Kestra Investment Management, LLC
Position in STWD — Starwood Property Trust, Inc.
CIK 1962449
AUSTIN, TX
Position in STWD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,337,884
-$50,133 QoQ
Shares Held
142,728
+2.9% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#117
of 515 holders
Holding Since
Sep 2024
8 quarters on record
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Kestra Investment Management, LLC holds $2,691,652 across 2 REIT - Mortgage names. STWD ranks #1 (86.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
This page
|
142,728 | $2,337,884 | |
| 2 | ABR |
Arbor Realty Trust Inc
|
65,271 | $353,768 |
All Filings in STWD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,337,884 | 142,728 | Shares | Sole | 2026-08-05 | |
| 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 | $2,833,301 | 141,171 | Shares | Sole | 2025-08-15 | |
| 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. | ||||||