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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.

13F holders, Q1 2024

Institutional positions in Starwood Property Trust, Inc. as of Mar 31, 2024. 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
480
+6 vs. Q4 2023
Shares held
154.1M
−1.13M (−0.7%) vs. Q4 2023
Total value
$3.14B
−$133.6M (−4.1%) vs. Q4 2023
New holders
63
168 more added
Sold out
57
140 more reduced

10 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 480 institutions
Q1 2021: 409 institutionsQ2 2021: 420 institutionsQ3 2021: 427 institutionsQ4 2021: 479 institutionsQ1 2022: 475 institutionsQ2 2022: 457 institutionsQ3 2022: 445 institutionsQ4 2022: 466 institutionsQ1 2023: 457 institutionsQ2 2023: 454 institutionsQ3 2023: 454 institutionsQ4 2023: 484 institutionsQ1 2024: 480 institutionsQ2 2024: 494 institutionsQ3 2024: 508 institutionsQ4 2024: 499 institutionsQ1 2025: 500 institutionsQ2 2025: 508 institutionsQ3 2025: 528 institutionsQ4 2025: 529 institutionsQ1 2026: 530 institutionsQ2 2026: 521 institutions
Value heldQ1 2024: $3.14B
Q1 2021: $3.36BQ2 2021: $3.57BQ3 2021: $3.22BQ4 2021: $3.45BQ1 2022: $3.35BQ2 2022: $2.93BQ3 2022: $2.53BQ4 2022: $2.52BQ1 2023: $2.82BQ2 2023: $3.06BQ3 2023: $2.94BQ4 2023: $3.29BQ1 2024: $3.14BQ2 2024: $2.86BQ3 2024: $3.40BQ4 2024: $3.15BQ1 2025: $3.41BQ2 2025: $3.46BQ3 2025: $3.58BQ4 2025: $3.36BQ1 2026: $3.17BQ2 2026: $3.05B
Institutions holding STWD and their total value by quarter
QuarterHoldersValue
Q2 2026521$3.05B
Q1 2026530$3.17B
Q4 2025529$3.36B
Q3 2025528$3.58B
Q2 2025508$3.46B
Q1 2025500$3.41B
Q4 2024499$3.15B
Q3 2024508$3.40B
Q2 2024494$2.86B
Q1 2024480$3.14B
Q4 2023484$3.29B
Q3 2023454$2.94B
Q2 2023454$3.06B
Q1 2023457$2.82B
Q4 2022466$2.52B
Q3 2022445$2.53B
Q2 2022457$2.93B
Q1 2022475$3.35B
Q4 2021479$3.45B
Q3 2021427$3.22B
Q2 2021420$3.57B
Q1 2021409$3.36B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Starwood Property Trust, Inc.; share changes are against Q4 2023.

