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 2025
Institutional positions in Starwood Property Trust, Inc. as of Mar 31, 2025. 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
- 500
- +10 vs. Q4 2024
- Shares held
- 172.1M
- +8.01M (+4.9%) vs. Q4 2024
- Total value
- $3.41B
- +$292.7M (+9.4%) vs. Q4 2024
- New holders
- 54
- 203 more added
- Sold out
- 44
- 150 more reduced
9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Starwood Property Trust, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 1 | $30 | 0.00% | −106−99.1% | Reduced |
| Transce3nd, LLC | 5 | $99 | 0.00% | −200−97.6% | Reduced |
| Creative Financial Designs Inc | 5 | $99 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 25 | $495 | 0.00% | +25 | New |
| Bare Financial Services, Inc | 26 | $514 | 0.00% | +26 | New |
| SWAN Capital LLC | 27 | $534 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 31 | $613 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 40 | $791 | 0.00% | +40 | New |
| ORG Partners LLC | 46 | $924 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $989 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 90 | $1.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 54 | $1.06K | 0.00% | −118−68.6% | Reduced |
| Bruce G. Allen Investments, LLC | 62 | $1.23K | 0.00% | +6+10.7% | Added |
| LRI Investments, LLC | 77 | $1.52K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 85 | $1.68K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 100 | $1.98K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 99 | $2.00K | 0.00% | +99 | New |
| Wood Tarver Financial Group, LLC | 103 | $2.04K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 122 | $2.41K | 0.00% | 00.0% | Unchanged |
| Amundi | 132 | $2.53K | 0.00% | +50+61.0% | Added |
| Clearstead Advisors, LLC | 136 | $2.69K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 143 | $2.83K | 0.00% | +143 | New |
| Caitong International Asset Management Co., Ltd | 165 | $3.26K | 0.00% | +165 | New |
| HHM Wealth Advisors, LLC | 175 | $3.46K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 176 | $3.48K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 180 | $3.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 193 | $3.82K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $3.95K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $3.95K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 200 | $3.95K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 232 | $4.59K | 0.00% | +107+85.6% | Added |
| TD Capital Management LLC | 244 | $4.82K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 251 | $4.96K | 0.00% | +1+0.4% | Added |
| Capital Advisors, Ltd. LLC | 249 | $5.00K | 0.00% | −9−3.5% | Reduced |
| Golden State Wealth Management, LLC | 267 | $5.28K | 0.00% | +267 | New |
| Signature Resources Capital Management, LLC | 283 | $5.60K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 300 | $5.93K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 313 | $5.93K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 330 | $6.52K | 0.00% | −11,622−97.2% | Reduced |
| WPG Advisers, LLC | 355 | $7.02K | 0.01% | +175+97.2% | Added |
| Quest 10 Wealth Builders, Inc. | 359 | $7.11K | 0.01% | −40−10.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 363 | $7.18K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 367 | $7.26K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 375 | $7.41K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 400 | $7.91K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 400 | $7.91K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 405 | $8.01K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 430 | $8.50K | 0.00% | +142+49.3% | Added |
| Retirement Wealth Solutions LLC | 438 | $8.66K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 456 | $9.02K | 0.00% | +197+76.1% | Added |
| Rise Advisors, LLC | 478 | $9.45K | 0.00% | −710−59.8% | Reduced |
| Delta Asset Management LLC | 500 | $9.88K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 500 | $9.88K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 532 | $10.5K | 0.00% | −266−33.3% | Reduced |
| Central Trust Co | 549 | $10.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 656 | $13.0K | 0.00% | +7+1.1% | Added |
| AllSquare Wealth Management LLC | 700 | $13.8K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 700 | $13.8K | 0.01% | +700 | New |
| Assetmark, Inc | 735 | $14.5K | 0.00% | −15−2.0% | Reduced |
| Mountain Hill Investment Partners Corp. | 760 | $15.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 777 | $15.4K | 0.00% | −113−12.7% | Reduced |
| NewSquare Capital LLC | 777 | $15.4K | 0.00% | +751+2,888.5% | Added |
| Medallion Wealth Advisors, LLC | 845 | $16.7K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 878 | $17.4K | 0.00% | +524+148.0% | Added |
| Cary Street Partner Investment Advisory LLC | 898 | $17.8K | 0.01% | +88+10.9% | Added |
| SOA Wealth Advisors, LLC. | 940 | $18.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 974 | $19.3K | 0.00% | +198+25.5% | Added |
| Washington Trust Advisors, Inc. | 1,000 | $19.8K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 1,000 | $19.8K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $19.8K | 0.00% | +1,000 | New |
| United Community Bank | 1,000 | $19.8K | 0.01% | +1,000 | New |
| Geneos Wealth Management Inc. | 1,030 | $20.4K | 0.00% | +116+12.7% | Added |
| Beaird Harris Wealth Management, LLC | 1,100 | $21.7K | 0.00% | +1,100 | New |
| Garde Capital, Inc. | 1,111 | $22.0K | 0.00% | +1,111 | New |
| Whipplewood Advisors, LLC | 162 | $22.6K | 0.01% | −1,089−87.1% | Reduced |
| Cornerstone Planning Group LLC | 1,199 | $22.6K | 0.01% | +29+2.5% | Added |
| Trust Co of Vermont | 1,157 | $22.9K | 0.00% | −200−14.7% | Reduced |
| Center for Financial Planning, Inc. | 1,157 | $22.9K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,200 | $23.7K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,245 | $24.6K | 0.00% | +1,245 | New |
| Heritage Wealth Advisors | 1,250 | $24.7K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,260 | $24.9K | 0.00% | +1,260 | New |
| TD Waterhouse Canada Inc. | 1,350 | $26.8K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,400 | $27.7K | 0.01% | +1,400 | New |
| Hexagon Capital Partners LLC | 1,500 | $29.7K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,511 | $29.9K | 0.00% | +1,511 | New |
| Grove Bank & Trust | 1,600 | $31.6K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,640 | $32.0K | 0.00% | −122−6.9% | Reduced |
| Future Financial Wealth Managment LLC | 1,650 | $32.6K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,700 | $33.6K | 0.02% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1,860 | $36.8K | 0.03% | −7−0.4% | Reduced |
| Skopos Labs, Inc. | 1,886 | $37.3K | 0.01% | +308+19.5% | Added |
| Tradewinds Capital Management, LLC | 2,000 | $39.5K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2,000 | $39.5K | 0.02% | +2,000 | New |
| Jones Financial Companies LLLP | 2,237 | $44.4K | 0.00% | +1,018+83.5% | Added |
| Sofos Investments, Inc. | 2,071 | $44.5K | 0.01% | +2,071 | New |
| GPS Wealth Strategies Group, LLC | 2,438 | $48.2K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,531 | $50.2K | 0.00% | +650+34.6% | Added |
| Salem Investment Counselors Inc | 2,498 | $50.6K | 0.00% | +294+13.3% | Added |