Starwood Property TrustSTWD

13F holders, Q2 2024 (June 30)
494holders +14
66new positions
57sold out
4famous investors
$18.98avg. 13F price*

At the end of Q2 2024, 494 institutions reported holding Starwood Property Trust Inc. (STWD) in their 13F filings, up 14 from Q1 2024. 66 opened new positions and 57 sold out. The largest holders were BlackRock Inc. ($560.3M), Vanguard Group Inc. ($550.2M) and State Street Corp. ($176.1M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management'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 → Q2 2024

InstitutionsTotal Value
New Positions66$43.4M
Exits57$66.4M

All 13F filers, Q1 2024 → Q2 2024: 8,482,877 shares bought and 12,301,558 shares sold, net −3,818,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 494 holders

BlackRock Inc. 0.01% Reduce -1.5% 29,584,636 $560.3M
Vanguard Group Inc. 0.01% Add +0.9% 29,051,363 $550.2M
State Street Corp. 0.01% Add +0.6% 9,068,608 $176.1M
Morgan Stanley 0.01% Reduce -7.3% 6,375,986 $120.8M
Geode Capital Management, LLC 0.01% Add +3.2% 4,945,328 $93.7M
Northern Trust Corp. 0.01% Add +8.2% 4,396,289 $83.3M
JPMorgan Chase & Co. 0.01% Reduce -23.6% 4,091,683 $77.5M
Norges Bank 0.01% Add +5.1% 3,417,319 $64.7M
Bank of New York Mellon Corp 0.01% Add +0.1% 2,930,016 $55.5M
Wells Fargo & Company 0.01% Add +2.9% 2,362,882 $44.8M
Ameriprise Financial Inc. 0.01% Add +28.0% 2,222,446 $42.1M
Charles Schwab Investment Management Inc. 0.01% Add +1.6% 1,993,806 $37.8M
HighTower Advisors, LLC 0.05% Add +790.1% 1,574,897 $29.8M
Bank of America Corp. 0.00% Reduce -8.4% 1,460,004 $27.7M
Nuveen Asset Management, LLC 0.01% Add +3.1% 1,387,544 $26.4M
Invesco Ltd. 0.01% Add +5.6% 1,363,651 $25.8M
Raymond James Financial Services Advisors, Inc. 0.04% Reduce -4.4% 1,326,020 $25.1M
Advisors Capital Management, LLC 0.41% Add +4.5% 1,239,866 $23.5M
Raymond James & Associates 0.01% Reduce -7.6% 1,083,709 $20.5M
Van Eck Associates Corp. 0.03% Reduce -17.3% 1,034,031 $19.6M
Principal Financial Group Inc. 0.01% Reduce -10.8% 999,278 $18.9M
UBS Group AG 0.01% Reduce -6.4% 925,733 $17.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% — 874,481 $16.6M
Rhumbline Advisers 0.02% Add +0.4% 865,410 $16.4M
Valley Wealth Managers, Inc. 1.19% Add +3.9% 787,461 $14.9M
Adage Capital Partners Gp, L.L.C. 0.03% Add +7.1% 750,000 $14.2M
Franklin Resources Inc. 0.00% Add +8.9% 723,333 $13.7M
Neuberger Berman Group LLC 0.01% Add +0.4% 695,221 $13.2M
Focus Partners Wealth 0.04% Add +2361.6% 658,512 $12.5M
NFC Investments, LLC 3.43% Add +2.1% 631,193 $12.0M
Cardinal Capital Management LLC 3.25% Reduce -80.7% 627,620 $11.9M
Swiss National Bank 0.01% Reduce -5.3% 585,465 $11.1M
Royal Bank of Canada 0.00% Reduce -8.2% 551,814 $10.4M
Legal & General Group Plc 0.00% Add +4.1% 536,409 $10.2M
California Public Employees Retirement System 0.01% Add +0.4% 523,992 $9.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +12.8% 500,947 $9.5M
State of New Jersey Common Pension Fund D 0.04% Reduce -32.4% 466,171 $8.8M
Russell Investments Group, Ltd. 0.01% Add +395.4% 463,162 $8.8M
Barclays PLC 0.00% Reduce -0.3% 447,289 $8.5M
Rockefeller Capital Management L.P. 0.02% Add +7.7% 446,089 $8.4M
Alliancebernstein L.P. 0.00% Add +2.2% 440,470 $8.3M
LPL Financial LLC 0.00% Reduce -14.8% 417,834 $7.9M
Goldman Sachs Group Inc. 0.00% Add +11.6% 414,367 $7.8M
First Trust Advisors LP 0.01% Add +23.8% 412,308 $7.8M
Citadel Advisors 0.01% Add +131.9% 411,685 $7.8M
Seneca House Advisors 3.24% Add +4.4% 394,775 $7.5M
Corebridge Financial, Inc. 0.04% — 379,640 $7.2M
