MERCER GLOBAL ADVISORS INC /ADV
Position in STWD — Starwood Property Trust, Inc.
CIK 853758
DENVER, CO
Position in STWD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,431,412
-$50,726 QoQ
Shares Held
141,197
+2.5% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1.8074038400249297.ToString("F0")%
Shared 0.ToString("F0")%
None 98.19259615997507.ToString("F0")%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $20,124,539 across 24 REIT - Mortgage names. STWD ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
372,025 | $7,868,328 | |
| 2 | AGNC |
AGNC Investment Corp.
|
253,471 | $2,542,314 | |
| 3 | STWD |
Starwood Property Trust, Inc.
This page
|
141,197 | $2,431,412 | |
| 4 | RITM |
Rithm Capital Corp.
|
218,060 | $2,067,208 | |
| 5 | LOAN |
Manhattan Bridge Capital, Inc
|
219,801 | $978,114 | |
| 6 | MFA |
Mfa Financial, Inc.
|
44,270 | $424,106 | |
| 7 | ABR |
Arbor Realty Trust Inc
|
51,409 | $396,363 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
19,929 | $381,640 |
All Filings in STWD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,431,412 | 141,197 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,482,138 | 137,820 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,044,595 | 157,181 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,433,655 | 171,084 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,761,321 | 190,254 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,839,107 | 149,821 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,522,866 | 172,859 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,042,786 | 160,654 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,258,167 | 160,264 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,280,023 | 156,043 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,045,902 | 157,411 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,038,311 | 156,614 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,788,545 | 157,634 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,639,886 | 144,020 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,426,229 | 133,163 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,460,570 | 117,787 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,558,563 | 105,857 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,532,400 | 104,214 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,542,716 | 104,167 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,594,624 | 99,145 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,478,502 | 100,182 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,699,480 | 88,056 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,323,815 | 87,728 | Shares | Sole | 2020-12-10 | |
| 2020-03-31 | $144,873 | 14,134 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||