Starwood Capital Group Management, L.L.C.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Starwood Capital Group Management, L.L.C. reported 6 stock positions worth $200.8 million. Its top holding was Camden Property Trust (CPT) at 38.1% of the portfolio, followed by First Industrial Realty TR (FR, 16.6%) and Mid-America Apartment Comm (MAA, 15.2%). Compared with Q3 2025, it sold out of 1 and added to 2. The biggest buy was Camden Property Trust (CPT, shares +39%) and the biggest sale an exit from Smartrent (SMRT).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI BEACH, FL
- CIK
- 0001388788
- Portfolio Value
- $200.8M (Q4 2025)
- SEC Filing
- 0001104659-26-016315 ↗ filed Feb 17, 2026
Holdings Value
Holdings 6 stocks · $200.8M
| CPT Camden Property Trust | 38.13% | 695,729 | $76.6M | Add +39.3% |
| FR First Industrial Realty TR | 16.57% | 581,012 | $33.3M | No change |
| MAA Mid-America Apartment Comm | 15.17% | 219,407 | $30.5M | No change |
| NXRT Nexpoint Residential | 14.83% | 989,419 | $29.8M | Add +19.1% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 12.19% | 388,438 | $24.5M | No change |
| VRE Veris Residential Inc. | 3.11% | 419,533 | $6.2M | No change |
Portfolio Sells Q3 2025 → Q4 2025
| SMRT Smartrent Inc. | Sold out | 0.00% | −2.40 |
Portfolio Buys Q3 2025 → Q4 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 |