VALLEY WEALTH MANAGERS, INC.

Position in STWD — Starwood Property Trust, Inc.

CIK 924166 PARAMUS, NJ

Position in STWD

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$19,932,408

+$3,413,584 QoQ

Shares Held

1,157,515

+26.2% QoQ

Ownership

0.312%

of shares outstanding

% of Portfolio

1.59%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 91.02922297268111.ToString("F0")% Shared 0.ToString("F0")% None 8.970777027318892.ToString("F0")%

Real Estate · as of Mar 31, 2026

VALLEY WEALTH MANAGERS, INC. holds $19,932,408 across 1 REIT - Mortgage name. STWD ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	STWD	Starwood Property Trust, Inc. This page	1,157,515	$19,932,408

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.