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, 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.

Institutional holdersQ3 2024: 508 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 heldQ3 2024: $3.40B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Starwood Property Trust, Inc.; share changes are against Q2 2024.

Institutions holding STWD in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Principal Securities, Inc.18,078$368.4K0.01%+1,427+8.6%Added
Natixis Advisors, L.P.18,064$368.0K0.00%+18,064New
Advisory Services Network, LLC19,119$362.1K0.01%00.0%Unchanged
Belpointe Asset Management LLC17,531$357.3K0.02%+84+0.5%Added
Firethorn Wealth Partners, LLC17,458$355.8K0.18%+479+2.8%Added
Evergreen Capital Management LLC16,902$352.6K0.01%−21,931−56.5%Reduced
Acorn Wealth Advisors, LLC17,169$349.9K0.15%00.0%Unchanged
Maryland State Retirement & Pension System16,929$345.0K0.01%−4,786−22.0%Reduced
Utah Retirement Systems16,743$341.2K0.00%−32,618−66.1%Reduced
WMG Financial Advisors, LLC16,734$341.0K0.15%+14+0.1%Added
Meridian Wealth Advisors, LLC16,400$334.2K0.06%+1,000+6.5%Added
Schechter Investment Advisors, LLC16,237$330.9K0.02%+383+2.4%Added
Virtu Financial LLC15,953$325.0K0.02%+15,953New
Alps Advisors Inc15,923$324.5K0.00%−1,108−6.5%Reduced
Prospera Financial Services Inc15,848$323.1K0.01%+1,267+8.7%Added
Meridian Wealth Management, LLC15,433$314.5K0.02%−1,985−11.4%Reduced
Insigneo Advisory Services, LLC15,257$310.9K0.03%+15,257New
Essex Financial Services, Inc.15,527$308.4K0.02%−130−0.8%Reduced
Commerce Bank15,126$308.3K0.00%+1,242+8.9%Added
Gentry Private Wealth, LLC14,882$303.3K0.25%−60−0.4%Reduced
Signaturefd, LLC14,735$300.3K0.01%+2,781+23.3%Added
Fifth Third Wealth Advisors LLC14,608$297.7K0.02%+76+0.5%Added
Jennison Associates LLC14,525$296.0K0.00%00.0%Unchanged
Kingsview Wealth Management, LLC14,474$295.0K0.01%+821+6.0%Added
Prime Capital Investment Advisors, LLC14,468$294.9K0.00%+1,537+11.9%Added
AQR Capital Management LLC14,322$291.9K0.00%+3,581+33.3%Added
Wealth Quarterback LLC14,299$291.4K0.15%+885+6.6%Added
Whalen Wealth Management Inc.14,231$290.0K0.21%−783−5.2%Reduced
Westmount Partners, LLC14,131$288.0K0.09%+81+0.6%Added
Norris Financial Group, LLC14,100$287.4K0.14%+1,500+11.9%Added
ProShare Advisors LLC13,840$282.1K0.00%−316−2.2%Reduced
NorthRock Partners, LLC13,507$281.8K0.01%−1,498−10.0%Reduced
Newbridge Financial Services Group, Inc.13,749$280.2K0.10%−497−3.5%Reduced
IHT Wealth Management, LLC13,766$279.7K0.01%+13,766New
Pine Valley Investments Ltd Liability Co13,671$279.5K0.02%−2,818−17.1%Reduced
Shell Asset Management Co13,714$279.0K0.01%+13,714New
RSM US Wealth Management LLC13,328$270.5K0.00%−4,162−23.8%Reduced
MAS Advisors LLC13,224$269.5K0.57%00.0%Unchanged
Hudson Value Partners, LLC13,200$269.0K0.10%−1,525−10.4%Reduced
Captrust Financial Advisors13,134$267.7K0.00%+2,075+18.8%Added
Bailard, Inc.13,100$267.0K0.01%00.0%Unchanged
TBH Global Asset Management, LLC13,044$265.8K0.06%−1,181−8.3%Reduced
Segall Bryant & Hamill, LLC13,000$264.9K0.00%+13,000New
The PNC Financial Services Group, Inc.12,899$262.9K0.00%+616+5.0%Added
