Starwood Property Trust, Inc.
MX ˙ BMV ˙ US85571B1052
SecurityMX:STWD / Starwood Property Trust, Inc.
InstitutionSkyOak Wealth, LLC
Latest Disclosed Ownership346,798 shares
Latest Disclosed Value $ 5,971,862
SkyOak Wealth, LLC reports 10.75% increase in ownership of STWD / Starwood Property Trust, Inc.

On April 30, 2026 - SkyOak Wealth, LLC filed a 13F-HR form disclosing ownership of 346,798 shares of Starwood Property Trust, Inc. (MX:STWD) valued at $5,971,862 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 313,143 shares of Starwood Property Trust, Inc.. This represents a change in shares of 10.75% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F STARWOOD PPTY TR COM 85571B105 346,798 33,655 10.75 5,972 5.89 1.0936
2026-02-05 2025-12-31 13F STARWOOD PPTY TR COM 85571B105 313,143 31,415 11.15 5,640 3.34 1.0144
2025-10-23 2025-09-30 13F STARWOOD PPTY TR COM 85571B105 281,728 74,573 36.00 5,457 31.27 1.0307
2025-07-30 2025-06-30 13F STARWOOD PPTY TR COM 85571B105 207,155 4,983 2.46 4,158 4.03 0.8354
2025-05-01 2025-03-31 13F STARWOOD PPTY TR COM 85571B105 202,172 19,619 10.75 3,997 15.52 0.8754
2025-01-24 2024-12-31 13F STARWOOD PPTY TR COM 85571B105 182,553 23,723 14.94 3,459 6.89 0.7400
2024-11-04 2024-09-30 13F STARWOOD PPTY TR COM 85571B105 158,830 16,049 11.24 3,237 19.67 0.7166
2024-08-12 2024-06-30 13F STARWOOD PPTY TR COM 85571B105 142,781 17,024 13.54 2,704 5.79 0.6312
2024-04-29 2024-03-31 13F STARWOOD PPTY TR COM 85571B105 125,757 -4,311 -3.31 2,557 -6.51 0.6118
2024-01-12 2023-12-31 13F STARWOOD PPTY TR COM 85571B105 130,068 -2,193 -1.66 2,734 6.84 0.7116
2023-10-24 2023-09-30 13F STARWOOD PPTY TR COM 85571B105 132,261 -1,242 -0.93 2,559 -1.16 0.7480
2023-07-20 2023-06-30 13F STARWOOD PPTY TR COM 85571B105 133,503 -695 -0.52 2,590 9.10 0.7318
2023-05-02 2023-03-31 13F STARWOOD PPTY TR COM 85571B105 134,198 13,596 11.27 2,374 7.38 0.7242
2023-01-26 2022-12-31 13F STARWOOD PPTY TR COM 85571B105 120,602 10,368 9.41 2,211 10.06 0.7431
2022-10-25 2022-09-30 13F STARWOOD PPTY TR COM 85571B105 110,234 1,757 1.62 2,008 -11.39 0.7196
2022-07-26 2022-06-30 13F STARWOOD PPTY TR COM 85571B105 108,477 -2,037 -1.84 2,266 -15.16 0.7737
2022-04-18 2022-03-31 13F STARWOOD PPTY TR COM 85571B105 110,514 -1,662 -1.48 2,671 -2.02 0.7421
2022-01-24 2021-12-31 13F STARWOOD PPTY TR COM 85571B105 112,176 -440 -0.39 2,726 -0.84 0.6930
2021-10-21 2021-09-30 13F STARWOOD PPTY TR COM 85571B105 112,616 560 0.50 2,749 -6.27 0.7406
2021-07-19 2021-06-30 13F STARWOOD PPTY TR COM 85571B105 112,056 1,362 1.23 2,933 2.59 0.7847
2021-04-29 2021-03-31 13F STARWOOD PPTY TR COM 85571B105 110,694 -79 -0.07 2,859 33.72 0.7954
2021-02-02 2020-12-31 13F STARWOOD PPTY TR COM 85571B105 110,773 1,703 1.56 2,138 29.89 0.6649
2020-11-03 2020-09-30 13F STARWOOD PPTY TR COM 85571B105 109,070 -9,938 -8.35 1,646 -7.53 0.5918
2020-08-10 2020-06-30 13F STARWOOD PPTY TR COM 85571B105 119,008 -15,185 -11.32 1,780 29.45 0.6571
2020-05-04 2020-03-31 13F STARWOOD PPTY TR COM 85571B105 134,193 -11,879 -8.13 1,375 -62.13 0.7028
2020-02-04 2019-12-31 13F STARWOOD PPTY TR COM 85571B105 146,072 146,072 3,631 1.1251
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.