.5% of the industry book) .
All Filings in STWD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,201,980 | 73,381 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,235,638 | 71,756 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||