Retirement Wealth Solutions LLC

Pension

Position in STWD — Starwood Property Trust, Inc.

CIK 2044741 MARSHFIELD, WI

Position in STWD

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$3,325

+$1,018 QoQ

Shares Held

203

+51.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#484

of 515 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Retirement Wealth Solutions LLC holds $18,968 across 5 REIT - Mortgage names. STWD ranks #3 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	667	$7,270
2	NLY	Annaly Capital Management Inc	229	$5,120
3	STWD	Starwood Property Trust, Inc. This page	203	$3,325
4	RITM	Rithm Capital Corp.	242	$2,272
5	PMT	PennyMac Mortgage Investment Trust	87	$981

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,325	203	+51.5%	Shares	Sole	2026-07-07
2026-03-31	$2,307	134	-8.2%	Shares	Sole	2026-04-07
2025-12-31	$2,629	146	-24.0%	Shares	Sole	2026-01-07
2025-09-30	$3,719	192	-56.2%	Shares	Sole	2025-10-08
2025-06-30	$8,790	438	0.0%	Shares	Sole	2025-07-07
2025-03-31	$8,659	438	0.0%	Shares	Sole	2025-04-08
2024-12-31	$8,300	438	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.