STARWOOD PPTY TR INC (STWD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
493
Reporting holders
$3.2B
Reported value
49.9%
Of shares outstanding
4.4%
Held as options
-7
Holder change
Institutions report 184,574,497 shares against 370,168,950 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $589.4M | 35,980,845 | 0.01% | 8q | +2.1%+$11.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $258.5M | 15,779,112 | 0.01% | 2q | +1.2%+$3.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $246.1M | 15,026,029 | 0.01% | 2q | HELD |
| STATE STREET CORP | $200.6M | 11,903,686 | 0.01% | 31q | +0.8%+$1.7M |
| MORGAN STANLEY | $143.9M | 8,787,711 | 0.01% | 35q | +18.3%+$22.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $109.8M | 6,699,499 | 0.01% | 31q | +1.6%+$1.8M |
| AMERIPRISE FINANCIAL INC | $81.6M | 4,977,504 | 0.02% | 31q | -56.4%-$105.6M |
| NORTHERN TRUST CORP | $74.0M | 4,516,098 | 0.01% | 31q | -16.9%-$15.0M |
| Advisors Capital Management, LLC | $70.1M | 4,280,864 | 0.74% | 31q | +6.9%+$4.5M |
| TWO SIGMA INVESTMENTS, LP | $63.4M | 2,211,543 | 0.05% | 13q | -38.5%-$39.7M |
| HighTower Advisors, LLC | $49.9M | 3,046,542 | 0.05% | 31q | +8.8%+$4.0M |
| RAYMOND JAMES FINANCIAL INC | $48.0M | 2,931,036 | 0.01% | 7q | +11.5%+$5.0M |
| WELLS FARGO & COMPANY/MN | $44.3M | 2,707,449 | 0.01% | 31q | -50.3%-$44.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $43.4M | 2,648,402 | 0.01% | 31q | +3.1%+$1.3M |
| Sixth Street Partners Management Company, L.P. | $43.4M | 2,648,402 | 0.01% | new | NEW |
| JPMORGAN CHASE & CO | $39.9M | 2,337,908 | 0.00% | 31q | +4.0%+$1.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $39.5M | 400,582 | 0.00% | 31q | +368.6%+$31.1M |
| Bank of New York Mellon Corp | $38.5M | 2,350,328 | 0.01% | 31q | -4.0%-$1.6M |
| VANGUARD FIDUCIARY TRUST CO | $36.3M | 2,217,308 | 0.01% | 2q | +2.3%+$818.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $30.0M | 1,829,099 | 0.04% | 9q | +3.5%+$1.0M |
| NORGES BANK | $28.5M | 1,742,303 | 0.00% | 32q | -58.3%-$39.8M |
| VAN ECK ASSOCIATES CORP | $26.2M | 1,598,413 | 0.02% | 31q | +12.2%+$2.9M |
| UBS Group AG | $25.5M | 1,389,366 | 0.00% | 31q | +6.7%+$1.6M |
| GOLDMAN SACHS GROUP INC | $24.8M | 1,512,203 | 0.00% | 31q | -22.4%-$7.1M |
| Invesco Ltd. | $22.9M | 1,396,969 | 0.00% | 31q | -13.1%-$3.4M |
| FRANKLIN RESOURCES INC | $20.8M | 1,271,168 | 0.00% | 17q | +1.1%+$231.8K |
| Portman Square Capital LLP | $20.8M | 81,810 | 0.98% | 7q | +24.2%+$4.0M |
| Leeward Investments, LLC - MA | $20.3M | 1,238,588 | 0.92% | 7q | +5.1%+$993.2K |
