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, Q4 2023
Institutional positions in Starwood Property Trust, Inc. as of Dec 31, 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
- 484
- +42 vs. Q3 2023
- Shares held
- 156.5M
- +8.17M (+5.5%) vs. Q3 2023
- Total value
- $3.29B
- +$419.9M (+14.6%) vs. Q3 2023
- New holders
- 87
- 168 more added
- Sold out
- 45
- 150 more reduced
12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Starwood Property Trust, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 2,106 | $44.3K | 0.00% | +106+5.3% | Added |
| First Personal Financial Services | 2,125 | $44.7K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 2,290 | $48.1K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 2,341 | $49.2K | 0.01% | +2,341 | New |
| GPS Wealth Strategies Group, LLC | 2,438 | $51.2K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2,562 | $53.9K | 0.01% | +62+2.5% | Added |
| Tradition Wealth Management, LLC | 2,617 | $55.0K | 0.01% | −398−13.2% | Reduced |
| Western Pacific Wealth Management, LP | 2,617 | $55.0K | 0.04% | +4+0.2% | Added |
| Huntington National Bank | 2,726 | $57.3K | 0.00% | −56−2.0% | Reduced |
| Allworth Financial LP | 2,734 | $57.5K | 0.00% | +943+52.7% | Added |
| First Manhattan Co | 2,750 | $57.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,812 | $59.1K | 0.00% | +2,812 | New |
| Ancora Advisors, LLC | 3,000 | $63.1K | 0.00% | +3,000 | New |
| NBC Securities, Inc. | 3,286 | $69.0K | 0.01% | +12+0.4% | Added |
| Northwest Capital Management Inc | 3,402 | $71.5K | 0.02% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 3,998 | $84.0K | 0.01% | +3,998 | New |
| Whittier Trust Co of Nevada Inc | 4,500 | $94.6K | 0.00% | +4,500 | New |
| EverSource Wealth Advisors, LLC | 4,657 | $97.9K | 0.01% | −111−2.3% | Reduced |
| Proequities, Inc. | 4,961 | $106.7K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 5,000 | $107.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 5,384 | $113.8K | 0.00% | +100+1.9% | Added |
| Clear Street Markets LLC | 6,300 | $132.0K | 0.05% | +4,200+200.0% | Added |
| HHM Wealth Advisors, LLC | 6,407 | $134.7K | 0.02% | −620−8.8% | Reduced |
| Parkside Financial Bank & Trust | 6,436 | $135.3K | 0.02% | +547+9.3% | Added |
| Private Trust Co NA | 6,717 | $141.2K | 0.02% | +1,017+17.8% | Added |
| Chilton Capital Management LLC | 7,359 | $154.7K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 7,590 | $159.5K | 0.01% | −5,491−42.0% | Reduced |
| Richardson Capital Management LLC | 8,000 | $168.2K | 0.16% | +8,000 | New |
| Advisors Asset Management, Inc. | 8,115 | $170.6K | 0.00% | −7,821−49.1% | Reduced |
| Covestor Ltd | 9,160 | $192.0K | 0.13% | +783+9.3% | Added |
| Advisory Services Network, LLC | 9,455 | $198.7K | 0.00% | +644+7.3% | Added |
| Scissortail Wealth Management, LLC | 9,500 | $201.2K | 0.06% | +9,500 | New |
| Koshinski Asset Management, Inc. | 9,722 | $204.4K | 0.03% | +9,722 | New |
| HSBC Holdings PLC | 9,826 | $206.5K | 0.00% | +9,826 | New |
| HM Payson & Co | 10,000 | $210.2K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 10,246 | $215.4K | 0.14% | +10,246 | New |
| LM Advisors LLC | 10,292 | $216.3K | 0.04% | +10,292 | New |
| ELCO Management Co., LLC | 10,300 | $216.5K | 0.14% | 00.0% | Unchanged |
| MAI Capital Management | 10,330 | $217.1K | 0.00% | +10,330 | New |
| Quadcap Wealth Management, LLC | 10,370 | $218.0K | 0.06% | +10,370 | New |
| Citigroup Inc | 10,682 | $224.5K | 0.00% | −4,252−28.5% | Reduced |
| Summit Financial Strategies, Inc. | 10,718 | $225.3K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 10,802 | $228.0K | 0.00% | +469+4.5% | Added |
| Avantax Advisory Services, Inc. | 10,881 | $228.7K | 0.00% | +10,881 | New |
| Dynamic Technology Lab Private Ltd | 10,890 | $229.0K | 0.02% | +10,890 | New |
| Prospera Financial Services Inc | 10,913 | $229.4K | 0.01% | +10,913 | New |
| Cascade Investment Group, Inc. | 10,918 | $229.5K | 0.19% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 10,923 | $229.6K | 0.02% | −517−4.5% | Reduced |
