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 |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 38,579 | $810.9K | 0.41% | −1,434−3.6% | Reduced |
| Camden Capital, LLC | 38,555 | $810.4K | 0.08% | +196+0.5% | Added |
| Creative Planning | 38,343 | $806.0K | 0.00% | +8,118+26.9% | Added |
| Pictet Asset Management Holding SA | 37,542 | $789.1K | 0.00% | +1,713+4.8% | Added |
| Cetera Advisors LLC | 37,536 | $789.0K | 0.01% | +7,371+24.4% | Added |
| HTLF Bank | 36,470 | $766.6K | 0.09% | +36,470 | New |
| Mariner, LLC | 36,370 | $764.5K | 0.00% | −17,723−32.8% | Reduced |
| Xponance, Inc. | 35,828 | $753.1K | 0.01% | +305+0.9% | Added |
| Public Employees Retirement Association of Colorado | 35,737 | $751.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 35,359 | $743.3K | 0.04% | +6,191+21.2% | Added |
| CIBC World Markets Inc. | 34,951 | $735.0K | 0.00% | −144−0.4% | Reduced |
| Sonora Investment Management Group, LLC | 34,293 | $720.8K | 0.06% | +29+0.1% | Added |
| 1620 Investment Advisors, Inc. | 33,846 | $711.4K | 0.78% | +33,846 | New |
| Evergreen Capital Management LLC | 33,079 | $711.2K | 0.03% | +20,027+153.4% | Added |
| Wolverine Trading, LLC | 33,780 | $710.1K | 0.01% | −142−0.4% | Reduced |
| Federated Hermes, Inc. | 33,547 | $705.2K | 0.00% | −6,946−17.2% | Reduced |
| Baker Ellis Asset Management LLC | 33,510 | $704.4K | 0.11% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 33,100 | $695.8K | 0.07% | +33,100 | New |
| Childress Capital Advisors, LLC | 32,715 | $687.7K | 0.21% | −23,000−41.3% | Reduced |
| Private Client Services, LLC | 32,605 | $685.4K | 0.56% | +32,605 | New |
| Level Four Advisory Services, LLC | 32,249 | $677.9K | 0.04% | +1,944+6.4% | Added |
| Global Retirement Partners, LLC | 32,997 | $675.1K | 0.03% | +11,367+52.6% | Added |
| State of Alaska, Department of Revenue | 32,151 | $675.0K | 0.01% | −3,155−8.9% | Reduced |
| WealthBridge Capital Management, LLC | 31,924 | $671.0K | 0.25% | +359+1.1% | Added |
| State of Wisconsin Investment Board | 31,570 | $663.6K | 0.00% | −5,846−15.6% | Reduced |
| Am Investment Strategies LLC | 31,056 | $653.0K | 0.18% | +31,056 | New |
| Parallel Advisors, LLC | 30,863 | $648.8K | 0.02% | +4,587+17.5% | Added |
| Stratos Wealth Partners, LTD. | 30,816 | $647.8K | 0.01% | +3,173+11.5% | Added |
| Palogic Value Management, L.P. | 30,623 | $643.7K | 0.29% | +1,418+4.9% | Added |
| Bailard, Inc. | 30,200 | $634.8K | 0.02% | +30,200 | New |
| Insigneo Advisory Services, LLC | 29,407 | $632.3K | 0.09% | +4,077+16.1% | Added |
| Resource Consulting Group Inc | 29,900 | $628.5K | 0.11% | 00.0% | Unchanged |
| Element Wealth, LLC | 29,770 | $625.8K | 0.39% | −3,761−11.2% | Reduced |
| MCF Advisors LLC | 28,842 | $620.1K | 0.05% | +26,680+1,234.0% | Added |
| Bank Ozk | 28,700 | $603.3K | 0.29% | 00.0% | Unchanged |
| Toronto Dominion Bank | 28,371 | $596.4K | 0.00% | −4,191−12.9% | Reduced |
| Red Spruce Capital, LLC | 28,291 | $594.7K | 0.31% | −2,268−7.4% | Reduced |
| Gables Capital Management Inc. | 27,725 | $582.8K | 0.36% | +1,700+6.5% | Added |
| Mutual Advisors, LLC | 27,702 | $582.3K | 0.02% | +150+0.5% | Added |
| Tower Research Capital LLC (TRC) | 27,445 | $576.9K | 0.01% | −735−2.6% | Reduced |
| Spouting Rock Asset Management, LLC | 27,425 | $576.5K | 0.21% | +27,425 | New |
| Colony Group, LLC | 27,078 | $569.0K | 0.01% | +27,078 | New |
| Red Door Wealth Management, LLC | 26,999 | $567.5K | 0.12% | −167−0.6% | Reduced |
| Raymond James Trust N.A. | 26,395 | $554.8K | 0.01% | +7,256+37.9% | Added |
| Leo Wealth, LLC | 25,995 | $546.4K | 0.06% | +25,995 | New |
| Kovack Advisors, Inc. | 25,934 | $545.1K | 0.06% | −142−0.5% | Reduced |
| JustInvest LLC | 25,794 | $542.2K | 0.01% | −17,732−40.7% | Reduced |
| Susquehanna International Group, LLP | 25,593 | $538.0K | 0.00% | −8,161−24.2% | Reduced |
| Cerity Partners LLC | 25,469 | $535.4K | 0.00% | +25,469 | New |
| Securian Asset Management, Inc | 25,067 | $526.9K | 0.01% | −100−0.4% | Reduced |