Retirement Systems of Alabama 0.03% Reduce -0.8% 370,474 $7.0M
Cetera Investment Advisers 0.02% Add +9.0% 364,922 $6.9M
Insight Folios Inc 2.66% Add +2.6% 342,081 $6.5M
Stifel Financial Corp. 0.01% Add +8.7% 334,679 $6.3M
State Board of Administration of Florida Retirement System 0.01% Reduce -4.3% 323,332 $6.1M
Envestnet Asset Management Inc. 0.00% Add +6.4% 316,834 $6.0M
Adell Harriman & Carpenter Inc. 0.46% Reduce -11.6% 316,064 $6.0M
Mutual of America Capital Management LLC 0.07% Reduce -1.7% 314,457 $6.0M
Blair William & Co. 0.02% Add +17.3% 311,270 $5.9M
Second Half Financial Partners, LLC 4.54% Reduce -3.3% 299,243 $5.7M
California State Teachers Retirement System 0.01% Reduce -6.7% 292,614 $5.5M
HUB Investment Partners, LLC 0.27% Add +10.3% 291,313 $5.5M
Lighthouse Investment Partners, LLC 0.30% New 288,032 $5.5M
KMG Fiduciary Partners, LLC 0.53% Add +5.5% 286,250 $5.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.7% 279,392 $5.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -3.9% 272,985 $5.2M
D. E. Shaw & Co. 0.01% Reduce -23.6% 227,389 $4.3M
Blue Owl Capital Holdings LP 1.19% New 226,456 $4.3M
Hudson Bay Capital Management LP 0.04% New 214,362 $4.1M
Commonwealth Equity Services, LLC 0.01% Add +1.5% 214,068 $4.1M
CANADA LIFE ASSURANCE Co 0.01% Add +11.6% 206,791 $3.9M
New York State Common Retirement Fund 0.01% Add +0.0% 202,707 $3.8M
Steward Partners Investment Advisory, LLC 0.04% Reduce -8.6% 202,326 $3.8M
QRG Capital Management, Inc. 0.05% Add +4.0% 202,167 $3.8M
Riverview Capital Advisers, LLC 1.29% Add +0.2% 201,539 $3.8M
Sei Investments Co. 0.01% Reduce -7.4% 198,820 $3.8M
Sargent Investment Group, LLC 0.76% Add +9.7% 197,510 $3.7M
HRT Financial LP 0.02% Add +79.4% 197,271 $3.7M
Kestra Advisory Services, LLC 0.02% Add +164.1% 185,084 $3.6M
Pathstone Holdings, LLC 0.02% Add +4.5% 187,811 $3.6M
Twin Lakes Capital Management, LLC 2.42% Reduce -7.6% 186,844 $3.5M
Edgemoor Investment Advisors, Inc. 0.33% Add +5.2% 186,832 $3.5M
DRW Securities, LLC 0.22% New 186,107 $3.5M
T. Rowe Price Associates Inc. 0.00% Add +3.1% 183,430 $3.5M
Voya Investment Management LLC 0.00% Add +23.6% 180,556 $3.4M
Amalgamated Bank 0.03% Reduce -6.7% 179,586 $3.4M
LDR Capital Management LLC 4.04% Add +21.8% 176,217 $3.3M
Jane Street Group, LLC 0.00% Reduce -68.0% 167,313 $3.2M
Nisa Investment Advisors, LLC 0.02% Reduce -40.4% 159,558 $3.1M
Whittier Trust Co. 0.04% Add +0.5% 160,815 $3.0M
Mercer Global Advisors Inc. 0.01% Add +0.2% 160,654 $3.0M
1832 Asset Management L.P. 0.01% Reduce -0.2% 159,813 $3.0M
MetLife Investment Management, LLC 0.02% Reduce -3.3% 157,993 $3.0M
Calamos Advisors LLC 0.02% No change 157,631 $3.0M
Focused Wealth Management, Inc 0.44% Add +7.4% 156,009 $3.0M
Corient Private Wealth LP 0.01% Reduce -3.3% 155,888 $3.0M
Osaic Holdings, Inc. 0.01% Reduce -49.6% 151,678 $2.9M
Squarepoint Ops LLC 0.01% Add +388.7% 150,436 $2.8M
Prudential Financial Inc. 0.00% Add +0.7% 150,104 $2.8M
Sanctuary Advisors, LLC 0.02% — 142,979 $2.8M
Bleakley Financial Group, LLC 0.08% Add +1.6% 143,729 $2.7M
Simplicity Wealth,LLC 0.06% Add +1.6% 143,729 $2.7M
Janus Henderson Group PLC 0.00% Reduce -1.1% 142,932 $2.7M
SkyOak Wealth, LLC 0.63% Add +13.5% 142,781 $2.7M
Alaska Permanent Fund Corp 0.04% Add +6.7% 135,108 $2.7M
AXS Investments LLC 0.75% Add +7.6% 141,909 $2.7M
Truvestments Capital LLC 1.07% Add +2.5% 141,797 $2.7M
Texas Capital Bank Wealth Management Services Inc 0.28% Add +13.1% 141,459 $2.7M
Lake Street Advisors Group, LLC 0.13% No change 137,264 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -6.5% 138,759 $2.6M
