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Elevation Wealth Partners’s Starwood Property Trust STWD Stock Holding History

Elevation Wealth Partners’s Portfolio STWD Stock Details STWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.2K Buy
607
+97
+19% +$1.55K ﹤0.01% 965
2026
Q2 		$8.35K Sell
510
-1,716
-77% -$29.9K ﹤0.01% 868
2026
Q1 		$38.3K Sell
2,226
-1,088
-33% -$19.5K 0.01% 280
2025
Q4 		$59.7K Buy
+3,314
New +$61K 0.02% 215

Other funds holding STWD

CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Elevation Wealth Partners's STWD Position: Q3 2026 in Review

Elevation Wealth Partners increased its Starwood Property Trust (STWD) stake by 19% in Q3 2026, buying an estimated $1.55K and bringing the position to 607 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Elevation Wealth Partners first reported a position in STWD in Q4 2025 and has held it in 4 quarters since. The position peaked at $59.7K in Q4 2025. 9 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • Elevation Wealth Partners held 607 shares of Starwood Property Trust worth $8.2K as of Q3 2026.
  • Elevation Wealth Partners bought 97 Starwood Property Trust shares in Q3 2026, an estimated $1.55K.
  • Starwood Property Trust made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #965 holding.
  • Elevation Wealth Partners first reported a position in Starwood Property Trust in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Starwood Property Trust position peaked at $59.7K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.