Position in STWD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$171,990
-$8,820 QoQ
Shares Held
10,500
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#368
of 515 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $916,440 across 17 REIT - Mortgage names. STWD ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
11,230 | $251,102 | |
| 2 | STWD |
Starwood Property Trust, Inc.
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|
10,500 | $171,990 | |
| 3 | EFC |
Ellington Financial Inc.
|
8,300 | $112,963 | |
| 4 | ARR |
Armour Residential REIT, Inc.
|
4,428 | $77,268 | |
| 5 | LADR |
Ladder Capital Corp
|
7,157 | $71,212 | |
| 6 | IVR |
Invesco Mortgage Capital Inc.
|
7,355 | $58,104 | |
| 7 | RITM |
Rithm Capital Corp.
|
6,001 | $56,349 | |
| 8 | SUNS |
Sunrise Realty Trust, Inc.
|
5,598 | $44,224 |
All Filings in STWD
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,990 | 10,500 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $180,810 | 10,500 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $189,105 | 10,500 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $203,385 | 10,500 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $210,735 | 10,500 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $219,763 | 11,116 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $198,975 | 10,500 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $213,990 | 10,500 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $157,202 | 8,300 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $24,985 | 1,229 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $25,833 | 1,229 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $19,350 | 1,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $58,200 | 3,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $32,549 | 1,840 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $18,330 | 1,000 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $38,262 | 2,100 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $65,803 | 3,150 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $76,135 | 3,150 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $157,974 | 6,501 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $318,672 | 13,055 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $187,508 | 7,165 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $202,472 | 8,184 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||