INDEPENDENT FINANCIAL GROUP, LLC
Position in STWD — Starwood Property Trust, Inc.
CIK 275484
SAN DIEGO, CA
Position in STWD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,342,468
-$119,819 QoQ
Shares Held
326,158
+2.8% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#58
of 515 holders
Holding Since
Mar 2020
26 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $27,255,894 across 13 REIT - Mortgage names. STWD ranks #1 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
This page
|
326,158 | $5,342,468 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
|
310,284 | $5,259,313 | |
| 3 | AGNC |
AGNC Investment Corp.
|
412,690 | $4,498,321 | |
| 4 | NREF |
NexPoint Real Estate Finance, Inc.
|
281,010 | $4,355,655 | |
| 5 | NLY |
Annaly Capital Management Inc
|
89,907 | $2,010,320 | |
| 6 | ORC |
Orchid Island Capital, Inc.
|
239,570 | $1,669,802 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
91,539 | $1,597,355 | |
| 8 | RITM |
Rithm Capital Corp.
|
144,702 | $1,358,751 |
All Filings in STWD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,342,468 | 326,158 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,462,287 | 317,206 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,275,633 | 292,928 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $5,339,417 | 275,654 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $5,275,760 | 262,868 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $4,853,752 | 245,511 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $4,123,387 | 217,593 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $4,033,670 | 197,923 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $2,452,559 | 129,491 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $2,064,836 | 101,566 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $2,172,606 | 103,359 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $1,883,374 | 97,332 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $1,836,054 | 94,642 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $1,123,173 | 63,492 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $1,135,470 | 61,946 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $1,080,190 | 59,286 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $1,180,911 | 56,530 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $871,328 | 36,050 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $848,313 | 34,910 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $1,050,044 | 43,017 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $1,033,453 | 39,490 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $1,017,803 | 41,140 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $757,621 | 39,255 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $607,447 | 40,255 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $618,521 | 41,345 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $603,622 | 58,890 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||