Starwood Capital Group Management, L.L.C.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Starwood Capital Group Management, L.L.C. reported 8 stock positions worth $151.2 million. Its top holding was Camden Property Trust (CPT) at 23.6% of the portfolio, followed by Mid-America Apartment Comm (MAA, 21.5%) and First Industrial Realty TR (FR, 18.5%). Compared with Q1 2025, it opened 1 new position and added to 1. The biggest buy was a new position in Paramount (PGRE).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI BEACH, FL
- CIK
- 0001388788
- Portfolio Value
- $151.2M (Q2 2025)
- SEC Filing
- 0001104659-25-078527 ↗ filed Aug 14, 2025
Holdings Value
Holdings 8 stocks · $151.2M
| CPT Camden Property Trust | 23.56% | 316,179 | $35.6M | No change |
| MAA Mid-America Apartment Comm | 21.48% | 219,407 | $32.5M | No change |
| FR First Industrial Realty TR | 18.49% | 581,012 | $28.0M | No change |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 15.15% | 339,338 | $22.9M | No change |
| NXRT Nexpoint Residential | 14.58% | 661,669 | $22.0M | Add +1.3% |
| VRE Veris Residential Inc. | 4.13% | 419,533 | $6.2M | No change |
| SMRT Smartrent Inc. | 1.96% | 3,000,000 | $3.0M | No change |
| PGRE Paramount Group Inc. | 0.64% | 159,399 | $972K | New |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 6 | $214.1M | CPT, FR, MAA, NXRT, VMRK |
| Q1 2026 | 6 | $187.8M | CPT, FR, MAA, NXRT, VMRK |
| Q4 2025 | 6 | $200.8M | CPT, FR, MAA, NXRT, VMRK |
| Q3 2025 | 7 | $176.4M | CPT, MAA, FR, NXRT, VMRK |
| Q2 2025 | 8 | $151.2M | CPT, MAA, FR, VMRK, NXRT |
| Q1 2025 | 7 | $167.6M | CPT, MAA, FR, NXRT, VMRK |
| Q4 2024 | 7 | $163.6M | CPT, MAA, FR, NXRT, VMRK |
| Q3 2024 | 7 | $140.9M | FR, MAA, NXRT, VMRK, CPT |
| Q2 2024 | 3 | $40.3M | NXRT, FR, SMRT |
| Q1 2024 | 2 | $9.4M | SMRT, NXRT |