STWD — Starwood Ppty Tr Inc Institutional Holders · Q3 2026
Who owns Starwood Ppty Tr Inc (STWD)? 21 institutions reported holding $21.19M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CapWealth Advisors, LLC ($13.0M), Adams Asset Advisors, LLC ($4.0M), Apella Capital, LLC ($865,366).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CapWealth Advisors, LLC | $13.0M | 961,645 | Trimmed |
| 2 | Adams Asset Advisors, LLC | $4.0M | 299,901 | Added |
| 3 | Apella Capital, LLC | $865,366 | 68,354 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $770,587 | 57,081 | Trimmed |
| 5 | GoalVest Advisory LLC | $744,485 | 55,147 | Added |
| 6 | Miller Global Investments, LLC | $598,482 | 44,332 | Added |
| 7 | Red Spruce Capital, LLC | $493,938 | 36,588 | Trimmed |
| 8 | Wedmont Private Capital | $295,520 | 23,178 | New |
| 9 | GAMMA Investing LLC | $140,333 | 10,395 | Added |
| 10 | VALLEY WEALTH MANAGERS, INC. | $97,762 | 7,242 | Trimmed |
| 11 | Versant Capital Management, Inc | $96,417 | 7,142 | Added |
| 12 | CX Institutional | $22,000 | 1,650 | New |
| 13 | CoreCap Advisors, LLC | $9,774 | 724 | Added |
| 14 | ELEVATION WEALTH PARTNERS, LLC | $8,195 | 607 | Added |
| 15 | Wealth Enhancement Trust Services, Inc. | $5,225 | 387 | New |
| 16 | Retirement Wealth Solutions LLC | $2,711 | 201 | Trimmed |
| 17 | Grove Bank & Trust | $2,619 | 194 | New |
| 18 | Marquette Asset Management, LLC | $1,917 | 142 | New |
| 19 | GILPIN WEALTH MANAGEMENT, LLC | $54 | 4 | New |
| 20 | MassMutual Private Wealth & Trust, FSB | $0 | 0 | Exited |
| 21 | Planning Strategies Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30