BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 2010186 CINCINNATI, OH

Position in STWD

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$8,337

-$427 QoQ

Shares Held

509

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#458

of 515 holders

Holding Since

Mar 2020

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $160,693 across 5 REIT - Mortgage names. STWD ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARI	Apollo Commercial Real Estate Finance, Inc.	10,625	$113,475
2	NLY	Annaly Capital Management Inc	1,200	$26,832
3	RITM	Rithm Capital Corp.	1,267	$11,897
4	STWD	Starwood Property Trust, Inc. This page	509	$8,337
5	AGNC	AGNC Investment Corp.	14	$152

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,337	509	0.0%	Shares	Sole	2026-07-24
2026-03-31	$8,764	509	+1.8%	Shares	Sole	2026-05-06
2025-12-31	$9,005	500	0.0%	Shares	Sole	2026-01-22
2025-09-30	$9,685	500	0.0%	Shares	Sole	2025-10-09
2025-06-30	$10,035	500	-76.7%	Shares	Sole	2025-07-18
2020-06-30	$32,164	2,150	-97.5%	Shares	Sole	2024-02-13
2020-03-31	$895,337	87,350	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.