Starwood Property TrustSTWD

13F holders, Q1 2024 (March 31)
480holders
2famous investors
$20.34avg. 13F price*

At the end of Q1 2024, 480 institutions reported holding Starwood Property Trust Inc. (STWD) in their 13F filings. The largest holders were BlackRock Inc. ($610.8M), Vanguard Group Inc. ($585.1M) and State Street Corp. ($187.6M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Starwood Property Trust Inc.
CUSIP
85571B105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 480Q1 2024Q2 2024: 494Q2 2024Q3 2024: 508Q3 2024Q4 2024: 499Q4 2024Q1 2025: 500Q1 2025Q2 2025: 507Q2 2025Q3 2025: 526Q3 2025Q4 2025: 527Q4 2025Q1 2026: 530Q1 2026Q2 2026: 521Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions57$35.8M
Exits53$35.8M

Ownership 480 holders

BlackRock Inc. 0.01% Reduce -0.1% 30,043,029 $610.8M
Vanguard Group Inc. 0.01% Reduce -0.3% 28,781,640 $585.1M
State Street Corp. 0.01% Add +1.9% 9,018,785 $187.6M
Morgan Stanley 0.01% Add +3.4% 6,875,294 $139.8M
JPMorgan Chase & Co. 0.01% Reduce -5.8% 5,357,075 $108.9M
Geode Capital Management, LLC 0.01% Add +2.6% 4,793,201 $97.5M
Northern Trust Corp. 0.01% Reduce -7.0% 4,062,858 $82.6M
Cardinal Capital Management LLC 3.32% Reduce -12.8% 3,256,893 $66.2M
Norges Bank 0.01% Add +9.4% 3,250,707 $66.1M
Bank of New York Mellon Corp 0.01% Reduce -5.5% 2,927,029 $59.5M
Wells Fargo & Company 0.01% Add +2.2% 2,296,010 $46.7M
Charles Schwab Investment Management Inc. 0.01% Add +1.7% 1,962,608 $39.9M
Ameriprise Financial Inc. 0.01% Reduce -16.6% 1,736,297 $35.3M
Bank of America Corp. 0.00% Add +5.0% 1,593,700 $32.4M
Raymond James Financial Services Advisors, Inc. 0.04% Add +4.9% 1,386,747 $28.2M
Nuveen Asset Management, LLC 0.01% Reduce -7.4% 1,345,515 $27.4M
Invesco Ltd. 0.01% Add +31.5% 1,291,479 $26.3M
Van Eck Associates Corp. 0.04% Add +9.5% 1,250,425 $25.4M
Advisors Capital Management, LLC 0.44% Add +4.0% 1,186,436 $24.1M
Raymond James & Associates 0.02% Reduce -6.2% 1,172,403 $23.8M
Principal Financial Group Inc. 0.01% Add +2.6% 1,120,227 $22.8M
UBS Group AG 0.01% Add +58.3% 989,476 $20.1M
Rhumbline Advisers 0.02% Reduce -2.8% 862,151 $17.5M
Schonfeld Strategic Advisors LLC 0.13% Add +486.7% 798,032 $16.2M
Valley Wealth Managers, Inc. 1.16% Add +4.4% 757,691 $15.4M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +6.1% 884,126 $15.1M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -49.1% 700,000 $14.2M
Neuberger Berman Group LLC 0.01% Add +1.8% 692,595 $14.1M
State of New Jersey Common Pension Fund D 0.04% Add +2.6% 689,357 $14.0M
Franklin Resources Inc. 0.00% Add +170.4% 664,423 $13.5M
Swiss National Bank 0.01% Add +0.3% 618,365 $12.6M
NFC Investments, LLC 3.61% Reduce -1.9% 618,054 $12.6M
Royal Bank of Canada 0.00% Reduce -48.0% 600,998 $12.2M
Waterfront Capital Partners, LLC 1.13% Reduce -21.8% 595,000 $12.1M
Credit Suisse AG/ 0.01% Add +1.0% 584,627 $11.9M
Jane Street Group, LLC 0.01% Add +36.0% 523,274 $10.6M
Connectus Wealth, LLC 0.29% Reduce -1.8% 522,279 $10.6M
California Public Employees Retirement System 0.01% Reduce -2.3% 521,684 $10.6M
Legal & General Group Plc 0.00% Add +0.9% 515,322 $10.5M
LPL Financial LLC 0.01% Add +2.7% 490,318 $10.0M
Macquarie Group Ltd. 0.01% Reduce -2.9% 470,849 $9.6M
Barclays PLC 0.00% Add +28.0% 448,539 $9.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.4% 443,897 $9.0M
Premier Fund Managers Ltd 0.35% No change 435,000 $8.8M
Alliancebernstein L.P. 0.00% Reduce -2.0% 431,055 $8.8M
Rockefeller Capital Management L.P. 0.02% Add +9.9% 414,068 $8.4M
