13F COMBINATION REPORT
AEW CAPITAL MANAGEMENT L P
Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0001104659-25-109304
Total Value
$1.80B
Positions
81
Other Managers
3
Confidential Omitted
No
Holdings (81)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WELLTOWER INC | WELL | 805,664 | $143.5M | 7.99% |
| 2 | AVALONBAY CMNTYS INC | AWX | 486,354 | $93.9M | 5.23% |
| 3 | PROLOGIS INC. | PLDGP | 775,445 | $88.8M | 4.95% |
| 4 | REALTY INCOME CORP | O | 1,384,100 | $84.1M | 4.69% |
| 5 | EQUINIX INC | EQIX | 105,032 | $82.3M | 4.58% |
| 6 | PUBLIC STORAGE OPER CO | PSA-PS | 276,360 | $79.8M | 4.45% |
| 7 | DIGITAL RLTY TR INC | 253868103 | 454,129 | $78.5M | 4.37% |
| 8 | WELLTOWER INC | WELL | 382,166 | $68.1M | 3.79% |
| 9 | SIMON PPTY GROUP INC NEW | 828806109 | 346,175 | $65.0M | 3.62% |
| 10 | MID-AMER APT CMNTYS INC | 59522J103 | 435,298 | $60.8M | 3.39% |
| 11 | BRIXMOR PPTY GROUP INC | 11120U105 | 1,853,324 | $51.3M | 2.86% |
| 12 | LXP INDUSTRIAL TRUST | LXP-PC | 5,654,840 | $50.7M | 2.82% |
| 13 | AMERICAN HOMES 4 RENT | AMH-PG | 1,411,955 | $46.9M | 2.61% |
| 14 | REALTY INCOME CORP | O | 722,650 | $43.9M | 2.45% |
| 15 | HIGHWOODS PPTYS INC | 431284108 | 1,377,830 | $43.8M | 2.44% |
| 16 | BROADSTONE NET LEASE INC | BNL | 2,221,631 | $39.7M | 2.21% |
| 17 | EQUINIX INC | EQIX | 49,284 | $38.6M | 2.15% |
| 18 | PUBLIC STORAGE OPER CO | PSA-PS | 130,040 | $37.6M | 2.09% |
| 19 | PROLOGIS INC. | PLDGP | 321,438 | $36.8M | 2.05% |
| 20 | AVALONBAY CMNTYS INC | AWX | 190,094 | $36.7M | 2.05% |
| 21 | DIGITAL RLTY TR INC | 253868103 | 192,946 | $33.4M | 1.86% |
| 22 | SIMON PPTY GROUP INC NEW | 828806109 | 175,970 | $33.0M | 1.84% |
| 23 | LXP INDUSTRIAL TRUST | LXP-PC | 3,338,284 | $29.9M | 1.67% |
| 24 | HIGHWOODS PPTYS INC | 431284108 | 925,211 | $29.4M | 1.64% |
| 25 | BRIXMOR PPTY GROUP INC | 11120U105 | 985,380 | $27.3M | 1.52% |
| 26 | CARETRUST REIT INC | CTRE | 729,271 | $25.3M | 1.41% |
| 27 | BROADSTONE NET LEASE INC | BNL | 1,363,340 | $24.4M | 1.36% |
| 28 | MID-AMER APT CMNTYS INC | 59522J103 | 174,216 | $24.3M | 1.36% |
| 29 | IRON MTN INC DEL | 46284V101 | 230,847 | $23.5M | 1.31% |
| 30 | CURBLINE PPTYS CORP | 23128Q101 | 1,012,834 | $22.6M | 1.26% |
| 31 | AMERICAN HOMES 4 RENT | AMH-PG | 624,057 | $20.7M | 1.16% |
| 32 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 207,566 | $18.6M | 1.04% |
| 33 | CARETRUST REIT INC | CTRE | 352,250 | $12.2M | 0.68% |
| 34 | EQUITY RESIDENTIAL | EQR | 181,420 | $11.7M | 0.65% |
| 35 | CURBLINE PPTYS CORP | 23128Q101 | 510,980 | $11.4M | 0.63% |
| 36 | INDEPENDENCE RLTY TR INC | 45378A106 | 603,967 | $9.9M | 0.55% |
| 37 | MACERICH CO | MAC | 526,746 | $9.6M | 0.53% |
| 38 | GAMING & LEISURE PPTYS INC | 36467J108 | 194,982 | $9.1M | 0.51% |