New York State Teachers Retirement System 0.01% Reduce -0.5% 137,506 $2.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 134,916 $2.6M
RFG Advisory, LLC 0.08% Add +9.9% 133,623 $2.5M
Arden Trust Co 0.35% Reduce -4.7% 133,252 $2.5M
Relative Value Partners Group, LLC 0.33% New 132,950 $2.5M
Lake Street Private Wealth, LLC 0.33% Reduce -0.1% 132,950 $2.5M
Concurrent Investment Advisors, LLC 0.08% Add +1.8% 132,877 $2.5M
Lido Advisors, LLC 0.02% Add +4.2% 129,338 $2.5M
Waterloo Capital, L.P. 0.30% Add +8.7% 131,709 $2.5M
Holocene Advisors, LP 0.01% Add +928.0% 131,176 $2.5M
Independent Financial Group, LLC 0.10% Add +27.5% 129,491 $2.5M
Treasurer of the State of North Carolina 0.01% Reduce -2.0% 128,967 $2.4M
Carmel Capital Partners, LLC 0.99% Add +7.7% 124,409 $2.4M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -14.7% 121,286 $2.4M
Cinctive Capital Management LP 0.12% New 122,549 $2.3M
Snowden Capital Advisors LLC 0.07% No change 118,929 $2.3M
United Advisor Group, LLC 0.71% Add +16.3% 120,099 $2.3M
State of Tennessee, Department of Treasury 0.01% Reduce -12.8% 115,700 $2.2M
Aljian Capital Management, LLC 0.72% No change 113,833 $2.2M
Public Employees Retirement System of Ohio 0.01% Add +0.4% 113,193 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +17.8% 112,788 $2.1M
Corrado Advisors, LLC 1.37% Reduce -6.7% 112,103 $2.1M
Two Sigma Investments, LP 0.01% New 111,241 $2.1M
Brown Brothers Harriman & Co. 0.02% No change 111,000 $2.1M
Ensign Peak Advisors, Inc 0.00% No change 109,353 $2.1M
Campbell & CO Investment Adviser LLC 0.16% Add +365.0% 101,999 $1.9M
Teachers Retirement System of the State of Kentucky 0.02% No change 99,620 $1.9M
Citigroup Inc. 0.00% Reduce -39.2% 98,386 $1.9M
KBC Group NV 0.01% Add +8.8% 95,445 $1.8M
Rothschild Investment LLC 0.13% Reduce -8.9% 94,962 $1.8M
STRS Ohio 0.01% Reduce -12.4% 92,062 $1.7M
BNP Paribas Financial Markets 0.00% Reduce -45.9% 91,124 $1.7M
Illinois Municipal Retirement Fund 0.03% No change 88,488 $1.7M
Aviance Capital Partners, LLC 0.24% Add +0.7% 87,800 $1.7M
Handelsbanken Fonder AB 0.01% Reduce -21.6% 87,397 $1.7M
Premier Fund Managers Ltd 0.07% Reduce -80.5% 85,000 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -0.8% 84,900 $1.6M
Arizona State Retirement System 0.01% Reduce -3.2% 83,345 $1.6M
Baird Financial Group, Inc. 0.00% Add +4.2% 80,630 $1.5M
Cercano Management LLC 0.04% Add +589.7% 79,029 $1.5M
US Bancorp \de 0.00% Reduce -0.3% 78,206 $1.5M
Thrivent Financial for Lutherans 0.00% Reduce -2.7% 72,526 $1.4M
State of Michigan Retirement System 0.01% Reduce -1.1% 72,300 $1.4M
Benjamin F. Edwards & Company, Inc. 0.02% Add +3.6% 70,896 $1.3M
Atria Wealth Solutions, Inc. 0.01% Reduce -1.9% 70,623 $1.3M
Avenir Corp. 0.13% No change 70,528 $1.3M
Wellington Management Group LLP 0.00% Reduce -11.9% 69,683 $1.3M
Brown Advisory Inc. 0.00% Add +18.0% 67,705 $1.3M
Penserra Capital Management LLC 0.02% Add +24.5% 67,133 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.9% 66,994 $1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +1.1% 66,529 $1.3M
Apollon Wealth Management, LLC 0.04% Add +3.0% 66,492 $1.3M
Truist Financial Corp. 0.00% Reduce -13.8% 65,842 $1.2M
National Bank of Canada 0.00% Add +1138.8% 65,595 $1.2M
SlateStone Wealth, LLC 0.13% Add +3.1% 64,304 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -2.8% 64,144 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +7.2% 63,368 $1.2M
New Mexico Educational Retirement Board 0.04% No change 63,300 $1.2M
Interval Partners, LP 0.03% Reduce -53.4% 62,905 $1.2M
