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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, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $1,889,920 across 4 REIT - Mortgage names. STWD ranks #3 (25.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 STWD
Starwood Property Trust, Inc.
This page
29,908 $489,893

All Filings in STWD

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $489,893 29,908
2026-03-31 $528,946 30,717
2025-12-31 $2,041,829 113,372
2025-09-30 $1,639,534 84,643