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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Starwood Property Trust, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplicity Wealth,LLC | 141,496 | $2.88M | 0.07% | +141,496 | New |
| Lake Street Advisors Group, LLC | 137,264 | $2.86M | 0.13% | 00.0% | Unchanged |
| Arden Trust Co | 139,834 | $2.84M | 0.40% | +25,397+22.2% | Added |
| National Asset Management, Inc. | 142,262 | $2.82M | 0.08% | −4,976−3.4% | Reduced |
| Truvestments Capital LLC | 138,326 | $2.81M | 1.08% | +14,165+11.4% | Added |
| New York State Teachers Retirement System | 138,206 | $2.81M | 0.01% | +367+0.3% | Added |
| Interval Partners, LP | 135,096 | $2.75M | 0.10% | −214,079−61.3% | Reduced |
| Lake Street Financial LLC | 133,100 | $2.71M | 0.37% | +1,200+0.9% | Added |
| State of Tennessee, Treasury Department | 132,700 | $2.70M | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 131,835 | $2.68M | 0.64% | −33,701−20.4% | Reduced |
| Treasurer of the State of North Carolina | 131,583 | $2.67M | 0.01% | +900+0.7% | Added |
| Concurrent Investment Advisors, LLC | 130,505 | $2.65M | 0.11% | −1,367−1.0% | Reduced |
| Lido Advisors, LLC | 124,107 | $2.58M | 0.02% | +132+0.1% | Added |
| Alaska Permanent Fund Corp | 126,634 | $2.57M | 0.04% | +4,104+3.3% | Added |
| SkyOak Wealth, LLC | 125,757 | $2.56M | 0.61% | −4,311−3.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 125,128 | $2.54M | 0.28% | +21,306+20.5% | Added |
| Snowden Capital Advisors LLC | 118,929 | $2.47M | 0.08% | +118,929 | New |
| RFG Advisory, LLC | 121,621 | $2.47M | 0.08% | +2,586+2.2% | Added |
| Waterloo Capital, L.P. | 121,181 | $2.46M | 0.31% | +22,544+22.9% | Added |
| Corrado Advisors, LLC | 120,183 | $2.44M | 1.61% | −3,972−3.2% | Reduced |
| Carmel Capital Partners, LLC | 115,527 | $2.35M | 0.97% | +15,643+15.7% | Added |
| Robertson Stephens Wealth Management, LLC | 101,160 | $2.34M | 0.13% | +90,360+836.7% | Added |
| Ocean Capital Management, LLC | 113,833 | $2.31M | 0.86% | −3,325−2.8% | Reduced |
| Public Employees Retirement System of Ohio | 112,763 | $2.29M | 0.01% | −10,631−8.6% | Reduced |
| Janney Montgomery Scott LLC | 112,035 | $2.28M | 0.01% | +1,837+1.7% | Added |
| Handelsbanken Fonder AB | 111,497 | $2.27M | 0.01% | +44,800+67.2% | Added |
| Brown Brothers Harriman & Co | 111,000 | $2.26M | 0.02% | +110,000+11,000.0% | Added |
| HRT Financial LP | 109,951 | $2.23M | 0.01% | −34,776−24.0% | Reduced |
| Ensign Peak Advisors, Inc | 109,353 | $2.22M | 0.00% | −5,517−4.8% | Reduced |
| STRS Ohio | 105,121 | $2.14M | 0.01% | −3,849−3.5% | Reduced |
| Rothschild Investment LLC | 104,233 | $2.12M | 0.15% | −3,300−3.1% | Reduced |
| United Advisor Group, LLC | 103,236 | $2.10M | 0.79% | +103,236 | New |
| Independent Financial Group, LLC | 101,566 | $2.06M | 0.09% | −1,793−1.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 99,620 | $2.02M | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 95,757 | $1.95M | 0.01% | +781+0.8% | Added |
| Clough Capital Partners L P | 95,479 | $1.94M | 0.21% | −28,935−23.3% | Reduced |
| Russell Investments Group, Ltd. | 93,485 | $1.90M | 0.00% | −22,119−19.1% | Reduced |
| CIBC World Markets Corp | 92,715 | $1.88M | 0.01% | −6,744−6.8% | Reduced |
| Twinbeech Capital LP | 88,908 | $1.81M | 0.04% | +88,908 | New |
| Illinois Municipal Retirement Fund | 88,488 | $1.80M | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 87,731 | $1.78M | 0.01% | +948+1.1% | Added |
| Aviance Capital Partners, LLC | 87,200 | $1.77M | 0.26% | +87,200 | New |
| Arizona State Retirement System | 86,082 | $1.75M | 0.01% | −1,353−1.5% | Reduced |
| Louisiana State Employees Retirement System | 85,600 | $1.74M | 0.03% | +2,000+2.4% | Added |
| Wellington Management Group LLP | 79,120 | $1.61M | 0.00% | +12,858+19.4% | Added |
| US Bancorp | 78,428 | $1.59M | 0.00% | −2,278−2.8% | Reduced |
| Baird Financial Group, Inc. | 77,403 | $1.57M | 0.00% | +10,472+15.6% | Added |
| Truist Financial Corp | 76,366 | $1.55M | 0.00% | −7,951−9.4% | Reduced |
