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 |
|---|---|---|---|---|---|
| Hurley Capital, LLC | 2,209 | $44.3K | 0.03% | +349+18.8% | Added |
| Financial Gravity Companies, Inc. | 2,101 | $44.0K | 0.01% | +2,101 | New |
| Western Pacific Wealth Management, LP | 2,139 | $42.9K | 0.04% | −495−18.8% | Reduced |
| Tradewinds Capital Management, LLC | 2,000 | $40.1K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2,000 | $40.1K | 0.02% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,650 | $33.1K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,600 | $32.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,448 | $29.0K | 0.00% | −192−11.7% | Reduced |
| TD Waterhouse Canada Inc. | 1,350 | $27.5K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,347 | $27.0K | 0.02% | −3,968−74.7% | Reduced |
| Alpine Bank Wealth Management | 1,260 | $25.3K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 1,252 | $25.1K | 0.03% | +1,252 | New |
| Heritage Wealth Advisors | 1,250 | $25.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,220 | $24.5K | 0.00% | +1,220 | New |
| Pacific Center for Financial Services | 1,200 | $24.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,176 | $23.6K | 0.00% | +1,176 | New |
| Quest 10 Wealth Builders, Inc. | 1,149 | $23.1K | 0.02% | +790+220.1% | Added |
| Whipplewood Advisors, LLC | 1,142 | $22.9K | 0.01% | +980+604.9% | Added |
| Geneos Wealth Management Inc. | 1,113 | $22.3K | 0.00% | +83+8.1% | Added |
| Garde Capital, Inc. | 1,111 | $22.3K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,100 | $22.1K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,011 | $20.3K | 0.00% | −5,217−83.8% | Reduced |
| 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 |
| Clearstead Advisors, LLC | 984 | $19.7K | 0.00% | +848+623.5% | Added |
| Private Trust Co NA | 974 | $19.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 940 | $18.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 939 | $18.8K | 0.00% | +939 | New |
| Optiver Holding B.V. | 918 | $18.4K | 0.00% | +40+4.6% | Added |
| Cary Street Partner Investment Advisory LLC | 889 | $17.8K | 0.01% | −9−1.0% | Reduced |
| Versant Capital Management, Inc | 884 | $17.7K | 0.00% | +428+93.9% | Added |
| Kilter Group LLC | 849 | $17.0K | 0.01% | +849 | New |
| Medallion Wealth Advisors, LLC | 845 | $17.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 805 | $16.2K | 0.00% | −352−30.4% | Reduced |
| Danske Bank A/S | 800 | $16.1K | 0.00% | +800 | New |
| Caitong International Asset Management Co., Ltd | 788 | $15.8K | 0.01% | +623+377.6% | Added |
| Mountain Hill Investment Partners Corp. | 760 | $15.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 718 | $14.4K | 0.00% | −59−7.6% | Reduced |
| Cornerstone Planning Group LLC | 730 | $14.3K | 0.00% | −469−39.1% | Reduced |
| 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 |
| Annis Gardner Whiting Capital Advisors, LLC | 686 | $13.8K | 0.00% | +686 | New |
| Newbridge Financial Services Group, Inc. | 600 | $12.0K | 0.00% | +270+81.8% | Added |
| Harbour Investments, Inc. | 550 | $11.0K | 0.00% | −106−16.2% | Reduced |
| Central Trust Co | 549 | $11.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 537 | $10.8K | 0.01% | +182+51.3% | Added |
| AdvisorNet Financial, Inc | 532 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $10.3K | 0.00% | +500 | New |
| 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 |
| Rise Advisors, LLC | 491 | $9.85K | 0.00% | +13+2.7% | Added |
| Cullen/Frost Bankers, Inc. | 470 | $9.43K | 0.00% | +470 | New |
| Retirement Wealth Solutions LLC | 438 | $8.79K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 408 | $8.19K | 0.00% | +408 | New |
| Kayne Anderson Rudnick Investment Management LLC | 405 | $8.13K | 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 |
| Hazlett, Burt & Watson, Inc. | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 375 | $7.53K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 372 | $7.47K | 0.00% | −363−49.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 363 | $7.29K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 313 | $6.28K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 283 | $5.69K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 267 | $5.36K | 0.00% | 00.0% | Unchanged |
| City State Bank | 260 | $5.22K | 0.00% | +260 | New |
| Farmers & Merchants Investments Inc | 257 | $5.16K | 0.00% | +25+10.8% | Added |
| CBIZ Investment Advisory Services, LLC | 245 | $5.04K | 0.00% | +244+24,400.0% | Added |
| NewSquare Capital LLC | 250 | $5.02K | 0.00% | −527−67.8% | Reduced |
| Abound Wealth Management | 250 | $5.02K | 0.00% | −1−0.4% | Reduced |
| TD Capital Management LLC | 244 | $4.90K | 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 |
| Lowe Wealth Advisors, LLC | 180 | $3.61K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 176 | $3.53K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 175 | $3.51K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 157 | $3.15K | 0.00% | −1,000−86.4% | Reduced |
| Bell Investment Advisors, Inc | 138 | $2.77K | 0.00% | −55−28.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 122 | $2.45K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 100 | $2.01K | 0.00% | 00.0% | Unchanged |
| 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 |
| South State Corp. | 96 | $1.93K | 0.00% | +56+140.0% | Added |
| Sachetta, LLC | 87 | $1.75K | 0.00% | +87 | New |
| Bruce G. Allen Investments, LLC | 79 | $1.59K | 0.00% | +17+27.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 79 | $1.58K | 0.00% | +79 | New |
| CVA Family Office, LLC | 78 | $1.56K | 0.00% | +78 | New |
| LRI Investments, LLC | 77 | $1.54K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 72 | $1.45K | 0.00% | −13−15.3% | Reduced |
| Archer Investment Corp | 55 | $1.11K | 0.00% | +1+1.9% | Added |
| Plante Moran Financial Advisors, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 57 | $1.00K | 0.00% | −33−36.7% | Reduced |
| ORG Partners LLC | 46 | $949 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 40 | $803 | 0.00% | +40 | New |
| Proathlete Wealth Management LLC | 38 | $762 | 0.00% | +38 | New |
| True Wealth Design, LLC | 37 | $743 | 0.00% | +37 | New |