13F COMBINATION REPORT
AEW CAPITAL MANAGEMENT L P
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001104659-25-048396
Total Value
$2.05B
Positions
91
Other Managers
3
Confidential Omitted
No
Holdings (91)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WELLTOWER INC | WELL | 853,012 | $130.7M | 6.39% |
| 2 | PROLOGIS INC. | PLDGP | 1,039,303 | $116.2M | 5.68% |
| 3 | EQUINIX INC | EQIX | 128,862 | $105.1M | 5.14% |
| 4 | AVALONBAY CMNTYS INC | AWX | 409,992 | $88.0M | 4.30% |
| 5 | REALTY INCOME CORP | O | 1,515,020 | $87.9M | 4.30% |
| 6 | PUBLIC STORAGE OPER CO | PSA-PS | 278,660 | $83.4M | 4.08% |
| 7 | MID-AMER APT CMNTYS INC | 59522J103 | 496,518 | $83.2M | 4.07% |
| 8 | PROLOGIS INC. | PLDGP | 727,538 | $81.3M | 3.98% |
| 9 | WELLTOWER INC | WELL | 502,966 | $77.1M | 3.77% |
| 10 | DIGITAL RLTY TR INC | 253868103 | 533,299 | $76.4M | 3.74% |
| 11 | EQUINIX INC | EQIX | 81,244 | $66.2M | 3.24% |
| 12 | BRIXMOR PPTY GROUP INC | 11120U105 | 1,729,638 | $45.9M | 2.25% |
| 13 | SIMON PPTY GROUP INC NEW | 828806109 | 271,055 | $45.0M | 2.20% |
| 14 | PUBLIC STORAGE OPER CO | PSA-PS | 148,400 | $44.4M | 2.17% |
| 15 | DIGITAL RLTY TR INC | 253868103 | 292,516 | $41.9M | 2.05% |
| 16 | GAMING & LEISURE PPTYS INC | 36467J108 | 819,720 | $41.7M | 2.04% |
| 17 | AMERICAN HOMES 4 RENT | AMH-PG | 1,075,214 | $40.7M | 1.99% |
| 18 | BROADSTONE NET LEASE INC | BNL | 2,302,969 | $39.2M | 1.92% |
| 19 | INDEPENDENCE RLTY TR INC | 45378A106 | 1,843,895 | $39.1M | 1.91% |
| 20 | LXP INDUSTRIAL TRUST | LXP-PC | 4,150,661 | $35.9M | 1.76% |
| 21 | VENTAS INC | VTR | 519,490 | $35.7M | 1.75% |
| 22 | IRON MTN INC DEL | 46284V101 | 411,557 | $35.4M | 1.73% |
| 23 | MACERICH CO | MAC | 2,062,206 | $35.4M | 1.73% |
| 24 | HIGHWOODS PPTYS INC | 431284108 | 1,114,680 | $33.0M | 1.62% |
| 25 | AVALONBAY CMNTYS INC | AWX | 144,204 | $30.9M | 1.51% |
| 26 | KITE RLTY GROUP TR | 49803T300 | 1,194,368 | $26.7M | 1.31% |
| 27 | VENTAS INC | VTR | 376,486 | $25.9M | 1.27% |
| 28 | CARETRUST REIT INC | CTRE | 813,752 | $23.3M | 1.14% |
| 29 | EXTRA SPACE STORAGE INC | EXR | 149,379 | $22.2M | 1.08% |
| 30 | IRON MTN INC DEL | 46284V101 | 250,840 | $21.6M | 1.06% |
| 31 | PHILLIPS EDISON & CO INC | PECO | 574,819 | $21.0M | 1.03% |
| 32 | VORNADO RLTY TR | 929042109 | 565,080 | $20.9M | 1.02% |
| 33 | MID-AMER APT CMNTYS INC | 59522J103 | 121,086 | $20.3M | 0.99% |
| 34 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 205,618 | $18.8M | 0.92% |
| 35 | CURBLINE PPTYS CORP | 23128Q101 | 766,037 | $18.5M | 0.91% |
| 36 | KILROY RLTY CORP | 49427F108 | 520,199 | $17.0M | 0.83% |
| 37 | HEALTHCARE RLTY TR | 42226K105 | 969,350 | $16.4M | 0.80% |
| 38 | SUN CMNTYS INC | 866674104 | 116,690 | $15.0M | 0.73% |
| 39 | APARTMENT INVT & MGMT CO | APA | 1,651,000 | $14.5M | 0.71% |
| 40 | EQUITY RESIDENTIAL | EQR | 201,231 | $14.4M | 0.70% |
| 41 | EQUITY RESIDENTIAL | EQR | 175,760 | $12.6M | 0.62% |
| 42 | INVITATION HOMES INC | INVH | 358,095 | $12.5M | 0.61% |
| 43 | EASTGROUP PPTYS INC | 277276101 | 70,439 | $12.4M | 0.61% |