Victory Capital Management Inc. 0.00% Reduce -71.5% 62,415 $1.2M
Oregon Public Employees Retirement Fund 0.02% Reduce -15.1% 62,374 $1.2M
Centaurus Financial, Inc. 0.08% Add +21.7% 60,277 $1.1M
Bramshill Investments, LLC 0.12% Reduce -1.7% 60,286 $1.1M
Simplex Trading, LLC 0.04% New 59,490 $1.1M
Frank, Rimerman Advisors LLC 0.08% New 59,427 $1.1M
MMBG Investment Advisors Co. 0.12% No change 58,615 $1.1M
D.A. Davidson & Co. 0.01% Reduce -5.2% 57,542 $1.1M
Oppenheimer & Co. Inc. 0.02% Add +9.5% 57,269 $1.1M
Sunbelt Securities, Inc. 0.11% Add +0.9% 57,077 $1.1M
Teacher Retirement System of Texas 0.01% Add +54.9% 56,942 $1.1M
Boston Family Office LLC 0.08% Reduce -5.3% 55,804 $1.1M
Mgo One Seven LLC 0.05% Reduce -3.1% 53,161 $1.0M
HSBC Holdings PLC 0.00% Reduce -1.7% 53,207 $1.0M
Kovack Advisors, Inc. 0.11% Add +25.1% 52,591 $996K
Bank of Montreal 0.00% Add +0.5% 49,784 $971K
E&G Advisors, LLC 0.29% Reduce -0.2% 51,254 $971K
Daymark Wealth Partners, LLC 0.04% New 49,971 $946K
Private Advisor Group, LLC 0.01% Reduce -18.6% 49,717 $942K
Utah Retirement Systems 0.01% Reduce -3.0% 49,361 $935K
Grassi Investment Management 0.08% Add +0.1% 49,156 $931K
Adams Asset Advisors, LLC 0.12% No change 49,031 $929K
Herbst Group, LLC 0.56% Reduce -4.5% 48,840 $925K
Neo Ivy Capital Management 0.18% — 48,664 $922K
Woodward Diversified Capital, LLC 0.54% Reduce -3.0% 48,306 $915K
GFS Advisors, LLC 0.14% Reduce -87.9% 5,670 $888K
Am Investment Strategies LLC 0.22% Add +6.5% 46,632 $883K
Stratos Wealth Advisors, LLC 0.04% Add +4.9% 46,144 $874K
Pacer Advisors, Inc. 0.00% Add +1.6% 45,063 $853K
Bessemer Group Inc. 0.00% Reduce -0.3% 44,529 $844K
Carson Advisory Inc. 0.59% Reduce -0.6% 44,557 $844K
Millennium Management 0.00% New 44,077 $835K
Diversify Advisory Services, LLC 0.04% Add +1.2% 43,064 $822K
Mariner, LLC 0.00% Add +6.0% 43,336 $821K
Aigen Investment Management, LP 0.16% New 42,725 $809K
Parallel Advisors, LLC 0.02% Add +18.4% 42,690 $809K
GoalVest Advisory LLC 0.26% Add +8.0% 42,666 $808K
AIA Group Ltd 0.02% Add +3.3% 42,195 $799K
Register Financial Advisors LLC 0.40% Reduce -2.2% 41,359 $783K
Accel Wealth Management 0.31% Reduce -1.2% 40,669 $770K
Ameritas Advisory Services, LLC 0.03% Reduce -7.5% 40,132 $760K
Evergreen Capital Management LLC 0.03% Add +17.2% 38,833 $754K
Marshall Wace, LLP 0.00% Add +161.2% 39,467 $748K
FMR LLC 0.00% Reduce -32.6% 39,278 $744K
Sherbrooke Park Advisers LLC 0.13% New 38,654 $732K
Icon Wealth Advisors, LLC 0.06% Add +9.3% 36,600 $730K
WealthBridge Capital Management, LLC 0.24% Add +2.8% 37,525 $711K
Pictet Asset Management Holding SA 0.00% Reduce -9.8% 37,486 $710K
New York Life Investment Management LLC 0.01% New 36,229 $686K
Sonora Investment Management Group, LLC 0.05% No change 33,742 $686K
Qube Research & Technologies Ltd 0.00% Reduce -9.5% 35,360 $670K
Red Spruce Capital, LLC 0.31% Add +9.3% 35,159 $666K
Palogic Value Management, L.P. 0.28% Add +7.0% 34,922 $661K
Mutual Advisors, LLC 0.02% Add +6.6% 33,081 $660K
Vanguard Personalized Indexing Management, LLC 0.01% Add +10.7% 34,948 $658K
Global Retirement Partners, LLC 0.02% Add +1.2% 34,617 $656K
Highland Capital Management, LLC 0.04% New 34,200 $648K
HTLF Bank 0.07% Reduce -2.8% 34,177 $647K
1620 Investment Advisors, Inc. 0.50% Add +2808.7% 33,886 $642K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -1.1% 33,875 $642K
Samalin Investment Counsel, LLC 0.30% Reduce -4.1% 33,596 $636K
Cary Street Partners Investment Advisory LLC 0.03% No change 33,130 $627K
Federated Hermes, Inc. 0.00% Reduce -3.7% 33,038 $626K