| 39 | KITE RLTY GROUP TR | 49803T300 | 407,520 | $9.1M | 0.51% |
| 40 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 99,540 | $8.9M | 0.50% |
| 41 | VORNADO RLTY TR | 929042109 | 215,560 | $8.7M | 0.49% |
| 42 | PHILLIPS EDISON & CO INC | PECO | 249,810 | $8.6M | 0.48% |
| 43 | KILROY RLTY CORP | 49427F108 | 200,537 | $8.5M | 0.47% |
| 44 | INVITATION HOMES INC | INVH | 281,960 | $8.3M | 0.46% |
| 45 | IRON MTN INC DEL | 46284V101 | 80,960 | $8.3M | 0.46% |
| 46 | UDR INC | UDR | 219,300 | $8.2M | 0.46% |
| 47 | VENTAS INC | VTR | 110,560 | $7.7M | 0.43% |
| 48 | EQUITY LIFESTYLE PPTYS INC | 29472R108 | 126,810 | $7.7M | 0.43% |
| 49 | ESSEX PPTY TR INC | 297178105 | 28,660 | $7.7M | 0.43% |
| 50 | SUN CMNTYS INC | 866674104 | 53,350 | $6.9M | 0.38% |
| 51 | AMERICAN TOWER CORP NEW | 03027X100 | 34,580 | $6.7M | 0.37% |
| 52 | CUBESMART | CUBE | 141,870 | $5.8M | 0.32% |
| 53 | CAMDEN PPTY TR | 133131102 | 53,150 | $5.7M | 0.32% |
| 54 | AMERICAN TOWER CORP NEW | 03027X100 | 27,270 | $5.2M | 0.29% |
| 55 | WELLTOWER INC | WELL | 17,230 | $3.1M | 0.17% |
| 56 | REALTY INCOME CORP | O | 32,328 | $2.0M | 0.11% |
| 57 | PROLOGIS INC. | PLDGP | 15,200 | $1.7M | 0.10% |
| 58 | EQUINIX INC | EQIX | 2,215 | $1.7M | 0.10% |
| 59 | PUBLIC STORAGE OPER CO | PSA-PS | 5,940 | $1.7M | 0.10% |
| 60 | AVALONBAY CMNTYS INC | AWX | 8,450 | $1.6M | 0.09% |
| 61 | DIGITAL RLTY TR INC | 253868103 | 8,850 | $1.5M | 0.09% |
| 62 | SIMON PPTY GROUP INC NEW | 828806109 | 8,010 | $1.5M | 0.08% |
| 63 | HEALTHCARE RLTY TR | 42226K105 | 80,110 | $1.4M | 0.08% |
| 64 | HIGHWOODS PPTYS INC | 431284108 | 41,530 | $1.3M | 0.07% |
| 65 | LXP INDUSTRIAL TRUST | LXP-PC | 142,610 | $1.3M | 0.07% |
| 66 | BRIXMOR PPTY GROUP INC | 11120U105 | 43,710 | $1.2M | 0.07% |
| 67 | MID-AMER APT CMNTYS INC | 59522J103 | 7,960 | $1.1M | 0.06% |
| 68 | BROADSTONE NET LEASE INC | BNL | 59,262 | $1.1M | 0.06% |
| 69 | AMERICAN HOMES 4 RENT | AMH-PG | 28,610 | $951,283 | 0.05% |
| 70 | CARETRUST REIT INC | CTRE | 15,960 | $553,493 | 0.03% |
| 71 | CURBLINE PPTYS CORP | 23128Q101 | 24,110 | $537,653 | 0.03% |
| 72 | APARTMENT INVT & MGMT CO | APA | 55,610 | $440,987 | 0.02% |
| 73 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 4,458 | $399,392 | 0.02% |
| 74 | IRON MTN INC DEL | 46284V101 | 3,450 | $351,693 | 0.02% |
| 75 | AMERICAN TOWER CORP NEW | 03027X100 | 1,260 | $242,323 | 0.01% |
| 76 | STAG INDL INC | 85254J102 | 4,300 | $151,747 | 0.01% |
| 77 | EASTGROUP PPTYS INC | 277276101 | 800 | $135,408 | 0.01% |
| 78 | REGENCY CTRS CORP | 758849103 | 1,800 | $131,220 | 0.01% |
| 79 | REXFORD INDL RLTY INC | 76169C100 | 1,500 | $61,665 | 0.00% |
| 80 | TANGER INC | SKT | 1,300 | $43,992 | 0.00% |
| 81 | AGREE RLTY CORP | 008492100 | 500 | $35,520 | 0.00% |