Starwood Capital Group Management, L.L.C.
MIAMI BEACH, FL
$214m in 6 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 1.6% of the portfolio this quarter.
Value
$214m
Stocks
6
Top 10 share
100.0%
Turnover
1.6%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Janus LivingJAN
- Share
- 6.7%
- Value
- $14m
- Shares
- 500,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Camden Property TrustCPT | 37.2% | $80m | 695,729 | Held |
| First Industrial Realty TrustFR | 16.6% | $36m | 581,012 | Held |
| MID America Apartment CommunitiesMAA | 14.2% | $30m | 219,407 | Held |
| NexPoint Residential TrustNXRT | 12.9% | $28m | 989,419 | Held |
| Vivmark ResidentialVMRK | 12.3% | $26m | 388,438 | Held |
| Janus LivingJAN | 6.7% | $14m | 500,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 41.6% since 30 June 2025.
Where the money is
Real estate100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.