13F COMBINATION REPORT
AEW CAPITAL MANAGEMENT L P
Quarter ended Q4 2024 · Filed February 5, 2025 · Accession 0001104659-25-009510
Total Value
$2.07B
Positions
88
Other Managers
3
Confidential Omitted
No
Holdings (88)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EQUINIX INC | EQIX | 141,242 | $133.2M | 6.44% |
| 2 | PROLOGIS INC. | PLDGP | 1,083,903 | $114.6M | 5.54% |
| 3 | WELLTOWER INC | WELL | 901,202 | $113.6M | 5.49% |
| 4 | AVALONBAY CMNTYS INC | AWX | 430,142 | $94.6M | 4.57% |
| 5 | DIGITAL RLTY TR INC | 253868103 | 511,929 | $90.8M | 4.39% |
| 6 | PUBLIC STORAGE OPER CO | PSA-PS | 285,900 | $85.6M | 4.14% |
| 7 | REALTY INCOME CORP | O | 1,576,610 | $84.2M | 4.07% |
| 8 | EQUINIX INC | EQIX | 85,034 | $80.2M | 3.88% |
| 9 | MID-AMER APT CMNTYS INC | 59522J103 | 508,748 | $78.6M | 3.80% |
| 10 | PROLOGIS INC. | PLDGP | 727,538 | $76.9M | 3.72% |
| 11 | WELLTOWER INC | WELL | 485,526 | $61.2M | 2.96% |
| 12 | BRIXMOR PPTY GROUP INC | 11120U105 | 1,865,858 | $51.9M | 2.51% |
| 13 | DIGITAL RLTY TR INC | 253868103 | 271,416 | $48.1M | 2.33% |
| 14 | AMERICAN HOMES 4 RENT | AMH-PG | 1,236,174 | $46.3M | 2.24% |
| 15 | PUBLIC STORAGE OPER CO | PSA-PS | 148,400 | $44.4M | 2.15% |
| 16 | IRON MTN INC DEL | 46284V101 | 421,067 | $44.3M | 2.14% |
| 17 | MACERICH CO | MAC | 2,170,006 | $43.2M | 2.09% |
| 18 | INDEPENDENCE RLTY TR INC | 45378A106 | 1,973,935 | $39.2M | 1.89% |
| 19 | SIMON PPTY GROUP INC NEW | 828806109 | 223,725 | $38.5M | 1.86% |
| 20 | BROADSTONE NET LEASE INC | BNL | 2,372,739 | $37.6M | 1.82% |
| 21 | VENTAS INC | VTR | 610,670 | $36.0M | 1.74% |
| 22 | LXP INDUSTRIAL TRUST | LXP-PC | 4,305,131 | $35.0M | 1.69% |
| 23 | GAMING & LEISURE PPTYS INC | 36467J108 | 708,050 | $34.1M | 1.65% |
| 24 | AVALONBAY CMNTYS INC | AWX | 144,204 | $31.7M | 1.53% |
| 25 | KITE RLTY GROUP TR | 49803T300 | 1,254,468 | $31.7M | 1.53% |
| 26 | HIGHWOODS PPTYS INC | 431284108 | 977,640 | $29.9M | 1.45% |
| 27 | IRON MTN INC DEL | 46284V101 | 250,840 | $26.4M | 1.27% |
| 28 | CARETRUST REIT INC | CTRE | 948,212 | $25.6M | 1.24% |
| 29 | PHILLIPS EDISON & CO INC | PECO | 627,889 | $23.5M | 1.14% |
| 30 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 224,448 | $23.4M | 1.13% |
| 31 | KILROY RLTY CORP | 49427F108 | 569,199 | $23.0M | 1.11% |
| 32 | EXTRA SPACE STORAGE INC | EXR | 149,379 | $22.3M | 1.08% |
| 33 | VENTAS INC | VTR | 377,456 | $22.2M | 1.07% |
| 34 | VORNADO RLTY TR | 929042109 | 490,000 | $20.6M | 1.00% |
| 35 | MID-AMER APT CMNTYS INC | 59522J103 | 112,136 | $17.3M | 0.84% |
| 36 | AMERICAN HOMES 4 RENT | AMH-PG | 428,487 | $16.0M | 0.78% |
| 37 | SUN CMNTYS INC | 866674104 | 116,690 | $14.3M | 0.69% |
| 38 | INVITATION HOMES INC | INVH | 448,505 | $14.3M | 0.69% |
| 39 | HEALTHCARE RLTY TR | 42226K105 | 840,460 | $14.2M | 0.69% |
| 40 | CURBLINE PPTYS CORP | 23128Q101 | 610,627 | $14.2M | 0.69% |
| 41 | EQUITY RESIDENTIAL | EQR | 173,111 | $12.4M | 0.60% |
| 42 | EQUITY RESIDENTIAL | EQR | 161,620 | $11.6M | 0.56% |
