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Starwood Property Trust

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Union Bancaire Privee, UBP SA
NEW
Shares380,750,000
Change+380,750,000
Value$99
Filed 2026-11-04
Piper Sandler & Co.
INCREASED
Shares12,000,000 from 8,000,000
Change+4,000,000 (+50%)
Value$12.0M (+$4.0M)
Filed 2026-10-27
Corbyn Investment Management Inc
NEW
Shares5,500,000
Change+5,500,000
Value$5.5M
Filed 2026-10-30
Conning Inc.
UNCHANGED
Shares3,600,000 from 3,600,000
Change0 (0%)
Value$3.6M (-$72.0K)
Filed 2026-10-27
Financial Consulate, Inc
NEW
Shares162,000
Change+162,000
Value$163.1K
Filed 2026-10-23
HB Wealth Management, LLC
NEW
Shares108,000
Change+108,000
Value$107.2K
Filed 2026-10-23
Harbor Investment Advisory, LLC
NEW
Shares96,000
Change+96,000
Value$96.2K
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares65,000 from 255,000
Change-190,000 (-75%)
Value$65.1K (-$192.7K)
Filed 2026-11-04
Crestwood Advisors Group, LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$25.1K (-$225)
Filed 2026-10-27
Goldstein Advisors, LLC
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$12.9K (-$260)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$10.0K (-$145)
Filed 2026-10-13
Lanark Financial, Inc.
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$8.0K (-$72)
Filed 2026-10-26
Daiwa Securities Group Inc.
CLOSED
Shares0 from 5,000,000
Change-5,000,000 (-100%)
Value$0 (-$5.1M)
Filed 2026-10-29
Two Sigma Investments, LP
N/A
Shares— from 47,378,000
Change-47,378,000 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 41,500,000
Change-41,500,000 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 41,020,000
Change-41,020,000 (-100%)
Value—
Tenor Capital Management Co., L.P.
N/A
Shares— from 38,500,000
Change-38,500,000 (-100%)
Value—
TPG GP A, LLC
N/A
Shares— from 23,250,000
Change-23,250,000 (-100%)
Value—
DLD Asset Management, LP
N/A
Shares— from 22,500,000
Change-22,500,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 19,933,000
Change-19,933,000 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 18,000,000
Change-18,000,000 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 16,914,000
Change-16,914,000 (-100%)
Value—
Ovata Capital Management Ltd
N/A
Shares— from 15,000,000
Change-15,000,000 (-100%)
Value—
Thrivent Financial for Lutherans
N/A
Shares— from 13,003,000
Change-13,003,000 (-100%)
Value—
Oaktree Capital Management LP
N/A
Shares— from 11,894,933
Change-11,894,933 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 10,000,000
Change-10,000,000 (-100%)
Value—
State Street Corp
N/A
Shares— from 9,800,000
Change-9,800,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,885,000
Change-7,885,000 (-100%)
Value—
Skaana Management L.P.
N/A
Shares— from 6,665,000
Change-6,665,000 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 5,503,329
Change-5,503,329 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 4,960,000
Change-4,960,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,120,000
Change-1,120,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 245,000
Change-245,000 (-100%)
Value—
Virtus Fixed Income Advisers, LLC
N/A
Shares— from 140,000
Change-140,000 (-100%)
Value—
&partners
N/A
Shares— from 129,000
Change-129,000 (-100%)
Value—
Ares Systematic Credit Ltd
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 32,000
Change-32,000 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 20,220
Change-20,220 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 2,168
Change-2,168 (-100%)
Value—
Status
Union Bancaire Privee, UBP SA
NEW380,750,000—+380,750,000——$99—2026-11-04
Piper Sandler & Co.
INCREASED12,000,0008,000,000+4,000,000+50%$8.1M$12.0M+$4.0M2026-10-27
Corbyn Investment Management Inc
NEW5,500,000—+5,500,000——$5.5M—2026-10-30
Conning Inc.
UNCHANGED3,600,0003,600,00000%$3.6M$3.6M-$72.0K2026-10-27
Financial Consulate, Inc
NEW162,000—+162,000——$163.1K—2026-10-23
HB Wealth Management, LLC
NEW108,000—+108,000——$107.2K—2026-10-23
Harbor Investment Advisory, LLC
NEW96,000—+96,000——$96.2K—2026-10-13
Citigroup Inc
DECREASED65,000255,000-190,000-75%$257.8K$65.1K-$192.7K2026-11-04
Crestwood Advisors Group, LLC
UNCHANGED25,00025,00000%$25.3K$25.1K-$2252026-10-27
Goldstein Advisors, LLC
UNCHANGED13,00013,00000%$13.2K$12.9K-$2602026-10-15
Wealth Enhancement Advisory Services, LLC
UNCHANGED10,00010,00000%$10.2K$10.0K-$1452026-10-13
Lanark Financial, Inc.
UNCHANGED8,0008,00000%$8.1K$8.0K-$722026-10-26
Daiwa Securities Group Inc.
CLOSED05,000,000-5,000,000-100%$5.1M$0-$5.1M2026-10-29
Two Sigma Investments, LP
N/A—47,378,000-47,378,000-100%$47.9M———
Millennium Management LLC
N/A—41,500,000-41,500,000-100%$42.2M———
Walleye Capital LLC
N/A—41,020,000-41,020,000-100%$41.6M———
Tenor Capital Management Co., L.P.
N/A—38,500,000-38,500,000-100%$40.4M———
TPG GP A, LLC
N/A—23,250,000-23,250,000-100%$23.5M———
DLD Asset Management, LP
N/A—22,500,000-22,500,000-100%$22.9M———
Morgan Stanley
N/A—19,933,000-19,933,000-100%$20.2M———
Verition Fund Management LLC
N/A—18,000,000-18,000,000-100%$18.3M———
Deutsche Bank Ag\
N/A—16,914,000-16,914,000-100%$17.1M———
Ovata Capital Management Ltd
N/A—15,000,000-15,000,000-100%$15.3M———
Thrivent Financial for Lutherans
N/A—13,003,000-13,003,000-100%$13.5K———
Oaktree Capital Management LP
N/A—11,894,933-11,894,933-100%$12.1M———
Balyasny Asset Management L.P.
N/A—10,000,000-10,000,000-100%$10.2M———
State Street Corp
N/A—9,800,000-9,800,000-100%$10.3M———
Wells Fargo & Company
N/A—7,885,000-7,885,000-100%$8.0M———
Skaana Management L.P.
N/A—6,665,000-6,665,000-100%$6.8M———
Russell Investments Group, Ltd.
N/A—5,503,329-5,503,329-100%$5.8M———
Lazard Asset Management LLC
N/A—4,960,000-4,960,000-100%$50.3K———
JPMorgan Chase & Co
N/A—1,120,000-1,120,000-100%$1.1M———
Royal Bank of Canada
N/A—400,000-400,000-100%$404.0K———
Cutler Capital Management, LLC
N/A—245,000-245,000-100%$249.8K———
Virtus Fixed Income Advisers, LLC
N/A—140,000-140,000-100%$141.5K———
&partners
N/A—129,000-129,000-100%$130.4K———
Ares Systematic Credit Ltd
N/A—100,000-100,000-100%$101.5K———
Virtus Advisers, LLC
N/A—32,000-32,000-100%$32.4K———
Stifel Financial Corp
N/A—20,220-20,220-100%$20.2K———
Laffer Tengler Investments, Inc.
N/A—2,168-2,168-100%$2.3M———
Showing 40 of 40 institutions