Morey & Quinn Wealth Partners, LLC
Position in STWD — Starwood Property Trust, Inc.
CIK 2055521
OMAHA, NE
Position in STWD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$208,075
-$180,545 QoQ
Shares Held
12,703
-43.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#348
of 518 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Morey & Quinn Wealth Partners, LLC holds $1,016,513 across 4 REIT - Mortgage names. STWD ranks #2 (20.5% of the industry book) .
All Filings in STWD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,075 | 12,703 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $388,620 | 22,568 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $406,449 | 22,568 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $437,142 | 22,568 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $452,939 | 22,568 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $446,169 | 22,568 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $427,663 | 22,568 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||