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 |
|---|---|---|---|---|---|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
534
shares
|
$9,521
0.0% of portfolio
|
Q3 2025
Reduced 99.96%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
532
shares
|
$9,485
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
524
shares
|
$9,342
0.0% of portfolio
|
Q4 2023
Added 2083.33%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
502
shares
|
$8,950
0.0% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
500
shares
|
$8,915
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
500
shares
|
$8,915
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
500
shares
|
$8,915
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
500
shares
|
$8,915
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
500
shares
|
$8,915
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
437
shares
|
$7,791
0.0% of portfolio
|
Q3 2025
Reduced 20.55%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
405
shares
|
$7,221
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
400
shares
|
$7,131
0.0% of portfolio
|
Q4 2021
Reduced 94.94%
|
|
|
Knott David M Jr
Syosset, NY |
Nov 12, 2025 Q3 2025 |
400
shares
|
$7,131
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
400
shares
|
$7,131
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
397
shares
|
$7,078
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
375
shares
|
$6,686
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
369
shares
|
$6,579
0.01% of portfolio
|
Q1 2021
Added 8.85%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
363
shares
|
$6,472
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
344
shares
|
$6,133
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
310
shares
|
$5,527
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Fny Investment Advisers, LLC
|
Jan 16, 2026 Q4 2025 |
300
shares
|
$5,348
0.0% of portfolio
|
Q4 2025
Reduced 81.25%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
290
shares
|
$5,170
0.0% of portfolio
|
Q3 2025
Added 12.84%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
283
shares
|
$5,045
0.0% of portfolio
|
Q2 2024
Added 2.17%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
277
shares
|
$4,938
0.01% of portfolio
|
Q3 2025
Reduced 77.88%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
267
shares
|
$4,760
0.0% of portfolio
|
Q1 2025
Reduced 57.35%
|
|