American International Group, Inc. 0.03% Reduce -2.0% 393,866 $8.0M
Seneca House Advisors 3.34% Add +0.6% 378,192 $7.7M
Retirement Systems of Alabama 0.03% Add +0.3% 373,665 $7.6M
Goldman Sachs Group Inc. 0.00% Reduce -24.4% 371,277 $7.5M
Adell Harriman & Carpenter Inc. 0.60% Reduce -12.7% 357,564 $7.3M
Cetera Investment Advisers 0.02% Add +70.0% 334,893 $6.8M
Insight Folios Inc 2.74% Add +2.1% 333,330 $6.8M
First Trust Advisors LP 0.01% Reduce -6.8% 333,068 $6.8M
Mutual of America Capital Management LLC 0.07% Add +1.7% 319,846 $6.5M
California State Teachers Retirement System 0.01% Reduce -4.8% 313,590 $6.4M
Second Half Financial Partners, LLC 2.80% Reduce -0.6% 309,324 $6.3M
Stifel Financial Corp. 0.01% Reduce -1.8% 307,841 $6.3M
Osaic Holdings, Inc. 0.01% Add +2.3% 300,690 $6.1M
Envestnet Asset Management Inc. 0.00% Add +6.9% 297,803 $6.1M
D. E. Shaw & Co. 0.01% New 297,636 $6.1M
State Board of Administration of Florida Retirement System 0.01% Add +2.9% 337,831 $6.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -3.6% 284,087 $5.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.0% 281,425 $5.7M
Nisa Investment Advisors, LLC 0.04% Reduce -0.7% 267,558 $5.6M
KMG Fiduciary Partners, LLC 0.57% Add +41.9% 271,243 $5.5M
Blair William & Co. 0.02% Add +9.7% 265,291 $5.4M
HUB Investment Partners, LLC 0.30% Add +4.4% 264,213 $5.4M
Texas Permanent School Fund Corp. 0.04% Add +1.4% 260,425 $5.3M
Steward Partners Investment Advisory, LLC 0.05% Add +10.5% 221,300 $4.5M
Victory Capital Management Inc. 0.00% Add +21.3% 218,808 $4.4M
Sei Investments Co. 0.01% Reduce -53.8% 214,617 $4.4M
Commonwealth Equity Services, LLC 0.01% Reduce -11.1% 210,892 $4.3M
New York State Common Retirement Fund 0.01% Reduce -9.2% 202,689 $4.1M
Twin Lakes Capital Management, LLC 2.78% Add +2.0% 202,277 $4.1M
Riverview Capital Advisers, LLC 1.41% New 201,179 $4.1M
QRG Capital Management, Inc. 0.05% Reduce -0.6% 194,299 $4.0M
Amalgamated Bank 0.03% Reduce -6.3% 192,415 $3.9M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.2% 185,371 $3.8M
Sargent Investment Group, LLC 0.80% Reduce -7.6% 180,084 $3.7M
Pathstone Holdings, LLC 0.02% Add +20.8% 179,805 $3.7M
T. Rowe Price Associates Inc. 0.00% Add +5.5% 177,957 $3.6M
Edgemoor Investment Advisors, Inc. 0.34% Add +14.2% 177,657 $3.6M
Citadel Advisors 0.00% Reduce -76.9% 177,548 $3.6M
HighTower Advisors, LLC 0.01% Add +30.6% 176,934 $3.6M
BNP Paribas Financial Markets 0.00% Add +12.7% 168,284 $3.4M
MetLife Investment Management, LLC 0.02% Reduce -2.6% 163,418 $3.3M
Citigroup Inc. 0.00% Add +1413.9% 161,717 $3.3M
Corient Private Wealth LP 0.01% Reduce -35.8% 161,282 $3.3M
Mercer Global Advisors Inc. 0.01% Add +2.7% 160,264 $3.3M
1832 Asset Management L.P. 0.01% Reduce -1.8% 160,116 $3.3M
Whittier Trust Co. 0.05% No change 160,095 $3.3M
Calamos Advisors LLC 0.02% No change 157,631 $3.2M
Prudential Financial Inc. 0.00% Reduce -31.0% 149,061 $3.0M
Yousif Capital Management, LLC 0.03% Reduce -2.1% 148,328 $3.0M
Voya Investment Management LLC 0.00% Add +6.4% 146,113 $3.0M
Focused Wealth Management, Inc 0.46% Add +2.5% 145,221 $3.0M
LDR Capital Management LLC 2.41% Add +31.7% 144,679 $2.9M
Janus Henderson Group PLC 0.00% Add +0.0% 144,468 $2.9M
Bleakley Financial Group, LLC 0.08% Reduce -1.8% 141,496 $2.9M
Simplicity Wealth,LLC 0.07% New 141,496 $2.9M
Lake Street Advisors Group, LLC 0.13% No change 137,264 $2.9M
Arden Trust Co 0.40% Add +22.2% 139,834 $2.8M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -3.4% 142,262 $2.8M
