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 |
|---|---|---|---|---|---|
| WCG Wealth Advisors LLC | 13,732 | $289.0K | 0.02% | +13,732 | New |
| Westmount Partners, LLC | 13,683 | $287.6K | 0.12% | +473+3.6% | Added |
| Newbridge Financial Services Group, Inc. | 13,498 | $283.7K | 0.14% | −573−4.1% | Reduced |
| Signaturefd, LLC | 13,457 | $282.9K | 0.01% | +1,330+11.0% | Added |
| TCTC Holdings, LLC | 13,400 | $281.7K | 0.01% | 00.0% | Unchanged |
| GFG Capital, LLC | 13,312 | $279.8K | 0.08% | −1,870−12.3% | Reduced |
| Vontobel Holding Ltd. | 13,288 | $279.3K | 0.00% | +13,288 | New |
| Commerce Bank | 13,178 | $277.0K | 0.00% | +664+5.3% | Added |
| Lazari Capital Management, Inc. | 13,149 | $276.4K | 0.16% | 00.0% | Unchanged |
| Shelton Capital Management | 13,010 | $273.5K | 0.01% | −1,458−10.1% | Reduced |
| Arete Wealth Advisors, LLC | 13,000 | $273.3K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 12,981 | $272.9K | 0.01% | +12,981 | New |
| M&T Bank Corp | 12,970 | $272.6K | 0.00% | −3,836−22.8% | Reduced |
| AQR Capital Management LLC | 12,942 | $272.0K | 0.00% | −7,586−37.0% | Reduced |
| Stevens Capital Management LP | 12,912 | $271.0K | 0.07% | −10,888−45.7% | Reduced |
| International Assets Investment Management, LLC | 12,864 | $270.4K | 0.03% | +1,814+16.4% | Added |
| MeadowBrook Investment Advisors LLC | 12,695 | $266.8K | 0.25% | +12,695 | New |
| Wealth Quarterback LLC | 12,551 | $263.8K | 0.16% | +12,551 | New |
| Beverly Hills Private Wealth, LLC | 12,353 | $259.7K | 0.07% | −2,304−15.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 10,800 | $258.1K | 0.02% | +10,800 | New |
| CWM, LLC | 12,117 | $255.0K | 0.00% | −1,406−10.4% | Reduced |
| Point72 Middle East FZE | 11,979 | $251.8K | 0.02% | −69,121−85.2% | Reduced |
| Jmac Enterprises LLC | 11,878 | $249.7K | 0.05% | +11,878 | New |
| Kingsview Wealth Management, LLC | 11,682 | $245.6K | 0.01% | −2,537−17.8% | Reduced |
| Cetera Trust Company, N.A | 11,675 | $245.4K | 0.15% | +11,675 | New |
| First Citizens Bank & Trust Co | 11,480 | $241.3K | 0.00% | −345−2.9% | Reduced |
| Cercano Management LLC | 11,459 | $240.9K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 11,409 | $239.8K | 0.01% | −2,509−18.0% | Reduced |
| Quadrature Capital Ltd | 11,366 | $238.9K | 0.00% | +11,366 | New |
| Atlantic Trust, LLC | 11,229 | $236.0K | 0.06% | −1,405−11.1% | Reduced |
| FineMark National Bank & Trust | 11,204 | $235.5K | 0.01% | 00.0% | Unchanged |
| Ignite Planners, LLC | 11,071 | $234.0K | 0.07% | +76+0.7% | Added |
| Weil Company, Inc. | 11,066 | $232.6K | 0.10% | −9,934−47.3% | Reduced |
| Norris Financial Group, LLC | 11,000 | $231.2K | 0.14% | +11,000 | New |
| Lantern Wealth Advisors, LLC | 10,950 | $230.2K | 0.18% | +10,950 | New |
| Greenleaf Trust | 10,926 | $229.7K | 0.00% | +10,926 | New |
| Eqis Capital Management, Inc. | 10,923 | $229.6K | 0.02% | −517−4.5% | Reduced |
| Cascade Investment Group, Inc. | 10,918 | $229.5K | 0.19% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 10,913 | $229.4K | 0.01% | +10,913 | New |
| Dynamic Technology Lab Private Ltd | 10,890 | $229.0K | 0.02% | +10,890 | New |
| Avantax Advisory Services, Inc. | 10,881 | $228.7K | 0.00% | +10,881 | New |
| Crossmark Global Holdings, Inc. | 10,802 | $228.0K | 0.00% | +469+4.5% | Added |
| Summit Financial Strategies, Inc. | 10,718 | $225.3K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 10,682 | $224.5K | 0.00% | −4,252−28.5% | Reduced |
| Quadcap Wealth Management, LLC | 10,370 | $218.0K | 0.06% | +10,370 | New |
| MAI Capital Management | 10,330 | $217.1K | 0.00% | +10,330 | New |
| ELCO Management Co., LLC | 10,300 | $216.5K | 0.14% | 00.0% | Unchanged |
| LM Advisors LLC | 10,292 | $216.3K | 0.04% | +10,292 | New |
| Custom Index Systems, LLC | 10,246 | $215.4K | 0.14% | +10,246 | New |
