13F COMBINATION REPORT
AEW CAPITAL MANAGEMENT L P
Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0001104659-26-011392
Total Value
$1.38B
Positions
73
Other Managers
3
Confidential Omitted
No
Holdings (73)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WELLTOWER INC | WELL | 616,570 | $114.4M | 8.28% |
| 2 | PROLOGIS INC. | PLDGP | 620,140 | $79.2M | 5.73% |
| 3 | AVALONBAY CMNTYS INC | AWX | 386,448 | $70.1M | 5.07% |
| 4 | REALTY INCOME CORP | O | 1,184,235 | $66.8M | 4.83% |
| 5 | WELLTOWER INC | WELL | 340,616 | $63.2M | 4.58% |
| 6 | EQUINIX INC | EQIX | 76,216 | $58.4M | 4.23% |
| 7 | PUBLIC STORAGE OPER CO | PSA-PS | 210,476 | $54.6M | 3.95% |
| 8 | DIGITAL RLTY TR INC | 253868103 | 350,397 | $54.2M | 3.92% |
| 9 | SIMON PPTY GROUP INC NEW | 828806109 | 279,607 | $51.8M | 3.75% |
| 10 | MID-AMER APT CMNTYS INC | 59522J103 | 328,946 | $45.7M | 3.31% |
| 11 | PROLOGIS INC. | PLDGP | 337,278 | $43.1M | 3.12% |
| 12 | AMERICAN HOMES 4 RENT | AMH-PG | 1,279,572 | $41.1M | 2.97% |
| 13 | HIGHWOODS PPTYS INC | 431284108 | 1,529,022 | $39.5M | 2.86% |
| 14 | BRIXMOR PPTY GROUP INC | 11120U105 | 1,446,971 | $37.9M | 2.75% |
| 15 | BROADSTONE NET LEASE INC | BNL | 2,168,126 | $37.7M | 2.73% |
| 16 | REALTY INCOME CORP | O | 654,560 | $36.9M | 2.67% |
| 17 | LXP INDUSTRIAL TRUST | LXP-PC | 742,610 | $36.8M | 2.66% |
| 18 | EQUINIX INC | EQIX | 42,044 | $32.2M | 2.33% |
| 19 | PUBLIC STORAGE OPER CO | PSA-PS | 117,560 | $30.5M | 2.21% |
| 20 | AVALONBAY CMNTYS INC | AWX | 163,184 | $29.6M | 2.14% |
| 21 | DIGITAL RLTY TR INC | 253868103 | 190,316 | $29.4M | 2.13% |
| 22 | SIMON PPTY GROUP INC NEW | 828806109 | 152,190 | $28.2M | 2.04% |
| 23 | HIGHWOODS PPTYS INC | 431284108 | 863,551 | $22.3M | 1.61% |
| 24 | BRIXMOR PPTY GROUP INC | 11120U105 | 798,590 | $20.9M | 1.52% |
| 25 | CURBLINE PPTYS CORP | 23128Q101 | 901,165 | $20.9M | 1.51% |
| 26 | BROADSTONE NET LEASE INC | BNL | 1,198,408 | $20.8M | 1.51% |
| 27 | MID-AMER APT CMNTYS INC | 59522J103 | 148,166 | $20.6M | 1.49% |
| 28 | LXP INDUSTRIAL TRUST | LXP-PC | 407,762 | $20.2M | 1.46% |
| 29 | AMERICAN HOMES 4 RENT | AMH-PG | 567,027 | $18.2M | 1.32% |
| 30 | CARETRUST REIT INC | CTRE | 446,234 | $16.1M | 1.17% |
| 31 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 130,272 | $12.3M | 0.89% |
| 32 | EQUITY RESIDENTIAL | EQR | 186,180 | $11.7M | 0.85% |
| 33 | CURBLINE PPTYS CORP | 23128Q101 | 499,910 | $11.6M | 0.84% |
| 34 | AMERICAN TOWER CORP NEW | 03027X100 | 58,140 | $10.2M | 0.74% |
