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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
260
shares
|
$4,635
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
250
shares
|
$4,457
0.0% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
244
shares
|
$4,350
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
220
shares
|
$3,922
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
217
shares
|
$3,869
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
200
shares
|
$3,565
0.0% of portfolio
|
Q1 2021
Reduced 90.24%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
200
shares
|
$3,565
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
200
shares
|
$3,565
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
200
shares
|
$3,565
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
200
shares
|
$3,565
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
180
shares
|
$3,209
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
175
shares
|
$3,120
0.0% of portfolio
|
Q3 2024
Reduced 15.46%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
157
shares
|
$2,799
0.0% of portfolio
|
Q4 2025
Reduced 82.24%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
157
shares
|
$2,799
0.0% of portfolio
|
Q2 2025
Reduced 86.43%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
146
shares
|
$2,603
0.0% of portfolio
|
Q4 2025
Reduced 23.96%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
142
shares
|
$2,531
0.0% of portfolio
|
Q3 2025
Added 42.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
122
shares
|
$2,175
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
118
shares
|
$2,103
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
116
shares
|
$2,068
0.0% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
113
shares
|
$2,014
0.0% of portfolio
|
Q1 2024
Reduced 36.16%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
109
shares
|
$1,943
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
100
shares
|
$1,782
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
100
shares
|
$1,782
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
99
shares
|
$1,765
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
96
shares
|
$1,711
0.0% of portfolio
|
Q2 2025
Added 140.0%
|
|