| HM Payson & Co | 10,000 | $210.2K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 9,826 | $206.5K | 0.00% | +9,826 | New |
| Koshinski Asset Management, Inc. | 9,722 | $204.4K | 0.03% | +9,722 | New |
| Scissortail Wealth Management, LLC | 9,500 | $201.2K | 0.06% | +9,500 | New |
| Advisory Services Network, LLC | 9,455 | $198.7K | 0.00% | +644+7.3% | Added |
| Covestor Ltd | 9,160 | $192.0K | 0.13% | +783+9.3% | Added |
| Advisors Asset Management, Inc. | 8,115 | $170.6K | 0.00% | −7,821−49.1% | Reduced |
| Richardson Capital Management LLC | 8,000 | $168.2K | 0.16% | +8,000 | New |
| First Foundation Advisors | 7,590 | $159.5K | 0.01% | −5,491−42.0% | Reduced |
| Chilton Capital Management LLC | 7,359 | $154.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 6,717 | $141.2K | 0.02% | +1,017+17.8% | Added |
| Parkside Financial Bank & Trust | 6,436 | $135.3K | 0.02% | +547+9.3% | Added |
| HHM Wealth Advisors, LLC | 6,407 | $134.7K | 0.02% | −620−8.8% | Reduced |
| Clear Street Markets LLC | 6,300 | $132.0K | 0.05% | +4,200+200.0% | Added |
| National Bank of Canada | 5,384 | $113.8K | 0.00% | +100+1.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 5,000 | $107.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 4,961 | $106.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,657 | $97.9K | 0.01% | −111−2.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,500 | $94.6K | 0.00% | +4,500 | New |
| SYSTM Wealth Solutions LLC | 3,998 | $84.0K | 0.01% | +3,998 | New |
| Northwest Capital Management Inc | 3,402 | $71.5K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,286 | $69.0K | 0.01% | +12+0.4% | Added |
| Ancora Advisors, LLC | 3,000 | $63.1K | 0.00% | +3,000 | New |
| Group One Trading, L.P. | 2,812 | $59.1K | 0.00% | +2,812 | New |
| First Manhattan Co | 2,750 | $57.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,734 | $57.5K | 0.00% | +943+52.7% | Added |
| Huntington National Bank | 2,726 | $57.3K | 0.00% | −56−2.0% | Reduced |
| Western Pacific Wealth Management, LP | 2,617 | $55.0K | 0.04% | +4+0.2% | Added |
| Tradition Wealth Management, LLC | 2,617 | $55.0K | 0.01% | −398−13.2% | Reduced |
| Trifecta Capital Advisors, LLC | 2,562 | $53.9K | 0.01% | +62+2.5% | Added |
| GPS Wealth Strategies Group, LLC | 2,438 | $51.2K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 2,341 | $49.2K | 0.01% | +2,341 | New |
| Washington Trust Co | 2,290 | $48.1K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 2,125 | $44.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,106 | $44.3K | 0.00% | +106+5.3% | Added |
| Quadrant Capital Group LLC | 2,103 | $44.2K | 0.00% | −270−11.4% | Reduced |
| Tradewinds Capital Management, LLC | 2,000 | $42.0K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,930 | $40.6K | 0.01% | −420−17.9% | Reduced |
| Neo Ivy Capital Management | 1,896 | $40.0K | 0.09% | −11,308−85.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,885 | $39.6K | 0.00% | +385+25.7% | Added |
| Retirement Group, LLC | 1,885 | $39.6K | 0.02% | +1,287+215.2% | Added |
| IFP Advisors, Inc | 1,766 | $37.1K | 0.00% | −91−4.9% | Reduced |
| Cape Investment Advisory, Inc. | 1,533 | $32.2K | 0.02% | +1,533 | New |
| Hexagon Capital Partners LLC | 1,500 | $31.5K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 1,500 | $31.5K | 0.01% | +1,500 | New |
| Elequin Capital LP | 1,500 | $31.5K | 0.01% | +1,500 | New |
| Macroview Investment Management LLC | 1,422 | $29.9K | 0.04% | +9+0.6% | Added |
| TD Waterhouse Canada Inc. | 1,400 | $28.8K | 0.00% | +800+133.3% | Added |
| ICA Group Wealth Management, LLC | 1,355 | $28.5K | 0.01% | +1,355 | New |
| GAMMA Investing LLC | 1,272 | $25.9K | 0.01% | +1,272 | New |
| Spire Wealth Management | 1,229 | $25.4K | 0.00% | +229+22.9% | Added |