Ascentis Independent Advisors

Position in STWD — Starwood Property Trust, Inc.

CIK 1845003 DALLAS, TX

Position in STWD

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$2,341

-$761,243 QoQ

Shares Held

136

-99.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

9 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Ascentis Independent Advisors holds $2,351,136 across 11 REIT - Mortgage names. STWD ranks #6 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TWO	Two Harbors Investment Corp.	121,583	$1,388,477
2	TRTX	TPG RE Finance Trust, Inc.	96,974	$757,366
3	NLY	Annaly Capital Management Inc	6,864	$145,172
4	BXMT	Blackstone Mortgage Trust, Inc.	2,146	$41,095
5	EFC	Ellington Financial Inc.	880	$10,428
6	STWD	Starwood Property Trust, Inc. This page	136	$2,341
7	SUNS	Sunrise Realty Trust, Inc.	285	$2,185
8	GPMT	Granite Point Mortgage Trust Inc.	1,248	$1,809

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,341	136	-99.7%	Shares	Sole	2026-04-28
2025-09-30	$763,584	39,421	-0.0%	Shares	Sole	2025-10-21
2025-06-30	$791,299	39,427	+15.3%	Shares	Sole	2025-07-14
2025-03-31	$675,876	34,187	+23.4%	Shares	Sole	2025-04-23
2024-12-31	$525,066	27,708	+346.0%	Shares	Sole	2025-01-24
2024-09-30	$126,577	6,212	-75.3%	Shares	Sole	2024-10-29
2024-06-30	$476,170	25,141	+106.6%	Shares	Sole	2024-07-29
2021-09-30	$296,996	12,167	+0.0%	Shares	Sole	2021-11-15
2021-06-30	$318,279	12,162	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.