Institutions holding STWD in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Kozak & Associates, Inc.2$410.00%+2New
Assetmark, Inc4$810.00%+2+100.0%Added
Sofos Investments, Inc.12$2400.00%+9+300.0%Added
Smartleaf Asset Management LLC27$5480.00%+27New
FinTrust Capital Advisors, LLC33$6710.00%00.0%Unchanged
Mather Group, LLC.39$8200.00%+39New
Raffa Wealth Management, LLC44$8950.00%00.0%Unchanged
First Command Advisory Services, Inc.46$9350.00%+46New
Front Row Advisors LLC45$9360.00%+45New
Plante Moran Financial Advisors, LLC50$1.02K0.00%00.0%Unchanged
Versant Capital Management, Inc53$1.08K0.00%00.0%Unchanged
Private Wealth Management Group, LLC59$1.20K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.60$1.22K0.00%00.0%Unchanged
LRI Investments, LLC77$1.56K0.00%+77New
Fortitude Family Office, LLC85$1.73K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC94$2.00K0.00%00.0%Unchanged
Avion Wealth90$2.00K0.00%00.0%Unchanged
Hartford Financial Management Inc.100$2.03K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC100$2.03K0.00%00.0%Unchanged
Aspect Partners, LLC100$2.03K0.00%00.0%Unchanged
Umb Bank N A100$2.03K0.00%+100New
CBIZ Investment Advisory Services, LLC100$2.08K0.00%+100New
Jones Financial Companies LLLP108$2.20K0.00%+108New
WR Wealth Planners, LLC108$2.20K0.00%+108New
JJJ Advisors Inc.113$2.29K0.00%−64−36.2%Reduced
Caldwell Sutter Capital, Inc.122$2.48K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc125$2.54K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC145$2.95K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.163$3.31K0.00%+4+2.5%Added
Caitlin John, LLC169$3.44K0.00%00.0%Unchanged
McIlrath & Eck, LLC176$3.58K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC180$3.66K0.00%00.0%Unchanged
Tucker Asset Management LLC185$3.76K0.00%00.0%Unchanged
Resources Management Corp175$4.00K0.00%00.0%Unchanged
North Star Investment Management Corp.200$4.07K0.00%00.0%Unchanged
Optimum Investment Advisors200$4.07K0.00%+200New
HHM Wealth Advisors, LLC207$4.21K0.00%−6,200−96.8%Reduced
SRS Capital Advisors, Inc.236$4.80K0.00%00.0%Unchanged
TD Capital Management LLC244$4.96K0.00%00.0%Unchanged
Abound Wealth Management250$5.08K0.00%00.0%Unchanged
Farther Finance Advisors, LLC271$5.42K0.00%+51+23.2%Added
Bell Investment Advisors, Inc282$5.73K0.00%00.0%Unchanged
Winch Advisory Services, LLC285$5.79K0.00%+285New
Signature Resources Capital Management, LLC277$5.82K0.01%00.0%Unchanged
Global Financial Private Client, LLC330$6.60K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.363$7.38K0.00%00.0%Unchanged
Barrett & Company, Inc.375$7.62K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.400$8.00K0.00%00.0%Unchanged
AlphaMark Advisors, LLC380$8.00K0.00%00.0%Unchanged
Knott David M Jr400$8.00K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC400$8.13K0.00%+400New
Montag A & Associates Inc400$8.32K0.00%00.0%Unchanged
Valley National Advisers Inc445$9.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC468$9.51K0.00%00.0%Unchanged
Chesapeake Asset Management LLC500$10.2K0.01%−399−44.4%Reduced
Delta Asset Management LLC500$10.2K0.00%00.0%Unchanged
Geneos Wealth Management Inc.500$10.2K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC511$10.4K0.00%00.0%Unchanged
Concorde Financial Corp500$10.4K0.01%+500New
Elequin Capital LP522$10.6K0.00%−978−65.2%Reduced
Massmutual Trust Co FSB532$10.8K0.00%−2−0.4%Reduced
Quent Capital, LLC567$11.5K0.00%00.0%Unchanged
Ci Investments Inc.590$12.0K0.00%+138+30.5%Added
Harbour Investments, Inc.632$12.8K0.00%+6+1.0%Added
AllSquare Wealth Management LLC700$14.2K0.01%00.0%Unchanged
Venturi Wealth Management, LLC708$14.4K0.00%00.0%Unchanged
New Covenant Trust Company, N.A.748$15.2K0.02%+748New
Raleigh Capital Management Inc.755$15.3K0.01%00.0%Unchanged
Castleview Partners, LLC769$15.6K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC800$16.3K0.00%00.0%Unchanged
AdvisorNet Financial, Inc816$16.6K0.00%−25−3.0%Reduced
Migdal Insurance & Financial Holdings Ltd.817$17.0K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc911$18.5K0.01%+21+2.4%Added
Center for Financial Planning, Inc.927$18.8K0.00%+927New
SOA Wealth Advisors, LLC.940$19.1K0.00%00.0%Unchanged
Heritage Wealth Advisors950$19.3K0.00%00.0%Unchanged
Clearstead Advisors, LLC1,000$20.3K0.00%+1,000New
Trust Co of Vermont1,000$20.3K0.00%00.0%Unchanged
Orion Capital Management LLC1,000$20.3K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.1,000$20.3K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc1,003$21.1K0.00%00.0%Unchanged
Transcendent Capital Group LLC1,048$21.3K0.01%00.0%Unchanged
Rise Advisors, LLC1,105$22.5K0.01%+1,105New
Cornerstone Planning Group LLC1,208$23.5K0.01%+40+3.4%Added
Westend Capital Management, LLC1,181$24.0K0.01%+1,181New
Pacific Center for Financial Services1,200$24.4K0.01%00.0%Unchanged
Coastal Investment Advisors, Inc.1,200$24.4K0.01%+1,200New
Spire Wealth Management1,229$25.0K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC1,283$26.1K0.00%+1,283New
TD Waterhouse Canada Inc.1,350$26.5K0.00%−50−3.6%Reduced
ICA Group Wealth Management, LLC1,355$27.5K0.01%00.0%Unchanged
Macroview Investment Management LLC1,431$29.1K0.03%+9+0.6%Added
GAMMA Investing LLC1,469$29.9K0.01%+197+15.5%Added
Hexagon Capital Partners LLC1,500$30.5K0.01%00.0%Unchanged
Grove Bank & Trust1,730$35.2K0.01%−200−10.4%Reduced
Salem Investment Counselors Inc1,800$37.5K0.00%+800+80.0%Added
Quadrant Capital Group LLC1,853$37.7K0.00%−250−11.9%Reduced
Northwestern Mutual Wealth Management Co1,927$39.2K0.00%+42+2.2%Added
Tradewinds Capital Management, LLC2,000$40.7K0.01%00.0%Unchanged
Fifth Third Bancorp2,041$41.5K0.00%−65−3.1%Reduced