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, Q4 2024
Institutional positions in Starwood Property Trust, Inc. as of Dec 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
- 499
- +3 vs. Q3 2024
- Shares held
- 165.8M
- +3.96M (+2.4%) vs. Q3 2024
- Total value
- $3.15B
- −$185.7M (−5.6%) vs. Q3 2024
- New holders
- 65
- 199 more added
- Sold out
- 62
- 138 more reduced
12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Starwood Property Trust, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 4 | $93 | 0.01% | −4,885−99.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 6 | $114 | 0.00% | +6 | New |
| Old Second National Bank of Aurora | 14 | $265 | 0.00% | +14 | New |
| NewSquare Capital LLC | 26 | $493 | 0.00% | +26 | New |
| SWAN Capital LLC | 27 | $512 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 31 | $587 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 39 | $739 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 46 | $882 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $948 | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 50 | $948 | 0.00% | +50 | New |
| Avion Wealth | 90 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 103 | $1.00K | 0.00% | +103 | New |
| Bruce G. Allen Investments, LLC | 56 | $1.06K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 77 | $1.46K | 0.00% | 00.0% | Unchanged |
| Amundi | 82 | $1.54K | 0.00% | +82 | New |
| Fortitude Family Office, LLC | 85 | $1.61K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 100 | $1.90K | 0.00% | +100 | New |
| CBIZ Investment Advisory Services, LLC | 107 | $2.09K | 0.00% | +3+2.9% | Added |
| WR Wealth Planners, LLC | 116 | $2.20K | 0.00% | +3+2.7% | Added |
| Caldwell Sutter Capital, Inc. | 122 | $2.31K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 122 | $2.31K | 0.00% | +122 | New |
| Farmers & Merchants Investments Inc | 125 | $2.37K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 125 | $2.42K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 136 | $2.58K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 169 | $3.20K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 170 | $3.22K | 0.00% | +170 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 170 | $3.23K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 172 | $3.27K | 0.00% | +121+237.3% | Added |
| Transcendent Capital Group LLC | 173 | $3.28K | 0.00% | −875−83.5% | Reduced |
| HHM Wealth Advisors, LLC | 175 | $3.32K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 176 | $3.33K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 180 | $3.41K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 180 | $3.41K | 0.00% | +180 | New |
| Bell Investment Advisors, Inc | 193 | $3.66K | 0.00% | −62−24.3% | Reduced |
| Optimum Investment Advisors | 200 | $3.79K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $3.79K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 200 | $3.79K | 0.00% | +200 | New |
| Tidemark, LLC | 200 | $3.79K | 0.00% | +200 | New |
| Transce3nd, LLC | 205 | $3.88K | 0.00% | +205 | New |
| Northwestern Mutual Wealth Management Co | 213 | $4.04K | 0.00% | −1,021−82.7% | Reduced |
| Coppell Advisory Solutions LLC | 240 | $4.61K | 0.00% | +40+20.0% | Added |
| TD Capital Management LLC | 244 | $4.62K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 250 | $4.74K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 259 | $4.91K | 0.00% | +206+388.7% | Added |
| Capital Advisors, Ltd. LLC | 258 | $5.00K | 0.00% | +83+47.4% | Added |
| Elequin Capital LP | 267 | $5.06K | 0.00% | −293−52.3% | Reduced |
| Signature Resources Capital Management, LLC | 283 | $5.37K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 288 | $5.46K | 0.00% | +52+22.0% | Added |
| Ridgewood Investments LLC | 300 | $5.68K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 310 | $5.87K | 0.00% | +310 | New |
| Armstrong Advisory Group, Inc | 313 | $5.93K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 354 | $6.71K | 0.00% | −725−67.2% | Reduced |
| Quent Capital, LLC | 367 | $6.96K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 363 | $7.03K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 375 | $7.11K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 399 | $7.57K | 0.01% | +399 | New |
| Knott David M Jr | 400 | $7.58K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 405 | $7.67K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 400 | $7.77K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 397 | $8.00K | 0.00% | +6+1.5% | Added |
| Retirement Wealth Solutions LLC | 438 | $8.06K | 0.01% | +438 | New |
| Delta Asset Management LLC | 500 | $9.47K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 500 | $9.47K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 549 | $10.4K | 0.00% | +549 | New |
| Harbour Investments, Inc. | 649 | $12.3K | 0.00% | +6+0.9% | Added |
| AllSquare Wealth Management LLC | 700 | $13.3K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 708 | $13.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 750 | $14.2K | 0.00% | +739+6,718.2% | Added |
| Mountain Hill Investment Partners Corp. | 760 | $14.4K | 0.01% | +760 | New |
| Castleview Partners, LLC | 769 | $14.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 776 | $14.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 798 | $15.1K | 0.00% | −10−1.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 810 | $15.3K | 0.01% | −32,320−97.6% | Reduced |
| Raleigh Capital Management Inc. | 830 | $15.7K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 845 | $16.7K | 0.01% | +845 | New |
| Massmutual Trust Co FSB | 890 | $16.9K | 0.00% | +251+39.3% | Added |
| Geneos Wealth Management Inc. | 914 | $17.3K | 0.00% | +734+407.8% | Added |
| SOA Wealth Advisors, LLC. | 940 | $17.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,000 | $18.9K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 1,000 | $18.9K | 0.01% | +1,000 | New |
| Center for Financial Planning, Inc. | 1,157 | $21.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,188 | $22.5K | 0.01% | +28+2.4% | Added |
| Cornerstone Planning Group LLC | 1,170 | $22.7K | 0.01% | −779−40.0% | Reduced |
| Pacific Center for Financial Services | 1,200 | $22.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,219 | $23.1K | 0.00% | +88+7.8% | Added |
| Heritage Wealth Advisors | 1,250 | $23.7K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,251 | $23.7K | 0.01% | +1,251 | New |
| TD Waterhouse Canada Inc. | 1,350 | $25.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,357 | $25.7K | 0.00% | +200+17.3% | Added |
| Quadrant Capital Group LLC | 1,423 | $27.0K | 0.00% | −214−13.1% | Reduced |
| Albion Financial Group | 1,471 | $27.9K | 0.00% | +1,471 | New |
| Hexagon Capital Partners LLC | 1,500 | $28.4K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,578 | $29.9K | 0.01% | +730+86.1% | Added |
| Grove Bank & Trust | 1,600 | $30.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,647 | $31.2K | 0.01% | +1,647 | New |
| Future Financial Wealth Managment LLC | 1,650 | $31.3K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,700 | $32.2K | 0.01% | +1,700 | New |
| Ci Investments Inc. | 1,762 | $33.0K | 0.00% | +815+86.1% | Added |
| Umb Bank N A | 1,746 | $33.1K | 0.00% | +717+69.7% | Added |