Position in STWD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$655,019
-$136,188 QoQ
Shares Held
39,989
-13.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#236
of 517 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $1,129,475 across 2 REIT - Mortgage names. STWD ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
This page
|
39,989 | $655,019 | |
| 2 | NLY |
Annaly Capital Management Inc
|
21,219 | $474,456 |
All Filings in STWD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,019 | 39,989 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $791,207 | 45,947 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $711,178 | 39,488 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $919,823 | 47,487 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $932,211 | 46,448 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $755,214 | 38,200 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $663,250 | 35,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $756,098 | 37,100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $693,204 | 36,600 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $681,055 | 33,500 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $695,762 | 33,100 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $249,288 | 13,600 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $247,792 | 13,600 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||