Skip to content

STWD STARWOOD PPTY TR INC

Follow

REIT (common), issuer CIK 1465128

497 managers (508 13F filers) reported a position in STWD shares at 2025-06-30, 172,221,645 shares in all. 48 filers opened a position and 44 filers sold out during the quarter.

Managers
497
13F filers
508
New
48
Added
199
Reduced
161
Sold out
44
Shares held by filers
172,221,645

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
EVOLUTION WEALTH MANAGEMENT INC.1,252$25.1K0.03%13F-HRTimeline
Heritage Wealth Advisors1,250$25.1K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.1,220$24.5K<0.01%new13F-HRTimeline
Pacific Center for Financial Services1,200$24.1K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,176$23.6K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.1,149$23.1K0.02%+79013F-HRTimeline
Whipplewood Advisors, LLC1,142$22.9K0.01%+98013F-HRTimeline
Geneos Wealth Management Inc.1,113$22.3K<0.01%-1,29513F-HRTimeline
Garde Capital, Inc.1,111$22.3K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC1,100$22.1K<0.01%013F-HRTimeline
Activest Wealth Management1,011$20.3K<0.01%-5,21713F-HRTimeline
Washington Trust Advisors, Inc.1,000$20.1K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC1,000$20.1K0.01%013F-HRTimeline
Clearstead Advisors, LLC984$19.7K<0.01%+84813F-HRTimeline
PRIVATE TRUST CO NA974$19.5K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.940$18.9K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/939$18.8K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.918$18.4K<0.01%+4013F-HRTimelineGroup
Versant Capital Management, Inc884$17.7K<0.01%+42813F-HRTimeline
Kilter Group LLC849$17K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC845$17K0.01%013F-HRTimeline
Center for Financial Planning, Inc.805$16.2K<0.01%-35213F-HRTimeline
DANSKE BANK A/S800$16.1K<0.01%new13F-HRTimeline
Caitong International Asset Management …788$15.8K0.01%+62313F-HRTimeline
Mountain Hill Investment Partners Corp.760$15.3K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB718$14.4K<0.01%-5913F-HRTimeline
Cornerstone Planning Group LLC730$14.3K<0.01%-46913F-HRTimeline
AllSquare Wealth Management LLC700$14K0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC700$14K0.01%013F-HRTimeline
Chung Wu Investment Group, LLC700$14K0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…686$13.8K<0.01%new13F-HRTimeline
NFSG Corp600$12K<0.01%+27013F-HRTimeline
HARBOUR INVESTMENTS, INC.550$11K<0.01%-10613F-HRTimeline
CENTRAL TRUST Co549$11K<0.01%013F-HRTimeline
WPG Advisers, LLC537$10.8K0.01%+18213F-HRTimeline
AdvisorNet Financial, Inc532$10.7K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC500$10.3K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN500$10K<0.01%013F-HRTimeline
WFA of San Diego, LLC500$10K0.01%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC500$10K<0.01%013F-HRTimeline
Rise Advisors, LLC491$9.85K<0.01%+1313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.470$9.43K<0.01%new13F-HRTimelineGroup
Retirement Wealth Solutions LLC438$8.79K0.01%013F-HRTimeline
Creative Capital Management Investments…408$8.19K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…405$8.13K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC400$8.03K<0.01%013F-HRTimeline
Knott David M Jr400$8.03K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.400$8K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.375$7.53K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC372$7.47K<0.01%-36313F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…363$7.29K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC313$6.28K<0.01%013F-HRTimeline
Signature Resources Capital Management,…283$5.69K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC267$5.36K<0.01%013F-HRTimeline
City State Bank260$5.22K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…257$5.16K<0.01%+2513F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC245$5.04K<0.01%+24413F-HRTimeline
NewSquare Capital LLC250$5.02K<0.01%-52713F-HRTimeline
Abound Wealth Management250$5.02K<0.01%-113F-HRTimeline
TD Capital Management LLC244$4.9K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS200$4.01K<0.01%013F-HRTimeline
COUNTRY TRUST BANK200$4.01K<0.01%new13F-HRTimeline
North Star Investment Management Corp.200$4.01K<0.01%013F-HRTimeline
Larson Financial Group LLC200$4.01K<0.01%new13F-HRTimeline
Tidemark, LLC200$4.01K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC180$3.61K<0.01%013F-HRTimeline
McIlrath & Eck, LLC176$3.53K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC175$3.51K<0.01%013F-HRTimeline
TRUST CO OF VERMONT157$3.15K<0.01%-1,00013F-HRTimeline
Bell Investment Advisors, Inc138$2.77K<0.01%-5513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.122$2.45K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.100$2.01K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC103$2K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC82$2K<0.01%-16713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp96$1.93K<0.01%+5613F-HRTimelineGroup
Sachetta, LLC87$1.75K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC79$1.59K<0.01%+1713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC79$1.58K<0.01%new13F-HRTimeline
CVA Family Office, LLC78$1.56K<0.01%new13F-HRTimeline
LRI Investments, LLC77$1.54K<0.01%013F-HRTimeline
Fortitude Family Office, LLC72$1.45K<0.01%-1313F-HRTimeline
Archer Investment Corp55$1.11K<0.01%+113F-HRTimeline
Plante Moran Financial Advisors, LLC50$1K<0.01%013F-HRTimeline
Avion Wealth57$1K<0.01%-3313F-HR/ATimeline
ORG Partners LLC46$949<0.01%013F-HRTimeline
Stephens Consulting, LLC40$803<0.01%new13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC38$762<0.01%new13F-HRTimeline
True Wealth Design, LLC37$743<0.01%new13F-HRTimeline
Cromwell Holdings LLC34$699<0.01%new13F-HRTimeline
Leonteq Securities AG31$622<0.01%013F-HRTimeline
SWAN Capital LLC27$542<0.01%013F-HRTimeline
DecisionPoint Financial, LLC26$531<0.01%new13F-HRTimeline
Transce3nd, LLC22$442<0.01%+1713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$100<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2$41<0.01%new13F-HRTimeline
Essential Partners LLC2$40<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.