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, Q2 2025
Institutional positions in Starwood Property Trust, Inc. as of Jun 30, 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
- 508
- +11 vs. Q1 2025
- Shares held
- 172.4M
- +309.4K (+0.2%) vs. Q1 2025
- Total value
- $3.46B
- +$58.5M (+1.7%) vs. Q1 2025
- New holders
- 55
- 201 more added
- Sold out
- 44
- 159 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Starwood Property Trust, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Essential Partners LLC | 2 | $40 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $41 | 0.00% | +2 | New |
| Creative Financial Designs Inc | 5 | $100 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 22 | $442 | 0.00% | +17+340.0% | Added |
| DecisionPoint Financial, LLC | 26 | $531 | 0.00% | +26 | New |
| SWAN Capital LLC | 27 | $542 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 31 | $622 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 34 | $699 | 0.00% | +34 | New |
| True Wealth Design, LLC | 37 | $743 | 0.00% | +37 | New |
| Proathlete Wealth Management LLC | 38 | $762 | 0.00% | +38 | New |
| Stephens Consulting, LLC | 40 | $803 | 0.00% | +40 | New |
| ORG Partners LLC | 46 | $949 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 57 | $1.00K | 0.00% | −33−36.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 55 | $1.11K | 0.00% | +1+1.9% | Added |
| Fortitude Family Office, LLC | 72 | $1.45K | 0.00% | −13−15.3% | Reduced |
| LRI Investments, LLC | 77 | $1.54K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 78 | $1.56K | 0.00% | +78 | New |
| Twin Peaks Wealth Advisors, LLC | 79 | $1.58K | 0.00% | +79 | New |
| Bruce G. Allen Investments, LLC | 79 | $1.59K | 0.00% | +17+27.4% | Added |
| Sachetta, LLC | 87 | $1.75K | 0.00% | +87 | New |
| South State Corp. | 96 | $1.93K | 0.00% | +56+140.0% | Added |
| Capital Advisors, Ltd. LLC | 82 | $2.00K | 0.00% | −167−67.1% | Reduced |
| Wood Tarver Financial Group, LLC | 103 | $2.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 100 | $2.01K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 122 | $2.45K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 138 | $2.77K | 0.00% | −55−28.5% | Reduced |
| Trust Co of Vermont | 157 | $3.15K | 0.00% | −1,000−86.4% | Reduced |
| HHM Wealth Advisors, LLC | 175 | $3.51K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 176 | $3.53K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 180 | $3.61K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $4.01K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $4.01K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 200 | $4.01K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 200 | $4.01K | 0.00% | +200 | New |
| Larson Financial Group LLC | 200 | $4.01K | 0.00% | +200 | New |
| TD Capital Management LLC | 244 | $4.90K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 250 | $5.02K | 0.00% | −527−67.8% | Reduced |
| Abound Wealth Management | 250 | $5.02K | 0.00% | −1−0.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 245 | $5.04K | 0.00% | +244+24,400.0% | Added |
| Farmers & Merchants Investments Inc | 257 | $5.16K | 0.00% | +25+10.8% | Added |
| City State Bank | 260 | $5.22K | 0.00% | +260 | New |
| Golden State Wealth Management, LLC | 267 | $5.36K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 283 | $5.69K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 313 | $6.28K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 363 | $7.29K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 372 | $7.47K | 0.00% | −363−49.4% | Reduced |
| Barrett & Company, Inc. | 375 | $7.53K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 400 | $8.03K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 400 | $8.03K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 405 | $8.13K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 408 | $8.19K | 0.00% | +408 | New |
| Retirement Wealth Solutions LLC | 438 | $8.79K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 470 | $9.43K | 0.00% | +470 | New |
| Rise Advisors, LLC | 491 | $9.85K | 0.00% | +13+2.7% | Added |
| Delta Asset Management LLC | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 500 | $10.0K | 0.01% | +500 | New |
| Bartlett & Co. Wealth Management LLC | 500 | $10.3K | 0.00% | +500 | New |
| AdvisorNet Financial, Inc | 532 | $10.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 537 | $10.8K | 0.01% | +182+51.3% | Added |
| Central Trust Co | 549 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 550 | $11.0K | 0.00% | −106−16.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 600 | $12.0K | 0.00% | +270+81.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 686 | $13.8K | 0.00% | +686 | New |
| AllSquare Wealth Management LLC | 700 | $14.0K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 700 | $14.0K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 700 | $14.0K | 0.01% | +700 | New |
| Cornerstone Planning Group LLC | 730 | $14.3K | 0.00% | −469−39.1% | Reduced |
| Massmutual Trust Co FSB | 718 | $14.4K | 0.00% | −59−7.6% | Reduced |
| Mountain Hill Investment Partners Corp. | 760 | $15.3K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 788 | $15.8K | 0.01% | +623+377.6% | Added |
| Danske Bank A/S | 800 | $16.1K | 0.00% | +800 | New |
| Center for Financial Planning, Inc. | 805 | $16.2K | 0.00% | −352−30.4% | Reduced |
| Medallion Wealth Advisors, LLC | 845 | $17.0K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 849 | $17.0K | 0.01% | +849 | New |
| Versant Capital Management, Inc | 884 | $17.7K | 0.00% | +428+93.9% | Added |
| Cary Street Partner Investment Advisory LLC | 889 | $17.8K | 0.01% | −9−1.0% | Reduced |
| Optiver Holding B.V. | 918 | $18.4K | 0.00% | +40+4.6% | Added |
| Trust Co of Toledo NA | 939 | $18.8K | 0.00% | +939 | New |
| SOA Wealth Advisors, LLC. | 940 | $18.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 974 | $19.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 984 | $19.7K | 0.00% | +848+623.5% | Added |
| Washington Trust Advisors, Inc. | 1,000 | $20.1K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 1,000 | $20.1K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1,011 | $20.3K | 0.00% | −5,217−83.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,100 | $22.1K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,111 | $22.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,113 | $22.3K | 0.00% | +83+8.1% | Added |
| Whipplewood Advisors, LLC | 1,142 | $22.9K | 0.01% | +980+604.9% | Added |
| Quest 10 Wealth Builders, Inc. | 1,149 | $23.1K | 0.02% | +790+220.1% | Added |
| CoreCap Advisors, LLC | 1,176 | $23.6K | 0.00% | +1,176 | New |
| Pacific Center for Financial Services | 1,200 | $24.1K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,220 | $24.5K | 0.00% | +1,220 | New |
| Heritage Wealth Advisors | 1,250 | $25.1K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 1,252 | $25.1K | 0.03% | +1,252 | New |
| Alpine Bank Wealth Management | 1,260 | $25.3K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,347 | $27.0K | 0.02% | −3,968−74.7% | Reduced |
| TD Waterhouse Canada Inc. | 1,350 | $27.5K | 0.00% | 00.0% | Unchanged |