Filing Research | STWD - STARWOOD PPTY TR INC Institutional Holdings

Snapshot holdings

50 / 122 loaded

#		Instrument	quantity
1	Portman Square Capital LLP	PUT	1.2MSH	$19.4M
2	QRG CAPITAL MANAGEMENT, INC.	Shares	344.7KSH	$5.6M
3	INDEPENDENT FINANCIAL GROUP, LLC	Shares	326.2KSH	$5.3M
4	Oak Thistle LLC	Shares	249.6KSH	$4.1M
5	Adams Asset Advisors, LLC	Shares	202.4KSH	$3.3M
6	RFG Advisory, LLC	Shares	192.4KSH	$3.2M
7	Police & Firemen's Retirement System of New Jersey	Shares	157.4KSH	$2.6M
8	KMG FIDUCIARY PARTNERS, LLC	Shares	121.2KSH	$2.0M
9	Farther Finance Advisors, LLC	Shares	113.5KSH	$1.9M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	110.8KSH	$1.8M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	108.9KSH	$1.8M
12	Louisiana State Employees Retirement System	Shares	102.0KSH	$1.7M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	83.4KSH	$1.4M
14	Portman Square Capital LLP	Shares	81.8KSH	$1.3M
15	BENJAMIN EDWARDS INC	Shares	80.4KSH	$1.3M
16	Apella Capital, LLC	Shares	73.4KSH	$1.2M
17	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	73.3KSH	$1.2M
18	D.A. DAVIDSON & CO.	Shares	65.9KSH	$1.1M
19	Carnegie Lake Advisors LLC	Shares	63.6KSH	$1.0M
20	PFG Investments, LLC	Shares	62.3KSH	$1.0M
21	Register Financial Advisors LLC	Shares	61.5KSH	$1.0M
22	Apollon Wealth Management, LLC	Shares	59.5KSH	$974.0K
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	59.2KSH	$966.9K
24	GoalVest Advisory LLC	Shares	54.8KSH	$897.9K
25	InTrack Investment Management Inc	Shares	48.9KSH	$800.8K
26	WealthBridge Capital Management, LLC	Shares	45.0KSH	$737.8K
27	EXCHANGE TRADED CONCEPTS, LLC	Shares	44.5KSH	$729.7K
28	E&G Advisors, LLC	Shares	42.8KSH	$700.8K
29	Accel Wealth Management	Shares	39.3KSH	$644.5K
30	VISION FINANCIAL MARKETS LLC	Shares	37.7KSH	$617.4K
31	Red Spruce Capital, LLC	Shares	36.8KSH	$603.4K
32	CARY STREET PARTNERS FINANCIAL LLC	Shares	34.6KSH	$566.6K
33	Miller Global Investments, LLC	Shares	30.8KSH	$504.3K
34	1620 INVESTMENT ADVISORS, INC.	Shares	28.6KSH	$468.7K
35	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	28.5KSH	$466.4K
36	PEAK FINANCIAL ADVISORS LLC	Shares	27.3KSH	$447.7K
37	KENNICOTT CAPITAL MANAGEMENT LLC	Shares	27.2KSH	$446.2K
38	Focus Financial Network, Inc.	Shares	26.9KSH	$441.2K
39	SECURIAN ASSET MANAGEMENT, INC	Shares	25.7KSH	$436.7K
40	Baker Ellis Asset Management LLC	Shares	26.4KSH	$432.8K
41	SIGNATUREFD, LLC	Shares	25.4KSH	$416.0K
42	Red Door Wealth Management, LLC	Shares	24.3KSH	$397.2K
43	Rathbones Group PLC	Shares	22.0KSH	$360.2K
44	Prospera Financial Services Inc	Shares	22.0KSH	$360.1K
45	CHICAGO TRUST Co NA	Shares	21.8KSH	$357.1K
46	DAVENPORT & Co LLC	Shares	19.3KSH	$316.1K
47	Provenance Wealth Advisors, LLC	Shares	19.2KSH	$315.3K
48	MeadowBrook Investment Advisors LLC	Shares	18.1KSH	$296.3K
49	PRECEDENT WEALTH PARTNERS, LLC	Shares	16.4KSH	$269.1K
50	Envestnet Portfolio Solutions, Inc.	Shares	15.4KSH	$251.6K

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Manager changes2026-06-30 vs 2026-03-31

