DIVERSIFY WEALTH MANAGEMENT, LLC
Position in STWD — Starwood Property Trust, Inc.
CIK 2030780
SANDY, UT
Position in STWD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,568,516
+$115,872 QoQ
Shares Held
95,758
+13.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#151
of 515 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $5,949,233 across 8 REIT - Mortgage names. STWD ranks #1 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in STWD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,568,516 | 95,758 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,452,644 | 84,358 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||