STARWOOD REAL ESTATE INCOME TRUS

Name: SWDR Institutional Ownership (13F)
Creator: 13F Insight

3 institutions still hold STARWOOD REAL ESTATE INCOME TRUS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 85570X405·3 13F holders·last filed Jun 30, 2026

Market cap

—

13F value held

$452K

visible holders

Holders

filers reporting

Concentration

80.74%

FIRST AMERICAN TRUST, FSB #1

top holder share

AI Holders Summary · Q2 2026

3 institutions reported SWDR in Q2 2026. FIRST AMERICAN TRUST, FSB leads at 80.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

FIRST AMERICAN TRUST, FSB

CIK 0000036066

$365K19K0.02%Q2 2026 02

Financial Gravity Companies, Inc.

CIK 0001377167

$44K2K0.01%Q2 2026 03

Financial Gravity Asset Management, Inc.

CIK 0001741736

$43K2K0.01%Q1 2026