Point72 Asset Management, L.P.12,770$260.3K0.00%+12,770New
GWM Advisors LLC12,586$256.5K0.00%−2,607−17.2%Reduced
CWM, LLC12,429$253.0K0.00%+178+1.5%Added
Allianz Asset Management GmbH12,200$248.6K0.00%+12,200New
Shelton Capital Management12,124$247.1K0.01%00.0%Unchanged
M&T Bank Corp12,004$244.6K0.00%−447−3.6%Reduced
Sterling Capital Management LLC11,774$240.0K0.00%+11,774New
Empowered Funds, LLC11,633$237.1K0.00%+11,633New
Cetera Trust Company, N.A11,500$234.4K0.14%−175−1.5%Reduced
Entropy Technologies, LP11,444$233.2K0.02%+11,444New
Atlantic Trust, LLC11,229$228.8K0.05%00.0%Unchanged
Tower Research Capital LLC (TRC)11,218$228.6K0.01%+2,712+31.9%Added
Summit Financial Strategies, Inc.10,903$222.2K0.03%+180+1.7%Added
Lazari Capital Management, Inc.10,849$221.1K0.09%+10,849New
Crossmark Global Holdings, Inc.10,833$221.0K0.00%00.0%Unchanged
Avantax Advisory Services, Inc.10,826$220.6K0.00%+10,826New
Jmac Enterprises LLC10,814$220.4K0.04%00.0%Unchanged
Atom Investors LP10,761$219.3K0.02%+10,761New
Vontobel Holding Ltd.10,666$217.4K0.00%−1,849−14.8%Reduced
Atlas Private Wealth Advisors10,650$217.0K0.03%00.0%Unchanged
Walker Asset Management, LLC10,648$217.0K0.13%+250+2.4%Added
Greenleaf Trust10,525$214.5K0.00%−201−1.9%Reduced
Spire Wealth Management10,500$214.0K0.01%+2,200+26.5%Added
FineMark National Bank & Trust10,454$213.1K0.01%−750−6.7%Reduced
Canvas Wealth Advisors, LLC10,413$212.2K0.06%+10,413New
Custom Index Systems, LLC10,387$211.7K0.11%+21+0.2%Added
Veriti Management LLC10,287$209.6K0.01%+255+2.5%Added
Cascade Investment Group, Inc.10,268$209.3K0.15%00.0%Unchanged
M Holdings Securities, Inc.10,046$205.0K0.05%−330−3.2%Reduced
Cornerstone Wealth Group, LLC10,041$204.6K0.02%00.0%Unchanged
LM Advisors LLC9,987$204.0K0.04%+9,987New
HM Payson & Co10,000$203.8K0.00%00.0%Unchanged
WealthTrust Axiom LLC9,925$202.3K0.06%+9,925New
Operose Advisors LLC9,900$201.8K0.07%00.0%Unchanged
Crewe Advisors LLC9,000$183.4K0.02%00.0%Unchanged
Activest Wealth Management7,419$151.2K0.05%+4+0.1%Added
Spirit of America Management Corp7,000$142.7K0.03%00.0%Unchanged
Oarsman Capital, Inc.7,000$142.7K0.03%+7,000New
Allworth Financial LP5,965$121.6K0.00%+1,838+44.5%Added
Covestor Ltd5,959$121.0K0.08%+1,137+23.6%Added
CIBC Private Wealth Group, LLC5,700$116.2K0.00%00.0%Unchanged
Chilton Capital Management LLC5,359$109.2K0.00%−2,000−27.2%Reduced
Parkside Financial Bank & Trust5,344$108.9K0.02%−133−2.4%Reduced
GeoWealth Management, LLC5,123$104.4K0.00%+5,123New
JTC Employer Solutions Trusteee Ltd5,000$102.0K0.01%00.0%Unchanged
NBC Securities, Inc.4,889$99.0K0.01%+1,578+47.7%Added
IFP Advisors, Inc4,786$97.5K0.00%+986+25.9%Added
Nomura Asset Management Co Ltd4,500$91.7K0.00%−10,200−69.4%Reduced
Proequities, Inc.3,750$78.2K0.00%−183−4.7%Reduced
EverSource Wealth Advisors, LLC3,789$77.2K0.00%−27−0.7%Reduced
National Bank of Canada3,509$71.5K0.00%−62,086−94.7%Reduced
Jaffetilchin Investment Partners, LLC3,117$63.5K0.00%+3,117New
GAMMA Investing LLC3,025$61.6K0.01%+762+33.7%Added
Huntington National Bank3,011$61.4K0.00%00.0%Unchanged
HGK Asset Management Inc2,800$57.1K0.01%+2,800New
Trifecta Capital Advisors, LLC2,753$56.1K0.01%+65+2.4%Added