STARWOOD REAL ESTATE INCOME TRUS UNIT INVESTMENT
STARWOOD REAL ESTATE INCOME TRUS UNIT INVESTMENT is a security (CUSIP 85570X405) tracked across SEC portfolio filings. 3 institutional managers reported $453K on Form 13F as of 2026-06-30; 1 registered fund positions totaling $812K via N-PORT as of 2026-03-31.
Summary
- Issuer: STARWOOD REAL ESTATE INCOME TRUS
- Class: UNIT INVESTMENT
- CUSIP: 85570X405
- Asset category: EC
- 13F holders: 3
- 13F value: $453K
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $812K
- N-PORT report: 2026-03-31
Top institutional holders (Form 13F)
| Manager | Location | Value | Shares |
|---|
| FIRST AMERICAN TRUST, FSB | SANTA ANA, CA | $366K | 18,539 |
| Financial Gravity Companies, Inc. | Lakeway, TX | $44K | 2,228 |
| Financial Gravity Asset Management, Inc. | Lakeway, TX | $43K | 2,199 |
Top fund holders (N-PORT)
| Fund | Registrant | Value | % of fund |
|---|
| First Trust Real Assets Fund | First Trust Real Assets Fund | $812K | 612.66% |
More