| 44 | LXP INDUSTRIAL TRUST | LXP-PC | 1,424,750 | $12.3M | 0.60% |
| 45 | AMERICAN HOMES 4 RENT | AMH-PG | 320,557 | $12.1M | 0.59% |
| 46 | CAMDEN PPTY TR | 133131102 | 97,675 | $11.9M | 0.58% |
| 47 | BROADSTONE NET LEASE INC | BNL | 688,590 | $11.7M | 0.57% |
| 48 | ESSEX PPTY TR INC | 297178105 | 33,401 | $10.2M | 0.50% |
| 49 | INVITATION HOMES INC | INVH | 287,750 | $10.0M | 0.49% |
| 50 | SUN CMNTYS INC | 866674104 | 74,770 | $9.6M | 0.47% |
| 51 | INDEPENDENCE RLTY TR INC | 45378A106 | 419,820 | $8.9M | 0.44% |
| 52 | WP CAREY INC | 92936U109 | 139,640 | $8.8M | 0.43% |
| 53 | ESSEX PPTY TR INC | 297178105 | 27,380 | $8.4M | 0.41% |
| 54 | CAMDEN PPTY TR | 133131102 | 62,240 | $7.6M | 0.37% |
| 55 | UDR INC | UDR | 135,688 | $6.1M | 0.30% |
| 56 | VICI PPTYS INC | 925652109 | 179,030 | $5.8M | 0.29% |
| 57 | UDR INC | UDR | 129,240 | $5.8M | 0.29% |
| 58 | EQUITY LIFESTYLE PPTYS INC | 29472R108 | 59,340 | $4.0M | 0.19% |
| 59 | WELLTOWER INC | WELL | 19,890 | $3.0M | 0.15% |
| 60 | APARTMENT INVT & MGMT CO | APA | 336,570 | $3.0M | 0.14% |
| 61 | EQUITY LIFESTYLE PPTYS INC | 29472R108 | 42,513 | $2.8M | 0.14% |
| 62 | GAMING & LEISURE PPTYS INC | 36467J108 | 53,550 | $2.7M | 0.13% |
| 63 | HEALTHPEAK PROPERTIES INC | DOC | 117,479 | $2.4M | 0.12% |
| 64 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 25,610 | $2.4M | 0.12% |
| 65 | MID-AMER APT CMNTYS INC | 59522J103 | 11,040 | $1.9M | 0.09% |
| 66 | EQUINIX INC | EQIX | 2,155 | $1.8M | 0.09% |
| 67 | PROLOGIS INC. | PLDGP | 15,530 | $1.7M | 0.08% |
| 68 | REALTY INCOME CORP | O | 26,718 | $1.5M | 0.08% |
| 69 | PUBLIC STORAGE OPER CO | PSA-PS | 5,020 | $1.5M | 0.07% |
| 70 | SIMON PPTY GROUP INC NEW | 828806109 | 8,380 | $1.4M | 0.07% |
| 71 | HEALTHCARE RLTY TR | 42226K105 | 80,100 | $1.4M | 0.07% |
| 72 | BRIXMOR PPTY GROUP INC | 11120U105 | 49,340 | $1.3M | 0.06% |
| 73 | AVALONBAY CMNTYS INC | AWX | 6,000 | $1.3M | 0.06% |
| 74 | HIGHWOODS PPTYS INC | 431284108 | 43,430 | $1.3M | 0.06% |
| 75 | BROADSTONE NET LEASE INC | BNL | 74,880 | $1.3M | 0.06% |
| 76 | DIGITAL RLTY TR INC | 253868103 | 8,890 | $1.3M | 0.06% |
| 77 | LXP INDUSTRIAL TRUST | LXP-PC | 85,910 | $743,122 | 0.04% |
| 78 | CARETRUST REIT INC | CTRE | 23,540 | $672,773 | 0.03% |
| 79 | IRON MTN INC DEL | 46284V101 | 6,870 | $591,095 | 0.03% |
| 80 | CURBLINE PPTYS CORP | 23128Q101 | 24,220 | $585,882 | 0.03% |
| 81 | AMERICAN HOMES 4 RENT | AMH-PG | 14,590 | $551,648 | 0.03% |
| 82 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 3,348 | $306,141 | 0.01% |
| 83 | GLOBAL MED REIT INC | 37954A204 | 29,820 | $260,925 | 0.01% |
| 84 | STAG INDL INC | 85254J102 | 3,600 | $130,032 | 0.01% |
| 85 | REGENCY CTRS CORP | 758849103 | 1,500 | $110,640 | 0.01% |
| 86 | EASTGROUP PPTYS INC | 277276101 | 500 | $88,075 | 0.00% |
| 87 | TANGER INC | SKT | 2,000 | $67,580 | 0.00% |
| 88 | AGREE RLTY CORP | 008492100 | 400 | $30,876 | 0.00% |
| 89 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 200 | $18,502 | 0.00% |
| 90 | LINEAGE INC | LINE | 300 | $17,589 | 0.00% |
| 91 | CUBESMART | CUBE | 400 | $17,084 | 0.00% |