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, Q3 2023
Institutional positions in Starwood Property Trust, Inc. as of Sep 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
- +5 vs. Q2 2023
- Shares held
- 151.7M
- −4.55M (−2.9%) vs. Q2 2023
- Total value
- $2.94B
- −$95.5M (−3.1%) vs. Q2 2023
- New holders
- 43
- 138 more added
- Sold out
- 38
- 169 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Starwood Property Trust, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 0 | $3 | 0.00% | −44−100.0% | Reduced |
| Assetmark, Inc | 12 | $232 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $387 | 0.00% | +20 | New |
| Baystate Wealth Management LLC | 24 | $468 | 0.00% | +1+4.3% | Added |
| LGT Financial Advisors LLC | 25 | $484 | 0.00% | +25 | New |
| Denali Advisors LLC | 32 | $619 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 44 | $851 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 45 | $892 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $968 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 50 | $968 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 61 | $1.18K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 67 | $1.30K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $1.94K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $1.94K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 122 | $2.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 125 | $2.42K | 0.00% | +10+8.7% | Added |
| Earnest Partners LLC | 142 | $2.75K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 156 | $2.98K | 0.00% | +156 | New |
| Resources Management Corp | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 161 | $3.12K | 0.00% | +161 | New |
| Baker Avenue Asset Management, LP | 174 | $3.37K | 0.00% | +174 | New |
| McIlrath & Eck, LLC | 176 | $3.41K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 180 | $3.48K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 185 | $3.58K | 0.00% | +135+270.0% | Added |
| Carmichael Hill & Associates, Inc. | 186 | $3.60K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $3.87K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $3.87K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 212 | $3.89K | 0.00% | +12+6.0% | Added |
| Glassman Wealth Services | 232 | $4.49K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 236 | $4.57K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 244 | $4.72K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 250 | $4.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 278 | $5.38K | 0.00% | +38+15.8% | Added |
| Tanglewood Legacy Advisors, LLC | 279 | $5.40K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 298 | $5.77K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 330 | $6.23K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 380 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 363 | $7.02K | 0.00% | +363 | New |
| Barrett & Company, Inc. | 375 | $7.26K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 400 | $7.74K | 0.00% | −52−11.5% | Reduced |
| Montag A & Associates Inc | 400 | $7.93K | 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 |
| JJJ Advisors Inc. | 428 | $8.36K | 0.00% | +3+0.7% | Added |
| Ci Investments Inc. | 452 | $9.00K | 0.00% | +36+8.7% | Added |
| Aspire Private Capital, LLC | 468 | $9.05K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 500 | $9.68K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $9.68K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 500 | $9.68K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 500 | $9.68K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 511 | $9.89K | 0.00% | +511 | New |
| Massmutual Trust Co FSB | 555 | $10.7K | 0.00% | +21+3.9% | Added |
| Advisors Preferred, LLC | 586 | $11.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 600 | $11.3K | 0.00% | +600 | New |
| Farther Finance Advisors, LLC | 597 | $11.6K | 0.00% | −295−33.1% | Reduced |
| Retirement Group, LLC | 598 | $11.6K | 0.00% | +15+2.6% | Added |
| Harbour Investments, Inc. | 620 | $12.0K | 0.00% | +2+0.3% | Added |
| Raleigh Capital Management Inc. | 700 | $13.5K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 700 | $13.5K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 708 | $13.7K | 0.00% | +708 | New |
| Quent Capital, LLC | 756 | $14.6K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 769 | $14.9K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 798 | $15.4K | 0.00% | +798 | New |
| Cedar Mountain Advisors, LLC | 800 | $15.5K | 0.00% | +800 | New |
| Migdal Insurance & Financial Holdings Ltd. | 817 | $16.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 868 | $16.8K | 0.01% | +19+2.2% | Added |
| Chesapeake Asset Management LLC | 899 | $17.4K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $19.4K | 0.00% | −2,000−66.7% | 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 |
| Brown Brothers Harriman & Co | 1,000 | $19.4K | 0.00% | +1,000 | New |
| Orion Capital Management LLC | 1,000 | $19.4K | 0.01% | +1,000 | New |
| Armstrong Advisory Group, Inc | 1,003 | $19.4K | 0.00% | −736−42.3% | Reduced |
| Salem Investment Counselors Inc | 1,010 | $20.0K | 0.00% | +10+1.0% | Added |
| Johnson Midwest Financial, LLC | 1,130 | $21.9K | 0.05% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,158 | $22.4K | 0.01% | +760+191.0% | Added |
| Acadian Asset Management LLC | 1,231 | $23.0K | 0.00% | −15,860−92.8% | Reduced |
| Pacific Center for Financial Services | 1,200 | $23.2K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,200 | $23.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,235 | $23.9K | 0.02% | +1,235 | New |
| Macroview Investment Management LLC | 1,413 | $27.3K | 0.04% | +9+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,500 | $29.0K | 0.00% | −3,530−70.2% | Reduced |
| Hexagon Capital Partners LLC | 1,500 | $29.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,791 | $34.7K | 0.00% | +42+2.4% | Added |
| IFP Advisors, Inc | 1,857 | $35.9K | 0.00% | −4,216−69.4% | Reduced |
| HBC Financial Services, PLLC | 2,000 | $38.0K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,000 | $38.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,000 | $38.7K | 0.00% | +431+27.5% | Added |
| Clear Street Markets LLC | 2,100 | $41.0K | 0.03% | −1,400−40.0% | Reduced |
| First Personal Financial Services | 2,125 | $41.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,162 | $42.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,290 | $44.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 2,350 | $45.5K | 0.01% | −120−4.9% | Reduced |
| Quadrant Capital Group LLC | 2,373 | $45.9K | 0.00% | +592+33.2% | Added |
| GPS Wealth Strategies Group, LLC | 2,438 | $47.2K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2,500 | $48.4K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 2,613 | $50.6K | 0.04% | 00.0% | Unchanged |