Skip to main content
Livermore
Livermore
ZHEN

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
Fiduciary Group LLC17,358$352.9K0.04%+836+5.1%Added
TBH Global Asset Management, LLC17,386$353.4K0.07%−3,926−18.4%Reduced
Alps Advisors Inc17,913$364.2K0.00%−589−3.2%Reduced
Leonteq Securities AG18,110$368.2K0.05%+3,230+21.7%Added
Steel Peak Wealth Management LLC17,750$369.4K0.02%+17,750New
Pine Valley Investments Ltd Liability Co18,256$372.1K0.03%+3,480+23.6%Added
Formidable Asset Management, LLC18,632$378.8K0.06%+18,632New
Stratos Wealth Partners, LTD.18,636$378.9K0.01%−12,180−39.5%Reduced
Deutsche Bank AG19,157$389.5K0.00%+1,174+6.5%Added
Provenance Wealth Advisors, LLC19,248$391.3K0.06%+19,248New
Lindbrook Capital, LLC19,584$398.1K0.04%+10.0%Added
Gabelli Funds LLC20,000$406.6K0.00%00.0%Unchanged
Tradewinds, LLC.20,084$408.3K0.36%+20,084New
Maryland State Retirement & Pension System21,715$411.1K0.01%00.0%Unchanged
Stockman Wealth Management, Inc.20,300$412.7K0.07%00.0%Unchanged
PFG Investments, LLC20,353$413.8K0.03%+20,353New
Red Door Wealth Management, LLC20,509$416.9K0.08%−6,490−24.0%Reduced
Focus Financial Network, Inc.21,842$418.0K0.02%+21,842New
Meridian Wealth Advisors, LLC20,900$424.9K0.08%00.0%Unchanged
Jeppson Wealth Management, LLC20,980$426.5K0.17%−80−0.4%Reduced
Graham Capital Management, L.P.21,293$432.9K0.01%+21,293New
Raymond James Trust N.A.21,719$441.5K0.01%−4,676−17.7%Reduced
Campbell & CO Investment Adviser LLC21,935$445.9K0.04%−33,328−60.3%Reduced
United Services Automobile Association22,043$448.1K0.01%00.0%Unchanged
Carnegie Capital Asset Management, LLC22,175$450.8K0.01%−2,375−9.7%Reduced
WMG Financial Advisors, LLC22,205$451.4K0.26%+13+0.1%Added
Rathbone Brothers plc22,245$452.2K0.00%00.0%Unchanged
PenderFund Capital Management Ltd.16,700$459.9K0.13%00.0%Unchanged
Aristeia Capital LLC22,702$461.5K0.02%+22,702New
DoubleLine ETF Adviser LP22,764$462.8K0.12%+2,292+11.2%Added
Pinnacle Financial Partners Inc22,790$463.3K0.01%00.0%Unchanged
Captrust Financial Advisors23,226$472.2K0.00%+3,479+17.6%Added
NorthRock Partners, LLC23,021$479.0K0.02%+4,689+25.6%Added
Securian Asset Management, Inc24,470$497.5K0.01%−597−2.4%Reduced
MML Investors Services, LLC24,705$502.0K0.00%+3,200+14.9%Added
JFG Wealth Management, LLC25,004$508.3K0.14%00.0%Unchanged
Summit Trail Advisors, LLC24,486$509.6K0.01%+7,878+47.4%Added
State of Wisconsin Investment Board25,332$515.0K0.00%−6,238−19.8%Reduced
Fortem Financial Group, LLC25,759$523.7K0.23%+2,208+9.4%Added
Colony Group, LLC26,751$544.0K0.00%−327−1.2%Reduced
Leo Wealth, LLC26,835$545.6K0.06%+840+3.2%Added
Gables Capital Management Inc.27,425$557.6K0.31%−300−1.1%Reduced
Bank Ozk28,700$583.5K0.26%00.0%Unchanged
Davenport & Co LLC28,975$589.1K0.00%+3,950+15.8%Added
MCF Advisors LLC28,842$600.2K0.05%00.0%Unchanged
Insigneo Advisory Services, LLC29,407$612.0K0.07%00.0%Unchanged
Element Wealth, LLC30,104$612.0K0.36%+334+1.1%Added
Monograph Wealth Advisors, LLC30,000$624.3K0.09%+30,000New
Chesapeake Capital Corp30,716$624.5K0.46%−10,608−25.7%Reduced
