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Asset Manager ← All Institutions

Starwood Capital Group Management, L.L.C.

Q3 2025 · Filed 2025-11-14
Market Value
$176M
+16.7%
Holdings
8
New Purchases
0
Added To
3
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
12.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CPT 30.24% 23.56% +6.68% $53M
NXRT 15.17% 14.58% +0.59% $27M
SMRT 2.40% 1.96% +0.43% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MAA 17.38% 21.48% -4.10% $31M
FR 16.95% 18.49% -1.54% $30M
EQR 14.25% 15.15% -0.89% $25M
PGRE 0.00% 0.64% -0.64% $0
VRE 3.61% 4.13% -0.52% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $109M 61.9%
Mid Cap 1 $30M 17.0%
Small Cap 3 $33M 18.8%
Micro Cap 1 $4M 2.4%

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 30.24% 499,629 $53M $106.78 $18M +183,450 +58.0%
2 MAA 17.38% 219,407 $31M $139.73 -$2M
3 FR 16.95% 581,012 $30M $51.47 $2M
4 NXRT 15.17% 830,669 $27M $32.22 $5M +169,000 +25.5%
5 EQR 14.25% 388,438 $25M $64.73 $2M +49,100 +14.5%
6 VRE 3.61% 419,533 $6M $15.20 $130K
7 SMRT 2.40% 3,000,000 $4M $1.41 $1M
8 PGRE —% -$972K -159,399 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
PGRE —%
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