Starwood Real Estate in Class ISWDR
13F holders, Q2 2026 (June 30)2holders
0new positions
0sold out
$19.54avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Starwood Real Estate in Class I (SWDR) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were First American Trust, FSB ($365K) and Financial Gravity Companies, Inc. ($44K).
- Company
- Starwood Real Estate in Class I
- CUSIP
- 85570X405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 122 shares bought, net +122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| First American Trust, FSB | 0.02% | Add +0.7% | 18,661 | $365K |
| Financial Gravity Companies, Inc. | 0.01% | — | 2,228 | $44K |
"% of holder's portfolio" is SWDR's weight in each manager's 13F, not the share of Starwood Real Estate in Class I the manager owns.