13F COMBINATION REPORT
AEW CAPITAL MANAGEMENT L P
Quarter ended Q2 2025 · Filed August 6, 2025 · Accession 0001104659-25-074657
Total Value
$1.90B
Positions
92
Other Managers
3
Confidential Omitted
No
Holdings (92)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WELLTOWER INC | WELL | 769,394 | $118.3M | 6.23% |
| 2 | PROLOGIS INC. | PLDGP | 935,575 | $98.3M | 5.18% |
| 3 | DIGITAL RLTY TR INC | 253868103 | 481,939 | $84.0M | 4.42% |
| 4 | REALTY INCOME CORP | O | 1,447,110 | $83.4M | 4.39% |
| 5 | EQUINIX INC | EQIX | 104,572 | $83.2M | 4.38% |
| 6 | PROLOGIS INC. | PLDGP | 751,318 | $79.0M | 4.16% |
| 7 | WELLTOWER INC | WELL | 494,826 | $76.1M | 4.00% |
| 8 | PUBLIC STORAGE OPER CO | PSA-PS | 257,440 | $75.5M | 3.98% |
| 9 | AVALONBAY CMNTYS INC | AWX | 363,134 | $73.9M | 3.89% |
| 10 | EQUINIX INC | EQIX | 77,354 | $61.5M | 3.24% |
| 11 | MID-AMER APT CMNTYS INC | 59522J103 | 408,888 | $60.5M | 3.19% |
| 12 | DIGITAL RLTY TR INC | 253868103 | 292,516 | $51.0M | 2.68% |
| 13 | PUBLIC STORAGE OPER CO | PSA-PS | 148,400 | $43.5M | 2.29% |
| 14 | SIMON PPTY GROUP INC NEW | 828806109 | 269,435 | $43.3M | 2.28% |
| 15 | BRIXMOR PPTY GROUP INC | 11120U105 | 1,592,708 | $41.5M | 2.18% |
| 16 | IRON MTN INC DEL | 46284V101 | 371,297 | $38.1M | 2.00% |
| 17 | GAMING & LEISURE PPTYS INC | 36467J108 | 771,512 | $36.0M | 1.90% |
| 18 | HIGHWOODS PPTYS INC | 431284108 | 1,154,980 | $35.9M | 1.89% |
| 19 | AMERICAN HOMES 4 RENT | AMH-PG | 988,377 | $35.7M | 1.88% |
| 20 | LXP INDUSTRIAL TRUST | LXP-PC | 4,154,741 | $34.3M | 1.81% |
| 21 | BROADSTONE NET LEASE INC | BNL | 1,881,359 | $30.2M | 1.59% |
| 22 | AVALONBAY CMNTYS INC | AWX | 144,204 | $29.3M | 1.54% |
| 23 | VENTAS INC | VTR | 430,770 | $27.2M | 1.43% |
| 24 | INDEPENDENCE RLTY TR INC | 45378A106 | 1,509,705 | $26.7M | 1.41% |
| 25 | MACERICH CO | MAC | 1,614,716 | $26.1M | 1.38% |
| 26 | IRON MTN INC DEL | 46284V101 | 241,640 | $24.8M | 1.30% |
| 27 | KITE RLTY GROUP TR | 49803T300 | 1,046,248 | $23.7M | 1.25% |
| 28 | CARETRUST REIT INC | CTRE | 749,781 | $22.9M | 1.21% |
| 29 | VENTAS INC | VTR | 341,376 | $21.6M | 1.13% |
| 30 | EXTRA SPACE STORAGE INC | EXR | 143,719 | $21.2M | 1.12% |
| 31 | CUBESMART | CUBE | 496,780 | $21.1M | 1.11% |
| 32 | VORNADO RLTY TR | 929042109 | 495,310 | $18.9M | 1.00% |
| 33 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 185,536 | $18.3M | 0.96% |
| 34 | PHILLIPS EDISON & CO INC | PECO | 503,549 | $17.6M | 0.93% |
| 35 | CURBLINE PPTYS CORP | 23128Q101 | 709,114 | $16.2M | 0.85% |
| 36 | SUN CMNTYS INC | 866674104 | 126,390 | $16.0M | 0.84% |
| 37 | KILROY RLTY CORP | 49427F108 | 455,732 | $15.6M | 0.82% |
| 38 | EASTGROUP PPTYS INC | 277276101 | 90,199 | $15.1M | 0.79% |
| 39 | EQUITY RESIDENTIAL | EQR | 210,281 | $14.2M | 0.75% |
| 40 | MID-AMER APT CMNTYS INC | 59522J103 | 91,416 | $13.5M | 0.71% |
| 41 | HEALTHCARE RLTY TR | 42226K105 | 849,440 | $13.5M | 0.71% |
| 42 | APARTMENT INVT & MGMT CO | APA | 1,436,380 | $12.4M | 0.65% |
| 43 | EQUITY RESIDENTIAL | EQR | 181,020 | $12.2M | 0.64% |
| 44 | LXP INDUSTRIAL TRUST | LXP-PC | 1,424,750 | $11.8M | 0.62% |
| 45 | INVITATION HOMES INC | INVH | 358,095 | $11.7M | 0.62% |
| 46 | AMERICAN HOMES 4 RENT | AMH-PG | 320,557 | $11.6M | 0.61% |
| 47 | UDR INC | UDR | 282,928 | $11.6M | 0.61% |
| 48 | SUN CMNTYS INC | 866674104 | 78,800 | $10.0M | 0.52% |
| 49 | ESSEX PPTY TR INC | 297178105 | 33,401 | $9.5M | 0.50% |
| 50 | BROADSTONE NET LEASE INC | BNL | 588,330 | $9.4M | 0.50% |
| 51 | CAMDEN PPTY TR | 133131102 | 81,995 | $9.2M | 0.49% |
| 52 | INVITATION HOMES INC | INVH | 281,460 | $9.2M | 0.49% |
| 53 | UDR INC | UDR | 195,420 | $8.0M | 0.42% |
| 54 | ESSEX PPTY TR INC | 297178105 | 27,680 | $7.8M | 0.41% |
| 55 | INDEPENDENCE RLTY TR INC | 45378A106 | 419,820 | $7.4M | 0.39% |
| 56 | CUBESMART | CUBE | 161,960 | $6.9M | 0.36% |
| 57 | CAMDEN PPTY TR | 133131102 | 55,230 | $6.2M | 0.33% |
| 58 | EQUITY LIFESTYLE PPTYS INC | 29472R108 | 96,573 | $6.0M | 0.31% |
| 59 | VICI PPTYS INC | 925652109 | 181,230 | $5.9M | 0.31% |
| 60 | EQUITY LIFESTYLE PPTYS INC | 29472R108 | 79,530 | $4.9M | 0.26% |
| 61 | REXFORD INDL RLTY INC | 76169C100 | 119,180 | $4.2M | 0.22% |
| 62 | WP CAREY INC | 92936U109 | 61,560 | $3.8M | 0.20% |
| 63 | WELLTOWER INC | WELL | 19,060 | $2.9M | 0.15% |
| 64 | GAMING & LEISURE PPTYS INC | 36467J108 | 54,990 | $2.6M | 0.14% |
| 65 | APARTMENT INVT & MGMT CO | APA | 260,120 | $2.3M | 0.12% |
| 66 | HEALTHPEAK PROPERTIES INC | DOC | 127,079 | $2.2M | 0.12% |
| 67 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 27,910 | $2.0M | 0.11% |
| 68 | REALTY INCOME CORP | O | 33,058 | $1.9M | 0.10% |
| 69 | PUBLIC STORAGE OPER CO | PSA-PS | 6,260 | $1.8M | 0.10% |
| 70 | PROLOGIS INC. | PLDGP | 15,230 | $1.6M | 0.08% |
| 71 | DIGITAL RLTY TR INC | 253868103 | 8,720 | $1.5M | 0.08% |
| 72 | EQUINIX INC | EQIX | 1,905 | $1.5M | 0.08% |
| 73 | MID-AMER APT CMNTYS INC | 59522J103 | 9,790 | $1.4M | 0.08% |
| 74 | HIGHWOODS PPTYS INC | 431284108 | 44,600 | $1.4M | 0.07% |
| 75 | SIMON PPTY GROUP INC NEW | 828806109 | 8,210 | $1.3M | 0.07% |
| 76 | BRIXMOR PPTY GROUP INC | 11120U105 | 48,380 | $1.3M | 0.07% |
| 77 | AVALONBAY CMNTYS INC | AWX | 5,610 | $1.1M | 0.06% |
| 78 | HEALTHCARE RLTY TR | 42226K105 | 70,760 | $1.1M | 0.06% |
| 79 | BROADSTONE NET LEASE INC | BNL | 52,420 | $841,341 | 0.04% |
| 80 | LXP INDUSTRIAL TRUST | LXP-PC | 91,120 | $752,651 | 0.04% |
| 81 | CARETRUST REIT INC | CTRE | 23,090 | $706,554 | 0.04% |
| 82 | IRON MTN INC DEL | 46284V101 | 6,740 | $691,322 | 0.04% |
| 83 | CURBLINE PPTYS CORP | 23128Q101 | 23,750 | $542,213 | 0.03% |
| 84 | AMERICAN HOMES 4 RENT | AMH-PG | 14,300 | $515,801 | 0.03% |
| 85 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 3,288 | $324,427 | 0.02% |
| 86 | GLOBAL MED REIT INC | 37954A204 | 29,820 | $206,653 | 0.01% |
| 87 | STAG INDL INC | 85254J102 | 3,600 | $130,608 | 0.01% |
| 88 | REGENCY CTRS CORP | 758849103 | 1,500 | $106,845 | 0.01% |
| 89 | EASTGROUP PPTYS INC | 277276101 | 500 | $83,560 | 0.00% |
| 90 | REXFORD INDL RLTY INC | 76169C100 | 1,300 | $46,241 | 0.00% |
| 91 | TANGER INC | SKT | 1,100 | $33,638 | 0.00% |
| 92 | AGREE RLTY CORP | 008492100 | 400 | $29,224 | 0.00% |