50 / 134 loaded

#		Instrument
1	QRG CAPITAL MANAGEMENT, INC. added	Shares	+173.6K	+$2.7M	$5.6M
2	Adams Asset Advisors, LLC added	Shares	+107.3K	+$1.7M	$3.3M
3	HIGHLAND CAPITAL MANAGEMENT, LLC added	Shares	+58.0K	+$937.1K	$1.2M
4	Farther Finance Advisors, LLC added	Shares	+46.1K	+$709.4K	$1.9M
5	Oak Thistle LLC added	Shares	+37.2K	+$430.8K	$4.1M
6	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+17.1K	+$271.4K	$466.4K
7	PRECEDENT WEALTH PARTNERS, LLC new	Shares	+16.4K	+$269.1K	$269.1K
8	Envestnet Portfolio Solutions, Inc. new	Shares	+15.4K	+$251.6K	$251.6K
9	Portman Square Capital LLP added	Shares	+15.9K	+$205.4K	$1.3M
10	Composition Wealth, LLC new	Shares	+12.5K	+$204.1K	$204.1K
11	Abel Hall, LLC new	Shares	+12.0K	+$196.3K	$196.3K
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+13.7K	+$189.6K	$966.9K
13	Purus Wealth Management, LLC new	Shares	+10.0K	+$163.8K	$163.8K
14	InTrack Investment Management Inc added	Shares	+10.1K	+$132.7K	$800.8K
15	Bogart Wealth, LLC added	Shares	+3.9K	+$63.9K	$67.4K
16	GAMMA Investing LLC added	Shares	+3.0K	+$45.6K	$127.5K
17	Police & Firemen's Retirement System of New Jersey added	Shares	+10.1K	+$42.5K	$2.6M
18	Atlatl Advisers LLC new	Shares	+2.4K	+$39.4K	$39.4K
19	AdvisorNet Financial, Inc new	Shares	+2.4K	+$39.0K	$39.0K
20	Focus Financial Network, Inc. added	Shares	+3.4K	+$35.3K	$441.2K
21	PFG Investments, LLC added	Shares	+4.6K	+$27.1K	$1.0M
22	Stonebridge Financial Group, LLC / MO added	Shares	+2.0K	+$23.7K	$196.6K
23	Versant Capital Management, Inc added	Shares	+1.5K	+$23.4K	$32.0K
24	B. Riley Wealth Advisors, Inc. added	Shares	+1.6K	+$21.8K	$217.3K
25	SJS Investment Consulting Inc. added	Shares	+841	+$13.7K	$14.7K
26	PEAK FINANCIAL ADVISORS LLC added	Shares	+1.7K	+$5.7K	$447.7K
27	True Wealth Design, LLC new	Shares	+333	+$5.5K	$5.5K
28	High Note Wealth, LLC new	Shares	+265	+$4.3K	$4.3K
29	Premier Fund Managers Ltd added	Shares	+115.0K	+$1.9K	$3.9K
30	Retirement Wealth Solutions LLC added	Shares	+69	+$1.0K	$3.3K
31	JFS WEALTH ADVISORS, LLC new	Shares	+60	+$1.0K	$1.0K
32	Cromwell Holdings LLC added	Shares	+37	+$572	$1.7K
33	PARK AVENUE SECURITIES LLC added	Shares	+26.1K	+$405	$864
34	Handelsbanken Fonder AB added	Shares	+27.0K	+$378	$1.7K
35	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
36	Hughes Financial Services, LLC unchanged	Shares	0	-$1	$33
37	TFC Financial Management, Inc. unchanged	Shares	0	-$2	$33
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+3.6K	-$39	$2.0K
39	State of Alaska, Department of Revenue trimmed	Shares	-837	-$43	$559
40	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$47	$918
41	LRI Investments, LLC unchanged	Shares	0	-$65	$1.3K
42	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$84	$1.6K
43	Ares Financial Consulting, LLC unchanged	Shares	0	-$161	$3.8K
44	COUNTRY TRUST BANK unchanged	Shares	0	-$168	$3.3K
45	AMALGAMATED BANK trimmed	Shares	-3.1K	-$184	$2.5K
46	B. Riley Wealth Advisors, Inc. trimmed	CALL	-49.5K	-$205	$8.5K
47	Abound Wealth Management unchanged	Shares	0	-$210	$4.1K
48	Signature Resources Capital Management, LLC unchanged	Shares	0	-$239	$4.6K
49	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$244	$4.8K
50	BARRETT & COMPANY, INC. unchanged	Shares	0	-$316	$6.1K

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