Position in STWD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,928,006
-$2,141,407 QoQ
Shares Held
178,755
-39.3% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#90
of 515 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 15%
Shared 3%
None 83%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Corient Private Wealth LLC holds $17,623,398 across 17 REIT - Mortgage names. STWD ranks #1 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
This page
|
178,755 | $2,928,006 | |
| 2 | RITM |
Rithm Capital Corp.
|
243,339 | $2,284,953 | |
| 3 | BXMT |
Blackstone Mortgage Trust, Inc.
|
127,059 | $2,153,650 | |
| 4 | PMT |
PennyMac Mortgage Investment Trust
|
146,387 | $1,651,245 | |
| 5 | REFI |
Chicago Atlantic Real Estate Finance, Inc.
|
152,719 | $1,637,147 | |
| 6 | MFA |
Mfa Financial, Inc.
|
158,274 | $1,533,675 | |
| 7 | KREF |
KKR Real Estate Finance Trust Inc.
|
193,190 | $1,321,419 | |
| 8 | AGNC |
AGNC Investment Corp.
|
117,933 | $1,285,469 |
All Filings in STWD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,928,006 | 178,755 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $5,069,413 | 294,391 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,591,266 | 199,404 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $4,177,488 | 215,668 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $6,282,952 | 313,052 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,930,289 | 148,219 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,871,170 | 151,513 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $3,291,961 | 161,529 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,952,518 | 155,888 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,278,863 | 161,282 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,279,257 | 251,154 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,622,610 | 187,215 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,639,866 | 187,622 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,382,151 | 191,190 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,310,892 | 180,627 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||