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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
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 $1.46B AUM 33.64% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Elevation Wealth Partners's STWD Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Starwood Property Trust (STWD) stake by 77% in Q2 2026, selling an estimated $29.9K and leaving 510 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Elevation Wealth Partners first reported a position in STWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $59.7K in Q4 2025. 164 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Elevation Wealth Partners held 510 shares of Starwood Property Trust worth $8.35K as of Q2 2026.
  • Elevation Wealth Partners sold 1,716 Starwood Property Trust shares in Q2 2026, an estimated $29.9K.
  • Starwood Property Trust made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #868 holding.
  • Elevation Wealth Partners first reported a position in Starwood Property Trust in Q4 2025 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Starwood Property Trust position peaked at $59.7K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.