| BANK OF AMERICA CORP /DE/ | $19.5M | 1,192,709 | 0.00% | 31q | +6.6%+$1.2M |
| CITADEL ADVISORS LLC | $19.4M | 523,775 | 0.00% | 31q | +327.7%+$14.8M |
| VALLEY WEALTH MANAGERS, INC. | $18.0M | 1,098,554 | 1.04% | 31q | -5.1%-$965.8K |
| D. E. Shaw & Co., Inc. | $16.8M | 1,023,108 | 0.01% | 6q | +93.2%+$8.1M |
| Rockefeller Capital Management L.P. | $16.5M | 1,007,320 | 0.03% | 28q | +17.7%+$2.5M |
| CapWealth Advisors, LLC | $16.0M | 976,892 | 1.10% | 2q | +11.8%+$1.7M |
| LPL Financial LLC | $15.0M | 918,372 | 0.00% | 31q | +27.6%+$3.3M |
| RHUMBLINE ADVISERS | $15.0M | 917,256 | 0.01% | 31q | +1.0%+$153.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $14.7M | 897,465 | 0.00% | 31q | -2.1%-$311.7K |
| GROUP ONE TRADING LLC | $14.6M | 26,873 | 0.02% | 31q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $13.0M | 791,268 | 0.01% | 31q | +1.8%+$226.1K |
| Swiss National Bank | $11.6M | 706,565 | 0.01% | 31q | +1.5%+$167.1K |
| BLAIR WILLIAM & CO/IL | $11.1M | 677,305 | 0.03% | 31q | +0.7%+$80.1K |
| Nuveen, LLC | $10.4M | 637,642 | 0.00% | 6q | -16.2%-$2.0M |
| NEUBERGER BERMAN GROUP LLC | $10.2M | 625,245 | 0.01% | 31q | HELD |
| Focus Partners Wealth | $10.2M | 619,689 | 0.01% | 11q | HELD |
| California Public Employees Retirement System | $10.1M | 616,586 | 0.01% | 31q | -0.9%-$95.1K |
| Seneca House Advisors | $9.5M | 577,201 | 3.34% | 21q | -7.2%-$729.4K |
| RENAISSANCE TECHNOLOGIES LLC | $9.4M | 574,684 | 0.01% | 8q | -7.1%-$722.4K |
| IMC-Chicago, LLC | $9.0M | 100,057 | 0.00% | 12q | +69.8%+$3.7M |
| State of New Jersey Common Pension Fund D | $8.9M | 543,383 | 0.03% | 31q | +1.9%+$163.8K |
| DLD Asset Management, LP | $8.2M | options only | 0.54% | new | OPTIONS |
| CITIGROUP INC | $8.0M | 173,564 | 0.00% | 31q | +9.9%+$723.2K |
| ALLIANCEBERNSTEIN L.P. | $7.8M | 453,379 | 0.00% | 31q | HELD |
| Legal & General Group Plc | $7.4M | 448,903 | 0.00% | 31q | -6.2%-$487.4K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $7.0M | 425,000 | 0.01% | 12q | +962.5%+$6.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $6.7M | 409,685 | 0.00% | 24q | +190.2%+$4.4M |
| FMR LLC | $6.4M | 387,858 | 0.00% | 31q | +677.6%+$5.5M |
| FIRST TRUST ADVISORS LP | $5.9M | 363,130 | 0.00% | 31q | +1.2%+$72.8K |
| Retirement Systems of Alabama | $5.9M | 360,454 | 0.02% | 14q | -15.5%-$1.1M |
| STIFEL FINANCIAL CORP | $5.9M | 360,043 | 0.00% | 31q | -8.6%-$556.1K |
| Corient Private Wealth LP | $5.9M | 357,509 | 0.00% | 15q | +21.4%+$1.0M |
| SkyOak Wealth, LLC | $5.6M | 344,871 | 0.92% | 27q | -0.6%-$31.6K |
