Kestra Advisory Services, LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 1830819 AUSTIN, TX

Position in STWD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,170,593

-$1,529,295 QoQ

Shares Held

254,615

-23.1% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#68

of 515 holders

Holding Since

Mar 2024

9 quarters on record

Real Estate · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $20,011,371 across 15 REIT - Mortgage names. STWD ranks #2 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	236,733	$5,293,349
2	STWD	Starwood Property Trust, Inc. This page	254,615	$4,170,593
3	AGNC	AGNC Investment Corp.	293,745	$3,201,820
4	LADR	Ladder Capital Corp	229,039	$2,278,938
5	RITM	Rithm Capital Corp.	109,593	$1,029,078
6	ARI	Apollo Commercial Real Estate Finance, Inc.	89,759	$958,626
7	BXMT	Blackstone Mortgage Trust, Inc.	53,269	$902,909
8	BRSP	BrightSpire Capital, Inc.	104,204	$567,911

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,170,593	254,615	-23.1%	Shares	Sole	2026-07-28
2026-03-31	$5,699,888	331,004	+63.3%	Shares	Sole	2026-04-30
2025-12-31	$3,650,699	202,704	+2.9%	Shares	Sole	2026-02-13
2025-09-30	$3,815,909	197,001	-32.7%	Shares	Sole	2025-11-14
2025-06-30	$5,878,001	292,875	+10.9%	Shares	Sole	2025-08-15
2025-03-31	$5,219,556	264,014	+5.3%	Shares	Sole	2025-05-14
2024-12-31	$4,753,152	250,826	+35.5%	Shares	Sole	2025-02-10
2024-06-30	$3,505,490	185,084	+164.1%	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.