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Legacy Wealth Managment, LLC/ID

Position in STWD — Starwood Property Trust, Inc.

CIK 2045082 BOISE, ID

Position in STWD

as of Mar 31, 2026 · filed May 7, 2026
Position Value
$9,677
New position
Shares Held
562
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in REIT - Mortgage

Real Estate · as of Mar 31, 2026

Legacy Wealth Managment, LLC/ID holds $60,548 across 5 REIT - Mortgage names. STWD ranks #3 (16.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 STWD
Starwood Property Trust, Inc.
This page
562 $9,677

All Filings in STWD

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $9,677 562