Starwood Capital Group Management, L.L.C.
Starwood Capital Group Management, L.L.C. reported 6 US-listed holdings worth $214.1 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Camden Property Trust (37.2%), First Industrial Realty Trust Inc. (16.6%) and Mid-America Apartment Communities, Inc. (14.2%). Against the quarter before, it opened 0 positions, added to 0, trimmed 0 and sold out of 0.
The 6 largest of its 6 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -8.7% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Camden Property Trust CPT | 695.7K | $79.7 million | 37.20% | no change |
| First Industrial Realty Trust Inc. FR | 581.0K | $35.6 million | 16.63% | no change |
| Mid-America Apartment Communities, Inc. MAA | 219.4K | $30.5 million | 14.24% | no change |
| NexPoint Residential Trust, Inc. NXRT | 989.4K | $27.6 million | 12.90% | no change |
| Vivmark Residential VMRK | 388.4K | $26.4 million | 12.32% | no change |
| Janus Living Inc. JAN | 500.0K | $14.4 million | 6.71% | no change |