Skip to main content

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.

Institutional holdersQ2 2023: 454 institutions
Q1 2021: 409 institutionsQ2 2021: 420 institutionsQ3 2021: 427 institutionsQ4 2021: 479 institutionsQ1 2022: 475 institutionsQ2 2022: 457 institutionsQ3 2022: 445 institutionsQ4 2022: 466 institutionsQ1 2023: 457 institutionsQ2 2023: 454 institutionsQ3 2023: 454 institutionsQ4 2023: 484 institutionsQ1 2024: 480 institutionsQ2 2024: 494 institutionsQ3 2024: 508 institutionsQ4 2024: 499 institutionsQ1 2025: 500 institutionsQ2 2025: 508 institutionsQ3 2025: 528 institutionsQ4 2025: 529 institutionsQ1 2026: 530 institutionsQ2 2026: 521 institutions
Value heldQ2 2023: $3.06B
Q1 2021: $3.36BQ2 2021: $3.57BQ3 2021: $3.22BQ4 2021: $3.45BQ1 2022: $3.35BQ2 2022: $2.93BQ3 2022: $2.53BQ4 2022: $2.52BQ1 2023: $2.82BQ2 2023: $3.06BQ3 2023: $2.94BQ4 2023: $3.29BQ1 2024: $3.14BQ2 2024: $2.86BQ3 2024: $3.40BQ4 2024: $3.15BQ1 2025: $3.41BQ2 2025: $3.46BQ3 2025: $3.58BQ4 2025: $3.36BQ1 2026: $3.17BQ2 2026: $3.05B
Institutions holding STWD and their total value by quarter
QuarterHoldersValue
Q2 2026521$3.05B
Q1 2026530$3.17B
Q4 2025529$3.36B
Q3 2025528$3.58B
Q2 2025508$3.46B
Q1 2025500$3.41B
Q4 2024499$3.15B
Q3 2024508$3.40B
Q2 2024494$2.86B
Q1 2024480$3.14B
Q4 2023484$3.29B
Q3 2023454$2.94B
Q2 2023454$3.06B
Q1 2023457$2.82B
Q4 2022466$2.52B
Q3 2022445$2.53B
Q2 2022457$2.93B
Q1 2022475$3.35B
Q4 2021479$3.45B
Q3 2021427$3.22B
Q2 2021420$3.57B
Q1 2021409$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.

Institutions holding STWD in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Spirit of America Management Corp15,000$291.0K0.07%−10,000−40.0%Reduced
Covestor Ltd14,850$288.0K0.22%+1,555+11.7%Added
International Assets Investment Management, LLC14,541$282.1K0.04%−16,176−52.7%Reduced
Financial Advocates Investment Management14,494$281.2K0.02%+4,366+43.1%Added
Schechter Investment Advisors, LLC14,417$279.7K0.03%+573+4.1%Added
Newbridge Financial Services Group, Inc.14,136$274.2K0.13%−703−4.7%Reduced
CastleKnight Management LP14,100$273.5K0.06%00.0%Unchanged
Kingsview Wealth Management, LLC13,948$270.6K0.01%+1,589+12.9%Added
Deutsche Bank AG13,909$269.8K0.00%+764+5.8%Added
IHT Wealth Management, LLC13,818$268.1K0.01%+115+0.8%Added
CWM, LLC13,271$257.0K0.00%+4,346+48.7%Added
Arete Wealth Advisors, LLC13,200$256.0K0.02%+1,559+13.4%Added
United Capital Financial Advisers, LLC13,184$255.8K0.00%+13,184New
Lazari Capital Management, Inc.13,149$255.1K0.14%+13,149New
Westmount Partners, LLC13,146$255.0K0.11%+378+3.0%Added
Evergreen Capital Management LLC12,828$249.3K0.01%−3,616−22.0%Reduced
Prospera Financial Services Inc12,770$247.8K0.01%+902+7.6%Added
Eqis Capital Management, Inc.12,671$245.8K0.03%−17,660−58.2%Reduced
GFS Advisors, LLC11,870$230.0K0.05%00.0%Unchanged
Lockheed Martin Investment Management Co11,707$227.1K0.01%+1,300+12.5%Added
Empire Financial Management Company, LLC11,600$225.0K0.09%−2,000−14.7%Reduced
Ignite Planners, LLC11,327$223.6K0.09%−1,388−10.9%Reduced
First Citizens Bank & Trust Co11,480$222.7K0.00%00.0%Unchanged
Cercano Management LLC11,459$222.3K0.01%00.0%Unchanged
FineMark National Bank & Trust11,204$217.4K0.01%−164−1.4%Reduced
KC Investment Advisors, LLC11,089$215.1K0.15%+11,089New
Crossmark Global Holdings, Inc.10,302$214.0K0.00%+10,302New
Guggenheim Capital LLC10,951$212.4K0.00%+10,951New
Cascade Investment Group, Inc.10,918$211.8K0.19%−328−2.9%Reduced
Sykon Capital LLC10,830$210.1K0.14%+10,830New
Summit Financial Strategies, Inc.10,718$207.9K0.04%00.0%Unchanged
Graypoint LLC10,475$203.2K0.02%+10,475New
Wealth Quarterback LLC10,369$201.2K0.14%+10,369New
Sutton Wealth Advisors Inc.10,351$200.8K0.10%00.0%Unchanged
Prevail Innovative Wealth Advisors, LLC10,342$200.6K0.11%+10,342New
Quantamental Technologies LLC10,336$200.5K0.08%+10,336New
ELCO Management Co., LLC10,300$199.8K0.14%00.0%Unchanged
Greytown Advisors Inc.10,028$199.4K0.11%00.0%Unchanged
HM Payson & Co10,000$194.0K0.00%00.0%Unchanged
AXS Investments LLC10,000$194.0K0.05%+10,000New
Signaturefd, LLC9,622$186.7K0.00%+2,696+38.9%Added
Cary Street Partner Investment Advisory LLC8,545$165.8K0.01%00.0%Unchanged
Chilton Capital Management LLC7,359$142.8K0.01%+1,000+15.7%Added
HHM Wealth Advisors, LLC7,027$136.3K0.03%00.0%Unchanged
IFP Advisors, Inc6,073$132.2K0.01%+28+0.5%Added
Catalyst Capital Advisors LLC5,920$114.8K0.00%+1,490+33.6%Added
Parkside Financial Bank & Trust5,800$112.5K0.03%+146+2.6%Added
Private Trust Co NA5,700$110.6K0.01%−9,033−61.3%Reduced
National Bank of Canada5,684$110.2K0.00%−116−2.0%Reduced
Proequities, Inc.4,965$98.7K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co5,030$97.6K0.00%+1,922+61.8%Added
JTC Employer Solutions Trusteee Ltd5,000$97.0K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC4,788$92.9K0.01%+1,273+36.2%Added
Clear Street Markets LLC3,500$68.0K0.03%+3,500New
Northwest Capital Management Inc3,402$66.0K0.03%+3,402New
Stonebridge Capital Advisors LLC3,000$58.2K0.01%−500−14.3%Reduced
Spire Wealth Management3,000$58.2K0.00%+1,160+63.0%Added
Tradition Wealth Management, LLC2,950$57.0K0.01%−849−22.3%Reduced
Huntington National Bank2,782$54.0K0.00%−456−14.1%Reduced
First Manhattan Co2,750$53.4K0.00%+1,600+139.1%Added
Western Pacific Wealth Management, LP2,613$50.7K0.04%00.0%Unchanged
Trifecta Capital Advisors, LLC2,500$48.5K0.02%−1,500−37.5%Reduced
Grove Bank & Trust2,470$47.9K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC2,438$47.3K0.01%+438+21.9%Added
Washington Trust Co2,290$44.4K0.00%−83−3.5%Reduced
MCF Advisors LLC2,162$43.0K0.00%00.0%Unchanged
HBC Financial Services, PLLC2,000$42.0K0.03%+2,000New
First Personal Financial Services2,125$41.2K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC2,000$38.8K0.01%00.0%Unchanged
Quadrant Capital Group LLC1,781$34.6K0.00%+1,232+224.4%Added
Allworth Financial LP1,749$33.9K0.00%−1−0.1%Reduced
Armstrong Advisory Group, Inc1,739$33.7K0.00%00.0%Unchanged
Fifth Third Bancorp1,569$30.4K0.00%+626+66.4%Added
Hexagon Capital Partners LLC1,500$29.1K0.01%00.0%Unchanged
Toth Financial Advisory Corp1,500$29.1K0.00%+1,500New
Macroview Investment Management LLC1,404$27.2K0.04%+38+2.8%Added
Pacific Center for Financial Services1,200$23.3K0.01%00.0%Unchanged
ICA Group Wealth Management, LLC1,200$23.3K0.01%+300+33.3%Added
Coastal Investment Advisors, Inc.1,200$23.3K0.01%+1,200New
Johnson Midwest Financial, LLC1,130$21.9K0.02%00.0%Unchanged
Salem Investment Counselors Inc1,000$19.9K0.00%−500−33.3%Reduced
Trust Co of Vermont1,000$19.4K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.1,000$19.4K0.00%00.0%Unchanged
Chesapeake Asset Management LLC899$17.4K0.02%−139−13.4%Reduced
Farther Finance Advisors, LLC892$17.3K0.00%−3−0.3%Reduced
Glass Jacobson Investment Advisors llc849$16.5K0.01%+849New
Migdal Insurance & Financial Holdings Ltd.817$16.0K0.00%00.0%Unchanged
Castleview Partners, LLC769$14.9K0.01%00.0%Unchanged
Quent Capital, LLC756$14.7K0.00%+567+300.0%Added
Raleigh Capital Management Inc.700$13.6K0.01%00.0%Unchanged
AllSquare Wealth Management LLC700$12.3K0.01%00.0%Unchanged
Harbour Investments, Inc.618$12.0K0.00%+6+1.0%Added
Advisors Preferred, LLC586$11.4K0.00%00.0%Unchanged
Retirement Group, LLC583$11.3K0.00%00.0%Unchanged
Massmutual Trust Co FSB534$10.4K0.00%+15+2.9%Added
Endurance Wealth Management, Inc.500$10.0K0.00%00.0%Unchanged
Delta Asset Management LLC500$9.70K0.00%00.0%Unchanged
Geneos Wealth Management Inc.500$9.70K0.00%00.0%Unchanged
WFA of San Diego, LLC500$9.70K0.01%+500New
Caldwell Trust Co500$9.70K0.00%+500New