| QRG CAPITAL MANAGEMENT, INC. | $5.6M | 344,716 | 0.05% | 12q | +101.4%+$2.8M |
| Holocene Advisors, LP | $5.4M | 331,784 | 0.01% | 2q | +102.6%+$2.8M |
| INDEPENDENT FINANCIAL GROUP, LLC | $5.3M | 326,158 | 0.10% | 6q | +2.8%+$146.6K |
| VANGUARD ASSET MANAGEMENT, Ltd | $5.2M | 320,271 | 0.00% | 2q | +3.5%+$179.0K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $5.1M | 310,227 | 0.01% | 31q | -2.5%-$131.7K |
| ROYAL BANK OF CANADA | $4.9M | 297,470 | 0.00% | 31q | +4.3%+$199.8K |
| Sargent Investment Group, LLC | $4.8M | 291,220 | 0.57% | 31q | HELD |
| Concurrent Investment Advisors, LLC | $4.5M | 275,305 | 0.04% | 11q | +15.8%+$616.7K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $4.5M | 274,002 | 0.00% | 28q | +0.8%+$35.4K |
| MARSHALL WACE, LLP | $4.2M | 258,994 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $4.2M | 254,615 | 0.01% | 7q | -23.1%-$1.3M |
| BNP PARIBAS FINANCIAL MARKETS | $4.1M | 220,324 | 0.00% | 31q | +420.7%+$3.3M |
| Oak Thistle LLC | $4.1M | 249,634 | 0.40% | 5q | +17.5%+$609.3K |
| OSAIC HOLDINGS, INC. | $4.0M | 247,211 | 0.00% | 26q | +3.7%+$145.7K |
| Balyasny Asset Management L.P. | $3.9M | 237,743 | 0.00% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $3.9M | 214,813 | 0.01% | 6q | +260.2%+$2.8M |
| Pathstone Holdings, LLC | $3.9M | 235,444 | 0.01% | 11q | +2.3%+$87.5K |
| Edgemoor Investment Advisors, Inc. | $3.8M | 229,987 | 0.26% | 19q | +11.1%+$376.8K |
| SIMPLEX TRADING, LLC | $3.7M | 3,612 | 0.00% | 31q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $3.6M | 222,282 | 0.00% | 9q | +42.9%+$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $3.4M | 209,378 | 0.00% | 31q | -74.4%-$9.9M |
| Truvestments Capital LLC | $3.4M | 208,379 | 0.51% | 26q | +1.9%+$62.4K |
| Louisiana State Employees Retirement System | $3.4M | 202,900 | 0.03% | 14q | +101.1%+$1.7M |
| GFS Advisors, LLC | $3.4M | 206,315 | 0.18% | 17q | +2.2%+$72.2K |
| Adams Asset Advisors, LLC | $3.3M | 202,449 | 0.38% | 15q | +112.7%+$1.8M |
| Waterloo Capital, L.P. | $3.3M | 200,390 | 0.18% | 11q | +2.6%+$83.4K |
| Blue Owl Capital Holdings LP | $3.2M | 196,355 | 0.48% | 2q | +23.8%+$619.3K |
| Quantinno Capital Management LP | $3.2M | 195,086 | 0.00% | 7q | -18.0%-$702.6K |
| Texas Capital Bank Wealth Management Services Inc | $3.2M | 193,760 | 0.17% | 22q | +1.1%+$35.1K |
| RFG Advisory, LLC | $3.2M | 192,408 | 0.05% | 19q | +1.5%+$45.6K |
| OmniStar Financial Group, Inc. | $3.1M | 190,456 | 1.44% | 3q | +8.8%+$252.4K |
| Grange Capital, LLC | $3.1M | 189,945 | 2.87% | 7q | -1.9%-$58.8K |
