WMG Financial Advisors, LLC
Position in STWD — Starwood Property Trust, Inc.
CIK 1906711
Knoxville, TN
Position in STWD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$213,054
-$10,926 QoQ
Shares Held
13,007
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#343
of 515 holders
Holding Since
Dec 2021
19 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, 2026WMG Financial Advisors, LLC holds $822,486 across 4 REIT - Mortgage names. STWD ranks #2 (25.9% of the industry book) .
All Filings in STWD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,054 | 13,007 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $223,980 | 13,007 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $252,266 | 14,007 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $331,556 | 17,117 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $343,538 | 17,117 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $318,633 | 16,117 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $317,393 | 16,749 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $341,038 | 16,734 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $316,676 | 16,720 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $451,427 | 22,205 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $466,475 | 22,192 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $496,869 | 25,678 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $592,088 | 30,520 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $469,492 | 26,540 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $256,491 | 13,993 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $264,007 | 14,490 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $272,134 | 13,027 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $314,862 | 13,027 | Shares | Sole | 2022-08-04 | |
| 2021-12-31 | $316,556 | 13,027 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||