Real Estate CycleAs of 2026-03-31
Barry Sternlicht
Starwood Capital Group
Founder of Starwood Capital. Master of real estate cycle investing, known for founding and selling the Starwood Hotel chain.
$187.85MAUM
6Holdings
2026-03-31 Summary
1개 종목 신규 매수 (JAN) · Top holding: CPT 36.2%
Portfolio Heatmap
Size = portfolio weight · Color = darker for larger weightThis Quarter's Trades
2026-03-31 기준Holdings
6 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  CPTCamden Property Trust | 36.17% | 695,729 | $67.94M | +0.00% | No Change |
| 2 |  FRFirst Industrial Realty Trust Inc REIT | 17.89% | 581,012 | $33.61M | +0.00% | No Change |
| 3 |  MAAMid-America Apartment Communities, Inc. | 14.26% | 219,407 | $26.79M | +0.00% | No Change |
| 4 |  NXRTNexpoint Residential Trust Inc REIT | 13.17% | 989,419 | $24.74M | +0.00% | No Change |
| 5 |  EQREquity Residential | 12.23% | 388,438 | $22.98M | +0.00% | No Change |
| 6 |  JANJanus Residential, Inc. | 6.27% | 500,000 | $11.79M | - | New Position |
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