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, Q2 2024
Institutional positions in Starwood Property Trust, Inc. as of Jun 30, 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
- 494
- +19 vs. Q1 2024
- Shares held
- 150.6M
- −2.33M (−1.5%) vs. Q1 2024
- Total value
- $2.86B
- −$252.4M (−8.1%) vs. Q1 2024
- New holders
- 75
- 178 more added
- Sold out
- 56
- 150 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Starwood Property Trust, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 2 | $38 | 0.00% | −2−50.0% | Reduced |
| Kozak & Associates, Inc. | 2 | $38 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 27 | $511 | 0.00% | +27 | New |
| Leonteq Securities AG | 31 | $587 | 0.00% | −18,079−99.8% | Reduced |
| FinTrust Capital Advisors, LLC | 33 | $626 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 36 | $682 | 0.00% | +36 | New |
| Mather Group, LLC. | 39 | $793 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 44 | $833 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 46 | $873 | 0.00% | +46 | New |
| Front Row Advisors LLC | 45 | $874 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $947 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $947 | 0.00% | +50 | New |
| Avion Wealth | 90 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 53 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 56 | $1.06K | 0.00% | −89−61.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 60 | $1.14K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 61 | $1.16K | 0.00% | +61 | New |
| HighMark Wealth Management LLC | 71 | $1.34K | 0.00% | +71 | New |
| LRI Investments, LLC | 77 | $1.46K | 0.00% | 00.0% | Unchanged |
| American National Bank | 80 | $1.51K | 0.00% | +80 | New |
| Fortitude Family Office, LLC | 85 | $1.61K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $1.89K | 0.00% | −300−75.0% | Reduced |
| Aspect Partners, LLC | 100 | $1.89K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 102 | $1.99K | 0.00% | +2+2.0% | Added |
| WR Wealth Planners, LLC | 111 | $2.10K | 0.00% | +3+2.8% | Added |
| JJJ Advisors Inc. | 113 | $2.14K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 122 | $2.31K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 115 | $2.34K | 0.00% | +115 | New |
| Farmers & Merchants Investments Inc | 125 | $2.37K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 169 | $3.20K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 167 | $3.26K | 0.00% | +4+2.5% | Added |
| Smartleaf Asset Management LLC | 173 | $3.31K | 0.00% | +146+540.7% | Added |
| McIlrath & Eck, LLC | 176 | $3.33K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 180 | $3.41K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $3.79K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $3.79K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 200 | $3.79K | 0.00% | +200 | New |
| HHM Wealth Advisors, LLC | 207 | $3.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 186 | $4.00K | 0.00% | +92+97.9% | Added |
| Jones Financial Companies LLLP | 215 | $4.07K | 0.00% | +107+99.1% | Added |
| SRS Capital Advisors, Inc. | 236 | $4.47K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 244 | $4.62K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 250 | $4.74K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 270 | $5.11K | 0.00% | −3,030−91.8% | Reduced |
| Bell Investment Advisors, Inc | 282 | $5.34K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 283 | $5.36K | 0.00% | +183+183.0% | Added |
| Signature Resources Capital Management, LLC | 283 | $5.37K | 0.00% | +6+2.2% | Added |
| Lynx Investment Advisory | 291 | $5.51K | 0.00% | +291 | New |
| Ridgewood Investments LLC | 300 | $5.68K | 0.00% | +300 | New |
| Armstrong Advisory Group, Inc | 313 | $5.93K | 0.00% | −690−68.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 363 | $6.88K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 367 | $6.95K | 0.00% | −200−35.3% | Reduced |
| Barrett & Company, Inc. | 375 | $7.10K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 400 | $7.58K | 0.00% | −100−20.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 400 | $7.58K | 0.00% | +400 | New |
| Kayne Anderson Rudnick Investment Management LLC | 405 | $7.67K | 0.00% | +405 | New |
| Optiver Holding B.V. | 407 | $7.71K | 0.00% | +407 | New |
| Montag A & Associates Inc | 400 | $7.77K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 425 | $8.00K | 0.00% | −20−4.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 468 | $8.86K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 511 | $9.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 500 | $9.47K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 500 | $9.47K | 0.01% | +500 | New |
| Concorde Financial Corp | 500 | $9.71K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 526 | $9.96K | 0.00% | −6−1.1% | Reduced |
| Ci Investments Inc. | 549 | $10.0K | 0.00% | −41−6.9% | Reduced |
| Meeder Asset Management Inc | 534 | $10.1K | 0.00% | +534 | New |
| Wetzel Investment Advisors, Inc. | 500 | $10.2K | 0.01% | +500 | New |
| Harbour Investments, Inc. | 638 | $12.1K | 0.00% | +6+0.9% | Added |
| EntryPoint Capital, LLC | 643 | $12.2K | 0.01% | +643 | New |
| AllSquare Wealth Management LLC | 700 | $13.3K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 708 | $13.4K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 769 | $14.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 776 | $14.7K | 0.00% | −15,047−95.1% | Reduced |
| Cedar Mountain Advisors, LLC | 800 | $15.2K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 830 | $15.7K | 0.01% | +75+9.9% | Added |
| AdvisorNet Financial, Inc | 858 | $16.3K | 0.00% | +42+5.1% | Added |
| Northwestern Mutual Wealth Management Co | 909 | $17.2K | 0.00% | −1,018−52.8% | Reduced |
| SOA Wealth Advisors, LLC. | 940 | $17.8K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 950 | $18.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 950 | $18.0K | 0.00% | +950 | New |
| Trust Co of Vermont | 1,000 | $18.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,000 | $18.9K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,033 | $19.6K | 0.02% | −398−27.8% | Reduced |
| Transcendent Capital Group LLC | 1,048 | $19.8K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 1,093 | $20.5K | 0.01% | −88−7.5% | Reduced |
| Rise Advisors, LLC | 1,132 | $21.4K | 0.01% | +27+2.4% | Added |
| Clearstead Advisors, LLC | 1,136 | $21.5K | 0.00% | +136+13.6% | Added |
| Center for Financial Planning, Inc. | 1,157 | $21.9K | 0.00% | +230+24.8% | Added |
| Pacific Center for Financial Services | 1,200 | $22.7K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,200 | $22.7K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,350 | $25.3K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,419 | $26.9K | 0.00% | +136+10.6% | Added |
| Altshuler Shaham Ltd | 1,464 | $27.7K | 0.00% | +1,464 | New |
| Hexagon Capital Partners LLC | 1,500 | $28.4K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,600 | $30.3K | 0.00% | −130−7.5% | Reduced |
| Quadrant Capital Group LLC | 1,683 | $31.9K | 0.00% | −170−9.2% | Reduced |
| Salem Investment Counselors Inc | 1,800 | $35.0K | 0.00% | 00.0% | Unchanged |