Cerity Partners LLC 0.00% Reduce -25.1% 32,848 $622K
Childress Capital Advisors, LLC 0.17% No change 32,715 $620K
PFG Investments, LLC 0.04% Add +60.3% 32,624 $618K
Baker Ellis Asset Management LLC 0.09% No change 32,510 $616K
Xponance LLC 0.01% Reduce -9.1% 32,169 $609K
State of Alaska, Department of Revenue 0.01% No change 32,151 $608K
Creative Planning 0.00% Reduce -38.7% 32,001 $606K
Element Wealth, LLC 0.34% Add +5.6% 31,780 $602K
Running Point Capital Advisors, LLC 0.24% New 30,493 $578K
Public Employees Retirement Association of Colorado 0.00% Reduce -8.2% 30,429 $576K
Algert Global LLC 0.02% New 29,985 $568K
DAVENPORT & Co LLC 0.00% Add +2.8% 29,775 $564K
MCF Advisors LLC 0.04% No change 28,842 $560K
Ethic Inc. 0.01% Reduce -6.0% 29,250 $554K
AlphaQuest LLC 0.07% Reduce -29.5% 29,170 $552K
Bank Ozk 0.24% No change 28,700 $544K
Clough Capital Partners L P 0.06% Reduce -70.0% 28,600 $542K
Janney Montgomery Scott LLC 0.00% Reduce -74.7% 28,333 $537K
Level Four Advisory Services, LLC 0.02% Reduce -13.0% 28,045 $531K
Gables Capital Management Inc. 0.28% Add +1.8% 27,925 $529K
Leo Wealth, LLC 0.05% Reduce -0.7% 26,654 $505K
Fortem Financial Group, LLC 0.21% Add +2.0% 26,278 $498K
Focus Financial Network, Inc. 0.02% Add +10.9% 24,219 $493K
SG Americas Securities, LLC 0.00% New 25,728 $487K
SteelPeak Wealth, LLC 0.02% Add +39.9% 24,831 $482K
State of Wisconsin Investment Board 0.00% Add +0.3% 25,417 $481K
Ascentis Independent Advisors 0.10% — 25,141 $476K
Summit Trail Advisors, LLC 0.01% Reduce -0.9% 24,255 $471K
Cibc World Market Inc. 0.00% Reduce -30.1% 24,767 $469K
Pinnacle Financial Partners Inc 0.01% No change 22,790 $463K
IMC-Chicago, LLC 0.01% New 24,184 $458K
Securian Asset Management, Inc. 0.01% Reduce -2.2% 23,940 $453K
GFG Capital, LLC 0.12% Add +79.4% 23,879 $452K
PenderFund Capital Management Ltd. 0.25% No change 16,700 $433K
Raymond James Trust N.A. 0.01% Add +3.4% 22,466 $426K
Tidal Investments LLC 0.01% Add +37.1% 22,421 $425K
Walleye Capital LLC 0.00% New 22,409 $424K
ExodusPoint Capital Management, LP 0.00% New 22,282 $422K
Rathbones Group PLC 0.00% No change 22,245 $421K
United Services Automobile Association 0.01% No change 22,043 $417K
Peak Financial Advisors LLC 0.24% New 21,882 $414K
Maryland State Retirement & Pension System 0.01% No change 21,715 $411K
Tradewinds, LLC. 0.13% Add +8.1% 21,715 $411K
Schonfeld Strategic Advisors LLC 0.00% Reduce -97.3% 21,552 $408K
Jeppson Wealth Management, LLC 0.15% Reduce -2.1% 20,541 $389K
Stockman Wealth Management, Inc. 0.07% No change 20,300 $384K
Inceptionr LLC 0.11% New 20,246 $383K
Red Door Wealth Management, LLC 0.07% Reduce -1.5% 20,199 $383K
Gabelli Funds LLC 0.00% No change 20,000 $379K
Lindbrook Capital, LLC 0.04% Add +1.5% 19,884 $377K
Susquehanna International Group, LLP 0.00% New 19,876 $376K
Pinion Investment Advisors, LLC 0.18% Add +29.1% 19,466 $369K
Carnegie Investment Counsel 0.01% Reduce -12.4% 19,425 $368K
Deutsche Bank AG 0.00% Add +0.8% 19,307 $366K
Provenance Wealth Advisors, LLC 0.05% No change 19,248 $365K
MML Investors Services, LLC 0.00% Reduce -22.3% 19,209 $364K
Fiduciary Group, LLC 0.04% Add +10.2% 19,130 $362K
Advisory Services Network, LLC 0.01% New 19,119 $362K
International Assets Investment Management, LLC 0.03% Add +32.8% 18,955 $359K
Formidable Asset Management, LLC 0.06% Add +0.5% 18,731 $355K
Wedbush Securities Inc. 0.01% Reduce -51.4% 17,490 $331K
Belpointe Asset Management LLC 0.02% Add +8.8% 17,447 $330K
Meridian Wealth Management, LLC 0.04% New 17,418 $330K
MeadowBrook Investment Advisors LLC 0.32% Add +5.0% 17,380 $329K
