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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.

Q4 2023 vs. Q3 2023

How the institutions holding Starwood Property Trust, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of STWD: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders45412484+42
Shares151.7M3.44M156.5M+8.17M (+5.5%)
Value$2.94B$66.6M$3.29B+$419.9M (+14.6%)

12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (87)

Institutions that held Starwood Property Trust, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to STWD in Q4 2023
InstitutionSharesValue% of portfolio
Waterfront Capital Partners, LLC761,051$16.0M1.40%
NFC Investments, LLC629,741$13.2M4.09%
Premier Fund Managers Ltd435,000$9.28M0.40%
Hudson Bay Capital Management LP432,424$9.09M0.08%
TCG Advisory Services, LLC253,110$5.32M0.37%
Pathstone Holdings, LLC148,862$3.13M0.02%
Concurrent Investment Advisors, LLC131,872$2.77M0.13%
Lido Advisors, LLC123,975$2.67M0.03%
Cubist Systematic Strategies, LLC122,000$2.56M0.03%
Rothschild Investment LLC107,533$2.26M0.19%
Healthcare of Ontario Pension Plan Trust Fund101,600$2.14M0.01%
CIBC World Markets Corp99,459$2.09M0.01%
Waterloo Capital, L.P.98,637$2.07M0.34%
HST Ventures, LLC75,924$1.60M0.56%
Fox Run Management, L.L.C.43,523$914.9K0.23%
Chesapeake Capital Corp41,324$868.6K0.63%
Jefferies Financial Group Inc.39,041$820.6K0.01%
Virtu Financial LLC38,636$812.0K0.06%
HTLF Bank36,470$766.6K0.09%
1620 Investment Advisors, Inc.33,846$711.4K0.78%
Icon Wealth Advisors, LLC33,100$695.8K0.07%
Private Client Services, LLC32,605$685.4K0.56%
Am Investment Strategies LLC31,056$653.0K0.18%
Bailard, Inc.30,200$634.8K0.02%
Spouting Rock Asset Management, LLC27,425$576.5K0.21%
Colony Group, LLC27,078$569.0K0.01%
Leo Wealth, LLC25,995$546.4K0.06%
Cerity Partners LLC25,469$535.4K0.00%
JFG Wealth Management, LLC25,004$525.6K0.15%
DoubleLine ETF Adviser LP20,472$430.3K0.12%
Natixis Advisors, L.P.19,178$403.0K0.00%
Hennion & Walsh Asset Management, Inc.17,420$366.2K0.02%
Pine Valley Investments Ltd Liability Co14,776$310.7K0.03%
WCG Wealth Advisors LLC13,732$289.0K0.02%
Vontobel Holding Ltd.13,288$279.3K0.00%
Principal Securities, Inc.12,981$272.9K0.01%
MeadowBrook Investment Advisors LLC12,695$266.8K0.25%
Wealth Quarterback LLC12,551$263.8K0.16%
Robertson Stephens Wealth Management, LLC10,800$258.1K0.02%
Jmac Enterprises LLC11,878$249.7K0.05%
Cetera Trust Company, N.A11,675$245.4K0.15%
Quadrature Capital Ltd11,366$238.9K0.00%
Norris Financial Group, LLC11,000$231.2K0.14%
Lantern Wealth Advisors, LLC10,950$230.2K0.18%
Greenleaf Trust10,926$229.7K0.00%
Prospera Financial Services Inc10,913$229.4K0.01%
Dynamic Technology Lab Private Ltd10,890$229.0K0.02%
Avantax Advisory Services, Inc.10,881$228.7K0.00%
Quadcap Wealth Management, LLC10,370$218.0K0.06%
MAI Capital Management10,330$217.1K0.00%
LM Advisors LLC10,292$216.3K0.04%
Custom Index Systems, LLC10,246$215.4K0.14%
HSBC Holdings PLC9,826$206.5K0.00%
Koshinski Asset Management, Inc.9,722$204.4K0.03%
Scissortail Wealth Management, LLC9,500$201.2K0.06%
Richardson Capital Management LLC8,000$168.2K0.16%
Whittier Trust Co of Nevada Inc4,500$94.6K0.00%
SYSTM Wealth Solutions LLC3,998$84.0K0.01%
Ancora Advisors, LLC3,000$63.1K0.00%
Group One Trading, L.P.2,812$59.1K0.00%
Kapitalo Investimentos Ltda2,341$49.2K0.01%
Cape Investment Advisory, Inc.1,533$32.2K0.02%
Core Wealth Advisors, Inc.1,500$31.5K0.01%
Elequin Capital LP1,500$31.5K0.01%
ICA Group Wealth Management, LLC1,355$28.5K0.01%
GAMMA Investing LLC1,272$25.9K0.01%
Transcendent Capital Group LLC1,048$22.0K0.01%
Tennessee Valley Asset Management Partners1,000$21.0K0.01%
Heritage Wealth Advisors950$20.0K0.00%
SOA Wealth Advisors, LLC.940$19.8K0.00%
Johnson Financial Group, Inc.825$17.7K0.00%
Point72 Europe (London) LLP702$14.8K0.00%
Valley National Advisers Inc445$9.00K0.00%
Signature Resources Capital Management, LLC277$5.82K0.01%
Community Bank, N.A.250$5.25K0.00%
Caitlin John, LLC169$3.63K0.00%
Bruce G. Allen Investments, LLC145$3.05K0.00%
New Millennium Group LLC100$2.10K0.00%
Aspect Partners, LLC100$2.10K0.00%
Cutler Group LP100$2.00K0.00%
FNY Investment Advisers, LLC100$2.00K0.00%
Fortitude Family Office, LLC85$1.79K0.00%
Private Wealth Management Group, LLC59$1.24K0.00%
FinTrust Capital Advisors, LLC33$6940.00%
Sofos Investments, Inc.3$550.00%
Financial Management Professionals, Inc.22$00.00%
Ronald Blue Trust, Inc.16$00.00%

