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Starwood Property Trust

CUSIP: 85571BBA2 | TRACE | 96 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Union Bancaire Privee, UBP SA380,750,000
0.0% of portfolio›$99
Piper Sandler & Co.12,000,000
12.3% of portfolio›$12.0M
Corbyn Investment Management Inc5,500,000
1.6% of portfolio›$5.5M
Conning Inc.3,600,000
0.1% of portfolio›$3.6M
Financial Consulate, Inc162,000
0.0% of portfolio›$163.1K
HB Wealth Management, LLC108,000
0.0% of portfolio›$107.2K
Harbor Investment Advisory, LLC96,000
0.0% of portfolio›$96.2K
Citigroup Inc65,000
0.0% of portfolio›$65.1K
Crestwood Advisors Group, LLC25,000
0.0% of portfolio›$25.1K
Goldstein Advisors, LLC13,000
0.0% of portfolio›$12.9K
Wealth Enhancement Advisory Services, LLC10,000
0.0% of portfolio›$10.0K
Lanark Financial, Inc.8,000
0.0% of portfolio›$8.0K
StyleTurnoverLocationFiled
Union Bancaire Privee, UBP SA
380,750,000$990.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Piper Sandler & Co.
12,000,000$12.0M12.3%GARPVery HighMinneapolis, MN2026-10-27
Corbyn Investment Management Inc
5,500,000$5.5M1.6%ValueLowLutherville, MD2026-10-30
Conning Inc.
3,600,000$3.6M0.1%CoreMediumHartford, CT2026-10-27
Financial Consulate, Inc
162,000$163.1K0.0%ETFLowHunt Valley, MD2026-10-23
HB Wealth Management, LLC
108,000$107.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Harbor Investment Advisory, LLC
96,000$96.2K0.0%GrowthLowLutherville, MD2026-10-13
Citigroup Inc
65,000$65.1K0.0%CoreMediumNew York, NY2026-11-04
Crestwood Advisors Group, LLC
25,000$25.1K0.0%GrowthLowBoston, MA2026-10-27
Goldstein Advisors, LLC
13,000$12.9K0.0%ETFMediumMadison, WI2026-10-15
Wealth Enhancement Advisory Services, LLC
10,000$10.0K0.0%CoreLowPlymouth, MN2026-10-13
Lanark Financial, Inc.
8,000$8.0K0.0%CoreMediumBirmingham, AL2026-10-26