Truvestments Capital LLC 1.08% Add +11.4% 138,326 $2.8M
New York State Teachers Retirement System 0.01% Add +0.3% 138,206 $2.8M
Interval Partners, LP 0.10% Reduce -61.3% 135,096 $2.7M
Lake Street Private Wealth, LLC 0.38% Add +0.9% 133,100 $2.7M
State of Tennessee, Department of Treasury 0.01% No change 132,700 $2.7M
AXS Investments LLC 0.64% Reduce -20.4% 131,835 $2.7M
Treasurer of the State of North Carolina 0.01% Add +0.7% 131,583 $2.7M
Concurrent Investment Advisors, LLC 0.11% Reduce -1.0% 130,505 $2.7M
Lido Advisors, LLC 0.02% Add +0.1% 124,107 $2.6M
Alaska Permanent Fund Corp 0.04% Add +3.4% 126,634 $2.6M
SkyOak Wealth, LLC 0.61% Reduce -3.3% 125,757 $2.6M
Texas Capital Bank Wealth Management Services Inc 0.28% Add +20.5% 125,128 $2.5M
Snowden Capital Advisors LLC 0.08% New 118,929 $2.5M
RFG Advisory, LLC 0.08% Add +2.2% 121,621 $2.5M
Waterloo Capital, L.P. 0.31% Add +22.9% 121,181 $2.5M
Corrado Advisors, LLC 1.61% Reduce -3.2% 120,183 $2.4M
Carmel Capital Partners, LLC 0.97% Add +15.7% 115,527 $2.3M
Robertson Stephens Wealth Management, LLC 0.13% Add +836.7% 101,160 $2.3M
Aljian Capital Management, LLC 0.86% Reduce -2.8% 113,833 $2.3M
Public Employees Retirement System of Ohio 0.01% Reduce -8.6% 112,763 $2.3M
Janney Montgomery Scott LLC 0.01% Add +1.7% 112,035 $2.3M
Handelsbanken Fonder AB 0.01% Add +67.2% 111,497 $2.3M
Brown Brothers Harriman & Co. 0.02% Add +11000.0% 111,000 $2.3M
HRT Financial LP 0.01% Reduce -24.0% 109,951 $2.2M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 109,353 $2.2M
STRS Ohio 0.01% Reduce -3.5% 105,121 $2.1M
Rothschild Investment LLC 0.15% Reduce -3.1% 104,233 $2.1M
United Advisor Group, LLC 0.79% New 103,236 $2.1M
Independent Financial Group, LLC 0.09% Reduce -1.7% 101,566 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% No change 99,620 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.8% 95,757 $1.9M
Clough Capital Partners L P 0.21% Reduce -23.3% 95,479 $1.9M
Russell Investments Group, Ltd. 0.00% Reduce -19.1% 93,485 $1.9M
Cibc World Markets Corp. 0.01% Reduce -6.8% 92,715 $1.9M
Twinbeech Capital LP 0.04% New 88,908 $1.8M
Illinois Municipal Retirement Fund 0.03% No change 88,488 $1.8M
KBC Group NV 0.01% Add +1.1% 87,731 $1.8M
Aviance Capital Partners, LLC 0.26% New 87,200 $1.8M
Arizona State Retirement System 0.01% Reduce -1.6% 86,082 $1.8M
Louisiana State Employees Retirement System 0.03% Add +2.4% 85,600 $1.7M
Wellington Management Group LLP 0.00% Add +19.4% 79,120 $1.6M
US Bancorp \de 0.00% Reduce -2.8% 78,428 $1.6M
Baird Financial Group, Inc. 0.00% Add +15.7% 77,403 $1.6M
Truist Financial Corp. 0.00% Reduce -9.4% 76,366 $1.6M
Thrivent Financial for Lutherans 0.00% Add +0.3% 74,569 $1.5M
Fidelis Capital Partners, LLC 0.23% New 73,676 $1.5M
Atria Wealth Solutions, Inc. 0.02% Reduce -3.3% 71,967 $1.5M
Oregon Public Employees Retirement Fund 0.03% Reduce -12.3% 73,474 $1.5M
State of Michigan Retirement System 0.01% Add +2.4% 73,100 $1.5M
Highlander Capital Management, LLC 0.59% Reduce -0.8% 73,068 $1.5M
Kestra Advisory Services, LLC 0.01% New 70,072 $1.5M
Avenir Corp. 0.12% Reduce -0.8% 70,528 $1.4M
Benjamin F. Edwards & Company, Inc. 0.03% Add +8.7% 68,429 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.3% 66,370 $1.3M
Ameritas Investment Partners, Inc. 0.05% No change 66,002 $1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.3% 65,823 $1.3M
Apollon Wealth Management, LLC 0.04% Add +1.6% 64,555 $1.3M
New Mexico Educational Retirement Board 0.05% No change 63,300 $1.3M
