Starwood Capital Group Management, L.L.C.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Starwood Capital Group Management, L.L.C. reported 6 stock positions worth $214.1 million. Its top holding was Camden Property Trust (CPT) at 37.2% of the portfolio, followed by First Industrial Realty TR (FR, 16.6%) and Mid-America Apartment Comm (MAA, 14.2%). Its holdings were unchanged from Q1 2026.

Most Recent 13F
Q2 2026
Location
MIAMI BEACH, FL
CIK
0001388788
Portfolio Value
$214.1M (Q2 2026)
SEC Filing
0001104659-26-097011 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $9.4M Q1 2024 Q2 2024: $40.3M Q2 2024 Q3 2024: $140.9M Q3 2024 Q4 2024: $163.6M Q4 2024 Q1 2025: $167.6M Q1 2025 Q2 2025: $151.2M Q2 2025 Q3 2025: $176.4M Q3 2025 Q4 2025: $200.8M Q4 2025 Q1 2026: $187.8M Q1 2026 Q2 2026: $214.1M $214.1M Q2 2026

Holdings 6 stocks · $214.1M

CPT Camden Property Trust 37.20% 695,729 $79.7M No change
FR First Industrial Realty TR 16.63% 581,012 $35.6M No change
MAA Mid-America Apartment Comm 14.24% 219,407 $30.5M No change
NXRT Nexpoint Residential 12.90% 989,419 $27.6M No change
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 12.32% 388,438 $26.4M No change
JAN Janus Living Inc. Class-A-1 6.71% 500,000 $14.4M No change

Portfolio Sells Q1 2026 → Q2 2026

None this quarter.

Portfolio Buys Q1 2026 → Q2 2026

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$214.1MCPT, FR, MAA, NXRT, VMRK
Q1 2026 6$187.8MCPT, FR, MAA, NXRT, VMRK
Q4 2025 6$200.8MCPT, FR, MAA, NXRT, VMRK
Q3 2025 7$176.4MCPT, MAA, FR, NXRT, VMRK
Q2 2025 8$151.2MCPT, MAA, FR, VMRK, NXRT
Q1 2025 7$167.6MCPT, MAA, FR, NXRT, VMRK
Q4 2024 7$163.6MCPT, MAA, FR, NXRT, VMRK
Q3 2024 7$140.9MFR, MAA, NXRT, VMRK, CPT
Q2 2024 3$40.3MNXRT, FR, SMRT
Q1 2024 2$9.4MSMRT, NXRT