Position in STWD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$644,471
-$92,872 QoQ
Shares Held
39,345
-8.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#238
of 515 holders
Holding Since
Dec 2020
23 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, 2026Accel Wealth Management holds $1,138,313 across 2 REIT - Mortgage names. STWD ranks #1 (56.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
This page
|
39,345 | $644,471 | |
| 2 | NLY |
Annaly Capital Management Inc
|
22,086 | $493,842 |
All Filings in STWD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,471 | 39,345 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $737,343 | 42,819 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $765,857 | 42,524 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $813,985 | 42,023 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $837,059 | 41,707 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $832,336 | 42,101 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $795,691 | 41,989 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $851,720 | 41,792 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $770,270 | 40,669 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $836,538 | 41,148 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $867,558 | 41,273 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $795,478 | 41,110 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $794,895 | 40,974 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $709,510 | 40,108 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $683,159 | 37,270 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $665,157 | 36,507 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $762,631 | 36,507 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $879,111 | 36,372 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $863,622 | 35,540 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $869,777 | 35,632 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $932,306 | 35,625 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $881,362 | 35,625 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $681,290 | 35,300 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||