Position in STWD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$447,649
+$5,715 QoQ
Shares Held
27,329
+6.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#265
of 515 holders
Holding Since
Jun 2024
9 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, 2026PEAK FINANCIAL ADVISORS LLC holds $962,174 across 2 REIT - Mortgage names. STWD ranks #2 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
23,011 | $514,525 | |
| 2 | STWD |
Starwood Property Trust, Inc.
This page
|
27,329 | $447,649 |
All Filings in STWD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,649 | 27,329 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $441,934 | 25,664 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $452,141 | 25,105 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $464,492 | 23,980 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $479,652 | 23,899 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $446,386 | 22,579 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $426,090 | 22,485 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $453,760 | 22,265 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $414,445 | 21,882 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||