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

CIK 1388788 · latest 13F-HR filed 2026-08-14

Starwood Capital Group Management, L.L.C. manages $214.1M in 13F-reported U.S. long-equity assets across 6 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CPT (37.20%), FR (16.63%), MAA (14.24%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 6, and trimmed 0.

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.

Filer Information
Address
2340 COLLINS AVENUE
MIAMI BEACH, FL 33139
Phone
(203) 422-7775
Filing Manager
Starwood Capital Group Management, L.L.C.
MIAMI BEACH, FL
Signatory
Matthew S. Guttin
Chief Compliance Officer
Loading holdings…
AUM

$214.1M

Long-equity book

Holdings

6

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+0 / −0 / ↑6 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Camden Property Trust$11.7M +17.2%
  • Mid-America Apartment Communities, Inc.$3.7M +13.8%
  • Equity Residential$3.4M +14.8%
  • Nexpoint Residential Trust Inc REIT$2.9M +11.7%
  • Janus Living Inc. REIT$2.6M +21.9%
Show all 6

Top Trims

  • No decreased positions.
Show all 0

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
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 $79.7M 37.20% 695,729 SH
2 First Industrial Realty Trust Inc REIT FR 32054K103 $35.6M 16.63% 581,012 SH
3 Mid-America Apartment Communities, Inc. MAA 59522J103 $30.5M 14.24% 219,407 SH
4 Nexpoint Residential Trust Inc REIT NXRT 65341D102 $27.6M 12.90% 989,419 SH
5 Equity Residential EQR 29476L107 $26.4M 12.32% 388,438 SH
6 Janus Living Inc. REIT JAN 471024109 $14.4M 6.71% 500,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $214.1M 6 0001104659-26-097011
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