Vault-13

STARWOOD PPTY TR INC STWD

COM · REIT · CUSIP 85571B105 · ISIN US85571B1052

Commercial mortgage REIT

509 institutional holders +8 vs Q1 2025
172,840,779172.8m shares reported held*
47.1% of all shares outstanding*
$3.5bnreported value*
48 new 200 added 160 reduced 44 sold out net bought ≈ $17.0m (+848.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.1m this quarter). Holder counts are more reliable. Shares outstanding: 367.1m as of 2025-08-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $20.10. Options: 16 managers hold calls ($117.5m notional), 24 hold puts ($135.1m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 444Q4 22: 465Q1 23: 456Q2 23: 454Q3 23: 454Q4 23: 484Q1 24: 481Q2 24: 494Q3 24: 508Q4 24: 499Q1 25: 501Q2 25: 509509Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022444
Q4 2022465
Q1 2023456
Q2 2023454
Q3 2023454
Q4 2023484
Q1 2024481
Q2 2024494
Q3 2024508
Q4 2024499
Q1 2025501
Q2 2025509

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 23: 176 bought or addedQ3 23: 207 cut or sold outQ4 23: 229 bought or addedQ4 23: 193 cut or sold outQ4 23Q1 24: 225 bought or addedQ1 24: 196 cut or sold outQ2 24: 244 bought or addedQ2 24: 207 cut or sold outQ2 24Q3 24: 275 bought or addedQ3 24: 164 cut or sold outQ4 24: 234 bought or addedQ4 24: 200 cut or sold outQ4 24Q1 25: 249 bought or addedQ1 25: 193 cut or sold outQ2 25: 248 bought or addedQ2 25: 204 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023176207
Q4 2023229193
Q1 2024225196
Q2 2024244207
Q3 2024275164
Q4 2024234200
Q1 2025249193
Q2 2025248204

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50m$100m$150mQ3 24 calls: $125.4mQ3 24 puts: $110.1mQ3 24P/C 0.88Q4 24 calls: $104.5mQ4 24 puts: $104.2mQ4 24P/C 1.00Q1 25 calls: $98.1mQ1 25 puts: $81.8mQ1 25P/C 0.83Q2 25 calls: $117.5mQ2 25 puts: $135.1mQ2 25P/C 1.15
Numbers
QuarterCallsPutsP/C
Q3 2024$125.4m$110.1m0.88
Q4 2024$104.5m$104.2m1.00
Q1 2025$98.1m$81.8m0.83
Q2 2025$117.5m$135.1m1.15

Biggest buyers

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +1,017,569+1.0m
TWO SIGMA INVESTMENTS, LP Added +966,100+966.1k
Boston Partners Added +611,303+611.3k
Ensign Peak Advisors, Inc Added +564,651+564.7k
STATE STREET CORP Added +561,258+561.3k
HRT FINANCIAL LP Added +541,672+541.7k
Rockefeller Capital Management L.P. Added +521,694+521.7k
1832 Asset Management L.P. Added +490,000+490.0k
TWO SIGMA ADVISERS, LP Added +402,400+402.4k
AMERIPRISE FINANCIAL INC Added +290,266+290.3k

Biggest sellers

D. E. Shaw & Co., Inc. Reduced -1,817,451-1.8m
MORGAN STANLEY Reduced -665,224-665.2k
ADAGE CAPITAL PARTNERS GP, L.L.C. Reduced -525,000-525.0k
UBS Group AG Reduced -421,969-422.0k
BlackRock, Inc. Reduced -408,997-409.0k
FIRST TRUST ADVISORS LP Reduced -384,574-384.6k
Corebridge Financial, Inc. Sold out -353,772-353.8k
RENAISSANCE TECHNOLOGIES LLC Reduced -348,500-348.5k
Waterfront Capital Partners, LLC Sold out -283,137-283.1k
JPMORGAN CHASE & CO Reduced -276,883-276.9k

Biggest calls

Twin Tree Management, LP Added $46.9m2.3m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $19.0m948.2k shares
PEAK6 LLC Added $13.2m657.6k shares
GROUP ONE TRADING LLC Added $10.2m506.7k shares
CITADEL ADVISORS LLC Reduced $7.4m370.9k shares
SIMPLEX TRADING, LLC Added $5.2m259.4k shares
IMC-Chicago, LLC Added $4.9m243.6k shares
JANE STREET GROUP, LLC Reduced $3.3m163.7k shares
Walleye Trading LLC Added $3.2m159.2k shares
WOLVERINE TRADING, LLC Added $2.4m116.5k shares

