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, Q3 2025
Institutional positions in Starwood Property Trust, Inc. as of Sep 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
- 528
- +25 vs. Q2 2025
- Shares held
- 184.4M
- +15.8M (+9.3%) vs. Q2 2025
- Total value
- $3.58B
- +$187.7M (+5.5%) vs. Q2 2025
- New holders
- 65
- 233 more added
- Sold out
- 40
- 123 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Starwood Property Trust, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 0 | $10 | 0.00% | −245−100.0% | Reduced |
| MV Capital Management, Inc. | 2 | $39 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $58 | 0.00% | +3 | New |
| Creative Financial Designs Inc | 5 | $97 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 26 | $504 | 0.00% | +26 | New |
| DecisionPoint Financial, LLC | 26 | $507 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 27 | $523 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 31 | $600 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 34 | $675 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 37 | $717 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 46 | $902 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $969 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 31 | $1.00K | 0.00% | −51−62.2% | Reduced |
| Avion Wealth | 57 | $1.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 56 | $1.09K | 0.00% | +1+1.8% | Added |
| Fortitude Family Office, LLC | 60 | $1.16K | 0.00% | −12−16.7% | Reduced |
| Pittenger & Anderson Inc | 60 | $1.16K | 0.00% | +60 | New |
| Bell Investment Advisors, Inc | 71 | $1.38K | 0.00% | −67−48.6% | Reduced |
| LRI Investments, LLC | 77 | $1.49K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 78 | $1.51K | 0.00% | −1−1.3% | Reduced |
| CVA Family Office, LLC | 78 | $1.51K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 96 | $1.86K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 99 | $1.92K | 0.00% | +99 | New |
| Salomon & Ludwin, LLC | 100 | $1.94K | 0.00% | +100 | New |
| CX Institutional | 109 | $2.00K | 0.00% | +109 | New |
| Caption Management, LLC | 118 | $2.29K | 0.00% | +118 | New |
| Caldwell Sutter Capital, Inc. | 122 | $2.36K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 142 | $2.75K | 0.00% | +42+42.0% | Added |
| Trust Co of Vermont | 157 | $3.04K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 175 | $3.39K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 180 | $3.49K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 192 | $3.72K | 0.00% | −246−56.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 200 | $3.87K | 0.00% | −400−66.7% | Reduced |
| Optimum Investment Advisors | 200 | $3.87K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 200 | $3.87K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $3.87K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 200 | $3.87K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 217 | $4.31K | 0.00% | +217 | New |
| TD Capital Management LLC | 244 | $4.73K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 250 | $4.84K | 0.00% | 00.0% | Unchanged |
| City State Bank | 260 | $5.04K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 267 | $5.17K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 277 | $5.37K | 0.01% | −975−77.9% | Reduced |
| Signature Resources Capital Management, LLC | 283 | $5.49K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 290 | $5.62K | 0.00% | +33+12.8% | Added |
| Assetmark, Inc | 310 | $6.00K | 0.00% | −62−16.7% | Reduced |
| Quent Capital, LLC | 344 | $6.66K | 0.00% | +344 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 363 | $7.03K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 375 | $7.26K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 400 | $7.75K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 400 | $7.75K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 68 | $7.83K | 0.00% | −662−90.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 405 | $7.84K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 437 | $8.46K | 0.00% | −113−20.5% | Reduced |
| Delta Asset Management LLC | 500 | $9.69K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 500 | $9.69K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 500 | $9.69K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 502 | $9.72K | 0.00% | +11+2.2% | Added |
| Bartlett & Co. Wealth Management LLC | 500 | $9.93K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 532 | $10.3K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 534 | $10.3K | 0.00% | −1,424,284−100.0% | Reduced |
| WPG Advisers, LLC | 537 | $10.4K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 568 | $11.0K | 0.00% | −545−49.0% | Reduced |
| Central Trust Co | 588 | $11.4K | 0.00% | +39+7.1% | Added |
| Global Wealth Strategies & Associates | 600 | $11.6K | 0.00% | +600 | New |
| Optiver Holding B.V. | 678 | $13.1K | 0.00% | −240−26.1% | Reduced |
| AllSquare Wealth Management LLC | 700 | $13.6K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 700 | $13.6K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 700 | $13.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 703 | $13.6K | 0.00% | −15−2.1% | Reduced |
| Ameritas Advisory Services, LLC | 730 | $14.1K | 0.00% | −46,217−98.4% | Reduced |
| Mountain Hill Investment Partners Corp. | 760 | $14.7K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 763 | $14.8K | 0.00% | +761+38,050.0% | Added |
| Kilter Group LLC | 774 | $15.0K | 0.01% | −75−8.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 776 | $15.0K | 0.01% | −113−12.7% | Reduced |
| Danske Bank A/S | 800 | $15.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 800 | $15.6K | 0.00% | −550−40.7% | Reduced |
| Center for Financial Planning, Inc. | 805 | $15.6K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 845 | $16.4K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 898 | $17.0K | 0.00% | +898 | New |
| Versant Capital Management, Inc | 884 | $17.1K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 894 | $17.3K | 0.00% | +894 | New |
| CoreCap Advisors, LLC | 937 | $18.1K | 0.00% | −239−20.3% | Reduced |
| Trust Co of Toledo NA | 939 | $18.2K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 940 | $18.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 974 | $18.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,000 | $19.4K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 1,000 | $19.4K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1,016 | $19.7K | 0.00% | +5+0.5% | Added |
| Atlantic Union Bankshares Corp | 1,107 | $21.4K | 0.00% | +1,107 | New |
| Whipplewood Advisors, LLC | 1,142 | $22.1K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1,146 | $22.2K | 0.02% | −3−0.3% | Reduced |
| Pacific Center for Financial Services | 1,200 | $23.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,213 | $23.5K | 0.00% | −6,237−83.7% | Reduced |
| GHP Investment Advisors, Inc. | 1,220 | $23.6K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,408 | $25.5K | 0.02% | +61+4.5% | Added |
| Alpine Bank Wealth Management | 1,367 | $26.5K | 0.00% | +107+8.5% | Added |
| Cloud Capital Management, LLC | 1,500 | $29.0K | 0.02% | +1,500 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,500 | $29.1K | 0.01% | +1,500 | New |