Real Estate CycleAs of 2025-12-31
Barry Sternlicht
Starwood Capital Group
Founder of Starwood Capital. Master of real estate cycle investing, known for founding and selling the Starwood Hotel chain.
$200.85MAUM
6Holdings
2025-12-31 Summary
2개 종목 추가 매수 (CPT, NXRT) · Top holding: CPT 38.1%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2025-12-31 기준Holdings
6 positions| # | Stock ⇅ | Weight ↓ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  CPTCamden Property Trust | 38.13% | 695,729 | $76.59M | +39.25% | Added |
| 2 |  FRFirst Industrial Realty Trust Inc REIT | 16.56% | 581,012 | $33.27M | +0.00% | No Change |
| 3 |  MAAMid-America Apartment Communities, Inc. | 15.18% | 219,407 | $30.48M | +0.00% | No Change |
| 4 |  NXRTNexpoint Residential Trust Inc REIT | 14.83% | 989,419 | $29.78M | +19.11% | Added |
| 5 |  EQREquity Residential | 12.19% | 388,438 | $24.49M | +0.00% | No Change |
| 6 |  VREVeris Residential, Inc. | 3.11% | 419,533 | $6.24M | +0.00% | No Change |
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