Planning Strategies Inc.

Position in STWD — Starwood Property Trust, Inc.

CIK 2139665 LANCASTER, PA

Position in STWD

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$294

New position

Shares Held

18

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#508

of 515 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Planning Strategies Inc. holds $2,498 across 4 REIT - Mortgage names. STWD ranks #4 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	122	$1,329
2	NLY	Annaly Capital Management Inc	22	$491
3	RITM	Rithm Capital Corp.	41	$384
4	STWD	Starwood Property Trust, Inc. This page	18	$294

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294	18	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.