SlateStone Wealth, LLC 0.13% Add +2.9% 62,379 $1.3M
Bramshill Investments, LLC 0.15% Reduce -8.7% 61,347 $1.2M
Private Advisor Group, LLC 0.01% Add +27.1% 61,052 $1.2M
D.A. Davidson & Co. 0.01% Add +2.6% 60,726 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -6.6% 59,124 $1.2M
Boston Family Office LLC 0.09% Add +3.2% 58,954 $1.2M
MMBG Investment Advisors Co. 0.13% No change 58,615 $1.2M
FMR LLC 0.00% Add +3.8% 58,267 $1.2M
Brown Advisory Inc. 0.00% Reduce -45.6% 57,398 $1.2M
Sunbelt Securities, Inc. 0.13% Reduce -0.9% 56,560 $1.1M
Mgo One Seven LLC 0.06% Reduce -87.5% 54,877 $1.1M
HSBC Holdings PLC 0.00% Add +450.8% 54,124 $1.1M
Penserra Capital Management LLC 0.01% Add +10.7% 53,913 $1.1M
Oppenheimer & Co. Inc. 0.02% Add +7.2% 52,308 $1.1M
Creative Planning 0.00% Add +36.2% 52,207 $1.1M
E&G Advisors, LLC 0.33% Reduce -0.4% 51,334 $1.0M
Herbst Group, LLC 0.64% Reduce -8.4% 51,140 $1.0M
Utah Retirement Systems 0.01% Reduce -0.2% 50,861 $1.0M
Woodward Diversified Capital, LLC 0.63% Add +19.1% 49,813 $1.0M
Bank of Montreal 0.00% Add +4.8% 49,524 $1.0M
Centaurus Financial, Inc. 0.07% Add +24.4% 49,544 $1.0M
Grassi Investment Management 0.09% No change 49,100 $998K
Adams Asset Advisors, LLC 0.13% No change 49,031 $997K
GFS Advisors, LLC 0.16% No change 46,880 $953K
Carson Advisory Inc. 0.64% No change 44,807 $911K
Bessemer Group Inc. 0.00% Reduce -6.4% 44,679 $908K
Pacer Advisors, Inc. 0.00% Reduce -0.9% 44,346 $902K
Stratos Wealth Advisors, LLC 0.05% Add +24.4% 43,985 $894K
Cerity Partners LLC 0.00% Add +72.2% 43,864 $892K
Am Investment Strategies LLC 0.23% Add +40.9% 43,770 $890K
Ameritas Advisory Services, LLC 0.04% New 43,373 $872K
Register Financial Advisors LLC 0.45% Add +0.5% 42,284 $860K
Kovack Advisors, Inc. 0.10% Add +62.1% 42,040 $855K
Diversify Advisory Services, LLC 0.05% — 42,563 $851K
Pictet Asset Management Holding SA 0.00% Add +10.7% 41,558 $845K
AlphaQuest LLC 0.15% New 41,353 $841K
Accel Wealth Management 0.35% Reduce -0.3% 41,148 $837K
Mariner, LLC 0.00% Add +12.5% 40,903 $832K
AIA Group Ltd 0.03% New 40,833 $830K
GoalVest Advisory LLC 0.27% Add +0.6% 39,510 $803K
Certuity, LLC 0.07% Add +2.0% 39,313 $799K
Qube Research & Technologies Ltd 0.00% New 39,075 $794K
Teacher Retirement System of Texas 0.00% Reduce -26.4% 36,751 $747K
WealthBridge Capital Management, LLC 0.25% Add +14.4% 36,513 $742K
Parallel Advisors, LLC 0.02% Add +16.8% 36,044 $733K
Wedbush Securities Inc. 0.03% Add +84.1% 35,967 $731K
Cibc World Market Inc. 0.00% Add +1.3% 35,411 $720K
Xponance LLC 0.01% Reduce -1.2% 35,399 $720K
HTLF Bank 0.08% Reduce -3.6% 35,172 $715K
Samalin Investment Counsel, LLC 0.34% Reduce -9.2% 35,030 $712K
Federated Hermes, Inc. 0.00% Add +2.3% 34,323 $698K
Hennion & Walsh Asset Management, Inc. 0.04% Add +96.6% 34,255 $696K
Global Retirement Partners, LLC 0.03% Add +3.7% 34,220 $696K
Evergreen Capital Management LLC 0.03% Add +0.2% 33,136 $689K
1620 Investment Advisors, Inc. 0.69% Reduce -96.6% 1,165 $687K
Sonora Investment Management Group, LLC 0.05% Reduce -1.6% 33,742 $686K
Icon Wealth Advisors, LLC 0.06% Add +1.2% 33,500 $681K
Level Four Advisory Services, LLC 0.04% No change 32,249 $678K
Public Employees Retirement Association of Colorado 0.00% Reduce -7.3% 33,138 $674K
Cary Street Partners Investment Advisory LLC 0.03% New 33,130 $674K
Childress Capital Advisors, LLC 0.19% No change 32,715 $665K
Palogic Value Management, L.P. 0.29% Add +6.6% 32,651 $664K
Baker Ellis Asset Management LLC 0.10% Reduce -3.0% 32,510 $661K
