Institutional Ownership Starwood Property Trust, Inc. (STWD)
This table provides information about the institutional ownership of Starwood Property Trust, Inc. (STWD). We have compiled data on the 577 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $3.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
11,046
shares
|
$223,681
0.03% of portfolio
|
Q4 2024
Added 5185.17%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
10,986
shares
|
$222,466
0.0% of portfolio
|
Q4 2024
Reduced 51.45%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,903
shares
|
$220,785
0.14% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
10,903
shares
|
$220,785
0.02% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
10,849
shares
|
$219,692
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
10,813
shares
|
$218,963
0.0% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
10,718
shares
|
$217,039
0.0% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
10,650
shares
|
$215,662
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
10,512
shares
|
$212,868
0.02% of portfolio
|
Q4 2024
Reduced 31.1%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
10,500
shares
|
$212,625
0.01% of portfolio
|
Q3 2024
Added 26.51%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
10,454
shares
|
$211,693
0.01% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
10,408
shares
|
$210,762
0.11% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
10,268
shares
|
$207,927
0.14% of portfolio
|
Q2 2024
Reduced 5.95%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
10,140
shares
|
$205,335
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
10,113
shares
|
$204,788
0.0% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
10,066
shares
|
$203,836
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,041
shares
|
$203,330
0.1% of portfolio
|
Q3 2023
Reduced 2.99%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
10,000
shares
|
$202,500
0.0% of portfolio
|
Q2 2020
Reduced 2.53%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
9,900
shares
|
$200,475
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
9,725
shares
|
$196,931
0.12% of portfolio
|
Q4 2024
Reduced 15.43%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
9,000
shares
|
$182,250
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
7,424
shares
|
$150,336
0.04% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
7,335
shares
|
$148,533
0.0% of portfolio
|
Q4 2024
Added 22.97%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
7,000
shares
|
$141,750
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
6,500
shares
|
$131,625
0.03% of portfolio
|
Q4 2024
Reduced 7.14%
|