Biggest puts

TWO SIGMA INVESTMENTS, LP Reduced $34.1m1.7m shares
PEAK6 LLC Added $19.6m979.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $18.9m941.0k shares
UBS Group AG Added $11.1m553.4k shares
Portman Square Capital LLP Reduced $7.2m356.4k shares
SIMPLEX TRADING, LLC Added $6.8m336.6k shares
CITADEL ADVISORS LLC Added $6.5m322.2k shares
Caption Management, LLC New $5.5m275.0k shares
IMC-Chicago, LLC Added $4.6m230.0k shares
WOLVERINE TRADING, LLC Added $4.2m204.2k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q3 23: 0 buyingQ3 23: 1 sellingQ4 23: 0 buyingQ4 23: 1 sellingQ4 23Q1 24: 0 buyingQ1 24: 1 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—1$612.9k—
Q4 20230—1$1.7m$1.7m
Q1 20240—1$2.5m$508.2k
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.01% of their portfolio New York, NY 32,801,59432.8m $658.3m $658.3m 0.01% Reduced -409.0k -408,997
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 30,783,27930.8m $617.8m $617.8m 0.01% Reduced -27.3k -27,317
3 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 10,474,74710.5m $215.2m $215.2m 0.01% Added +561.3k +561,258
4 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 6,518,9056.5m $130.8m $130.8m 0.01% Reduced -665.2k -665,224
5 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 5,550,8555.6m $111.5m $111.5m 0.01% Reduced -859 -859
6 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 5,323,1805.3m $106.8m $106.8m 0.01% Reduced -156.1k -156,133
7 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 5,230,6535.2m $105.0m $105.0m 0.03% Added +290.3k +290,266
8 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 3,727,5043.7m $74.8m $74.8m 0.01% Reduced -276.9k -276,883
9 NORGES BANK 0.01% of their portfolio OSLO, Q8 3,562,1313.6m $71.5m $71.5m 0.01% Reduced -86.0k -86,029
10 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 2,715,1422.7m $54.5m $54.5m 0.02% Reduced -3.9k -3,885
11 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,616,2462.6m $52.5m $52.5m 0.01% Added +205.7k +205,706
12 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 2,513,6252.5m $50.4m $50.4m 0.01% Reduced -130.9k -130,915
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 2,247,5902.2m $45.1m $45.1m 0.01% Added +52.6k +52,648
14 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 2,165,0402.2m $43.5m $43.5m 0.05% Added +171.4k +171,388
15 Nuveen, LLC 0.01% of their portfolio CHARLOTTE, NC 1,926,3011.9m $38.7m $38.7m 0.01% Reduced -156.2k -156,195
16 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,793,8751.8m $36.0m $36.0m 0.01% Reduced -422.0k -421,969
17 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 1,424,8181.4m $28.6m $28.6m 0.01% Added +1.0m +1,017,569
18 Advisors Capital Management, LLC 0.38% of their portfolio RIDGEWOOD, NJ 1,382,3381.4m $27.7m $27.7m 0.38% Added +25.6k +25,624
19 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,380,3731.4m $27.7m $27.7m 0.00% Reduced -21.5k -21,474
20 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,351,4571.4m $27.1m $27.1m 0.00% Added +3.4k +3,372
21 Leeward Investments, LLC - MA 1.37% of their portfolio BOSTON, MA 1,279,4821.3m $25.7m $25.7m 1.37% Reduced -44.6k -44,599
22 TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio NEW YORK, NY 1,241,2741.2m $24.9m $24.9m 0.04% Added +966.1k +966,100
23 VAN ECK ASSOCIATES CORP 0.03% of their portfolio NEW YORK, NY 1,141,9441.1m $22.9m $22.9m 0.03% Added +15.8k +15,750
24 Boston Partners 0.02% of their portfolio BOSTON, MA 1,102,8471.1m $22.1m $22.1m 0.02% Added +611.3k +611,303
25 VALLEY WEALTH MANAGERS, INC. 1.58% of their portfolio PARAMUS, NJ 1,094,8781.1m $22.0m $22.0m 1.58% Added +42.9k +42,855
26 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 1,075,6891.1m $21.6m $21.6m 0.01% Added +14.3k +14,339
27 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% of their portfolio CAUSEWAY BAY, K3 1,066,1451.1m $21.4m $21.4m 0.04% Added +64.5k +64,501
28 NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio NEW YORK, NY 1,039,6741.0m $20.9m $20.9m 0.02% Added +1.9k +1,872
29 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 983,108983.1k $19.7m $19.7m 0.02% Added +521.7k +521,694
