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Starwood Property Trust

517 hedge funds and large institutions have $3.04B invested in Starwood Property Trust in 2026 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 196 increasing their positions, 162 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 162

0.57% more ownership

Funds ownership: 49.47%50.04% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $3.16B → $3.04B (-$121M)

5% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 62

2% less funds holding

Funds holding: 528517 (-11)

81% less call options, than puts

Call options by funds: $22.1M | Put options by funds: $118M

Holders
517
Holders Change
-11
Holders Change %
-2.08%
% of All Funds
6.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
59
Increased
196
Reduced
162
Closed
62
Calls
$22.1M
Puts
$118M
Net Calls
-$95.5M
Net Calls Change
-$423K
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
401
Integrated Wealth Concepts
Massachusetts
$67.7K +$71.9K +4,134 New
BWL
402
Bogart Wealth LLC
Virginia
$67.4K +$68K +3,909 +1,898%
CCM
403
Chilton Capital Management
Texas
$63.2K
Northwestern Mutual Wealth Management
404
Northwestern Mutual Wealth Management
Wisconsin
$62.8K -$12.1K -695 -15%
NS
405
NBC Securities
Alabama
$62.2K -$104K -5,975 -61%
Simplex Trading
406
Simplex Trading
Illinois
$59.2K +$62.9K +3,612 New
Nomura Asset Management
407
Nomura Asset Management
Japan
$58.8K -$82K -4,710 -57%
EWA
408
EverSource Wealth Advisors
Alabama
$58.4K -$27.6K -1,587 -31%
PWMA
409
Pension & Wealth Management Advisors
Massachusetts
$57.3K
C
410
Covestor
United Kingdom
$56K -$5.31K -305 -8%
NSIM
411
North Star Investment Management
Illinois
$55.9K
National Bank of Canada
412
National Bank of Canada
Quebec, Canada
$48.1K -$37.4K -2,148 -42%
SIC
413
Salem Investment Counselors
North Carolina
$42.4K
FA
414
Fedenia Advisers
Wisconsin
$39.4K +$41.8K +2,402 New
AF
415
Advisornet Financial
Minnesota
$39K +$41.5K +2,384 New
HNB
416
Huntington National Bank
Ohio
$35.2K
OCM
417
Orion Capital Management
California
$32.8K
SWIM
418
Smallwood Wealth Investment Management
New Jersey
$32.8K
IFWM
419
Institute for Wealth Management
Colorado
$32.4K +$34.4K +1,976 New
VCM
420
Versant Capital Management
Arizona
$32K +$25.4K +1,457 +293%
HWA
421
Heritage Wealth Advisors
Virginia
$31.3K +$5.22K +300 +19%
AS
422
Altshuler Shaham
Israel
$31.1K +$33.1K +1,900 New
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$29.5K -$3.34K -192 -10%
IA
424
IFG Advisory
Georgia
$28.4K
JGIA
425
Jackson Grant Investment Advisers
Connecticut
$24.6K

STWD Hedge Fund Activity: Q2 2026 in Review

517 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q2 2026, worth a combined $3.04B — down 3.8% from $3.16B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of STWD and 59 opened new positions — a net loss of 3 holders — while 162 trimmed existing stakes and 196 added.

The largest buyer was Morgan Stanley, adding an estimated $23.7M. The largest seller was Two Sigma Investments, cutting an estimated $24.1M.

  • 517 institutional investors held Starwood Property Trust (STWD) as of Q2 2026, down from 528 in Q1 2026.
  • Funds reported $3.04B of Starwood Property Trust stock for Q2 2026, down 3.8% quarter-over-quarter.
  • 59 funds opened new Starwood Property Trust positions in Q2 2026 and 62 closed out, a net change of -3 holders.
  • The largest Starwood Property Trust buyer in Q2 2026 was Morgan Stanley, an estimated $23.7M added.
  • The largest Starwood Property Trust seller in Q2 2026 was Two Sigma Investments, an estimated $24.1M sold.

Based on aggregated 13F filings for Q2 2026.