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AEW CAPITAL MANAGEMENT L P 13F holdings

Filed 2026-08-04 · AEW CAPITAL MANAGEMENT L P · 77 positions · $1.7B

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TickerCompanySharesValue% of portfolio
WELLWELLTOWER INC744.8K$169.1M10.1%
PLDPROLOGIS INC.693.9K$94.0M5.6%
WELLWELLTOWER INC391.3K$88.8M5.3%
EQIXEQUINIX INC77.2K$80.5M4.8%
AVBCAVALONBAY CMNTYS INC397.2K$74.9M4.5%
ESSESSEX PPTY TR INC216.1K$63.0M3.8%
SPGSIMON PPTY GROUP INC NEW271.7K$60.8M3.6%
CUBECUBESMART1.5M$58.6M3.5%
DLRDIGITAL RLTY TR INC324.1K$58.2M3.5%
BRXBRIXMOR PPTY GROUP INC1.5M$48.6M2.9%
PLDPROLOGIS INC.355.7K$48.2M2.9%
HIWHIGHWOODS PPTYS INC1.5M$46.4M2.8%
BNLBROADSTONE NET LEASE INC2.1M$43.5M2.6%
EQIXEQUINIX INC40.5K$42.2M2.5%
VICIVICI PPTYS INC1.5M$40.6M2.4%
CURBCURBLINE PPTYS CORP1.2M$37.6M2.2%
AMHAMERICAN HOMES 4 RENT1.1M$35.6M2.1%
OREALTY INCOME CORP551.4K$34.2M2.0%
SPGSIMON PPTY GROUP INC NEW139.7K$31.2M1.9%
CUBECUBESMART784.6K$31.2M1.9%
BXDCBLACKSTONE DIGITAL INFRASTRU1.4M$30.3M1.8%
AVBCAVALONBAY CMNTYS INC160.8K$30.3M1.8%
DLRDIGITAL RLTY TR INC165.9K$29.8M1.8%
LXPLXP INDUSTRIAL TRUST509.7K$27.5M1.6%
ESSESSEX PPTY TR INC93.4K$27.2M1.6%
BRXBRIXMOR PPTY GROUP INC808.7K$25.5M1.5%
HIWHIGHWOODS PPTYS INC825.0K$24.9M1.5%
PSAPUBLIC STORAGE78.0K$24.8M1.5%
BNLBROADSTONE NET LEASE INC1.1M$22.8M1.4%
VICIVICI PPTYS INC829.5K$22.0M1.3%
PEBPEBBLEBROOK HOTEL TR1.1M$21.6M1.3%
CURBCURBLINE PPTYS CORP648.2K$19.7M1.2%
OREALTY INCOME CORP280.6K$17.4M1.0%
BXDCBLACKSTONE DIGITAL INFRASTRU735.2K$15.9M1.0%
AMHAMERICAN HOMES 4 RENT432.4K$14.5M0.9%
LXPLXP INDUSTRIAL TRUST267.9K$14.4M0.9%
PSAPUBLIC STORAGE39.2K$12.5M0.7%
VMRKEQUITY RESIDENTIAL179.4K$12.2M0.7%
PEBPEBBLEBROOK HOTEL TR584.7K$11.3M0.7%
INVHINVITATION HOMES INC342.2K$10.3M0.6%
MAAMID-AMER APT CMNTYS INC70.0K$9.7M0.6%
SUISUN CMNTYS INC77.9K$9.3M0.6%
CPTCAMDEN PPTY TR57.5K$6.6M0.4%
ELSEQUITY LIFESTYLE PROPERTIES99.7K$6.4M0.4%
VTRVENTAS INC60.3K$5.4M0.3%
UDRUDR INC124.7K$5.0M0.3%
WELLWELLTOWER INC17.8K$4.0M0.2%
PLDPROLOGIS INC.16.2K$2.2M0.1%
EQIXEQUINIX INC1.8K$1.9M0.1%
SPGSIMON PPTY GROUP INC NEW6.4K$1.4M0.1%
CUBECUBESMART35.7K$1.4M0.1%
AVBCAVALONBAY CMNTYS INC7.3K$1.4M0.1%
DLRDIGITAL RLTY TR INC7.6K$1.4M0.1%
IRTINDEPENDENCE RLTY TR INC76.8K$1.3M0.1%
ESSESSEX PPTY TR INC4.3K$1.2M0.1%
BRXBRIXMOR PPTY GROUP INC36.8K$1.2M0.1%
HIWHIGHWOODS PPTYS INC37.6K$1.1M0.1%
BNLBROADSTONE NET LEASE INC50.3K$1.0M0.1%
VICIVICI PPTYS INC37.8K$1.0M0.1%
CURBCURBLINE PPTYS CORP29.5K$897,1950.1%
Top Fund Holdings
13F
Top Fund Holdings

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