30 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 960,818960.8k $19.3m $19.3m 0.02% Added +124.8k +124,796
31 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 871,223871.2k $17.5m $17.5m 0.01% Reduced -16.7k -16,703
32 TWO SIGMA ADVISERS, LP 0.04% of their portfolio NEW YORK, NY 858,300858.3k $17.2m $17.2m 0.04% Added +402.4k +402,400
33 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 731,013731.0k $14.7m $14.7m 0.01% Reduced -6.0k -6,034
34 HRT FINANCIAL LP 0.08% of their portfolio NEW YORK, NY 713,415713.4k $14.3m $14.3m 0.08% Added +541.7k +541,672
35 Ensign Peak Advisors, Inc 0.02% of their portfolio SALT LAKE CITY, UT 685,017685.0k $13.7m $13.7m 0.02% Added +564.7k +564,651
36 Legal & General Group Plc 0.00% of their portfolio London, X0 669,878669.9k $13.4m $13.4m 0.00% Added +24.1k +24,082
37 1832 Asset Management L.P. 0.02% of their portfolio TORONTO, A6 668,099668.1k $13.4m $13.4m 0.02% Added +490.0k +490,000
38 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 657,323657.3k $13.2m $13.2m 0.03% Added +110 +110
39 NFC Investments, LLC 3.76% of their portfolio MEMPHIS, TN 654,344654.3k $13.1m $13.1m 3.76% Added +35.2k +35,184
40 Swiss National Bank 0.01% of their portfolio ZURICH, V8 612,965613.0k $12.3m $12.3m 0.01% Reduced -7.6k -7,600
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 579,540579.5k $11.6m $11.6m 0.00% Added +6.3k +6,278
42 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 572,943572.9k $11.5m $11.5m 0.01% Added +102.8k +102,760
43 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio Boston, MA 550,000550.0k $11.0m $11.0m 0.02% Reduced -525.0k -525,000
44 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 535,764535.8k $10.8m $10.8m 0.00% Added +39.6k +39,561
45 Seneca House Advisors 4.56% of their portfolio RICHMOND, VA 534,176534.2k $10.7m $10.7m 4.56% Added +56.7k +56,715
46 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 533,193533.2k $10.7m $10.7m 0.02% Added +60.3k +60,285
47 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 519,998520.0k $10.4m $10.4m 0.01% Added +120.8k +120,784
48 State of New Jersey Common Pension Fund D 0.04% of their portfolio TRENTON, NJ 505,297505.3k $10.1m $10.1m 0.04% Added +12.6k +12,573
49 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 492,685492.7k $9.9m $9.9m 0.00% Added +50.2k +50,247
50 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 492,041492.0k $9.9m $9.9m 0.00% Reduced -227.2k -227,241
51 BLAIR WILLIAM & CO/IL 0.03% of their portfolio CHICAGO, IL 473,562473.6k $9.5m $9.5m 0.03% Added +46.8k +46,772
52 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 444,938444.9k $8.9m $8.9m 0.00% Added +27.1k +27,134
53 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 432,584432.6k $8.7m $8.7m 0.01% Reduced -348.5k -348,500
54 Columbus Macro, LLC 0.99% of their portfolio NEW CASTLE, PA 401,966402.0k $8.1m $8.1m 0.99% Added +42.6k +42,642
55 Retirement Systems of Alabama 0.03% of their portfolio MONTGOMERY, AL 394,147394.1k $7.9m $7.9m 0.03% Added +4.3k +4,301
56 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 393,471393.5k $7.9m $7.9m 0.00% Reduced -14.4k -14,415
57 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 358,460358.5k $7.4m $7.4m 0.01% Added +85.3k +85,302
58 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 337,723337.7k $6.8m $6.8m 0.01% Added +3.9k +3,870
59 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 318,026318.0k $6.4m $6.4m 0.01% Added +294 +294
60 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 298,031298.0k $6.0m $6.0m 0.01% Added +916 +916
61 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 295,518295.5k $5.9m $5.9m 0.01% Added +87.7k +87,677
62 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 292,875292.9k $5.9m $5.9m 0.03% Added +28.9k +28,861
63 Kestra Investment Management, LLC 0.08% of their portfolio AUSTIN, TX 273,902273.9k $5.5m $5.5m 0.08% Reduced -8.4k -8,440
64 ADELL HARRIMAN & CARPENTER INC 0.36% of their portfolio HOUSTON, TX 272,591272.6k $5.5m $5.5m 0.36% Reduced -7.1k -7,118
65 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 271,294271.3k $5.4m $5.4m 0.00% New
