Skip to content
Disclosery

STWD STARWOOD PPTY TR INC

Follow

REIT (common), issuer CIK 1465128

489 managers (501 13F filers) reported a position in STWD shares at 2025-03-31, 172,088,106 shares in all. 47 filers opened a position and 43 filers sold out during the quarter.

Managers
489
13F filers
501
New
47
Added
203
Reduced
151
Sold out
43
Shares held by filers
172,088,106

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Future Financial Wealth Managment LLC1,650$32.6K0.02%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,640$32K<0.01%-12213F-HRTimelineGroup
Grove Bank & Trust1,600$31.6K<0.01%013F-HRTimeline
SVB WEALTH LLC1,511$29.9K<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC1,500$29.7K0.01%013F-HRTimeline
PSI Advisors, LLC1,400$27.7K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.1,350$26.8K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,260$24.9K<0.01%13F-HRTimelineGroup
Heritage Wealth Advisors1,250$24.7K<0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.1,245$24.6K<0.01%new13F-HRTimelineGroup
Pacific Center for Financial Services1,200$23.7K0.01%013F-HRTimeline
TRUST CO OF VERMONT1,157$22.9K<0.01%-20013F-HRTimeline
Center for Financial Planning, Inc.1,157$22.9K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC1,199$22.6K0.01%+2913F-HRTimeline
Whipplewood Advisors, LLC162$22.6K0.02%-1,08913F-HRTimeline
Garde Capital, Inc.1,111$22K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC1,100$21.7K<0.01%new13F-HRTimeline
Avalon Trust Co1,000$19.8K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.1,000$19.8K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,000$19.8K0.01%new13F-HRTimelineGroup
Fourth Dimension Wealth, LLC1,000$19.8K0.01%013F-HRTimeline
PRIVATE TRUST CO NA974$19.3K<0.01%+19813F-HRTimeline
SOA Wealth Advisors, LLC.940$18.6K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.878$17.4K<0.01%+52413F-HRTimelineGroup
Medallion Wealth Advisors, LLC845$16.7K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB777$15.4K<0.01%-11313F-HRTimeline
NewSquare Capital LLC777$15.4K<0.01%+75113F-HRTimeline
Mountain Hill Investment Partners Corp.760$15K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC735$14.5K<0.01%-1513F-HRTimelineGroup
AllSquare Wealth Management LLC700$13.8K0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC700$13.8K0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.656$13K<0.01%+713F-HRTimeline
CENTRAL TRUST Co549$10.9K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc532$10.5K<0.01%-26613F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN500$9.88K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC500$9.88K<0.01%013F-HRTimeline
Rise Advisors, LLC478$9.45K<0.01%-71013F-HRTimeline
Versant Capital Management, Inc456$9.02K<0.01%+19713F-HRTimeline
Retirement Wealth Solutions LLC438$8.66K0.01%013F-HRTimeline
Arax Advisory Partners430$8.5K<0.01%+14213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…405$8.01K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.400$8K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC400$7.91K<0.01%013F-HRTimeline
Knott David M Jr400$7.91K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.375$7.41K<0.01%013F-HRTimeline
Quent Capital, LLC367$7.26K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…363$7.18K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.359$7.11K0.01%-4013F-HRTimeline
WPG Advisers, LLC355$7.02K0.01%+17513F-HRTimeline
NFSG Corp330$6.52K<0.01%-11,62213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC313$5.93K<0.01%013F-HRTimeline
Ridgewood Investments LLC300$5.93K<0.01%013F-HRTimeline
Signature Resources Capital Management,…283$5.6K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC267$5.28K<0.01%new13F-HR/ATimeline
Capital Advisors, Ltd. LLC249$5K<0.01%-913F-HRTimeline
Abound Wealth Management251$4.96K<0.01%+113F-HRTimeline
TD Capital Management LLC244$4.82K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…232$4.59K<0.01%+10713F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS200$3.95K<0.01%013F-HRTimeline
North Star Investment Management Corp.200$3.95K<0.01%013F-HRTimeline
Tidemark, LLC200$3.95K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc193$3.82K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC180$3.56K<0.01%013F-HRTimeline
McIlrath & Eck, LLC176$3.48K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC175$3.46K<0.01%013F-HRTimeline
Caitong International Asset Management …165$3.26K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.143$2.83K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC136$2.69K<0.01%013F-HRTimeline
Amundiin group Amundi132$2.53K<0.01%+5013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.122$2.41K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC103$2.04K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.99$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Physician Wealth Advisors, Inc.100$1.98K<0.01%013F-HRTimeline
Fortitude Family Office, LLC85$1.68K<0.01%013F-HRTimeline
LRI Investments, LLC77$1.52K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC62$1.23K<0.01%+613F-HRTimeline
Archer Investment Corp54$1.06K<0.01%-11813F-HRTimeline
Avion Wealth90$1K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC50$989<0.01%013F-HRTimeline
ORG Partners LLC46$924<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp40$791<0.01%new13F-HRTimelineGroup
Leonteq Securities AG31$613<0.01%013F-HRTimeline
SWAN Capital LLC27$534<0.01%013F-HRTimeline
Bare Financial Services, Inc26$514<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC25$495<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$99<0.01%new13F-HRTimeline
Transce3nd, LLC5$99<0.01%-20013F-HRTimeline
CBIZ Investment Advisory Services, LLC1$30<0.01%-10613F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3,75013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.