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, Q3 2024
Institutional positions in Starwood Property Trust, Inc. as of Sep 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
- 508
- +19 vs. Q2 2024
- Shares held
- 165.1M
- +44.4M (+36.8%) vs. Q2 2024
- Total value
- $3.40B
- +$1.11B (+48.3%) vs. Q2 2024
- New holders
- 66
- 216 more added
- Sold out
- 47
- 117 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Starwood Property Trust, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 11 | $0 | 0.00% | −500−97.8% | Reduced |
| Financial Management Professionals, Inc. | 6 | $0 | 0.00% | +6 | New |
| Kozak & Associates, Inc. | 2 | $43 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 11 | $224 | 0.00% | +9+450.0% | Added |
| Capital Performance Advisors LLP | 25 | $510 | 0.00% | +25 | New |
| SWAN Capital LLC | 27 | $550 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 31 | $632 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 33 | $673 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 39 | $795 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 44 | $897 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 46 | $949 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 90 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $1.02K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 51 | $1.04K | 0.00% | +1+2.0% | Added |
| Versant Capital Management, Inc | 53 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 56 | $1.14K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 60 | $1.22K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 71 | $1.45K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 77 | $1.51K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 85 | $1.73K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $2.04K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 104 | $2.19K | 0.00% | +2+2.0% | Added |
| WR Wealth Planners, LLC | 113 | $2.31K | 0.00% | +2+1.8% | Added |
| Caldwell Sutter Capital, Inc. | 122 | $2.49K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 125 | $2.50K | 0.00% | −1,075−89.6% | Reduced |
| Farmers & Merchants Investments Inc | 125 | $2.55K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 136 | $2.77K | 0.00% | −1,000−88.0% | Reduced |
| Caitlin John, LLC | 169 | $3.29K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 171 | $3.31K | 0.00% | +4+2.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 170 | $3.48K | 0.00% | +170 | New |
| HHM Wealth Advisors, LLC | 175 | $3.57K | 0.00% | −32−15.5% | Reduced |
| McIlrath & Eck, LLC | 176 | $3.59K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 180 | $3.67K | 0.00% | −220−55.0% | Reduced |
| Lowe Wealth Advisors, LLC | 180 | $3.67K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 175 | $4.00K | 0.00% | −11−5.9% | Reduced |
| Optimum Investment Advisors | 200 | $4.08K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $4.08K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 200 | $4.16K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 236 | $4.47K | 0.00% | +121+105.2% | Added |
| Northwest Investment Counselors, LLC | 220 | $4.48K | 0.00% | +220 | New |
| SRS Capital Advisors, Inc. | 236 | $4.81K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 244 | $4.97K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 250 | $5.09K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 255 | $5.20K | 0.00% | −27−9.6% | Reduced |
| Signature Resources Capital Management, LLC | 283 | $5.78K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 300 | $6.11K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 313 | $6.38K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 363 | $7.40K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 367 | $7.48K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 375 | $7.64K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 391 | $8.00K | 0.00% | +391 | New |
| Kayne Anderson Rudnick Investment Management LLC | 405 | $8.25K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 400 | $8.34K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 468 | $9.54K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 500 | $10.2K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 500 | $10.2K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 500 | $10.2K | 0.00% | +500 | New |
| Elequin Capital LP | 560 | $11.4K | 0.00% | +560 | New |
| Massmutual Trust Co FSB | 639 | $13.0K | 0.00% | +113+21.5% | Added |
| Harbour Investments, Inc. | 643 | $13.1K | 0.00% | +5+0.8% | Added |
| AllSquare Wealth Management LLC | 700 | $14.3K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 708 | $14.4K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 769 | $15.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 776 | $15.8K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 800 | $16.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 808 | $16.5K | 0.00% | −50−5.8% | Reduced |
| Raleigh Capital Management Inc. | 830 | $16.9K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 848 | $17.3K | 0.01% | +848 | New |
| Ci Investments Inc. | 947 | $19.0K | 0.00% | +398+72.5% | Added |
| SOA Wealth Advisors, LLC. | 940 | $19.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,000 | $20.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,029 | $21.0K | 0.00% | +746+263.6% | Added |
| Transcendent Capital Group LLC | 1,048 | $21.4K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,027 | $21.4K | 0.00% | +854+493.6% | Added |
| Optiver Holding B.V. | 1,079 | $22.0K | 0.00% | +672+165.1% | Added |
| Westend Capital Management, LLC | 1,093 | $22.3K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,131 | $23.5K | 0.00% | +916+426.0% | Added |
| Center for Financial Planning, Inc. | 1,157 | $23.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,157 | $23.6K | 0.00% | +157+15.7% | Added |
| Rise Advisors, LLC | 1,160 | $23.6K | 0.01% | +28+2.5% | Added |
| FNY Investment Advisers, LLC | 1,200 | $24.0K | 0.01% | +1,200 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,182 | $24.1K | 0.00% | +232+24.4% | Added |
| Pacific Center for Financial Services | 1,200 | $24.5K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,225 | $25.0K | 0.00% | −239−16.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,234 | $25.1K | 0.00% | +325+35.8% | Added |
| Heritage Wealth Advisors | 1,250 | $25.5K | 0.00% | +300+31.6% | Added |
| TD Waterhouse Canada Inc. | 1,350 | $27.0K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,417 | $28.9K | 0.00% | +1,417 | New |
| Allspring Global Investments Holdings, LLC | 1,419 | $28.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,500 | $30.6K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,600 | $32.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,637 | $33.4K | 0.00% | −46−2.7% | Reduced |
| Future Financial Wealth Managment LLC | 1,650 | $33.6K | 0.02% | +1,650 | New |
| Salem Investment Counselors Inc | 1,700 | $35.5K | 0.00% | −100−5.6% | Reduced |
| Cornerstone Planning Group LLC | 1,949 | $38.8K | 0.01% | +43+2.3% | Added |
| Tradewinds Capital Management, LLC | 2,000 | $40.8K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 2,000 | $40.8K | 0.00% | +2,000 | New |
| PEAK6 Investments LLC | 2,035 | $41.5K | 0.00% | +2,035 | New |