| 35 | CARETRUST REIT INC | CTRE | 244,150 | $8.8M | 0.64% |
| 36 | UDR INC | UDR | 222,900 | $8.2M | 0.59% |
| 37 | INVITATION HOMES INC | INVH | 282,760 | $7.9M | 0.57% |
| 38 | ESSEX PPTY TR INC | 297178105 | 28,660 | $7.5M | 0.54% |
| 39 | EQUITY LIFESTYLE PPTYS INC | 29472R108 | 119,590 | $7.2M | 0.52% |
| 40 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 71,930 | $6.8M | 0.49% |
| 41 | CAMDEN PPTY TR | 133131102 | 57,550 | $6.3M | 0.46% |
| 42 | SUN CMNTYS INC | 866674104 | 48,650 | $6.0M | 0.44% |
| 43 | AMERICAN TOWER CORP NEW | 03027X100 | 32,980 | $5.8M | 0.42% |
| 44 | INDEPENDENCE RLTY TR INC | 45378A106 | 271,575 | $4.7M | 0.34% |
| 45 | WELLTOWER INC | WELL | 16,050 | $3.0M | 0.22% |
| 46 | PROLOGIS INC. | PLDGP | 15,890 | $2.0M | 0.15% |
| 47 | VENTAS INC | VTR | 22,850 | $1.8M | 0.13% |
| 48 | REALTY INCOME CORP | O | 30,838 | $1.7M | 0.13% |
| 49 | EQUINIX INC | EQIX | 1,985 | $1.5M | 0.11% |
| 50 | PUBLIC STORAGE OPER CO | PSA-PS | 5,530 | $1.4M | 0.10% |
| 51 | AVALONBAY CMNTYS INC | AWX | 7,690 | $1.4M | 0.10% |
| 52 | DIGITAL RLTY TR INC | 253868103 | 8,950 | $1.4M | 0.10% |
| 53 | SIMON PPTY GROUP INC NEW | 828806109 | 7,170 | $1.3M | 0.10% |
| 54 | HIGHWOODS PPTYS INC | 431284108 | 40,670 | $1.1M | 0.08% |
| 55 | BRIXMOR PPTY GROUP INC | 11120U105 | 37,610 | $986,134 | 0.07% |
| 56 | BROADSTONE NET LEASE INC | BNL | 56,450 | $980,537 | 0.07% |
| 57 | MID-AMER APT CMNTYS INC | 59522J103 | 6,980 | $969,592 | 0.07% |
| 58 | LXP INDUSTRIAL TRUST | LXP-PC | 19,210 | $952,432 | 0.07% |
| 59 | AMERICAN HOMES 4 RENT | AMH-PG | 26,710 | $857,391 | 0.06% |
| 60 | CUBESMART | CUBE | 18,580 | $669,809 | 0.05% |
| 61 | CURBLINE PPTYS CORP | 23128Q101 | 23,550 | $546,596 | 0.04% |
| 62 | VORNADO RLTY TR | 929042109 | 13,980 | $465,254 | 0.03% |
| 63 | CARETRUST REIT INC | CTRE | 11,500 | $415,840 | 0.03% |
| 64 | KILROY RLTY CORP | 49427F108 | 10,781 | $402,886 | 0.03% |
| 65 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 3,388 | $320,573 | 0.02% |
| 66 | AMERICAN TOWER CORP NEW | 03027X100 | 1,550 | $272,134 | 0.02% |
| 67 | STAG INDL INC | 85254J102 | 6,100 | $224,236 | 0.02% |
| 68 | REXFORD INDL RLTY INC | 76169C100 | 5,200 | $201,344 | 0.01% |
| 69 | REGENCY CTRS CORP | 758849103 | 1,600 | $110,448 | 0.01% |
| 70 | EASTGROUP PPTYS INC | 277276101 | 600 | $106,884 | 0.01% |
| 71 | LINEAGE INC | LINE | 1,200 | $42,000 | 0.00% |
| 72 | SILA REALTY TRUST INC | SILA | 1,800 | $41,958 | 0.00% |
| 73 | TANGER INC | SKT | 500 | $16,685 | 0.00% |