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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 511 | $9.89K | 0.00% | +511 | New |
| 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 |
| Aspire Private Capital, LLC | 468 | $9.05K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 452 | $9.00K | 0.00% | +36+8.7% | Added |
| JJJ Advisors Inc. | 428 | $8.36K | 0.00% | +3+0.7% | Added |
| Hazlett, Burt & Watson, Inc. | 400 | $8.00K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 400 | $7.93K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 400 | $7.74K | 0.00% | −52−11.5% | Reduced |
| Barrett & Company, Inc. | 375 | $7.26K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 363 | $7.02K | 0.00% | +363 | New |
| AlphaMark Advisors, LLC | 380 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 330 | $6.23K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 298 | $5.77K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 279 | $5.40K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 278 | $5.38K | 0.00% | +38+15.8% | Added |
| Abound Wealth Management | 250 | $4.84K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 244 | $4.72K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 236 | $4.57K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 232 | $4.49K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 212 | $3.89K | 0.00% | +12+6.0% | Added |
| 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 |
| Carmichael Hill & Associates, Inc. | 186 | $3.60K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 185 | $3.58K | 0.00% | +135+270.0% | Added |
| Lowe Wealth Advisors, LLC | 180 | $3.48K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 176 | $3.41K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 174 | $3.37K | 0.00% | +174 | New |
| Activest Wealth Management | 161 | $3.12K | 0.00% | +161 | New |
| Resources Management Corp | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 156 | $2.98K | 0.00% | +156 | New |
| Earnest Partners LLC | 142 | $2.75K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 125 | $2.42K | 0.00% | +10+8.7% | Added |
| Caldwell Sutter Capital, Inc. | 122 | $2.36K | 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 |
| Umb Bank N A | 67 | $1.30K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 61 | $1.18K | 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 |
| Plante Moran Financial Advisors, LLC | 50 | $968 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 50 | $968 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 45 | $892 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 44 | $851 | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 32 | $619 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 25 | $484 | 0.00% | +25 | New |
| Baystate Wealth Management LLC | 24 | $468 | 0.00% | +1+4.3% | Added |
| Gradient Investments LLC | 20 | $387 | 0.00% | +20 | New |
| Assetmark, Inc | 12 | $232 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 0 | $3 | 0.00% | −44−100.0% | Reduced |
| Avion Wealth | 30 | $0 | 0.00% | 00.0% | Unchanged |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −200,994−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −179,027−100.0% | Sold out |
| Bell Bank | 0 | $0 | 0.00% | −173,181−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −150,707−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −124,575−100.0% | Sold out |
| HST Ventures, LLC | 0 | $0 | 0.00% | −80,595−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −72,300−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −65,807−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −40,724−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −36,625−100.0% | Sold out |
| 1620 Investment Advisors, Inc. | 0 | $0 | 0.00% | −34,311−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −32,054−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −29,789−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −28,591−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −26,862−100.0% | Sold out |
| Barr E S & Co | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −15,372−100.0% | Sold out |
| Morris Retirement Advisors, LLC | 0 | $0 | 0.00% | −15,053−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −14,100−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −12,770−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −10,951−100.0% | Sold out |
| Sykon Capital LLC | 0 | $0 | 0.00% | −10,830−100.0% | Sold out |
| Graypoint LLC | 0 | $0 | 0.00% | −10,475−100.0% | Sold out |
| Wealth Quarterback LLC | 0 | $0 | 0.00% | −10,369−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,342−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −10,336−100.0% | Sold out |
| Greytown Advisors Inc. | 0 | $0 | 0.00% | −10,028−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| NFC Investments, LLC | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| BFT Financial Group, LLC | – | – | – | – | Not filed |
| Endurance Wealth Management, Inc. | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |