Concurrent Investment Advisors, LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 2001015 Tampa, FL

Position in STWD

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$4,092,470

+$297,782 QoQ

Shares Held

237,658

+12.8% QoQ

Ownership

0.064%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Concurrent Investment Advisors, LLC holds $7,385,220 across 5 REIT - Mortgage names. STWD ranks #1 (55.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc. This page	237,658	$4,092,470
2	ABR	Arbor Realty Trust Inc	195,358	$1,506,210
3	RITM	Rithm Capital Corp.	149,482	$1,417,088
4	RWT	Redwood Trust Inc	41,931	$235,232
5	AGNC	AGNC Investment Corp.	13,382	$134,220

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.