Red Spruce Capital, LLC 0.30% Add +13.7% 32,157 $654K
State of Alaska, Department of Revenue 0.01% No change 32,151 $653K
Vanguard Personalized Indexing Management, LLC 0.01% Add +22.4% 31,582 $642K
Ethic Inc. 0.02% Reduce -21.4% 31,133 $633K
Mutual Advisors, LLC 0.02% Add +12.1% 31,045 $631K
Squarepoint Ops LLC 0.00% New 30,782 $626K
Chesapeake Capital Corp. 0.46% Reduce -25.7% 30,716 $624K
Monograph Wealth Advisors, LLC 0.09% New 30,000 $624K
Element Wealth, LLC 0.36% Add +1.1% 30,104 $612K
Insigneo Advisory Services, LLC 0.07% No change 29,407 $612K
MCF Advisors LLC 0.05% No change 28,842 $600K
DAVENPORT & Co LLC 0.00% Add +15.8% 28,975 $589K
Bank Ozk 0.26% No change 28,700 $583K
Gables Capital Management Inc. 0.31% Reduce -1.1% 27,425 $558K
Leo Wealth, LLC 0.06% Add +3.2% 26,835 $546K
Focus Partners Wealth 0.00% Reduce -1.2% 26,751 $544K
Fortem Financial Group, LLC 0.23% Add +9.4% 25,759 $524K
State of Wisconsin Investment Board 0.00% Reduce -19.8% 25,332 $515K
Summit Trail Advisors, LLC 0.01% Add +47.4% 24,486 $510K
JFG Wealth Management, LLC 0.14% No change 25,004 $508K
MML Investors Services, LLC 0.00% Add +14.9% 24,705 $502K
Securian Asset Management, Inc. 0.01% Reduce -2.4% 24,470 $497K
NorthRock Partners, LLC 0.02% Add +25.6% 23,021 $479K
Captrust Financial Advisors 0.00% Add +17.6% 23,226 $472K
Pinnacle Financial Partners Inc 0.01% No change 22,790 $463K
DoubleLine ETF Adviser LP 0.12% Add +11.2% 22,764 $463K
Aristeia Capital, L.L.C. 0.03% New 22,702 $462K
PenderFund Capital Management Ltd. 0.23% No change 16,700 $460K
Rathbones Group PLC 0.00% No change 22,245 $452K
WMG Financial Advisors, LLC 0.26% Add +0.1% 22,205 $451K
Carnegie Investment Counsel 0.01% Reduce -9.7% 22,175 $451K
United Services Automobile Association 0.01% No change 22,043 $448K
Campbell & CO Investment Adviser LLC 0.04% Reduce -60.3% 21,935 $446K
Raymond James Trust N.A. 0.01% Reduce -17.7% 21,719 $442K
Graham Capital Management, L.P. 0.02% New 21,293 $433K
Jeppson Wealth Management, LLC 0.17% Reduce -0.4% 20,980 $427K
Meridian Wealth Advisors, LLC 0.08% No change 20,900 $425K
Focus Financial Network, Inc. 0.02% — 21,842 $418K
Red Door Wealth Management, LLC 0.08% Reduce -24.0% 20,509 $417K
PFG Investments, LLC 0.03% New 20,353 $414K
Stockman Wealth Management, Inc. 0.07% No change 20,300 $413K
Maryland State Retirement & Pension System 0.01% No change 21,715 $411K
Tradewinds, LLC. 0.20% — 20,084 $408K
Gabelli Funds LLC 0.00% No change 20,000 $407K
Lindbrook Capital, LLC 0.04% Add +0.0% 19,584 $398K
Provenance Wealth Advisors, LLC 0.06% New 19,248 $391K
Deutsche Bank AG 0.00% Add +6.5% 19,157 $389K
Stratos Wealth Partners, LTD. 0.01% Reduce -39.5% 18,636 $379K
Formidable Asset Management, LLC 0.06% New 18,632 $379K
Pine Valley Investments Ltd Liability Co 0.03% Add +23.6% 18,256 $372K
SteelPeak Wealth, LLC 0.02% New 17,750 $369K
Leonteq Securities AG 0.05% Add +21.7% 18,110 $368K
Alps Advisors Inc. 0.00% Reduce -3.2% 17,913 $364K
TBH Global Asset Management, LLC 0.07% Reduce -18.4% 17,386 $353K
Fiduciary Group, LLC 0.04% Add +5.1% 17,358 $353K
Acorn Wealth Advisors, LLC 0.18% Reduce -2.2% 17,096 $348K
Firethorn Wealth Partners, LLC 0.20% Add +0.9% 16,803 $342K
Nomura Asset Management Co. Ltd. 0.00% Reduce -6.2% 16,600 $337K
MeadowBrook Investment Advisors LLC 0.32% Add +30.3% 16,545 $336K
Tidal Investments LLC 0.01% Reduce -12.6% 16,354 $332K
NewEdge Wealth, LLC 0.01% New 17,135 $332K
Kingsview Wealth Management, LLC 0.01% Add +38.2% 16,142 $328K
Belpointe Asset Management LLC 0.02% Add +8.1% 16,037 $326K
