Starwood Capital Group Management, L.L.C.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Starwood Capital Group Management, L.L.C. reported 6 stock positions worth $187.8 million. Its top holding was Camden Property Trust (CPT) at 36.2% of the portfolio, followed by First Industrial Realty TR (FR, 17.9%) and Mid-America Apartment Comm (MAA, 14.3%). Compared with Q4 2025, it opened 1 new position and sold out of 1. The biggest buy was a new position in Janus Living Inc. Class-A-1 (JAN) and the biggest sale an exit from Veris Residential (VRE).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI BEACH, FL
- CIK
- 0001388788
- Portfolio Value
- $187.8M (Q1 2026)
- SEC Filing
- 0001104659-26-062431 ↗ filed May 15, 2026
Holdings Value
Holdings 6 stocks · $187.8M
| CPT Camden Property Trust | 36.17% | 695,729 | $67.9M | No change |
| FR First Industrial Realty TR | 17.89% | 581,012 | $33.6M | No change |
| MAA Mid-America Apartment Comm | 14.26% | 219,407 | $26.8M | No change |
| NXRT Nexpoint Residential | 13.17% | 989,419 | $24.7M | No change |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 12.23% | 388,438 | $23.0M | No change |
| JAN Janus Living Inc. Class-A-1 | 6.27% | 500,000 | $11.8M | New |
Portfolio Sells Q4 2025 → Q1 2026
| VRE Veris Residential Inc. | Sold out | 0.00% | −3.11 |
Portfolio Buys Q4 2025 → Q1 2026
| JAN Janus Living Inc. Class-A-1 | New | 6.27% | +6.27 |
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 |