# STARWOOD PPTY TR INC (STWD)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/STWD/

- Reporting holders: 18
- Reported value: $21.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CapWealth Advisors, LLC](https://holderbook.com/funds/1531809-capwealth-advisors-llc/) | $13.0M | 961,645 | 1.0% | 3 |
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $4.0M | 299,901 | 0.4% | 16 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $865.4K | 68,354 | 0.0% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $770.6K | 57,081 | 0.0% | 16 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $744.5K | 55,147 | 0.1% | 18 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $598.5K | 44,332 | 0.5% | 4 |
| [Red Spruce Capital, LLC](https://holderbook.com/funds/1795356-red-spruce-capital-llc/) | $493.9K | 36,588 | 0.2% | 28 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $295.5K | 23,178 | 0.0% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $140.3K | 10,395 | 0.0% | 12 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $97.8K | 7,242 | 0.0% | 32 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $96.4K | 7,142 | 0.0% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $9.8K | 724 | 0.0% | 6 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $8.2K | 607 | 0.0% | 4 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $5.2K | 387 | 0.0% | 1 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $2.7K | 201 | 0.0% | 8 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $2.6K | 194 | 0.0% | 1 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $1.9K | 142 | 0.0% | 1 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $54 | 4 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $22 | 1,650 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 18 | $21.2M |
| Q2 2026 | 527 | $3.5B |
| Q1 2026 | 534 | $3.4B |
| Q4 2025 | 537 | $3.6B |
| Q3 2025 | 542 | $3.9B |
| Q2 2025 | 522 | $3.7B |
| Q1 2025 | 510 | $3.6B |
| Q4 2024 | 512 | $3.4B |
| Q3 2024 | 517 | $3.7B |
| Q2 2024 | 510 | $3.2B |
| Q1 2024 | 496 | $3.7B |
| Q4 2023 | 493 | $3.8B |