Position in STWD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,897,503
-$887,004 QoQ
Shares Held
360,043
-8.6% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
of 517 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $45,645,993 across 18 REIT - Mortgage names. STWD ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
1,465,104 | $15,969,633 | |
| 2 | NLY |
Annaly Capital Management Inc
|
423,650 | $9,472,813 | |
| 3 | RITM |
Rithm Capital Corp.
|
734,390 | $6,895,920 | |
| 4 | STWD |
Starwood Property Trust, Inc.
This page
|
360,043 | $5,897,503 | |
| 5 | MFA |
Mfa Financial, Inc.
|
142,020 | $1,376,173 | |
| 6 | RWT |
Redwood Trust Inc
|
186,112 | $882,170 | |
| 7 | KREF |
KKR Real Estate Finance Trust Inc.
|
118,200 | $808,488 | |
| 8 | DX |
Dynex Capital Inc
|
57,135 | $749,039 |
All Filings in STWD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,897,503 | 360,043 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $6,784,507 | 393,990 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,960,861 | 553,074 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,107,299 | 573,428 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $10,436,359 | 519,998 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,892,459 | 399,214 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,659,493 | 404,195 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,069,561 | 395,955 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,338,819 | 334,679 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,258,405 | 307,841 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,591,703 | 313,592 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $7,206,694 | 372,439 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,537,054 | 388,508 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,880,628 | 445,485 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,402,550 | 403,849 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,984,349 | 438,219 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,881,863 | 425,173 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $9,544,973 | 394,910 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $9,177,453 | 377,673 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,233,975 | 296,353 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,617,824 | 291,090 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,187,834 | 290,535 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,851,701 | 303,197 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,626,607 | 306,601 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,941,211 | 330,295 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,054,448 | 395,556 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||