Squarepoint Ops LLC30,782$625.8K0.00%+30,782New
Mutual Advisors, LLC31,045$631.1K0.02%+3,343+12.1%Added
Ethic Inc.31,133$632.9K0.02%−8,485−21.4%Reduced
JustInvest LLC31,582$642.1K0.01%+5,788+22.4%Added
State of Alaska, Department of Revenue32,151$653.0K0.01%00.0%Unchanged
Red Spruce Capital, LLC32,157$653.8K0.30%+3,866+13.7%Added
Baker Ellis Asset Management LLC32,510$660.9K0.10%−1,000−3.0%Reduced
Palogic Value Management, L.P.32,651$663.8K0.29%+2,028+6.6%Added
Childress Capital Advisors, LLC32,715$665.1K0.19%00.0%Unchanged
Cary Street Partner Investment Advisory LLC33,130$673.5K0.03%+33,130New
Public Employees Retirement Association of Colorado33,138$674.0K0.00%−2,599−7.3%Reduced
Level Four Advisory Services, LLC32,249$677.9K0.04%00.0%Unchanged
Icon Wealth Advisors, LLC33,500$681.1K0.06%+400+1.2%Added
Sonora Investment Management Group, LLC33,742$686.0K0.05%−551−1.6%Reduced
1620 Investment Advisors, Inc.1,165$687.5K0.70%−32,681−96.6%Reduced
Evergreen Capital Management LLC33,136$689.5K0.03%+57+0.2%Added
Global Retirement Partners, LLC34,220$695.7K0.03%+1,223+3.7%Added
Hennion & Walsh Asset Management, Inc.34,255$696.4K0.04%+16,835+96.6%Added
Federated Hermes, Inc.34,323$697.8K0.00%+776+2.3%Added
Samalin Investment Counsel, LLC35,030$712.2K0.34%−3,549−9.2%Reduced
HTLF Bank35,172$715.0K0.08%−1,298−3.6%Reduced
Xponance, Inc.35,399$719.7K0.01%−429−1.2%Reduced
CIBC World Markets Inc.35,411$720.0K0.00%+460+1.3%Added
Wedbush Securities Inc35,967$731.0K0.03%+16,427+84.1%Added
Parallel Advisors, LLC36,044$732.8K0.02%+5,181+16.8%Added
WealthBridge Capital Management, LLC36,513$742.3K0.25%+4,589+14.4%Added
Teacher Retirement System of Texas36,751$747.0K0.00%−13,171−26.4%Reduced
Qube Research & Technologies Ltd39,075$794.4K0.00%+39,075New
Camden Capital, LLC39,313$799.2K0.07%+758+2.0%Added
GoalVest Advisory LLC39,510$803.2K0.27%+222+0.6%Added
AIA Group Ltd40,833$830.1K0.03%+40,833New
Mariner, LLC40,903$831.6K0.00%+4,533+12.5%Added
Accel Wealth Management41,148$836.5K0.35%−125−0.3%Reduced
Quest Partners LLC41,353$840.7K0.15%+41,353New
Pictet Asset Management Holding SA41,558$844.9K0.00%+4,016+10.7%Added
Diversify Advisory Services, LLC42,563$851.3K0.05%+42,563New
Kovack Advisors, Inc.42,040$854.7K0.10%+16,106+62.1%Added
Register Financial Advisors LLC42,284$859.6K0.45%+211+0.5%Added
Ameritas Advisory Services, LLC43,373$872.2K0.04%+43,373New
Am Investment Strategies LLC43,770$890.0K0.23%+12,714+40.9%Added
Cerity Partners LLC43,864$891.8K0.00%+18,395+72.2%Added
Stratos Wealth Advisors, LLC43,985$894.2K0.05%+8,626+24.4%Added
Pacer Advisors, Inc.44,346$901.6K0.00%−388−0.9%Reduced
Bessemer Group Inc44,679$908.0K0.00%−3,050−6.4%Reduced
Carson Advisory Inc.44,807$910.9K0.64%00.0%Unchanged
GFS Advisors, LLC46,880$953.0K0.16%00.0%Unchanged
Adams Asset Advisors, LLC49,031$996.8K0.13%00.0%Unchanged
Grassi Investment Management49,100$998.0K0.09%00.0%Unchanged
Centaurus Financial, Inc.49,544$1.01M0.07%+9,702+24.4%Added
Bank of Montreal49,524$1.01M0.00%+2,247+4.8%Added
Woodward Diversified Capital, LLC49,813$1.01M0.63%+8,000+19.1%Added