Kestra Investment Management, LLC
Position in STWD — Starwood Property Trust, Inc.
CIK 1962449
AUSTIN, TX
Position in STWD
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,388,017
-$341,614 QoQ
Shares Held
138,677
-8.5% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Kestra Investment Management, LLC holds $3,503,492 across 2 REIT - Mortgage names. STWD ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
This page
|
138,677 | $2,388,017 | |
| 2 | ABR |
Arbor Realty Trust Inc
|
144,679 | $1,115,475 |
All Filings in STWD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,388,017 | 138,677 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,729,631 | 151,562 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,701,998 | 139,494 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,663,911 | 132,731 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $2,790,950 | 141,171 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,664,767 | 140,621 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,249,544 | 110,380 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||