Kestra Advisory Services, LLC
Position in STWD — Starwood Property Trust, Inc.
CIK 1830819
AUSTIN, TX
Position in STWD
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$5,699,888
+$2,049,189 QoQ
Shares Held
331,004
+63.3% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Kestra Advisory Services, LLC holds $23,158,379 across 15 REIT - Mortgage names. STWD ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
285,616 | $6,040,778 | |
| 2 | STWD |
Starwood Property Trust, Inc.
This page
|
331,004 | $5,699,888 | |
| 3 | LADR |
Ladder Capital Corp
|
309,011 | $3,019,037 | |
| 4 | AGNC |
AGNC Investment Corp.
|
299,678 | $3,005,770 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
74,069 | $1,418,421 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
133,319 | $1,027,889 | |
| 7 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
85,940 | $907,526 | |
| 8 | RITM |
Rithm Capital Corp.
|
81,069 | $768,534 |
All Filings in STWD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,699,888 | 331,004 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,650,699 | 202,704 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,815,909 | 197,001 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,878,001 | 292,875 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $5,219,556 | 264,014 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,753,152 | 250,826 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $3,505,490 | 185,084 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,424,563 | 70,072 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||