TCTC Holdings, LLC 0.01% Add +18.7% 15,900 $323K
NewEdge Advisors, LLC 0.00% Add +0.1% 15,849 $322K
Private Trust Co. NA 0.03% Add +135.6% 15,823 $322K
Engineers Gate Manager LP 0.01% New 15,601 $317K
Schechter Investment Advisors, LLC 0.02% Add +2.3% 15,470 $315K
Financial Advocates Investment Management 0.02% No change 15,448 $314K
Principal Securities, Inc. 0.01% Add +18.7% 15,406 $313K
Marshall Wace, LLP 0.00% New 15,110 $307K
Pinion Investment Advisors, LLC 0.16% Add +7.7% 15,074 $306K
Spirit of America Management Corp. 0.06% No change 15,000 $305K
Jennison Associates LLC 0.00% Reduce -7.2% 14,861 $302K
Hudson Value Partners, LLC 0.13% No change 14,725 $299K
PNC Financial Services Group, Inc. 0.00% Reduce -16.6% 14,674 $298K
ProShare Advisors LLC 0.00% Reduce -7.3% 14,517 $295K
Tower Research Capital LLC (TRC) 0.01% Reduce -48.2% 14,221 $289K
NFSG Corp 0.13% Add +5.3% 14,212 $289K
International Assets Investment Management, LLC 0.03% Add +11.0% 14,275 $286K
Commerce Bank 0.00% Add +5.5% 13,903 $283K
Jefferies Financial Group Inc. 0.01% Reduce -64.6% 13,821 $281K
Westmount Partners, LLC 0.10% Add +0.5% 13,753 $280K
Pearl River Capital, LLC 0.04% New 13,489 $274K
Shell Asset Management Co. 0.01% Reduce -9.3% 14,480 $274K
WCG Wealth Advisors LLC 0.02% Reduce -2.9% 13,332 $271K
GFG Capital, LLC 0.07% No change 13,312 $271K
Wealth Quarterback LLC 0.15% Add +5.3% 13,217 $269K
Shelton Capital Management 0.01% No change 13,010 $264K
Arete Wealth Advisors, LLC 0.02% No change 13,000 $264K
Signaturefd, LLC 0.01% Reduce -4.2% 12,897 $262K
MAS Advisors LLC 0.30% New 12,896 $262K
Holocene Advisors, LP 0.00% New 12,760 $259K
M&T Bank Corp 0.00% Reduce -3.9% 12,463 $253K
MQS Management LLC 0.14% New 12,199 $248K
Cwm, LLC 0.00% Reduce -0.3% 12,080 $246K
Prospera Financial Services Inc 0.01% Add +10.5% 12,061 $245K
Vontobel Holding Ltd. 0.00% Reduce -10.4% 11,904 $242K
Jmac Enterprises LLC 0.04% No change 11,878 $241K
Cetera Trust Company, N.A 0.14% No change 11,675 $237K
Norris Financial Group, LLC 0.13% Add +5.5% 11,600 $236K
First Citizens Bank & Trust Co. 0.00% No change 11,480 $233K
Crossmark Global Holdings, Inc. 0.00% Add +6.1% 11,459 $233K
Cercano Management LLC 0.01% No change 11,459 $233K
Clearstead Trust, LLC 0.06% No change 11,229 $228K
FineMark National Bank & Trust 0.01% No change 11,204 $228K
Natixis Advisors, LLC 0.00% Reduce -42.1% 11,103 $226K
Prime Capital Investment Advisors, LLC 0.00% Reduce -47.8% 11,024 $224K
Lantern Wealth Advisors, LLC 0.16% No change 10,950 $223K
Cascade Investment Group, Inc. 0.17% No change 10,918 $222K
Beverly Hills Private Wealth, LLC 0.05% Reduce -11.8% 10,898 $222K
Corton Capital Inc. 0.08% New 10,815 $220K
Hoxton Planning & Management, LLC 0.10% New 10,778 $219K
Summit Financial Strategies, Inc. 0.03% Add +0.1% 10,723 $218K
Greenleaf Trust 0.00% Reduce -2.5% 10,647 $216K
Lazari Capital Management, Inc. 0.12% Reduce -19.8% 10,549 $214K
HBK Sorce Advisory LLC 0.01% New 10,432 $212K
ELCO Management Co., LLC 0.13% No change 10,300 $209K
Quantum Portfolio Management LLC 0.12% Add +0.2% 10,263 $209K
Freedom Investment Management, Inc. 0.02% Reduce -6.3% 10,229 $208K
Cornerstone Wealth Group, LLC 0.02% New 10,160 $207K
Walker Asset Management, LLC 0.14% New 10,143 $206K
HM Payson & Co. 0.00% No change 10,000 $203K
LM Advisors LLC 0.04% Reduce -3.0% 9,980 $203K
Operose Advisors LLC 0.07% New 9,900 $201K
Prelude Capital Management, LLC 0.01% New 9,900 $201K
Crewe Advisors LLC 0.02% New 9,000 $183K
