Diversify Advisory Services, LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 2021232 SANDY, UT

Position in STWD

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,568,516

+$373,586 QoQ

Shares Held

95,758

+38.0% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#150

of 515 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Real Estate · as of Jun 30, 2026

Diversify Advisory Services, LLC holds $5,949,233 across 8 REIT - Mortgage names. STWD ranks #1 (26.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc. This page	95,758	$1,568,516
2	NLY	Annaly Capital Management Inc	66,815	$1,493,983
3	AGNC	AGNC Investment Corp.	87,741	$956,376
4	BXMT	Blackstone Mortgage Trust, Inc.	53,730	$910,723
5	RITM	Rithm Capital Corp.	55,373	$519,952
6	FBRT	Franklin BSP Realty Trust, Inc.	22,011	$179,169
7	ARI	Apollo Commercial Real Estate Finance, Inc.	15,234	$162,699
8	BRSP	BrightSpire Capital, Inc.	28,957	$157,815

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,568,516	95,758	+38.0%	Shares	Sole	2026-08-10
2026-03-31	$1,194,930	69,392	-17.6%	Shares	Sole	2026-05-04
2025-12-31	$1,516,297	84,192	+22.4%	Shares	Sole	2026-01-23
2025-09-30	$1,332,869	68,811	+3.6%	Shares	Sole	2025-11-13
2025-06-30	$1,333,490	66,442	+87.3%	Shares	Sole	2025-08-14
2025-03-31	$701,162	35,466	-8.9%	Shares	Sole	2025-05-05
2024-12-31	$737,818	38,935	+0.7%	Shares	Sole	2025-01-16
2024-09-30	$788,013	38,666	-10.2%	Shares	Sole	2024-10-25
2024-06-30	$815,632	43,064	+1.2%	Shares	Sole	2024-07-12
2024-03-31	$865,305	42,563	—	Shares	Sole	2024-04-30
No filing history on record for this holder in this stock.