Starwood Capital Group Management, L.L.C. — 13F Holdings & Portfolio

CIK 1388788 · latest 13F-HR filed 2026-05-15

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$187.8M

Long-equity book

Holdings

6

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+1 / −1 / ↑0 / ↓4

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • Camden Property Trust-$8.6M -11.3%
  • Nexpoint Residential Trust Inc REIT-$5.0M -16.9%
  • Mid-America Apartment Communities, Inc.-$3.7M -12.1%
  • Equity Residential-$1.5M -6.2%
Show all 4

New Positions

  • Janus Residential, Inc.$11.8M
Show all 1

Exited Positions

  • Veris Residential, Inc.$6.2M
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Camden Property Trust CPT 133131102 $67.9M 36.17% 695,729 SH
2 First Industrial Realty Trust Inc REIT FR 32054K103 $33.6M 17.89% 581,012 SH
3 Mid-America Apartment Communities, Inc. MAA 59522J103 $26.8M 14.26% 219,407 SH
4 Nexpoint Residential Trust Inc REIT NXRT 65341D102 $24.7M 13.17% 989,419 SH
5 Equity Residential EQR 29476L107 $23.0M 12.23% 388,438 SH
6 Janus Residential, Inc. JAN 471024109 $11.8M 6.27% 500,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $187.8M 6 0001104659-26-062431
2025-12-31 2026-02-17 $200.8M 6 0001104659-26-016315
2025-09-30 2025-11-14 $176.4M 7 0001104659-25-112402