Bleakley Financial Group, LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 1936953 PARSIPPANY, NJ

Position in STWD

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,456,983

+$326,043 QoQ

Shares Held

149,999

+21.2% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#109

of 515 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $4,329,636 across 5 REIT - Mortgage names. STWD ranks #1 (56.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc. This page	149,999	$2,456,983
2	NLY	Annaly Capital Management Inc	28,766	$643,207
3	AGNC	AGNC Investment Corp.	51,441	$560,706
4	RITM	Rithm Capital Corp.	49,512	$464,917
5	BXMT	Blackstone Mortgage Trust, Inc.	12,025	$203,823

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,456,983	149,999	+21.2%	Shares	Sole	2026-08-05
2026-03-31	$2,130,940	123,748	+16.2%	Shares	Sole	2026-05-04
2025-12-31	$1,918,533	106,526	+19.8%	Shares	Sole	2026-02-09
2025-09-30	$1,722,942	88,949	+15.9%	Shares	Sole	2025-11-10
2025-06-30	$1,540,934	76,778	+18.3%	Shares	Sole	2025-07-30
2025-03-31	$1,283,626	64,928	+109.1%	Shares	Sole	2025-05-01
2024-12-31	$588,321	31,046	+16.9%	Shares	Sole	2025-01-27
2024-09-30	$541,089	26,550	-81.5%	Shares	Sole	2024-10-16
2024-06-30	$2,722,227	143,729	+1.6%	Shares	Sole	2024-08-12
2024-03-31	$2,876,613	141,496	-1.8%	Shares	Sole	2024-05-08
2023-12-31	$3,027,468	144,028	-2.8%	Shares	Sole	2024-01-25
2023-09-30	$2,866,779	148,154	+1.0%	Shares	Sole	2023-11-14
2023-06-30	$2,846,911	146,748	+2.5%	Shares	Sole	2023-08-14
2023-03-31	$2,532,712	143,172	+8.6%	Shares	Sole	2023-05-12
2022-12-31	$2,416,902	131,855	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.