| Greenleaf Trust | 10,926 | $229.7K | 0.00% | +10,926 | New |
| Lantern Wealth Advisors, LLC | 10,950 | $230.2K | 0.18% | +10,950 | New |
| Norris Financial Group, LLC | 11,000 | $231.2K | 0.14% | +11,000 | New |
| Weil Company, Inc. | 11,066 | $232.6K | 0.10% | −9,934−47.3% | Reduced |
| Ignite Planners, LLC | 11,071 | $234.0K | 0.07% | +76+0.7% | Added |
| FineMark National Bank & Trust | 11,204 | $235.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 11,229 | $236.0K | 0.06% | −1,405−11.1% | Reduced |
| Quadrature Capital Ltd | 11,366 | $238.9K | 0.00% | +11,366 | New |
| IHT Wealth Management, LLC | 11,409 | $239.8K | 0.01% | −2,509−18.0% | Reduced |
| Cercano Management LLC | 11,459 | $240.9K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 11,480 | $241.3K | 0.00% | −345−2.9% | Reduced |
| Cetera Trust Company, N.A | 11,675 | $245.4K | 0.15% | +11,675 | New |
| Kingsview Wealth Management, LLC | 11,682 | $245.6K | 0.01% | −2,537−17.8% | Reduced |
| Jmac Enterprises LLC | 11,878 | $249.7K | 0.05% | +11,878 | New |
| Point72 Middle East FZE | 11,979 | $251.8K | 0.02% | −69,121−85.2% | Reduced |
| CWM, LLC | 12,117 | $255.0K | 0.00% | −1,406−10.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 10,800 | $258.1K | 0.02% | +10,800 | New |
| Beverly Hills Private Wealth, LLC | 12,353 | $259.7K | 0.07% | −2,304−15.7% | Reduced |
| Wealth Quarterback LLC | 12,551 | $263.8K | 0.16% | +12,551 | New |
| MeadowBrook Investment Advisors LLC | 12,695 | $266.8K | 0.25% | +12,695 | New |
| International Assets Investment Management, LLC | 12,864 | $270.4K | 0.03% | +1,814+16.4% | Added |
| Stevens Capital Management LP | 12,912 | $271.0K | 0.07% | −10,888−45.7% | Reduced |
| AQR Capital Management LLC | 12,942 | $272.0K | 0.00% | −7,586−37.0% | Reduced |
| M&T Bank Corp | 12,970 | $272.6K | 0.00% | −3,836−22.8% | Reduced |
| Principal Securities, Inc. | 12,981 | $272.9K | 0.01% | +12,981 | New |
| Arete Wealth Advisors, LLC | 13,000 | $273.3K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 13,010 | $273.5K | 0.01% | −1,458−10.1% | Reduced |
| Lazari Capital Management, Inc. | 13,149 | $276.4K | 0.16% | 00.0% | Unchanged |
| Commerce Bank | 13,178 | $277.0K | 0.00% | +664+5.3% | Added |
| Vontobel Holding Ltd. | 13,288 | $279.3K | 0.00% | +13,288 | New |
| GFG Capital, LLC | 13,312 | $279.8K | 0.08% | −1,870−12.3% | Reduced |
| TCTC Holdings, LLC | 13,400 | $281.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 13,457 | $282.9K | 0.01% | +1,330+11.0% | Added |
| Newbridge Financial Services Group, Inc. | 13,498 | $283.7K | 0.14% | −573−4.1% | Reduced |
| Westmount Partners, LLC | 13,683 | $287.6K | 0.12% | +473+3.6% | Added |
| WCG Wealth Advisors LLC | 13,732 | $289.0K | 0.02% | +13,732 | New |
| KC Investment Advisors, LLC | 14,001 | $294.3K | 0.18% | +768+5.8% | Added |
| Hudson Value Partners, LLC | 14,725 | $309.5K | 0.14% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 14,776 | $310.7K | 0.03% | +14,776 | New |
| Belpointe Asset Management LLC | 14,833 | $311.8K | 0.03% | −293−1.9% | Reduced |
| Leonteq Securities AG | 14,880 | $312.8K | 0.04% | −4,233−22.1% | Reduced |
| Spirit of America Management Corp | 15,000 | $315.3K | 0.07% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 15,125 | $317.9K | 0.03% | +366+2.5% | Added |
| Financial Advocates Investment Management | 15,448 | $324.7K | 0.02% | +954+6.6% | Added |
| GWM Advisors LLC | 15,835 | $327.8K | 0.00% | −1,816−10.3% | Reduced |
| ProShare Advisors LLC | 15,652 | $329.0K | 0.00% | −395−2.5% | Reduced |
| Meridian Wealth Management, LLC | 15,665 | $329.3K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 15,968 | $336.0K | 0.02% | −4,838−23.3% | Reduced |
| Jennison Associates LLC | 16,018 | $336.7K | 0.00% | +214+1.4% | Added |
| Fiduciary Group LLC | 16,522 | $347.3K | 0.04% | −200−1.2% | Reduced |
| Firethorn Wealth Partners, LLC | 16,645 | $349.9K | 0.23% | +166+1.0% | Added |
| Millennium Management LLC | 16,700 | $351.0K | 0.00% | −1,731,626−99.0% | Reduced |