Starwood Capital Group Management, L.L.C.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Starwood Capital Group Management, L.L.C. reported 7 stock positions worth $176.4 million. Its top holding was Camden Property Trust (CPT) at 30.2% of the portfolio, followed by Mid-America Apartment Comm (MAA, 17.4%) and First Industrial Realty TR (FR, 17.0%). Compared with Q2 2025, it sold out of 1 and added to 3. The biggest buy was Camden Property Trust (CPT, shares +58%) and the biggest sale an exit from Paramount (PGRE).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI BEACH, FL
- CIK
- 0001388788
- Portfolio Value
- $176.4M (Q3 2025)
- SEC Filing
- 0001104659-25-112402 ↗ filed Nov 14, 2025
Holdings Value
Holdings 7 stocks · $176.4M
| CPT Camden Property Trust | 30.24% | 499,629 | $53.4M | Add +58.0% |
| MAA Mid-America Apartment Comm | 17.38% | 219,407 | $30.7M | No change |
| FR First Industrial Realty TR | 16.95% | 581,012 | $29.9M | No change |
| NXRT Nexpoint Residential | 15.17% | 830,669 | $26.8M | Add +25.5% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 14.25% | 388,438 | $25.1M | Add +14.5% |
| VRE Veris Residential Inc. | 3.61% | 419,533 | $6.4M | No change |
| SMRT Smartrent Inc. | 2.40% | 3,000,000 | $4.2M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| PGRE Paramount Group Inc. | Sold out | 0.00% | −0.64 |
Portfolio Buys Q2 2025 → Q3 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 |