Starwood Capital Group Management, L.L.C.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Starwood Capital Group Management, L.L.C. reported 7 stock positions worth $163.6 million. Its top holding was Camden Property Trust (CPT) at 22.4% of the portfolio, followed by Mid-America Apartment Comm (MAA, 20.7%) and First Industrial Realty TR (FR, 17.8%). Compared with Q3 2024, it added to 3. The biggest buy was Camden Property Trust (CPT, shares +126%).

Most Recent 13F
Q2 2026
Location
MIAMI BEACH, FL
CIK
0001388788
Portfolio Value
$163.6M (Q4 2024)
SEC Filing
0001104659-25-014013 ↗ filed Feb 14, 2025

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 $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 · $163.6M

CPT Camden Property Trust 22.43% 316,179 $36.7M Add +125.5%
MAA Mid-America Apartment Comm 20.73% 219,407 $33.9M Add +17.7%
FR First Industrial Realty TR 17.80% 581,012 $29.1M No change
NXRT Nexpoint Residential 16.67% 653,347 $27.3M No change
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 14.89% 339,338 $24.4M Add +26.2%
VRE Veris Residential Inc. 4.26% 419,533 $7.0M No change
SMRT Smartrent Inc. 3.21% 3,000,000 $5.3M No change

Portfolio Sells Q3 2024 → Q4 2024

None this quarter.

Portfolio Buys Q3 2024 → Q4 2024

CPT Camden Property Trust Add +125.5% 22.43% +10.14
VMRK Vivmark Residential Add +26.2% 14.89% +0.68
MAA Mid-America Apartment Comm Add +17.7% 20.73% −0.29

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