ROTHSCHILD INVESTMENT LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 85338 CHICAGO, IL

Position in STWD

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,451,349

-$19,135 QoQ

Shares Held

88,605

+3.8% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#159

of 515 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $1,821,806 across 35 REIT - Mortgage names. STWD ranks #1 (79.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc. This page	88,605	$1,451,349
2	BXMT	Blackstone Mortgage Trust, Inc.	11,178	$189,467
3	NLY	Annaly Capital Management Inc	3,035	$67,862
4	RITM	Rithm Capital Corp.	3,166	$29,728
5	AGNC	AGNC Investment Corp.	912	$9,940
6	ABR	Arbor Realty Trust Inc	1,798	$9,745
7	ARR	Armour Residential REIT, Inc.	507	$8,847
8	CIM	Chimera Investment Corp	527	$7,030

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,451,349	88,605	+3.8%	Shares	Sole	2026-08-06
2026-03-31	$1,470,484	85,394	-2.5%	Shares	Sole	2026-05-07
2025-12-31	$1,577,748	87,604	-10.7%	Shares	Sole	2026-02-10
2025-09-30	$1,901,262	98,155	+3.0%	Shares	Sole	2025-11-07
2025-06-30	$1,912,691	95,301	-0.7%	Shares	Sole	2025-08-11
2025-03-31	$1,897,148	95,961	+1.0%	Shares	Sole	2025-04-08
2024-12-31	$1,799,984	94,986	+0.0%	Shares	Sole	2025-02-04
2024-09-30	$1,935,794	94,985	+0.0%	Shares	Sole	2024-10-18
2024-06-30	$1,798,580	94,962	-8.9%	Shares	Sole	2024-07-31
2024-03-31	$2,119,056	104,233	-3.1%	Shares	Sole	2024-07-31
2023-12-31	$2,260,343	107,533	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.