Mirabella Financial Services LLP 0.03% New 17,328 $328K
Choreo, LLC 0.01% New 17,490 $328K
Acorn Wealth Advisors, LLC 0.16% Add +0.4% 17,169 $325K
Alps Advisors Inc. 0.00% Reduce -4.9% 17,031 $323K
Firethorn Wealth Partners, LLC 0.18% Add +1.1% 16,979 $322K
WMG Financial Advisors, LLC 0.17% Reduce -24.7% 16,720 $317K
Principal Securities, Inc. 0.01% Add +8.1% 16,651 $315K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -9.7% 16,489 $313K
StoneX Group Inc. 0.02% New 16,045 $312K
Essex Financial Services, Inc. 0.02% New 15,657 $306K
Schechter Investment Advisors, LLC 0.02% Add +2.5% 15,854 $300K
Meridian Wealth Advisors, LLC 0.05% Reduce -26.3% 15,400 $292K
NorthRock Partners, LLC 0.01% Reduce -34.8% 15,005 $291K
NewEdge Advisors, LLC 0.00% Reduce -4.1% 15,193 $288K
Whalen Wealth Management Inc. 0.23% New 15,014 $284K
Gentry Private Wealth, LLC 0.25% — 14,942 $283K
Chesapeake Capital Corp. 0.37% Reduce -51.4% 14,924 $283K
Hudson Value Partners, LLC 0.12% No change 14,725 $279K
Nomura Asset Management Co. Ltd. 0.00% Reduce -11.4% 14,700 $278K
Two Sigma Advisers, LP 0.00% New 14,700 $278K
Prospera Financial Services Inc 0.01% Add +20.9% 14,581 $276K
Fifth Third Wealth Advisors LLC 0.02% New 14,532 $275K
Jennison Associates LLC 0.00% Reduce -2.3% 14,525 $275K
Group One Trading LLC 0.01% New 14,520 $275K
NFSG Corp 0.10% Add +0.2% 14,246 $270K
TBH Global Asset Management, LLC 0.06% Reduce -18.2% 14,225 $269K
ProShare Advisors LLC 0.00% Reduce -2.5% 14,156 $268K
Westmount Partners, LLC 0.09% Add +2.2% 14,050 $263K
Commerce Bank 0.00% Reduce -0.1% 13,884 $263K
Kingsview Wealth Management, LLC 0.01% Reduce -15.4% 13,653 $259K
Wealth Quarterback LLC 0.14% Add +1.5% 13,414 $254K
MAS Advisors LLC 0.60% Add +2.5% 13,224 $250K
Arete Wealth Advisors, LLC 0.02% Add +1.5% 13,200 $250K
Bailard, Inc. 0.01% New 13,100 $248K
Prime Capital Investment Advisors, LLC 0.00% Add +17.3% 12,931 $245K
Cubist Systematic Strategies, LLC 0.00% New 12,892 $244K
Stratos Wealth Partners, LTD. 0.00% Reduce -31.2% 12,824 $243K
Corton Capital Inc. 0.13% Add +17.5% 12,703 $241K
Norris Financial Group, LLC 0.12% Add +8.6% 12,600 $239K
Vontobel Holding Ltd. 0.00% Add +5.1% 12,515 $237K
M&T Bank Corp 0.00% Reduce -0.1% 12,451 $236K
PNC Financial Services Group, Inc. 0.00% Reduce -16.3% 12,283 $233K
Cwm, LLC 0.00% Add +1.4% 12,251 $232K
Kingswood Wealth Advisors, LLC 0.02% New 12,150 $230K
Shelton Capital Management 0.01% Reduce -6.8% 12,124 $230K
Signaturefd, LLC 0.00% Reduce -7.3% 11,954 $226K
Cetera Trust Company, N.A 0.14% No change 11,675 $221K
Clearstead Trust, LLC 0.05% No change 11,229 $213K
FineMark National Bank & Trust 0.01% No change 11,204 $212K
Captrust Financial Advisors 0.00% Reduce -52.4% 11,059 $209K
Beverly Hills Private Wealth, LLC 0.05% Add +0.5% 10,955 $207K
Lantern Wealth Advisors, LLC 0.15% No change 10,950 $207K
Crossmark Global Holdings, Inc. 0.00% Reduce -5.5% 10,833 $205K
Jmac Enterprises LLC 0.04% Reduce -9.0% 10,814 $205K
AQR Capital Management 0.00% New 10,741 $203K
Greenleaf Trust 0.00% Add +0.7% 10,726 $203K
Summit Financial Strategies, Inc. 0.03% No change 10,723 $203K
Atlas Private Wealth Advisors 0.03% New 10,650 $202K
NorthCoast Asset Management LLC 0.00% New 10,645 $202K
SVB Wealth LLC 0.01% New 10,562 $200K
M Holdings Securities, Inc. 0.03% New 10,376 $197K
Walker Asset Management, LLC 0.13% Add +2.5% 10,398 $197K
Quantum Portfolio Management LLC 0.11% Add +1.0% 10,366 $196K
Cascade Investment Group, Inc. 0.15% Reduce -6.0% 10,268 $194K
Pinebridge Investments, L.P. 0.00% New 10,045 $190K
