Concurrent Investment Advisors, LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 2001015 Tampa, FL

Position in STWD

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,509,495

+$417,025 QoQ

Shares Held

275,305

+15.8% QoQ

Ownership

0.074%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#65

of 515 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $6,743,712 across 6 REIT - Mortgage names. STWD ranks #1 (66.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc. This page	275,305	$4,509,495
2	RITM	Rithm Capital Corp.	124,736	$1,171,270
3	ABR	Arbor Realty Trust Inc	86,019	$466,222
4	NLY	Annaly Capital Management Inc	11,804	$263,937
5	RWT	Redwood Trust Inc	42,078	$199,449
6	AGNC	AGNC Investment Corp.	12,233	$133,339

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,509,495	275,305	+15.8%	Shares	Sole	2026-07-27
2026-03-31	$4,092,470	237,658	+12.8%	Shares	Sole	2026-04-21
2025-12-31	$3,794,688	210,699	+13.3%	Shares	Sole	2026-01-29
2025-09-30	$3,603,401	186,030	+11.7%	Shares	Sole	2025-10-27
2025-06-30	$3,343,240	166,579	+12.2%	Shares	Sole	2025-07-25
2025-03-31	$2,936,438	148,530	+7.8%	Shares	Sole	2025-04-29
2024-12-31	$2,611,499	137,810	+4.4%	Shares	Sole	2025-02-03
2024-09-30	$2,688,977	131,942	-0.7%	Shares	Sole	2024-10-30
2024-06-30	$2,516,690	132,877	+1.8%	Shares	Sole	2024-07-30
2024-03-31	$2,653,166	130,505	-1.0%	Shares	Sole	2024-05-07
2023-12-31	$2,771,949	131,872	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.