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Asset Manager ← All Institutions

Starwood Capital Group Management, L.L.C.

Q4 2025 · Filed 2026-02-17
Market Value
$201M
+13.8%
Holdings
7
-1
New Purchases
0
Added To
2
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
14.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CPT 38.13% 30.24% +7.89% $77M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SMRT 0.00% 2.40% -2.40% $0
MAA 15.17% 17.38% -2.20% $30M
EQR 12.19% 14.25% -2.06% $24M
VRE 3.11% 3.61% -0.51% $6M
FR 16.57% 16.95% -0.38% $33M
NXRT 14.83% 15.17% -0.34% $30M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $132M 65.5%
Mid Cap 1 $33M 16.6%
Small Cap 2 $36M 17.9%
Micro Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$8.9B
Median Market Cap
$8.4B
Avg P/E
28.7
Median P/E
26.1
Avg Dividend Yield
0.03%
Avg Beta
1.04
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CPT 38.13% 695,729 $77M $110.08 $23M +196,100 +39.2%
2 FR 16.57% 581,012 $33M $57.27 $3M
3 MAA 15.17% 219,407 $30M $138.91 -$180K
4 NXRT 14.83% 989,419 $30M $30.10 $3M +158,750 +19.1%
5 EQR 12.19% 388,438 $24M $63.04 -$656K
6 VRE 3.11% 419,533 $6M $14.88 -$134K
7 SMRT —% -$4M -3,000,000 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
SMRT —%
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