AI Holders Summary · Q1 2026

559 institutions reported STWD in Q1 2026. BlackRock, Inc. leads at 26.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(7 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$607M35.3M0.01%Q1 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$269M15.6M0.01%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$260M15.1M0.01%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$209M11.8M0.01%Q1 2026 05

MORGAN STANLEY

CIK 0000895421

$128M7.4M0.01%Q1 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$114M6.6M0.01%Q1 2026 07

AMERIPRISE FINANCIAL INC

CIK 0000820027

$98M5.7M0.02%Q1 2026 08

NORTHERN TRUST CORP

CIK 0000073124· Index

$94M5.4M0.01%Q1 2026 09

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$91M5.3M0.07%Q1 2026 10

Advisors Capital Management, LLC

CIK 0001345576

$69M4.0M0.80%Q1 2026 11

HighTower Advisors, LLC

CIK 0001462245

$48M2.8M0.05%Q1 2026 12

WELLS FARGO & COMPANY/MN

CIK 0000072971

$47M2.7M0.01%Q1 2026 13

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$45M2.6M0.01%Q1 2026 14

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$44M2.6M0.01%Q1 2026 15

Bank of New York Mellon Corp

CIK 0001390777

$42M2.4M0.01%Q1 2026 16

JPMORGAN CHASE & CO

CIK 0000019617

$39M2.2M0.00%Q1 2026 17

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$37M2.2M0.01%Q1 2026 18

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$34M2.0M0.00%Q1 2026 19

GOLDMAN SACHS GROUP INC

CIK 0000886982

$34M1.9M0.00%Q1 2026 20

TWO SIGMA ADVISERS, LP

CIK 0001478735

$31M1.7M0.06%Q4 2025

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