| Thrivent Financial for Lutherans | 74,569 | $1.52M | 0.00% | +233+0.3% | Added |
| Fidelis Capital Partners, LLC | 73,676 | $1.50M | 0.23% | +73,676 | New |
| Atria Wealth Solutions, Inc. | 71,967 | $1.50M | 0.02% | −2,449−3.3% | Reduced |
| Oregon Public Employees Retirement Fund | 73,474 | $1.49M | 0.03% | −10,272−12.3% | Reduced |
| State of Michigan Retirement System | 73,100 | $1.49M | 0.01% | +1,700+2.4% | Added |
| Highlander Capital Management, LLC | 73,068 | $1.49M | 0.51% | −602−0.8% | Reduced |
| Kestra Advisory Services, LLC | 70,072 | $1.46M | 0.01% | +70,072 | New |
| Avenir Corp | 70,528 | $1.43M | 0.12% | −595−0.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 68,429 | $1.39M | 0.03% | +5,446+8.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 66,370 | $1.35M | 0.04% | +170+0.3% | Added |
| Ameritas Investment Partners, Inc. | 66,002 | $1.34M | 0.05% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,823 | $1.34M | 0.01% | +163+0.2% | Added |
| Apollon Wealth Management, LLC | 64,555 | $1.31M | 0.04% | +1,034+1.6% | Added |
| New Mexico Educational Retirement Board | 63,300 | $1.29M | 0.05% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 62,379 | $1.27M | 0.13% | +1,728+2.8% | Added |
| Bramshill Investments, LLC | 61,347 | $1.25M | 0.15% | −5,852−8.7% | Reduced |
| Private Advisor Group, LLC | 61,052 | $1.24M | 0.01% | +13,022+27.1% | Added |
| D.A. Davidson & Co. | 60,726 | $1.23M | 0.01% | +1,557+2.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,124 | $1.20M | 0.00% | −4,150−6.6% | Reduced |
| Boston Family Office LLC | 58,954 | $1.20M | 0.09% | +1,842+3.2% | Added |
| MMBG Investment Advisors Co. | 58,615 | $1.19M | 0.13% | 00.0% | Unchanged |
| FMR LLC | 58,267 | $1.18M | 0.00% | +2,130+3.8% | Added |
| Brown Advisory Inc | 57,398 | $1.17M | 0.00% | −48,198−45.6% | Reduced |
| Sunbelt Securities, Inc. | 56,560 | $1.15M | 0.13% | −539−0.9% | Reduced |
| We Are One Seven, LLC | 54,877 | $1.12M | 0.06% | −382,942−87.5% | Reduced |
| HSBC Holdings PLC | 54,124 | $1.10M | 0.00% | +44,298+450.8% | Added |
| Penserra Capital Management LLC | 53,913 | $1.10M | 0.01% | +5,227+10.7% | Added |
| Oppenheimer & Co Inc | 52,308 | $1.06M | 0.02% | +3,497+7.2% | Added |
| Creative Planning | 52,207 | $1.06M | 0.00% | +13,864+36.2% | Added |
| E&G Advisors, LP | 51,334 | $1.04M | 0.33% | −200−0.4% | Reduced |
| Herbst Group, LLC | 51,140 | $1.04M | 0.64% | −4,700−8.4% | Reduced |
| Utah Retirement Systems | 50,861 | $1.03M | 0.01% | −100−0.2% | Reduced |
| Woodward Diversified Capital, LLC | 49,813 | $1.01M | 0.63% | +8,000+19.1% | Added |
| Bank of Montreal | 49,524 | $1.01M | 0.00% | +2,247+4.8% | Added |
| Centaurus Financial, Inc. | 49,544 | $1.01M | 0.07% | +9,702+24.4% | Added |
| Grassi Investment Management | 49,100 | $998.0K | 0.09% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 49,031 | $996.8K | 0.13% | 00.0% | Unchanged |
| GFS Advisors, LLC | 46,880 | $953.0K | 0.16% | 00.0% | Unchanged |
| Carson Advisory Inc. | 44,807 | $910.9K | 0.64% | 00.0% | Unchanged |
| Bessemer Group Inc | 44,679 | $908.0K | 0.00% | −3,050−6.4% | Reduced |
| Pacer Advisors, Inc. | 44,346 | $901.6K | 0.00% | −388−0.9% | Reduced |
| Stratos Wealth Advisors, LLC | 43,985 | $894.2K | 0.05% | +8,626+24.4% | Added |
| Cerity Partners LLC | 43,864 | $891.8K | 0.00% | +18,395+72.2% | Added |
| Am Investment Strategies LLC | 43,770 | $890.0K | 0.23% | +12,714+40.9% | Added |
| Ameritas Advisory Services, LLC | 43,373 | $872.2K | 0.04% | +43,373 | New |
| Register Financial Advisors LLC | 42,284 | $859.6K | 0.45% | +211+0.5% | Added |
| Kovack Advisors, Inc. | 42,040 | $854.7K | 0.10% | +16,106+62.1% | Added |
| Diversify Advisory Services, LLC | 42,563 | $851.3K | 0.05% | +42,563 | New |
| Pictet Asset Management Holding SA | 41,558 | $844.9K | 0.00% | +4,016+10.7% | Added |
| Quest Partners LLC | 41,353 | $840.7K | 0.15% | +41,353 | New |
| Accel Wealth Management | 41,148 | $836.5K | 0.35% | −125−0.3% | Reduced |
| Mariner, LLC | 40,903 | $831.6K | 0.00% | +4,533+12.5% | Added |