ELEVATION WEALTH PARTNERS, LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 1976256 WALNUT CREEK, CA

Position in STWD

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$8,353

-$29,978 QoQ

Shares Held

510

-77.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#457

of 515 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $30,684 across 4 REIT - Mortgage names. STWD ranks #2 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	848	$9,243
2	STWD	Starwood Property Trust, Inc. This page	510	$8,353
3	NLY	Annaly Capital Management Inc	359	$8,027
4	RITM	Rithm Capital Corp.	539	$5,061

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,353	510	-77.1%	Shares	Sole	2026-07-08
2026-03-31	$38,331	2,226	-32.8%	Shares	Sole	2026-04-14
2025-12-31	$59,685	3,314	—	Shares	Sole	2026-01-09
No filing history on record for this holder in this stock.