ELEVATION POINT WEALTH PARTNERS, LLC
Position in STWD — Starwood Property Trust, Inc.
CIK 1744349
DENVER, CO
Position in STWD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$489,893
-$39,053 QoQ
Shares Held
29,908
-2.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#254
of 515 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STWD Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $1,889,920 across 4 REIT - Mortgage names. STWD ranks #3 (25.9% of the industry book) .
All Filings in STWD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,893 | 29,908 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $528,946 | 30,717 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,041,829 | 113,372 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,639,534 | 84,643 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||