JONES FINANCIAL COMPANIES LLLP
Position in STWD — Starwood Property Trust, Inc.
CIK 815917
DES PERES, MO
Position in STWD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,160,903
+$4,076,419 QoQ
Shares Held
241,632
+5051.0% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 99.67678122103032.ToString("F0")%
Shared 0.ToString("F0")%
None 0.3232187789696729.ToString("F0")%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $5,929,591 across 29 REIT - Mortgage names. STWD ranks #1 (70.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
This page
|
241,632 | $4,160,903 | |
| 2 | NLY |
Annaly Capital Management Inc
|
22,946 | $485,307 | |
| 3 | AGNC |
AGNC Investment Corp.
|
44,882 | $450,166 | |
| 4 | RWT |
Redwood Trust Inc
|
38,466 | $215,794 | |
| 5 | RITM |
Rithm Capital Corp.
|
12,000 | $113,760 | |
| 6 | SUNS |
Sunrise Realty Trust, Inc.
|
14,775 | $113,324 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
3,886 | $74,416 | |
| 8 | TWO |
Two Harbors Investment Corp.
|
6,142 | $70,141 |
All Filings in STWD
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,160,903 | 241,632 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $84,484 | 4,691 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $79,571 | 4,108 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $64,605 | 3,219 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $44,225 | 2,237 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $23,100 | 1,219 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $23,049 | 1,131 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,072 | 215 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,195 | 108 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $9,311 | 508 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,255 | 508 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,426 | 547 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $14,912 | 617 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $12,344 | 508 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $12,400 | 508 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,294 | 508 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $15,116 | 611 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $11,792 | 611 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||