First Foundation Advisors 0.01% Add +9.4% 8,307 $169K
Advisors Asset Management, Inc. 0.00% Reduce -1.5% 7,994 $163K
Covestor Ltd 0.10% Reduce -16.1% 7,690 $156K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -92.6% 7,500 $152K
Chilton Capital Management LLC 0.01% No change 7,359 $150K
Parkside Financial Bank & Trust 0.02% No change 6,436 $131K
CIBC Private Wealth Group LLC 0.00% New 5,700 $114K
Activest Wealth Management 0.05% Add +3167.3% 5,391 $110K
National Bank of Canada 0.00% Reduce -1.6% 5,295 $107K
JTC Employer Solutions Trustee Ltd 0.01% No change 5,000 $102K
Summit Securities Group LLC 0.04% Reduce -33.3% 4,200 $85K
EverSource Wealth Advisors, LLC 0.01% Reduce -6.3% 4,364 $83K
Concourse Financial Group Securities, Inc. 0.01% Reduce -24.4% 3,750 $78K
IFP Advisors, Inc 0.00% Add +113.5% 3,771 $77K
Northwest Capital Management Inc 0.02% No change 3,402 $69K
Ancora Advisors LLC 0.00% Add +10.0% 3,300 $67K
Lanark Financial, Inc. 0.01% Add +0.4% 3,298 $67K
First Manhattan Co. Llc. 0.00% No change 2,750 $56K
Huntington National Bank 0.00% Reduce -0.9% 2,701 $55K
Trifecta Capital Advisors, LLC 0.01% Add +2.3% 2,622 $53K
Western Pacific Wealth Management, LP 0.04% Add +0.1% 2,621 $53K
Allworth Financial LP 0.00% Reduce -7.3% 2,533 $51K
Retirement Group, LLC 0.02% Add +33.5% 2,516 $51K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -44.4% 2,500 $51K
GPS Wealth Strategies Group, LLC 0.01% No change 2,438 $50K
WASHINGTON TRUST Co 0.00% No change 2,290 $47K
Future Financial Wealth Managment LLC 0.03% New 2,150 $44K
Core Wealth Advisors, Inc. 0.01% Add +37.8% 2,067 $42K
Fifth Third Bancorp 0.00% Reduce -3.1% 2,041 $41K
Tradewinds Capital Management, LLC 0.01% No change 2,000 $41K
Northwestern Mutual Wealth Management Co. 0.00% Add +2.2% 1,927 $39K
Quadrant Capital Group LLC 0.00% Reduce -11.9% 1,853 $38K
Salem Investment Counselors Inc. 0.00% Add +80.0% 1,800 $37K
Grove Bank & Trust 0.01% Reduce -10.4% 1,730 $35K
Hexagon Capital Partners LLC 0.01% No change 1,500 $30K
GAMMA Investing LLC 0.01% Add +15.5% 1,469 $30K
Macroview Investment Management LLC 0.03% Add +0.6% 1,431 $29K
ICA Group Wealth Management, LLC 0.01% No change 1,355 $28K
TD Waterhouse Canada Inc. 0.00% Reduce -3.6% 1,350 $27K
Allspring Global Investments Holdings, LLC 0.00% New 1,283 $26K
Spire Wealth Management 0.00% No change 1,229 $25K
Pacific Center for Financial Services 0.01% No change 1,200 $24K
Realta Investment Advisors 0.01% New 1,200 $24K
Westend Capital Management, LLC 0.01% — 1,181 $24K
Cornerstone Planning Group LLC 0.01% Add +3.4% 1,208 $24K
Rise Advisors, LLC 0.01% New 1,105 $22K
Transcendent Capital Group LLC 0.01% No change 1,048 $21K
Armstrong Advisory Group, Inc. 0.00% No change 1,003 $21K
Orion Capital Management LLC 0.01% No change 1,000 $20K
Washington Trust Advisors, Inc. 0.00% No change 1,000 $20K
Trust Co. of Vermont 0.00% No change 1,000 $20K
Clearstead Advisors, LLC 0.00% New 1,000 $20K
Heritage Wealth Advisors 0.00% No change 950 $19K
SOA Wealth Advisors, LLC. 0.00% No change 940 $19K
Center for Financial Planning, Inc. 0.00% New 927 $19K
Glass Jacobson Investment Advisors llc 0.01% Add +2.4% 911 $19K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 817 $17K
AdvisorNet Financial, Inc 0.00% Reduce -3.0% 816 $17K
Cedar Mountain Advisors, LLC 0.00% No change 800 $16K
Castleview Partners, LLC 0.01% No change 769 $16K
Raleigh Capital Management Inc. 0.01% No change 755 $15K
New Covenant Trust Company, N.A. 0.02% — 748 $15K
