Position in STWD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$756,805
-$222,685 QoQ
Shares Held
46,203
-18.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#221
of 515 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026HB Wealth Management, LLC holds $1,966,241 across 7 REIT - Mortgage names. STWD ranks #1 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
This page
|
46,203 | $756,805 | |
| 2 | NLY |
Annaly Capital Management Inc
|
22,647 | $506,386 | |
| 3 | AGNC |
AGNC Investment Corp.
|
19,048 | $207,623 | |
| 4 | LADR |
Ladder Capital Corp
|
20,235 | $201,338 | |
| 5 | RITM |
Rithm Capital Corp.
|
16,063 | $150,831 | |
| 6 | REFI |
Chicago Atlantic Real Estate Finance, Inc.
|
10,270 | $110,094 | |
| 7 | RC |
Ready Capital Corp
|
18,951 | $33,164 |
All Filings in STWD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $756,805 | 46,203 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $979,490 | 56,881 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,237,683 | 68,722 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,381,177 | 71,305 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $563,083 | 28,056 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,370,357 | 69,315 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $217,280 | 11,466 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||