| 1832 Asset Management L.P. | $2.9M | 178,662 | 0.00% | 31q | HELD |
| United Advisor Group, LLC | $2.9M | 176,974 | 0.31% | 10q | +1.9%+$53.3K |
| Lido Advisors, LLC | $2.8M | 166,516 | 0.01% | 11q | -3.7%-$108.5K |
| MetLife Investment Management, LLC | $2.7M | 167,812 | 0.01% | 18q | -2.0%-$55.6K |
| Carmel Capital Partners, LLC | $2.7M | 165,237 | 0.89% | 19q | -16.5%-$534.4K |
| Squarepoint Ops LLC | $2.7M | 165,062 | 0.00% | 7q | +13.2%+$315.6K |
| ADELL HARRIMAN & CARPENTER INC | $2.7M | 162,957 | 0.14% | 31q | -24.0%-$844.7K |
Showing the largest 100 of 524 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 493 | $3.2B | 184,574,497 | 55 | 175 | 140 | 4.4% |
| Q1 2026 | 500 | $3.3B | 185,931,338 | 59 | 191 | 136 | 4.0% |
| Q4 2025 | 496 | $3.5B | 181,231,942 | 48 | 143 | 169 | 5.3% |
| Q3 2025 | 498 | $3.8B | 182,622,989 | 58 | 200 | 103 | 6.2% |
| Q2 2025 | 474 | $3.6B | 167,495,479 | 50 | 166 | 138 | 6.7% |
| Q1 2025 | 466 | $3.5B | 167,545,066 | 43 | 169 | 127 | 4.9% |
| Q4 2024 | 465 | $3.3B | 161,679,142 | 35 | 164 | 118 | 6.0% |
| Q3 2024 | 465 | $3.6B | 162,462,096 | 52 | 176 | 103 | 6.2% |
| Q2 2024 | 460 | $3.0B | 148,299,391 | 67 | 145 | 126 | 7.5% |
| Q1 2024 | 441 | $3.6B | 166,761,269 | 59 | 134 | 118 | 5.2% |
| Q4 2023 | 430 | $3.6B | 162,174,522 | 50 | 136 | 125 | 5.7% |
| Q3 2023 | 410 | $3.0B | 146,396,581 | 39 | 105 | 142 | 6.1% |
| Q2 2023 | 406 | $3.2B | 151,136,860 | 44 | 140 | 116 | 7.3% |
| Q1 2023 | 401 | $2.9B | 150,358,918 | 60 | 157 | 93 | 8.3% |
| Q4 2022 | 392 | $2.4B | 122,360,659 | 62 | 121 | 106 | 4.8% |
| Q3 2022 | 447 | $2.8B | 138,788,008 | 39 | 172 | 117 | 7.9% |
| Q2 2022 | 459 | $3.1B | 139,949,804 | 46 | 174 | 121 | 6.0% |
| Q1 2022 | 481 | $3.5B | 138,629,078 | 63 | 164 | 123 | 3.8% |
| Q4 2021 | 482 | $3.6B | 142,807,615 | 64 | 147 | 111 | 3.4% |
| Q3 2021 | 427 | $3.3B | 131,726,638 | 42 | 148 | 104 | 3.3% |
| Q2 2021 | 422 | $3.7B | 136,186,917 | 46 | 142 | 111 | 3.5% |
| Q1 2021 | 412 | $3.4B | 135,773,506 | 45 | 130 | 125 | 2.2% |
| Q4 2020 | 415 | $2.8B | 142,148,335 | 60 | 115 | 143 | 2.2% |
| Q3 2020 | 381 | $2.3B | 147,116,875 | 36 | 118 | 138 | 1.1% |
| Q2 2020 | 400 | $2.3B | 153,457,020 | 55 | 120 | 154 | 1.2% |
| Q1 2020 | 436 | $1.6B | 157,119,166 | 65 | 152 | 149 | 0.5% |
| Q4 2019 | 458 | $4.3B | 170,544,602 | 39 | 170 | 130 | 1.0% |
| Q3 2019 | 433 | $4.2B | 172,740,680 | 49 | 157 | 124 | 0.2% |
| Q2 2019 | 421 | $4.1B | 178,396,199 | 34 | 172 | 129 | 0.4% |
| Q1 2019 | 441 | $4.1B | 182,170,200 | 53 | 149 | 123 | 0.4% |
| Q4 2018 | 423 | $3.7B | 186,461,636 | 7 | 9 | 7 | 0.2% |