Medallion Wealth Advisors, LLC
Position in STWD — Starwood Property Trust, Inc.
CIK 2131139
FARMINGTON, CT
Position in STWD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,800
-$3,432 QoQ
Shares Held
232
-44.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#480
of 515 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, 2026Medallion Wealth Advisors, LLC holds $177,348 across 4 REIT - Mortgage names. STWD ranks #2 (2.1% 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 | $3,800 | 232 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,232 | 420 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $15,218 | 845 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $16,367 | 845 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $16,959 | 845 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $16,705 | 845 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $16,012 | 845 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||