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Institutional

Starwood Capital Group Management, L.L.C.

CIK 0001388788
$187.8M
Reported AUM
6
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Starwood Capital Group Management, L.L.C. · Q1 2026

AI · grounded in 13F

Starwood Capital Group Management, L.L.C. established a new position in Janus Residential, Inc. JAN valued at $11.79M. The fund closed its entire position in Veris Residential, Inc. VRE, reducing its exposure by $6.24M. These moves bring the fund's total assets under management to $187.85M across six positions.

Portfolio · Q1 2026

CPT$67.9MFR$33.6MMAA$26.8MNXRT$24.7MEQR$23.0MJAN$11.8MSL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1CPTCamden Property Trust$112.600.53%1.19%-11.13%$67.9M36.17%HELD
2FRFirst Industrial Realty Trust Inc REIT$61.58-0.16%28.61%27.97%$33.6M17.89%HELD
3MAAMid-America Apartment Communities, Inc.$137.540.49%-4.02%-14.55%$26.8M14.26%HELD
4NXRTNexpoint Residential Trust Inc REIT$29.010.62%-8.15%-39.16%$24.7M13.17%HELD
5EQREquity Residential$68.15-0.06%4.01%-2.39%$23.0M12.23%HELD
6JANJanus Residential, Inc.$25.421.19%6.44%-4.27%$11.8M6.27%+500,000NEW
7VREVeris Residential, Inc.$18.99-0.05%28.67%10.67%419,533EXITED

Source: SEC EDGAR · accession 0001104659-26-062431. 13F discloses long positions only — shorts, foreign equities, and options are excluded.