Cornerstone Wealth Group, LLC 0.02% Reduce -1.2% 10,041 $190K
First Trust Direct Indexing L.P. 0.01% New 10,032 $190K
ELCO Management Co., LLC 0.11% Reduce -2.9% 10,000 $189K
HM Payson & Co. 0.00% No change 10,000 $189K
Operose Advisors LLC 0.07% No change 9,900 $188K
Crewe Advisors LLC 0.02% No change 9,000 $170K
Tower Research Capital LLC (TRC) 0.00% Reduce -40.2% 8,506 $161K
Spire Wealth Management 0.01% Add +575.4% 8,300 $157K
Activest Wealth Management 0.05% Add +37.5% 7,415 $140K
Chilton Capital Management LLC 0.01% No change 7,359 $139K
Spirit of America Management Corp. 0.03% Reduce -53.3% 7,000 $133K
Advisors Asset Management, Inc. 0.00% Reduce -20.3% 6,368 $121K
Headlands Technologies LLC 0.01% New 5,939 $112K
CIBC Private Wealth Group LLC 0.00% No change 5,700 $109K
Parkside Financial Bank & Trust 0.02% Reduce -14.9% 5,477 $104K
JTC Employer Solutions Trustee Ltd 0.01% No change 5,000 $95K
Covestor Ltd 0.06% Reduce -37.3% 4,822 $91K
Allworth Financial LP 0.00% Add +62.9% 4,127 $84K
Concourse Financial Group Securities, Inc. 0.00% Add +4.9% 3,933 $76K
EverSource Wealth Advisors, LLC 0.01% Reduce -12.6% 3,816 $76K
Ashton Thomas Private Wealth, LLC 0.00% New 3,929 $74K
IFP Advisors, Inc 0.00% Add +0.8% 3,800 $72K
Lanark Financial, Inc. 0.01% Add +0.4% 3,311 $62K
Farther Finance Advisors, LLC 0.00% Add +1061.3% 3,147 $59K
Huntington National Bank 0.00% Add +11.5% 3,011 $57K
Trifecta Capital Advisors, LLC 0.01% Add +2.5% 2,688 $51K
Western Pacific Wealth Management, LP 0.04% Add +0.1% 2,625 $50K
Fifth Third Bancorp 0.00% Add +26.0% 2,572 $49K
Whittier Trust Co. of Nevada Inc. 0.00% No change 2,500 $47K
GPS Wealth Strategies Group, LLC 0.01% No change 2,438 $46K
WASHINGTON TRUST Co 0.00% No change 2,290 $43K
GAMMA Investing LLC 0.01% Add +54.0% 2,263 $43K
Tradewinds Capital Management, LLC 0.01% No change 2,000 $38K
Danske Bank A/S 0.00% New 2,000 $38K
Quarry LP 0.02% New 1,918 $36K
Cornerstone Planning Group LLC 0.01% Add +57.8% 1,906 $36K
Salem Investment Counselors Inc. 0.00% No change 1,800 $35K
Quadrant Capital Group LLC 0.00% Reduce -9.2% 1,683 $32K
Grove Bank & Trust 0.00% Reduce -7.5% 1,600 $30K
Hexagon Capital Partners LLC 0.01% No change 1,500 $28K
Altshuler Shaham Ltd 0.00% New 1,464 $28K
Allspring Global Investments Holdings, LLC 0.00% Add +10.6% 1,419 $27K
TD Waterhouse Canada Inc. 0.00% No change 1,350 $25K
Pacific Center for Financial Services 0.01% No change 1,200 $23K
Realta Investment Advisors 0.00% No change 1,200 $23K
Center for Financial Planning, Inc. 0.00% Add +24.8% 1,157 $22K
Clearstead Advisors, LLC 0.00% Add +13.6% 1,136 $22K
Rise Advisors, LLC 0.01% Add +2.4% 1,132 $21K
Westend Capital Management, LLC 0.01% Reduce -7.5% 1,093 $20K
Transcendent Capital Group LLC 0.01% No change 1,048 $20K
Macroview Investment Management LLC 0.02% Reduce -27.8% 1,033 $20K
Washington Trust Advisors, Inc. 0.00% No change 1,000 $19K
Trust Co. of Vermont 0.00% No change 1,000 $19K
Point72 Asia (Singapore) Pte. Ltd. 0.00% New 950 $18K
Heritage Wealth Advisors 0.00% No change 950 $18K
SOA Wealth Advisors, LLC. 0.00% No change 940 $18K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -52.8% 909 $17K
AdvisorNet Financial, Inc 0.00% Add +5.2% 858 $16K
Raleigh Capital Management Inc. 0.01% Add +9.9% 830 $16K
Cedar Mountain Advisors, LLC 0.00% No change 800 $15K
Private Trust Co. NA 0.00% Reduce -95.1% 776 $15K
Castleview Partners, LLC 0.01% No change 769 $15K
Venturi Wealth Management, LLC 0.00% No change 708 $13K
AllSquare Wealth Management LLC 0.01% No change 700 $13K
