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 618 institutions that hold shares in the stock, with a total of 185 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
100
shares
|
$1,782
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
|
|
|
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%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
78
shares
|
$1,390
0.0% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
78
shares
|
$1,390
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
77
shares
|
$1,372
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
71
shares
|
$1,265
0.0% of portfolio
|
Q3 2025
Reduced 48.55%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
68
shares
|
$1,212
0.0% of portfolio
|
Q3 2025
Reduced 90.68%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
62
shares
|
$1,105
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
60
shares
|
$1,069
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
60
shares
|
$1,069
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
60
shares
|
$1,069
0.0% of portfolio
|
Q4 2023
Reduced 67.74%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
57
shares
|
$1,016
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
56
shares
|
$998
0.0% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
50
shares
|
$891
0.0% of portfolio
|
Q2 2021
Reduced 98.66%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
46
shares
|
$820
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
37
shares
|
$659
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
34
shares
|
$606
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
33
shares
|
$588
0.0% of portfolio
|
Q4 2023
New holding
|
|