66 Sargent Investment Group, LLC 0.70% of their portfolio BETHESDA, MD 267,751267.8k $5.2m $5.2m 0.70% Added +35.4k +35,447
67 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 266,424266.4k $5.3m $5.3m 0.00% Reduced -15.8k -15,809
68 INDEPENDENT FINANCIAL GROUP, LLC 0.15% of their portfolio SAN DIEGO, CA 262,868262.9k $5.3m $5.3m 0.15% Added +17.4k +17,357
69 QRG CAPITAL MANAGEMENT, INC. 0.04% of their portfolio BERWYN, PA 250,278250.3k $5.0m $5.0m 0.04% Added +20.7k +20,703
70 Limestone Investment Advisors LP 0.11% of their portfolio NEW YORK, NY 250,000250.0k $258.5k $258.5k 0.11% First filing
71 Grange Capital, LLC 5.19% of their portfolio Beaverton, OR 247,264247.3k $5.0m $5.0m 5.19% Reduced -6.5k -6,546
72 HUB Investment Partners, LLC 0.17% of their portfolio AUSTIN, TX 239,778239.8k $4.8m $4.8m 0.17% Reduced -33.5k -33,522
73 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 229,608229.6k $4.6m $4.6m 0.04% Added +4.5k +4,492
74 Truvestments Capital LLC 0.91% of their portfolio SARASOTA, FL 226,198226.2k $4.5m $4.5m 0.91% Reduced -3.2k -3,218
75 CENTAURUS FINANCIAL, INC. 0.26% of their portfolio ANAHEIM, CA 222,042222.0k $4.5m $4.5m 0.26% Added +108.0k +107,987
76 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 218,816218.8k $4.4m $4.4m 0.00% Added +9.7k +9,748
77 Pathstone Holdings, LLC 0.02% of their portfolio ENGLEWOOD, NJ 218,264218.3k $4.4m $4.4m 0.02% Added +25.9k +25,882
78 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 208,366208.4k $4.2m $4.2m 0.01% Reduced -9.0k -9,044
79 SkyOak Wealth, LLC 0.84% of their portfolio SOUTHFIELD, MI 207,155207.2k $4.2m $4.2m 0.84% Added +5.0k +4,983
80 Focused Wealth Management, Inc 0.50% of their portfolio Newburgh, NY 204,304204.3k $4.1m $4.1m 0.50% Added +4.3k +4,283
81 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 196,988197.0k $4.0m $4.0m 0.01% Added +15.6k +15,594
82 Edgemoor Investment Advisors, Inc. 0.33% of their portfolio BETHESDA, MD 193,077193.1k $3.9m $3.9m 0.33% Added +1.4k +1,432
83 Texas Capital Bank Wealth Management Services Inc 0.34% of their portfolio Dallas, TX 183,934183.9k $3.7m $3.7m 0.34% Added +9.7k +9,702
84 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 176,280176.3k $3.5m $3.5m 0.00% Added +44.9k +44,898
85 Waterloo Capital, L.P. 0.29% of their portfolio AUSTIN, TX 176,179176.2k $3.5m $3.5m 0.29% Added +13.3k +13,275
86 MetLife Investment Management, LLC 0.02% of their portfolio Whippany, NJ 173,576173.6k $3.5m $3.5m 0.02% Reduced -4.3k -4,254
87 GREAT LAKES ADVISORS, LLC 0.03% of their portfolio CHICAGO, IL 173,499173.5k $3.5m $3.5m 0.03% Reduced -14.2k -14,193
88 Twin Lakes Capital Management, LLC 2.10% of their portfolio REDWOOD SHORES, CA 171,855171.9k $3.4m $3.4m 2.10% Reduced -11.0k -10,955
89 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 171,084171.1k $3.4m $3.4m 0.01% Reduced -19.2k -19,170
90 Carmel Capital Partners, LLC 1.19% of their portfolio SAN DIEGO, CA 169,131169.1k $3.4m $3.4m 1.19% Added +4.5k +4,508
91 RFG Advisory, LLC 0.08% of their portfolio BIRMINGHAM, AL 167,788167.8k $3.4m $3.4m 0.08% Added +3.7k +3,684
92 Concurrent Investment Advisors, LLC 0.06% of their portfolio Tampa, FL 166,579166.6k $3.3m $3.3m 0.06% Added +18.0k +18,049
93 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.03% of their portfolio New York, NY 160,372160.4k $3.2m $3.2m 0.03% Reduced -4.5k -4,481
94 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.72% of their portfolio LEAWOOD, KS 160,310160.3k $3.2m $3.2m 0.72% Reduced -117.6k -117,557
95 WHITTIER TRUST CO 0.04% of their portfolio SOUTH PASADENA, CA 159,938159.9k $3.2m $3.2m 0.04% Added +423 +423
96 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 156,499156.5k $3.1m $3.1m 0.00% Added +8.3k +8,280
97 United Advisor Group, LLC 0.53% of their portfolio CINCINNATI, OH 153,559153.6k $3.1m $3.1m 0.53% Added +4.0k +3,959
98 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 153,131153.1k $3.1m $3.1m 0.02% Added +2.3k +2,283
99 Treasurer of the State of North Carolina 0.01% of their portfolio RALEIGH, NC 148,566148.6k $3.0m $3.0m 0.01% Added +2.9k +2,899
100 AMALGAMATED BANK 0.02% of their portfolio NEW YORK, NY 147,034147.0k $3.0m $3.0m 0.02% Added +280 +280