VALLEY WEALTH MANAGERS, INC.

Position in STWD — Starwood Property Trust, Inc.

CIK 924166 PARAMUS, NJ

Back to STWD Full portfolio

Position in STWD

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$17,994,313

-$1,938,095 QoQ

Shares Held

1,098,554

-5.1% QoQ

Ownership

0.297%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#27

of 517 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in STWD Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $18,003,704 across 2 REIT - Mortgage names. STWD ranks #1 (99.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	STWD	Starwood Property Trust, Inc. This page	1,098,554	$17,994,313
2	NLY	Annaly Capital Management Inc	420	$9,391

All Filings in STWD

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,994,313	1,098,554	-5.1%	Shares	Sole	2026-08-04
2026-03-31	$19,932,408	1,157,515	+26.2%	Shares	Sole	2026-05-06
2025-12-31	$16,518,824	917,203	-16.6%	Shares	Sole	2026-02-04
2025-09-30	$21,310,175	1,100,164	+0.5%	Shares	Defined	2025-11-03
2025-06-30	$21,974,200	1,094,878	+4.1%	Shares	Defined	2025-08-06
2025-03-31	$20,798,493	1,052,023	+6.6%	Shares	Defined	2025-05-07
2024-12-31	$18,697,073	986,653	-3.9%	Shares	Defined	2025-01-31
2024-09-30	$20,919,152	1,026,455	+30.3%	Shares	Defined	2024-11-06
2024-06-30	$14,914,511	787,461	+3.9%	Shares	Defined	2024-08-08
2024-03-31	$15,403,857	757,691	+4.4%	Shares	Defined	2024-05-03
2023-12-31	$15,256,441	725,806	+1.6%	Shares	Defined	2024-02-07
2023-09-30	$13,820,446	714,235	-3.0%	Shares	Defined	2023-11-09
2023-06-30	$14,278,981	736,030	-0.4%	Shares	Defined	2023-07-28
2023-03-31	$13,067,726	738,707	+16.3%	Shares	Sole	2023-05-03
2022-12-31	$11,646,643	635,387	-11.3%	Shares	Defined	2023-02-01
2022-09-30	$13,057,782	716,673	+3.1%	Shares	Defined	2022-11-09
2022-06-30	$14,515,165	694,838	-2.7%	Shares	Defined	2022-11-16
2022-03-31	$17,264,582	714,298	+2.4%	Shares	Other	2022-05-02
2021-12-31	$16,951,461	697,591	-0.6%	Shares	Sole	2022-02-02
2021-09-30	$17,123,688	701,503	-2.6%	Shares	Sole	2021-11-01
2021-06-30	$18,846,011	720,138	-3.7%	Shares	Sole	2021-08-03
2021-03-31	$18,504,283	747,950	-0.1%	Shares	Sole	2021-04-22
2020-12-31	$14,455,989	749,015	-2.3%	Shares	Sole	2021-02-02
2020-09-30	$11,572,128	766,874	+7.9%	Shares	Sole	2020-11-03
2020-06-30	$10,630,605	710,602	-1.3%	Shares	Sole	2020-07-28
2020-03-31	$7,378,718	719,875	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.