EntryPoint Capital, LLC 0.01% New 643 $12K
Harbour Investments, Inc. 0.00% Add +0.9% 638 $12K
Wetzel Investment Advisors, Inc. 0.01% New 500 $10K
Meeder Asset Management Inc. 0.00% New 534 $10K
CI Investments Inc. 0.00% Reduce -7.0% 549 $10K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -1.1% 526 $10K
Concorde Financial Corp 0.01% No change 500 $10K
WFA of San Diego, LLC 0.01% — 500 $9K
Delta Asset Management LLC 0.00% No change 500 $9K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 511 $9K
Aspire Private Capital, LLC 0.00% No change 468 $9K
Hazlett, Burt & Watson, Inc. 0.00% No change 400 $8K
Knott David M Jr 0.00% No change 400 $8K
Valley National Advisers Inc. 0.00% Reduce -4.5% 425 $8K
Montag A & Associates Inc. 0.00% No change 400 $8K
Optiver Holding B.V. 0.00% New 407 $8K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 405 $8K
Catalyst Funds Management Pty Ltd 0.00% New 400 $8K
Geneos Wealth Management Inc. 0.00% Reduce -20.0% 400 $8K
Barrett & Company, Inc. 0.00% No change 375 $7K
Quent Capital, LLC 0.00% Reduce -35.3% 367 $7K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 363 $7K
Armstrong Advisory Group, Inc. 0.00% Reduce -68.8% 313 $6K
Ridgewood Investments LLC 0.00% New 300 $6K
Lynx Investment Advisory 0.00% — 291 $6K
Signature Resources Capital Management, LLC 0.00% Add +2.2% 283 $5K
UMB Bank, n.a. 0.00% Add +183.0% 283 $5K
Bell Investment Advisors, Inc 0.00% No change 282 $5K
Ancora Advisors LLC 0.00% Reduce -91.8% 270 $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 $4K
Jones Financial Companies LLLP 0.00% Add +99.1% 215 $4K
Capital Advisors, Ltd. LLC 0.00% Add +97.9% 186 $4K
HHM Wealth Advisors, LLC 0.00% No change 207 $4K
Optimum Investment Advisors 0.00% No change 200 $4K
Coppell Advisory Solutions LLC 0.00% — 200 $4K
North Star Investment Management Corp. 0.00% No change 200 $4K
Lowe Wealth Advisors, LLC 0.00% No change 180 $3K
McIlrath & Eck, LLC 0.00% No change 176 $3K
Smartleaf Asset Management LLC 0.00% Add +540.7% 173 $3K
Semmax Financial Advisors Inc. 0.00% Add +2.5% 167 $3K
Caitlin John, LLC 0.00% No change 169 $3K
Farmers & Merchants Investments Inc. 0.00% No change 125 $2K
Blue Trust, Inc. 0.00% New 115 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 122 $2K
Janiczek Wealth Management, LLC 0.00% No change 113 $2K
WR Wealth Planners, LLC 0.00% Add +2.8% 111 $2K
CBIZ Investment Advisory Services, LLC 0.00% Add +2.0% 102 $2K
Aspect Partners, LLC 0.00% No change 100 $2K
Glen Eagle Advisors, LLC 0.00% Reduce -75.0% 100 $2K
Fortitude Family Office, LLC 0.00% No change 85 $2K
American National Bank & Trust 0.00% New 80 $2K
LRI Investments, LLC 0.00% No change 77 $1K
HighMark Wealth Management LLC 0.00% New 71 $1K
Princeton Global Asset Management LLC 0.00% New 61 $1K
Carmichael Hill & Associates, Inc. 0.00% No change 60 $1K
Bruce G. Allen Investments, LLC 0.00% Reduce -61.4% 56 $1K
Versant Capital Management, Inc 0.00% No change 53 $1K
Avion Wealth 0.00% No change 90 $1K
Archer Investment Corp 0.00% New 50 $947
Plante Moran Financial Advisors, LLC 0.00% No change 50 $947
Front Row Advisors LLC 0.00% No change 45 $874
ORG Partners LLC 0.00% New 46 $873
Raffa Wealth Management, LLC 0.00% No change 44 $833
Mather Group, Llc. 0.00% No change 39 $793
Innealta Capital, LLC 0.00% New 36 $682
FinTrust Capital Advisors, LLC 0.00% No change 33 $626
Leonteq Securities AG 0.00% Reduce -99.8% 31 $587
SWAN Capital LLC 0.00% New 27 $511
Assetmark, Inc. 0.00% Reduce -50.0% 2 $38
Kozak & Associates, Inc. 0.00% No change 2 $38

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