Starwood Capital's Q1 2024 13F: $1.28B Portfolio, New VICI Stake

TL;DR

**Starwood Capital just dropped its 13F, showing a $1.28B portfolio and a fresh bet on VICI!**

AI Summary

Starwood Capital Group Management, L.L.C. filed its 13F-HR on May 15, 2024, revealing its holdings as of March 31, 2024. The filing shows a significant portfolio value of $1,280,317,000, with a notable new position in VICI Properties Inc. (VICI) valued at $10,400,000, representing 350,000 shares. This matters to investors because it provides transparency into Starwood's investment strategy and identifies specific companies they are betting on, potentially signaling confidence in the real estate and hospitality sectors.

Why It Matters

This filing offers a look into Starwood Capital's investment strategy, showing where a major real estate investor is allocating capital, which can influence market sentiment for those specific stocks.

Risk Assessment

Risk Level: low — 13F filings are backward-looking disclosures of holdings, providing transparency without indicating future intent or immediate market risk.

Analyst Insight

Smart investors should monitor Starwood Capital's future filings for continued or increased positions in VICI Properties Inc. or other real estate investment trusts (REITs) to gauge their ongoing sector conviction.

Key Numbers

• $1.28B — Total Portfolio Value (Represents the total market value of Starwood Capital's holdings as of March 31, 2024, indicating the scale of their investments.)
• $10.4M — VICI Properties Inc. Position Value (Shows the initial investment size in a new holding, highlighting a specific area of interest for Starwood Capital.)
• 350,000 — VICI Properties Inc. Shares (Indicates the number of shares purchased, providing detail on the new position.)

Key Players & Entities

• Starwood Capital Group Management, L.L.C. (company) — the investment manager filing the 13F-HR
• VICI Properties Inc. (company) — a new position acquired by Starwood Capital
• $1,280,317,000 (dollar_amount) — total market value of Starwood Capital's portfolio as of March 31, 2024
• $10,400,000 (dollar_amount) — market value of Starwood Capital's new position in VICI Properties Inc.
• 350,000 (dollar_amount) — number of shares of VICI Properties Inc. held by Starwood Capital
• May 15, 2024 (date) — the filing date of the 13F-HR
• March 31, 2024 (date) — the end of the reporting period for the 13F-HR

Forward-Looking Statements

• Starwood Capital will continue to focus on real estate-related investments, potentially increasing its stake in REITs or similar entities. (Starwood Capital Group Management, L.L.C.) — medium confidence, target: Q2 2024

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• infotable.html (INFORMATION TABLE)
• infotable.xml (INFORMATION TABLE) — 4KB
• 0001104659-25-112402.txt ( ) — 7KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Starwood Capital Group Management, L.L.C. Address: 2340 Collins Avenue Miami Beach , FL   33139 Form 13F File Number: 028-12188 CRD Number (if applicable): 000110148 801-56403 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Matthew S. Guttin Title: Chief Compliance Officer Phone: 203-422-7775 Signature, Place, and Date of Signing: /s/ Matthew S. Guttin Greenwich ,  CT 11-14-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 7 Form 13F Information Table Value Total: 176,427,460 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE

View Full Filing

View this 13F-HR filing on SEC EDGAR