| 43 | LXP INDUSTRIAL TRUST | LXP-PC | 1,424,750 | $11.6M | 0.56% |
| 44 | CAMDEN PPTY TR | 133131102 | 97,675 | $11.3M | 0.55% |
| 45 | EASTGROUP PPTYS INC | 277276101 | 70,439 | $11.3M | 0.55% |
| 46 | BROADSTONE NET LEASE INC | BNL | 688,590 | $10.9M | 0.53% |
| 47 | INVITATION HOMES INC | INVH | 311,440 | $10.0M | 0.48% |
| 48 | ESSEX PPTY TR INC | 297178105 | 33,401 | $9.5M | 0.46% |
| 49 | SUN CMNTYS INC | 866674104 | 74,970 | $9.2M | 0.45% |
| 50 | WP CAREY INC | 92936U109 | 139,640 | $7.6M | 0.37% |
| 51 | ESSEX PPTY TR INC | 297178105 | 26,390 | $7.5M | 0.36% |
| 52 | CAMDEN PPTY TR | 133131102 | 60,780 | $7.1M | 0.34% |
| 53 | INDEPENDENCE RLTY TR INC | 45378A106 | 342,980 | $6.8M | 0.33% |
| 54 | EQUITY LIFESTYLE PPTYS INC | 29472R108 | 85,343 | $5.7M | 0.27% |
| 55 | UDR INC | UDR | 129,590 | $5.6M | 0.27% |
| 56 | VICI PPTYS INC | 925652109 | 179,030 | $5.2M | 0.25% |
| 57 | UDR INC | UDR | 113,778 | $4.9M | 0.24% |
| 58 | EQUITY LIFESTYLE PPTYS INC | 29472R108 | 70,880 | $4.7M | 0.23% |
| 59 | WELLTOWER INC | WELL | 21,750 | $2.7M | 0.13% |
| 60 | GAMING & LEISURE PPTYS INC | 36467J108 | 53,550 | $2.6M | 0.12% |
| 61 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 25,610 | $2.5M | 0.12% |
| 62 | HEALTHPEAK PROPERTIES INC | DOC | 117,479 | $2.4M | 0.12% |
| 63 | EQUINIX INC | EQIX | 2,275 | $2.1M | 0.10% |
| 64 | BRIXMOR PPTY GROUP INC | 11120U105 | 72,040 | $2.0M | 0.10% |
| 65 | PROLOGIS INC. | PLDGP | 15,780 | $1.7M | 0.08% |
| 66 | MID-AMER APT CMNTYS INC | 59522J103 | 10,110 | $1.6M | 0.08% |
| 67 | PUBLIC STORAGE OPER CO | PSA-PS | 5,100 | $1.5M | 0.07% |
| 68 | DIGITAL RLTY TR INC | 253868103 | 8,400 | $1.5M | 0.07% |
| 69 | REALTY INCOME CORP | O | 27,148 | $1.4M | 0.07% |
| 70 | SIMON PPTY GROUP INC NEW | 828806109 | 7,980 | $1.4M | 0.07% |
| 71 | HEALTHCARE RLTY TR | 42226K105 | 80,100 | $1.4M | 0.07% |
| 72 | HIGHWOODS PPTYS INC | 431284108 | 44,270 | $1.4M | 0.07% |
| 73 | AVALONBAY CMNTYS INC | AWX | 6,030 | $1.3M | 0.06% |
| 74 | BROADSTONE NET LEASE INC | BNL | 74,620 | $1.2M | 0.06% |
| 75 | IRON MTN INC DEL | 46284V101 | 6,980 | $733,668 | 0.04% |
| 76 | CARETRUST REIT INC | CTRE | 26,490 | $716,555 | 0.03% |
| 77 | LXP INDUSTRIAL TRUST | LXP-PC | 85,900 | $697,508 | 0.03% |
| 78 | AMERICAN HOMES 4 RENT | AMH-PG | 16,360 | $612,191 | 0.03% |
| 79 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 3,408 | $355,591 | 0.02% |
| 80 | GLOBAL MED REIT INC | 37954A204 | 29,820 | $230,210 | 0.01% |
| 81 | REGENCY CTRS CORP | 758849103 | 1,800 | $133,074 | 0.01% |
| 82 | STAG INDL INC | 85254J102 | 3,200 | $108,224 | 0.01% |
| 83 | TANGER INC | SKT | 2,800 | $95,564 | 0.00% |
| 84 | EASTGROUP PPTYS INC | 277276101 | 300 | $48,147 | 0.00% |
| 85 | LINEAGE INC | LINE | 500 | $29,285 | 0.00% |
| 86 | AGREE RLTY CORP | 008492100 | 400 | $28,180 | 0.00% |
| 87 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 200 | $19,510 | 0.00% |
| 88 | CUBESMART | CUBE | 400 | $17,140 | 0.00% |