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 606 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $3.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,130
shares
|
$20,147
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,107
shares
|
$19,737
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
1,016
shares
|
$18,115
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$17,830
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$17,830
0.0% of portfolio
|
Q1 2023
Reduced 17.29%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
974
shares
|
$17,366
0.0% of portfolio
|
Q1 2025
Added 25.52%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
940
shares
|
$16,760
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
939
shares
|
$16,742
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2025 Q3 2025 |
894
shares
|
$15,940
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
849
shares
|
$15,137
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
811
shares
|
$14,460
0.0% of portfolio
|
Q4 2025
Reduced 13.45%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
805
shares
|
$14,353
0.0% of portfolio
|
Q2 2025
Reduced 30.42%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
800
shares
|
$14,263
0.0% of portfolio
|
Q3 2025
Reduced 40.74%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
776
shares
|
$13,836
0.01% of portfolio
|
Q3 2025
Reduced 12.71%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
760
shares
|
$13,550
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
730
shares
|
$13,015
0.0% of portfolio
|
Q3 2025
Reduced 98.45%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
720
shares
|
$12,837
0.0% of portfolio
|
Q1 2022
Reduced 49.3%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
700
shares
|
$12,480
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
700
shares
|
$12,480
0.01% of portfolio
|
Q2 2020
Reduced 72.11%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
700
shares
|
$12,480
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
678
shares
|
$12,088
0.0% of portfolio
|
Q3 2025
Reduced 26.14%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
600
shares
|
$10,697
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
588
shares
|
$10,484
0.0% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
568
shares
|
$10,127
0.0% of portfolio
|
Q3 2025
Reduced 48.97%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
537
shares
|
$9,574
0.01% of portfolio
|
Q2 2025
Added 51.27%
|
|