As of the latest SEC filings, STARWOOD PROPERTY TRUST, INC. (STWD) is held by 321 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $198,468,593.40 in market value, representing 0.19% of its portfolio.
Funds holding STARWOOD PROPERTY TRUST, INC. (STWD)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- STWD
- CIK:
- 0001465128
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.19% | $198,468,593.40 | 11,525,470 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $191,163,748.86 | 11,101,263 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.08% | $139,790,496.30 | 8,117,915 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.15% | $89,011,747.02 | 5,169,091 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.08% | $66,921,758.82 | 3,886,281 | Mar 31, 2026 | May 28, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.19% | $45,181,147.20 | 2,623,760 | Mar 31, 2026 | Jun 1, 2026 |
|
REM
iShares Mortgage Real Estate ETF
|
ETF | BlackRock / iShares | 7.62% | $41,577,362.82 | 2,414,481 | Mar 31, 2026 | May 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.08% | $32,501,771.77 | 1,824,917 | Feb 28, 2026 | Apr 24, 2026 |
|
IJJ
iShares S&P Mid-Cap 400 Value ETF
|
ETF | BlackRock / iShares | 0.38% | $30,475,267.20 | 1,769,760 | Mar 31, 2026 | May 28, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.19% | $29,312,228.40 | 1,702,220 | Mar 31, 2026 | May 28, 2026 |
|
MORT
VanEck Mortgage REIT Income ETF
|
ETF | Independent / Boutique | 7.16% | $28,159,831.56 | 1,635,298 | Mar 31, 2026 | May 28, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.05% | $23,512,293.36 | 1,280,626 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.05% | $22,890,683.76 | 1,329,308 | Mar 31, 2026 | May 28, 2026 |
|
INUTX
Columbia Dividend Opportunity Fund
|
MF | Columbia Threadneedle | 0.93% | $21,806,564.00 | 1,224,400 | Feb 28, 2026 | Apr 27, 2026 |
|
IYR
iShares U.S. Real Estate ETF
|
ETF | BlackRock / iShares | 0.48% | $18,942,533.82 | 1,100,031 | Mar 31, 2026 | May 22, 2026 |
|
PMYAX
Putnam Core Equity Fund
|
MF | Independent / Boutique | 0.29% | $17,653,580.64 | 961,524 | Apr 30, 2026 | Jun 24, 2026 |
|
SCHM
Schwab U.S. Mid-Cap ETF
|
ETF | Charles Schwab | 0.12% | $16,741,079.42 | 939,982 | Feb 28, 2026 | Apr 24, 2026 |
|
STFGX
State Farm Growth Fund
|
MF | Independent / Boutique | 0.17% | $15,008,952.00 | 871,600 | Mar 31, 2026 | May 29, 2026 |
|
IWD
iShares Russell 1000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $13,667,204.04 | 793,682 | Mar 31, 2026 | May 22, 2026 |
|
IOBZX
ICON FLEXIBLE BOND FUND
|
MF | Independent / Boutique | 2.67% | $12,683,405.37 | 12,654,000 | Mar 31, 2026 | Jun 1, 2026 |
|
SDIV
Global X SuperDividend ETF
|
ETF | Independent / Boutique | 0.98% | $12,512,156.40 | 681,490 | Apr 30, 2026 | Jun 29, 2026 |
|
CFIAX
Columbia Flexible Capital Income Fund
|
MF | Columbia Threadneedle | 0.96% | $12,467,000.00 | 700,000 | Feb 28, 2026 | Apr 27, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.01% | $11,487,218.47 | 644,987 | Feb 28, 2026 | Apr 24, 2026 |
|
VFAIX
VANGUARD FINANCIALS INDEX FUND
|
ETF | Vanguard | 0.07% | $10,379,970.77 | 582,817 | Feb 28, 2026 | Apr 28, 2026 |
|
QDF
FlexShares Quality Dividend Index Fund
|
ETF | Independent / Boutique | 0.49% | $10,342,371.60 | 563,310 | Apr 30, 2026 | Jun 25, 2026 |
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