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 581 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $3.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
777
shares
|
$14,988
0.0% of portfolio
|
Q1 2025
Added 2888.46%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
777
shares
|
$14,988
0.0% of portfolio
|
Q1 2025
Reduced 12.7%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
760
shares
|
$14,660
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
751
shares
|
$14,486
0.0% of portfolio
|
Q1 2025
Reduced 38.39%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
735
shares
|
$14,178
0.0% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
720
shares
|
$13,888
0.0% of portfolio
|
Q1 2022
Reduced 49.3%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
700
shares
|
$13,503
0.01% of portfolio
|
Q2 2020
Reduced 72.11%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
700
shares
|
$13,503
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
656
shares
|
$12,654
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
549
shares
|
$10,590
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
532
shares
|
$10,262
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
524
shares
|
$10,107
0.0% of portfolio
|
Q4 2023
Added 2083.33%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
500
shares
|
$9,645
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
500
shares
|
$9,645
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
500
shares
|
$9,645
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
500
shares
|
$9,645
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
478
shares
|
$9,220
0.0% of portfolio
|
Q1 2025
Reduced 59.76%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
456
shares
|
$8,796
0.0% of portfolio
|
Q1 2025
Added 76.06%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
438
shares
|
$8,449
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
430
shares
|
$8,294
0.0% of portfolio
|
Q1 2025
Added 49.31%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
405
shares
|
$7,812
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
400
shares
|
$7,716
0.0% of portfolio
|
Q4 2021
Reduced 94.94%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
400
shares
|
$7,716
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Knott David M Jr
Syosset, NY |
May 12, 2025 Q1 2025 |
400
shares
|
$7,716
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
397
shares
|
$7,658
0.0% of portfolio
|
Q4 2024
Added 1.53%
|