Starwood Real Estate in Class ISWDR
13F holders, Q1 2026 (March 31)2holders +1
1new positions
0sold out
$19.75avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Starwood Real Estate in Class I (SWDR) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were First American Trust, FSB ($366K) and Financial Gravity Asset Management, Inc. ($43K).
- Company
- Starwood Real Estate in Class I
- CUSIP
- 85570X405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $43K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 2,343 shares bought, net +2,343 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| First American Trust, FSB | 0.02% | Add +0.8% | 18,539 | $366K |
| Financial Gravity Asset Management, Inc. | 0.01% | New | 2,199 | $43K |
"% 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.