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Asset Manager ← All Institutions

Starwood Capital Group Management, L.L.C.

Q2 2025 · Filed 2025-08-14
Market Value
$151M
-9.8%
Holdings
8
+1
New Purchases
1
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
12.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EQR 15.15% 14.49% +0.66% $23M
PGRE 0.64% 0.00% +0.64% $972K
CPT 23.56% 23.07% +0.50% $36M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NXRT 14.58% 15.41% -0.83% $22M
MAA 21.48% 21.93% -0.46% $32M
FR 18.49% 18.70% -0.21% $28M
SMRT 1.96% 2.17% -0.20% $3M
VRE 4.13% 4.23% -0.10% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $91M 60.2%
Mid Cap 1 $28M 18.5%
Small Cap 3 $29M 19.4%
Micro Cap 1 $3M 2.0%

Portfolio Analytics

Avg Market Cap
$7.9B
Median Market Cap
$5.1B
Avg P/E
28.7
Median P/E
26.1
Avg Dividend Yield
0.03%
Avg Beta
1.03
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CPT 23.56% 316,179 $36M $112.69 -$3M
2 MAA 21.48% 219,407 $32M $148.01 -$4M
3 FR 18.49% 581,012 $28M $48.13 -$3M
4 EQR 15.15% 339,338 $23M $67.49 -$1M
5 NXRT 14.58% 661,669 $22M $33.32 -$4M +8,322 +1.3%
6 VRE 4.13% 419,533 $6M $14.89 -$852K
7 SMRT 1.96% 3,000,000 $3M $0.99 -$660K
8 PGRE 0.64% 159,399 $972K $6.10 +159,399 NEW

New Positions

SymbolValue% Port
PGRE $972K 0.64%
View SEC EDGAR Filings for Starwood Capital Group Management, L.L.C. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms