Starwood Real Estate Income Trust, Inc. - SWDR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST AMERICAN TRUST, FSB | History | Added to | 18,661 | 364 | 0.02% | 0.02% | 1 | +122 | 0.66% | Q2 2026 | Aug 10, 2026 |
| Financial Gravity Companies, Inc. | History | New | 2,228 | 43 | 0.01% | — | 3 | +2,228 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 2,199 | 43 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q1 2026 | May 08, 2026 |