Sold out (45)

Institutions that held Starwood Property Trust, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of STWD in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Balyasny Asset Management LLC430,171$8.32M
TCW Group Inc330,362$6.39M
Squarepoint Ops LLC129,148$2.50M
Blue Owl Capital Holdings LP109,991$2.13M
D. E. Shaw & Co., Inc.108,492$2.10M
Segall Bryant & Hamill, LLC82,700$1.60M
Bullseye Investment Management, LLC68,485$1.33M
Amundi62,624$1.18M
Duality Advisers, LP34,494$667.5K
Pearl River Capital, LLC29,769$576.0K
Boston Private Wealth LLC19,080$369.2K
Holocene Advisors, LP18,163$351.5K
Ameritas Advisory Services, LLC18,553$351.0K
Waycross Partners, LLC16,500$319.3K
Point72 Asset Management, L.P.15,514$300.2K
Two Sigma Securities, LLC14,598$282.5K
Sherbrooke Park Advisers LLC13,932$269.6K
Verition Fund Management LLC13,490$261.0K
Diametric Capital, LP13,238$256.2K
Canal Capital Management, LLC12,611$244.0K
Lockheed Martin Investment Management Co11,707$236.3K
United Capital Financial Advisers, LLC11,949$231.2K
Empire Financial Management Company, LLC11,600$224.5K
Prelude Capital Management, LLC11,140$215.6K
PEAK6 Investments LLC9,586$185.5K
Cary Street Partner Investment Advisory LLC8,400$162.5K
Catalyst Capital Advisors LLC4,800$92.9K
Allspring Global Investments Holdings, LLC4,589$88.8K
Stonebridge Capital Advisors LLC3,000$58.0K
HBC Financial Services, PLLC2,000$38.0K
Coastal Investment Advisors, Inc.1,200$23.3K
Acadian Asset Management LLC1,231$23.0K
Caldwell Trust Co500$9.68K
ORG Partners LLC400$7.74K
Oakworth Capital, Inc.298$5.77K
Tanglewood Legacy Advisors, LLC279$5.40K
Baker Avenue Asset Management, LP174$3.37K
Earnest Partners LLC142$2.75K
Umb Bank N A67$1.30K
Sound Income Strategies, LLC50$968
Front Row Advisors LLC45$892
Denali Advisors LLC32$619
LGT Financial Advisors LLC25$484
Gradient Investments LLC20$387
Rise Advisors, LLC0$3

Not filed for Q4 2023 yet (12)

Institutions that held Starwood Property Trust, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STWD in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.2,941,284$56.9M
Claybrook Capital, LLC120,192$2.33M
Advisor Partners II, LLC119,093$2.30M
Rothschild Investment Corp105,833$2.05M
Mark Stevens39,225$759.0K
Icon Wealth Partners, LLC34,375$665.2K
Colony Group LLC27,339$529.0K
Focus Financial Network, Inc.21,667$429.7K
Tradewinds, LLC.21,367$413.5K
Sutton Wealth Advisors Inc.10,041$194.3K
Johnson Midwest Financial, LLC1,130$21.9K
WFA of San Diego, LLC500$9.68K