Envestnet Portfolio Solutions, Inc.

Position in STWD — Starwood Property Trust, Inc.

CIK 1998033 BERWYN, PA

Position in STWD

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$251,564

-$38,865 QoQ

Shares Held

15,358

-4.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#328

of 515 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $3,601,658 across 5 REIT - Mortgage names. STWD ranks #4 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	90,271	$2,018,459
2	AGNC	AGNC Investment Corp.	78,955	$860,609
3	ARR	Armour Residential REIT, Inc.	16,812	$293,369
4	STWD	Starwood Property Trust, Inc. This page	15,358	$251,564
5	LADR	Ladder Capital Corp	17,855	$177,657

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,564	15,358	-4.8%	Shares	Sole	2026-07-20
2025-12-31	$290,429	16,126	+15.1%	Shares	Sole	2026-02-06
2025-09-30	$271,393	14,011	+13.1%	Shares	Sole	2025-10-30
2025-06-30	$248,667	12,390	+0.7%	Shares	Sole	2025-07-25
2025-03-31	$243,329	12,308	-5.5%	Shares	Sole	2025-04-21
2024-12-31	$246,729	13,020	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.