Center for Financial Planning, Inc.
Position in STWD — Starwood Property Trust, Inc.
CIK 1803557
SOUTHFIED, MI
Position in STWD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$13,185
-$677 QoQ
Shares Held
805
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#446
of 515 holders
Holding Since
Sep 2020
11 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, 2026Center for Financial Planning, Inc. holds $22,099 across 5 REIT - Mortgage names. STWD ranks #1 (59.7% of the industry book) .
All Filings in STWD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,185 | 805 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $13,862 | 805 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $14,498 | 805 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $15,592 | 805 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $16,156 | 805 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $22,873 | 1,157 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $21,925 | 1,157 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $23,579 | 1,157 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $21,913 | 1,157 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $18,845 | 927 | Shares | Sole | 2024-04-25 | |
| 2020-09-30 | $9,355 | 620 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||