Venturi Wealth Management, LLC 0.00% No change 708 $14K
AllSquare Wealth Management LLC 0.01% No change 700 $14K
Harbour Investments, Inc. 0.00% Add +1.0% 632 $13K
CI Investments Inc. 0.00% Add +30.5% 590 $12K
Quent Capital, LLC 0.00% No change 567 $12K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -0.4% 532 $11K
Elequin Capital, LP 0.01% Reduce -65.2% 522 $11K
Concorde Financial Corp 0.01% New 500 $10K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 511 $10K
Chesapeake Asset Management LLC 0.01% Reduce -44.4% 500 $10K
Delta Asset Management LLC 0.00% No change 500 $10K
Geneos Wealth Management Inc. 0.00% No change 500 $10K
Aspire Private Capital, LLC 0.00% No change 468 $10K
Valley National Advisers Inc. 0.00% No change 445 $9K
Montag A & Associates Inc. 0.00% No change 400 $8K
Glen Eagle Advisors, LLC 0.00% New 400 $8K
Hazlett, Burt & Watson, Inc. 0.00% No change 400 $8K
AlphaMark Advisors, LLC 0.00% No change 380 $8K
Knott David M Jr 0.00% No change 400 $8K
Barrett & Company, Inc. 0.00% No change 375 $8K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 363 $7K
Global Financial Private Client, LLC 0.00% No change 330 $7K
Signature Resources Capital Management, LLC 0.01% No change 277 $6K
Winch Advisory Services, LLC 0.00% New 285 $6K
Bell Investment Advisors, Inc 0.00% No change 282 $6K
Farther Finance Advisors, LLC 0.00% Add +23.2% 271 $5K
Abound Wealth Management 0.00% No change 250 $5K
TD Capital Management LLC 0.00% No change 244 $5K
Arax Advisory Partners 0.00% No change 236 $5K
HHM Wealth Advisors, LLC 0.00% Reduce -96.8% 207 $4K
Optimum Investment Advisors 0.00% New 200 $4K
North Star Investment Management Corp. 0.00% No change 200 $4K
Resources Management Corp. /CT/ 0.00% No change 175 $4K
Tucker Asset Management LLC 0.00% No change 185 $4K
Lowe Wealth Advisors, LLC 0.00% No change 180 $4K
McIlrath & Eck, LLC 0.00% No change 176 $4K
Caitlin John, LLC 0.00% No change 169 $3K
Semmax Financial Advisors Inc. 0.00% Add +2.5% 163 $3K
Bruce G. Allen Investments, LLC 0.00% No change 145 $3K
Farmers & Merchants Investments Inc. 0.00% No change 125 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 122 $2K
Janiczek Wealth Management, LLC 0.00% Reduce -36.2% 113 $2K
WR Wealth Planners, LLC 0.00% New 108 $2K
Jones Financial Companies LLLP 0.00% New 108 $2K
CBIZ Investment Advisory Services, LLC 0.00% New 100 $2K
Aspect Partners, LLC 0.00% No change 100 $2K
Hartford Financial Management Inc. 0.00% No change 100 $2K
Harbor Investment Advisory, LLC 0.00% No change 100 $2K
UMB Bank, n.a. 0.00% New 100 $2K
Avion Wealth 0.00% No change 90 $2K
Capital Advisors, Ltd. LLC 0.00% No change 94 $2K
Fortitude Family Office, LLC 0.00% No change 85 $2K
LRI Investments, LLC 0.00% — 77 $2K
Carmichael Hill & Associates, Inc. 0.00% No change 60 $1K
Private Wealth Management Group, LLC 0.00% No change 59 $1K
Versant Capital Management, Inc 0.00% No change 53 $1K
Plante Moran Financial Advisors, LLC 0.00% No change 50 $1K
Front Row Advisors LLC 0.00% New 45 $936
First Command Advisory Services, Inc. 0.00% New 46 $935
Raffa Wealth Management, LLC 0.00% No change 44 $895
Mather Group, Llc. 0.00% New 39 $820
FinTrust Capital Advisors, LLC 0.00% No change 33 $671
Smartleaf Asset Management LLC 0.00% New 27 $548
Assetmark, Inc. 0.00% Add +100.0% 4 $81
Financial Gravity Asset Management, Inc. 0.00% Add +33.3% 4 $77
Kozak & Associates, Inc. 0.00% New 2 $41

"% of holder's portfolio" is STWD's weight in each manager's 13F, not the share of Starwood Property Trust Inc. the manager owns.