Starwood Property Trust, Inc.
STWD- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001465128
No open-market purchases or sales by Starwood Property Trust, Inc. insiders were filed in the last 90 days; 521 institutions reported holding it in 13F filings for Q2 2026, worth $3.05B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Starwood Property Trust, Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 454
- +1 vs. Q1 2023
- Shares held
- 157.3M
- −2.36M (−1.5%) vs. Q1 2023
- Total value
- $3.06B
- +$232.7M (+8.2%) vs. Q1 2023
- New holders
- 53
- 170 more added
- Sold out
- 52
- 148 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting STWD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 521 | $3.05B |
| Q1 2026 | 530 | $3.17B |
| Q4 2025 | 529 | $3.36B |
| Q3 2025 | 528 | $3.58B |
| Q2 2025 | 508 | $3.46B |
| Q1 2025 | 500 | $3.41B |
| Q4 2024 | 499 | $3.15B |
| Q3 2024 | 508 | $3.40B |
| Q2 2024 | 494 | $2.86B |
| Q1 2024 | 480 | $3.14B |
| Q4 2023 | 484 | $3.29B |
| Q3 2023 | 454 | $2.94B |
| Q2 2023 | 454 | $3.06B |
| Q1 2023 | 457 | $2.82B |
| Q4 2022 | 466 | $2.52B |
| Q3 2022 | 445 | $2.53B |
| Q2 2022 | 457 | $2.93B |
| Q1 2022 | 475 | $3.35B |
| Q4 2021 | 479 | $3.45B |
| Q3 2021 | 427 | $3.22B |
| Q2 2021 | 420 | $3.57B |
| Q1 2021 | 409 | $3.36B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Starwood Property Trust, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 30 | $0 | 0.00% | +30 | New |
| BDO Wealth Advisors, LLC | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 12 | $233 | 0.00% | −11−47.8% | Reduced |
| Sofos Investments, Inc. | 19 | $290 | 0.00% | +19 | New |
| Baystate Wealth Management LLC | 23 | $458 | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 32 | $621 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 41 | $786 | 0.00% | +41 | New |
| Raffa Wealth Management, LLC | 44 | $854 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 44 | $856 | 0.00% | +1+2.3% | Added |
| Plante Moran Financial Advisors, LLC | 50 | $970 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 50 | $970 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 50 | $970 | 0.00% | +50 | New |
| Hantz Financial Services, Inc. | 27 | $1.00K | 0.00% | −104−79.4% | Reduced |
| Capital Advisors, Ltd. LLC | 37 | $1.00K | 0.00% | −23−38.3% | Reduced |
| Front Row Advisors LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Horan Securities, Inc. | 59 | $1.15K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 61 | $1.18K | 0.00% | −217−78.1% | Reduced |
| Umb Bank N A | 67 | $1.30K | 0.00% | −750−91.8% | Reduced |
| 25 LLC | 86 | $1.78K | 0.00% | +57+196.6% | Added |
| Hartford Financial Management Inc. | 100 | $1.94K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $1.94K | 0.00% | +100 | New |
| Farmers & Merchants Investments Inc | 115 | $2.23K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 122 | $2.37K | 0.00% | +122 | New |
| Headlands Technologies LLC | 125 | $2.42K | 0.00% | +125 | New |
| Sugarloaf Wealth Management, LLC | 131 | $2.55K | 0.00% | −86−39.6% | Reduced |
| Earnest Partners LLC | 142 | $2.75K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 175 | $3.00K | 0.00% | −481−73.3% | Reduced |
| McIlrath & Eck, LLC | 176 | $3.41K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 180 | $3.49K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 186 | $3.61K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 195 | $3.78K | 0.00% | −4,605−95.9% | Reduced |
| Coppell Advisory Solutions LLC | 200 | $3.85K | 0.00% | +200 | New |
| North Star Investment Management Corp. | 200 | $3.88K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $3.88K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 232 | $4.50K | 0.00% | −6−2.5% | Reduced |
| SRS Capital Advisors, Inc. | 236 | $4.58K | 0.00% | +236 | New |
| Bell Investment Advisors, Inc | 240 | $4.66K | 0.00% | −171−41.6% | Reduced |
