United Advisor Group, LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 2004873 CINCINNATI, OH

Position in STWD

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$2,991,406

+$85,889 QoQ

Shares Held

173,717

+7.7% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

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

Real Estate · as of Mar 31, 2026

United Advisor Group, LLC holds $4,511,892 across 3 REIT - Mortgage names. STWD ranks #1 (66.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc. This page	173,717	$2,991,406
2	NLY	Annaly Capital Management Inc	59,072	$1,249,372
3	REFI	Chicago Atlantic Real Estate Finance, Inc.	23,950	$271,114

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,991,406	173,717	+7.7%	Shares	Sole	2026-04-17
2025-12-31	$2,905,517	161,328	-1.5%	Shares	Sole	2026-01-26
2025-09-30	$3,171,353	163,725	+6.6%	Shares	Sole	2025-11-12
2025-06-30	$3,081,929	153,559	+2.6%	Shares	Sole	2025-08-11
2025-03-31	$2,957,592	149,600	+3.9%	Shares	Sole	2025-04-21
2024-12-31	$2,728,496	143,984	+13.4%	Shares	Sole	2025-02-24
2024-09-30	$2,588,749	127,024	+5.8%	Shares	Sole	2024-10-30
2024-06-30	$2,274,675	120,099	+16.3%	Shares	Sole	2024-08-08
2024-03-31	$2,098,787	103,236	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.