LRI Investments, LLC
Position in STWD — Starwood Property Trust, Inc.
CIK 2023325
PALM BEACH GARDENS, FL
Position in STWD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,261
-$64 QoQ
Shares Held
77
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#494
of 514 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026LRI Investments, LLC holds $29,754 across 7 REIT - Mortgage names. STWD ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
1,546 | $16,851 | |
| 2 | BRSP |
BrightSpire Capital, Inc.
|
1,248 | $6,801 | |
| 3 | TWO-PC |
Two Harbors Investment Corp.
|
207 | $2,568 | |
| 4 | STWD |
Starwood Property Trust, Inc.
This page
|
77 | $1,261 | |
| 5 | DX |
Dynex Capital Inc
|
79 | $1,035 | |
| 6 | KREF |
KKR Real Estate Finance Trust Inc.
|
98 | $670 | |
| 7 | RC |
Ready Capital Corp
|
325 | $568 |
All Filings in STWD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,261 | 77 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,325 | 77 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,386 | 77 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,491 | 77 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,545 | 77 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,522 | 77 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,459 | 77 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,569 | 77 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,458 | 77 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,565 | 77 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||