| TD Capital Management LLC | 244 | $4.73K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 250 | $4.85K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 279 | $5.41K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 298 | $5.78K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 300 | $5.82K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 330 | $6.41K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 380 | $7.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 375 | $7.28K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 398 | $7.73K | 0.00% | +398 | New |
| Montag A & Associates Inc | 400 | $7.95K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $8.00K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 416 | $8.00K | 0.00% | +400+2,500.0% | Added |
| JJJ Advisors Inc. | 425 | $8.34K | 0.00% | +127+42.6% | Added |
| ORG Partners LLC | 452 | $8.77K | 0.00% | +452 | New |
| Aspire Private Capital, LLC | 468 | $9.08K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 500 | $9.70K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $9.70K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 500 | $9.70K | 0.01% | +500 | New |
| Caldwell Trust Co | 500 | $9.70K | 0.00% | +500 | New |
| Endurance Wealth Management, Inc. | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 534 | $10.4K | 0.00% | +15+2.9% | Added |
| Retirement Group, LLC | 583 | $11.3K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 586 | $11.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 618 | $12.0K | 0.00% | +6+1.0% | Added |
| AllSquare Wealth Management LLC | 700 | $12.3K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 700 | $13.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 756 | $14.7K | 0.00% | +567+300.0% | Added |
| Castleview Partners, LLC | 769 | $14.9K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 817 | $16.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 849 | $16.5K | 0.01% | +849 | New |
| Farther Finance Advisors, LLC | 892 | $17.3K | 0.00% | −3−0.3% | Reduced |
| Chesapeake Asset Management LLC | 899 | $17.4K | 0.02% | −139−13.4% | Reduced |
| Trust Co of Vermont | 1,000 | $19.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,000 | $19.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,000 | $19.9K | 0.00% | −500−33.3% | Reduced |
| Johnson Midwest Financial, LLC | 1,130 | $21.9K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,200 | $23.3K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,200 | $23.3K | 0.01% | +300+33.3% | Added |
| Coastal Investment Advisors, Inc. | 1,200 | $23.3K | 0.01% | +1,200 | New |
| Macroview Investment Management LLC | 1,404 | $27.2K | 0.04% | +38+2.8% | Added |
| Hexagon Capital Partners LLC | 1,500 | $29.1K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,500 | $29.1K | 0.00% | +1,500 | New |
| Fifth Third Bancorp | 1,569 | $30.4K | 0.00% | +626+66.4% | Added |
| Armstrong Advisory Group, Inc | 1,739 | $33.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,749 | $33.9K | 0.00% | −1−0.1% | Reduced |
| Quadrant Capital Group LLC | 1,781 | $34.6K | 0.00% | +1,232+224.4% | Added |
| Tradewinds Capital Management, LLC | 2,000 | $38.8K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 2,125 | $41.2K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 2,000 | $42.0K | 0.03% | +2,000 | New |
| MCF Advisors LLC | 2,162 | $43.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,290 | $44.4K | 0.00% | −83−3.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,438 | $47.3K | 0.01% | +438+21.9% | Added |
| Grove Bank & Trust | 2,470 | $47.9K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2,500 | $48.5K | 0.02% | −1,500−37.5% | Reduced |
| Western Pacific Wealth Management, LP | 2,613 | $50.7K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 2,750 | $53.4K | 0.00% | +1,600+139.1% | Added |
| Huntington National Bank | 2,782 | $54.0K | 0.00% | −456−14.1% | Reduced |
| Tradition Wealth Management, LLC | 2,950 | $57.0K | 0.01% | −849−22.3% | Reduced |
| Stonebridge Capital Advisors LLC | 3,000 | $58.2K | 0.01% | −500−14.3% | Reduced |
| Spire Wealth Management | 3,000 | $58.2K | 0.00% | +1,160+63.0% | Added |
| Northwest Capital Management Inc | 3,402 | $66.0K | 0.03% | +3,402 | New |