Q4 2025 · 13F-HR
Starwood Capital Group Management, L.L.C.holdings as filed
Filed 2026-02-17 · accession 0001104659-26-016315
$200.8M
Reported value
6
Positions
2025-12-31
Period end
The Brief · Starwood Capital Group Management, L.L.C. · Q4 2025
AI · grounded in 13F
Starwood Capital Group Management, L.L.C. closed its entire position in SmartRent Inc. SMRT, reducing its holdings by $4.23M. The fund increased its stake in Camden Property Trust CPT by 39.25%. It also accumulated more shares of Nexpoint Residential Trust Inc REIT NXRT, increasing that position by 19.11%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 133131102 | CPT | Camden Property Trust | $76.6M | 38.1% | 695,729 | Common | SOLE |
| 32054K103 | FR | First Industrial Realty Trust Inc REIT | $33.3M | 16.6% | 581,012 | Common | SOLE |
| 59522J103 | MAA | Mid-America Apartment Communities, Inc. | $30.5M | 15.2% | 219,407 | Common | SOLE |
| 65341D102 | NXRT | Nexpoint Residential Trust Inc REIT | $29.8M | 14.8% | 989,419 | Common | SOLE |
| 29476L107 | EQR | Equity Residential | $24.5M | 12.2% | 388,438 | Common | SOLE |
| 554489104 | VRE | Veris Residential, Inc. | $6.2M | 3.11% | 419,533 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.