| Davenport & Co LLC | 25,025 | $526.0K | 0.00% | −550−2.2% | Reduced |
| JFG Wealth Management, LLC | 25,004 | $525.6K | 0.15% | +25,004 | New |
| Carnegie Capital Asset Management, LLC | 24,550 | $516.0K | 0.02% | −3,500−12.5% | Reduced |
| Northern Oak Wealth Management Inc | 24,157 | $507.8K | 0.06% | −289−1.2% | Reduced |
| Fortem Financial Group, LLC | 23,551 | $495.0K | 0.25% | +204+0.9% | Added |
| Pinnacle Financial Partners Inc | 22,790 | $479.0K | 0.01% | −2,079−8.4% | Reduced |
| Rathbone Brothers plc | 22,245 | $467.6K | 0.00% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 22,192 | $466.5K | 0.30% | −3,486−13.6% | Reduced |
| PenderFund Capital Management Ltd. | 16,700 | $465.1K | 0.15% | −14,700−46.8% | Reduced |
| United Services Automobile Association | 22,043 | $463.3K | 0.01% | +2,264+11.4% | Added |
| Maryland State Retirement & Pension System | 21,715 | $456.4K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 21,737 | $453.6K | 0.00% | +750+3.6% | Added |
| MML Investors Services, LLC | 21,505 | $452.0K | 0.00% | +363+1.7% | Added |
| TBH Global Asset Management, LLC | 21,312 | $448.0K | 0.09% | −2,126−9.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 21,115 | $443.8K | 0.01% | +5,815+38.0% | Added |
| Jeppson Wealth Management, LLC | 21,060 | $442.7K | 0.18% | +753+3.7% | Added |
| Meridian Wealth Advisors, LLC | 20,900 | $439.3K | 0.10% | −1,024−4.7% | Reduced |
| DoubleLine ETF Adviser LP | 20,472 | $430.3K | 0.12% | +20,472 | New |
| Stockman Wealth Management, Inc. | 20,300 | $426.7K | 0.09% | 00.0% | Unchanged |
| Gabelli Funds LLC | 20,000 | $420.4K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 19,747 | $415.1K | 0.00% | −8,302−29.6% | Reduced |
| Lindbrook Capital, LLC | 19,583 | $411.6K | 0.04% | −72−0.4% | Reduced |
| Wedbush Securities Inc | 19,540 | $411.0K | 0.02% | −2,013−9.3% | Reduced |
| Natixis Advisors, L.P. | 19,178 | $403.0K | 0.00% | +19,178 | New |
| NorthRock Partners, LLC | 18,332 | $394.1K | 0.02% | +5,564+43.6% | Added |
| Beacon Pointe Advisors, LLC | 18,740 | $393.9K | 0.00% | −792−4.1% | Reduced |
| Toroso Investments, LLC | 18,719 | $393.5K | 0.01% | +6,827+57.4% | Added |
| Alps Advisors Inc | 18,502 | $388.9K | 0.00% | −1,177−6.0% | Reduced |
| Deutsche Bank AG | 17,983 | $378.0K | 0.00% | +1,974+12.3% | Added |
| Nomura Asset Management Co Ltd | 17,700 | $372.1K | 0.00% | −900−4.8% | Reduced |
| The PNC Financial Services Group, Inc. | 17,591 | $369.8K | 0.00% | −47,698−73.1% | Reduced |
| Acorn Wealth Advisors, LLC | 17,477 | $367.4K | 0.22% | −104−0.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 17,420 | $366.2K | 0.02% | +17,420 | New |
| Summit Trail Advisors, LLC | 16,608 | $357.1K | 0.01% | +212+1.3% | Added |
| Millennium Management LLC | 16,700 | $351.0K | 0.00% | −1,731,626−99.0% | Reduced |
| Firethorn Wealth Partners, LLC | 16,645 | $349.9K | 0.23% | +166+1.0% | Added |
| Fiduciary Group LLC | 16,522 | $347.3K | 0.04% | −200−1.2% | Reduced |
| Jennison Associates LLC | 16,018 | $336.7K | 0.00% | +214+1.4% | Added |
| Shell Asset Management Co | 15,968 | $336.0K | 0.02% | −4,838−23.3% | Reduced |
| Meridian Wealth Management, LLC | 15,665 | $329.3K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 15,652 | $329.0K | 0.00% | −395−2.5% | Reduced |
| GWM Advisors LLC | 15,835 | $327.8K | 0.00% | −1,816−10.3% | Reduced |
| Financial Advocates Investment Management | 15,448 | $324.7K | 0.02% | +954+6.6% | Added |
| Schechter Investment Advisors, LLC | 15,125 | $317.9K | 0.03% | +366+2.5% | Added |
| Spirit of America Management Corp | 15,000 | $315.3K | 0.07% | 00.0% | Unchanged |
| Leonteq Securities AG | 14,880 | $312.8K | 0.04% | −4,233−22.1% | Reduced |
| Belpointe Asset Management LLC | 14,833 | $311.8K | 0.03% | −293−1.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 14,776 | $310.7K | 0.03% | +14,776 | New |
| Hudson Value Partners, LLC | 14,725 | $309.5K | 0.14% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 14,001 | $294.3K | 0.18% | +768+5.8% | Added |