Starwood Capital Group Management, L.L.C.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Starwood Capital Group Management, L.L.C. reported 7 stock positions worth $140.9 million. Its top holding was First Industrial Realty TR (FR) at 23.1% of the portfolio, followed by Mid-America Apartment Comm (MAA, 21.0%) and Nexpoint Residential (NXRT, 20.4%). Compared with Q2 2024, it opened 4 new positions and added to 2. The biggest buy was a new position in Mid-America Apartment Comm (MAA).

Most Recent 13F
Q2 2026
Location
MIAMI BEACH, FL
CIK
0001388788
Portfolio Value
$140.9M (Q3 2024)
SEC Filing
0001104659-24-118834 ↗ filed Nov 14, 2024

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 $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 Q2 2026

Holdings 7 stocks · $140.9M

FR First Industrial Realty TR 23.08% 581,012 $32.5M Add +103.2%
MAA Mid-America Apartment Comm 21.02% 186,407 $29.6M New
NXRT Nexpoint Residential 20.41% 653,347 $28.8M Add +31.8%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 14.21% 268,838 $20.0M New
CPT Camden Property Trust 12.29% 140,179 $17.3M New
VRE Veris Residential Inc. 5.32% 419,533 $7.5M New
SMRT Smartrent Inc. 3.68% 3,000,000 $5.2M No change

Portfolio Sells Q2 2024 → Q3 2024

None this quarter.

Portfolio Buys Q2 2024 → Q3 2024

MAA Mid-America Apartment Comm New 21.02% +21.02
VMRK Vivmark Residential New 14.21% +14.21
CPT Camden Property Trust New 12.29% +12.29
VRE Veris Residential Inc. New 5.32% +5.32
FR First Industrial Realty TR Add +103.2% 23.08% −10.59
NXRT Nexpoint Residential Add +31.8% 20.41% −28.15

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