Position in STWD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$4,095
-$210 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#474
of 511 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $6,236 across 8 REIT - Mortgage names. STWD ranks #1 (65.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
This page
|
250 | $4,095 | |
| 2 | ACR |
ACRES Commercial Realty Corp.
|
85 | $1,512 | |
| 3 | IVR |
Invesco Mortgage Capital Inc.
|
21 | $165 | |
| 4 | TWO-PC |
Two Harbors Investment Corp.
|
12 | $148 | |
| 5 | ADAM |
Adamas Trust, Inc.
|
15 | $140 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
5 | $84 | |
| 7 | ABR |
Arbor Realty Trust Inc
|
13 | $70 | |
| 8 | NLY |
Annaly Capital Management Inc
|
1 | $22 |
All Filings in STWD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,095 | 250 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,305 | 250 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $4,502 | 250 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $4,842 | 250 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $5,017 | 250 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,962 | 251 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,737 | 250 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $5,095 | 250 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,735 | 250 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,082 | 250 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $5,255 | 250 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $4,837 | 250 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $4,850 | 250 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $4,422 | 250 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $4,582 | 250 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $4,555 | 250 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||