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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 2,498 | $50.6K | 0.00% | +294+13.3% | Added |
| Smartleaf Asset Management LLC | 2,531 | $50.2K | 0.00% | +650+34.6% | Added |
| GPS Wealth Strategies Group, LLC | 2,438 | $48.2K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2,071 | $44.5K | 0.01% | +2,071 | New |
| Jones Financial Companies LLLP | 2,237 | $44.4K | 0.00% | +1,018+83.5% | 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 |
| Skopos Labs, Inc. | 1,886 | $37.3K | 0.01% | +308+19.5% | Added |
| Hurley Capital, LLC | 1,860 | $36.8K | 0.03% | −7−0.4% | Reduced |
| Clear Street Markets LLC | 1,700 | $33.6K | 0.02% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,650 | $32.6K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,640 | $32.0K | 0.00% | −122−6.9% | Reduced |
| Grove Bank & Trust | 1,600 | $31.6K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,511 | $29.9K | 0.00% | +1,511 | New |
| Hexagon Capital Partners LLC | 1,500 | $29.7K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,400 | $27.7K | 0.01% | +1,400 | New |
| TD Waterhouse Canada Inc. | 1,350 | $26.8K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,260 | $24.9K | 0.00% | +1,260 | New |
| Heritage Wealth Advisors | 1,250 | $24.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,245 | $24.6K | 0.00% | +1,245 | New |
| Pacific Center for Financial Services | 1,200 | $23.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| Cornerstone Planning Group LLC | 1,199 | $22.6K | 0.01% | +29+2.5% | Added |
| Whipplewood Advisors, LLC | 162 | $22.6K | 0.01% | −1,089−87.1% | Reduced |
| Garde Capital, Inc. | 1,111 | $22.0K | 0.00% | +1,111 | New |
| Beaird Harris Wealth Management, LLC | 1,100 | $21.7K | 0.00% | +1,100 | New |
| Geneos Wealth Management Inc. | 1,030 | $20.4K | 0.00% | +116+12.7% | 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 |
| Private Trust Co NA | 974 | $19.3K | 0.00% | +198+25.5% | Added |
| SOA Wealth Advisors, LLC. | 940 | $18.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 898 | $17.8K | 0.01% | +88+10.9% | Added |
| Optiver Holding B.V. | 878 | $17.4K | 0.00% | +524+148.0% | Added |
| Medallion Wealth Advisors, LLC | 845 | $16.7K | 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 |
| Mountain Hill Investment Partners Corp. | 760 | $15.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 735 | $14.5K | 0.00% | −15−2.0% | Reduced |
| AllSquare Wealth Management LLC | 700 | $13.8K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 700 | $13.8K | 0.01% | +700 | New |
| Harbour Investments, Inc. | 656 | $13.0K | 0.00% | +7+1.1% | Added |
| Central Trust Co | 549 | $10.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 532 | $10.5K | 0.00% | −266−33.3% | 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 |
| Rise Advisors, LLC | 478 | $9.45K | 0.00% | −710−59.8% | Reduced |
| Versant Capital Management, Inc | 456 | $9.02K | 0.00% | +197+76.1% | Added |
| Retirement Wealth Solutions LLC | 438 | $8.66K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 430 | $8.50K | 0.00% | +142+49.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 405 | $8.01K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $8.00K | 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 |
| Barrett & Company, Inc. | 375 | $7.41K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 367 | $7.26K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 363 | $7.18K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 359 | $7.11K | 0.01% | −40−10.0% | Reduced |
| WPG Advisers, LLC | 355 | $7.02K | 0.01% | +175+97.2% | Added |
| Newbridge Financial Services Group, Inc. | 330 | $6.52K | 0.00% | −11,622−97.2% | Reduced |
| Armstrong Advisory Group, Inc | 313 | $5.93K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 300 | $5.93K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 283 | $5.60K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 267 | $5.28K | 0.00% | +267 | New |
| Capital Advisors, Ltd. LLC | 249 | $5.00K | 0.00% | −9−3.5% | Reduced |
| Abound Wealth Management | 251 | $4.96K | 0.00% | +1+0.4% | Added |
| TD Capital Management LLC | 244 | $4.82K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 232 | $4.59K | 0.00% | +107+85.6% | Added |
| 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 |
| Bell Investment Advisors, Inc | 193 | $3.82K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 180 | $3.56K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 176 | $3.48K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 175 | $3.46K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 165 | $3.26K | 0.00% | +165 | New |
| Ameriflex Group, Inc. | 143 | $2.83K | 0.00% | +143 | New |
| Clearstead Advisors, LLC | 136 | $2.69K | 0.00% | 00.0% | Unchanged |
| Amundi | 132 | $2.53K | 0.00% | +50+61.0% | Added |
| Caldwell Sutter Capital, Inc. | 122 | $2.41K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 103 | $2.04K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 99 | $2.00K | 0.00% | +99 | New |
| UMA Financial Services, Inc. | 100 | $1.98K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 85 | $1.68K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 77 | $1.52K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 62 | $1.23K | 0.00% | +6+10.7% | Added |
| Archer Investment Corp | 54 | $1.06K | 0.00% | −118−68.6% | Reduced |
| Avion Wealth | 90 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $989 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 46 | $924 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 40 | $791 | 0.00% | +40 | New |
| Leonteq Securities AG | 31 | $613 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 27 | $534 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 26 | $514 | 0.00% | +26 | New |
| Rialto Wealth Management, LLC | 25 | $495 | 0.00% | +25 | New |
| Transce3nd, LLC | 5 | $99 | 0.00% | −200−97.6% | Reduced |
| Creative Financial Designs Inc | 5 | $99 | 0.00% | +5 | New |
| CBIZ Investment Advisory Services, LLC | 1 | $30 | 0.00% | −106−99.1% | Reduced |