PRECEDENT WEALTH PARTNERS, LLC
Position in STWD — Starwood Property Trust, Inc.
CIK 2008666
HOUSTON, TX
Position in STWD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$269,139
New position
Shares Held
16,431
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#320
of 515 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026PRECEDENT WEALTH PARTNERS, LLC holds $519,816 across 2 REIT - Mortgage names. STWD ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
This page
|
16,431 | $269,139 | |
| 2 | NLY |
Annaly Capital Management Inc
|
11,211 | $250,677 |
All Filings in STWD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,139 | 16,431 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||