Aew Capital Management L P

Investment Portfolio & 13F Holdings Analysis

About

AEW CAPITAL MANAGEMENT L P is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 91 holdings worth $2.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 91
Total Value: 2045491989
Accession Number: 0001104659-25-048396
Form Type: 13F-HR
CIK: 0001046187
Manager Name: Aew Capital Management L P

Data Enrichment

100% identified

91 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

91 positions • $2,045,491.989K total value

91 positions

Manager:

SEC FilingSEC DataHachi Filing

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WELLTOWER INC.

WELL|95040Q104

1375868(-2.3%)

Value:

$210.8B(+18.8%)

Prologis, Inc.

PLD|74340W103

1782371(-2.5%)

Value:

$199.3B(+3.2%)

EQUINIX INC

EQIX|29444U700

212261(-7.1%)

Value:

$173.1B(-19.7%)

Public Storage

PSA|74460D109

432080(-1.7%)

Value:

$129.3B(-1.7%)

AVALONBAY COMMUNITIES INC

AVB|053484101

560196(-3.5%)

Value:

$120.2B(-5.8%)

DIGITAL REALTY TRUST, INC.

DLR|253868103

834705(+5.4%)

Value:

$119.6B(-14.8%)

MID AMERICA APARTMENT COMMUNITIES INC.

MAA|59522J103

628644(-0.4%)

Value:

$105.3B(+8.0%)

REALTY INCOME CORP

O|756109104

1541738(-3.9%)

Value:

$89.4B(+4.4%)

Ventas, Inc.

VTR|92276F100

895976(-9.3%)

Value:

$61.6B(+5.9%)

IRON MOUNTAIN INC

IRM|46284V101

669267(-1.4%)

Value:

$57.6B(-19.3%)

American Homes 4 Rent

AMH|02665T306

1410361(-16.1%)

Value:

$53.3B(-15.2%)

Broadstone Net Lease, Inc.

BNL|11135E203

3066439(-2.2%)

Value:

$52.3B(+5.0%)

LXP Industrial Trust

LXP|529043101

5661321(-2.6%)

Value:

$49.0B(+3.7%)

INDEPENDENCE REALTY TRUST, INC.

IRT|45378A106

2263715(-2.3%)

Value:

$48.1B(+4.5%)

Brixmor Property Group Inc.

BRX|11120U105

1778978(-8.2%)

Value:

$47.2B(-12.4%)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

279435(+20.6%)

Value:

$46.4B(+16.3%)

Gaming & Leisure Properties, Inc.

GLPI|36467J108

873270(+14.7%)

Value:

$44.4B(+21.2%)

MACERICH CO

MAC|554382101

2062206(-5.0%)

Value:

$35.4B(-18.1%)

HIGHWOODS PROPERTIES, INC.

HIW|431284108

1158110(+13.3%)

Value:

$34.3B(+9.8%)

EQUITY RESIDENTIAL

EQR|29476L107

376991(+12.6%)

Value:

$27.0B(+12.3%)

Instrument	Shares		Other Manager	Value
Welltower Inc.(WELLcusip95040Q104)	1.4M	QoQ -2.31% (-32.6K) YoY +6.63% (+85.7K)	All Managers (Combined)	$210.8M	QoQ +18.75% (-$33.3M) YoY +74.85% (+$90.2M)
Prologis, Inc.(PLDcusip74340W103)	1.8M	QoQ -2.45% (-44.9K) YoY -8.68% (-169.5K)	All Managers (Combined)	$199.3M	QoQ +3.16% (-$6.1M) YoY -21.60% (-$54.9M)
Equinix Inc(EQIXcusip29444U700)	212.3K	QoQ -7.12% (-16.3K) YoY -8.76% (-20.4K)	All Managers (Combined)	$173.1M	QoQ -19.68% (-$42.4M) YoY -9.87% (-$19.0M)
Public Storage(PSAcusip74460D109)	432.1K	QoQ -1.66% (-7.3K) YoY +86.61% (+200.5K)	All Managers (Combined)	$129.3M	QoQ -1.71% (-$2.3M) YoY +92.55% (+$62.2M)
Avalonbay Communities Inc(AVBcusip053484101)	560.2K	QoQ -3.47% (-20.2K) YoY -11.05% (-69.6K)	All Managers (Combined)	$120.2M	QoQ -5.82% (-$7.4M) YoY +2.87% (-$3.4M)
Digital Realty Trust, Inc.(DLRcusip253868103)	834.7K	QoQ +5.42% (-43.0K) YoY +46.22% (+263.9K)	All Managers (Combined)	$119.6M	QoQ -14.81% (-$20.8M) YoY +45.45% (+$37.4M)
Mid America Apartment Communities Inc.(MAAcusip59522J103)	628.6K	QoQ -0.37% (-2.4K) YoY +559.67% (+533.3K)	All Managers (Combined)	$105.3M	QoQ +8.01% (-$7.8M) YoY +740.16% (+$92.8M)
Realty Income Corp(Ocusip756109104)	1.5M	QoQ -3.86% (-62.0K) YoY +6.83% (+98.6K)	All Managers (Combined)	$89.4M	QoQ +4.41% (-$3.8M) YoY +14.55% (+$11.4M)
Ventas, Inc.(VTRcusip92276F100)	896.0K	QoQ -9.32% (-92.2K) YoY +211.87% (+608.7K)	All Managers (Combined)	$61.6M	QoQ +5.87% (-$3.4M) YoY +392.52% (+$49.1M)
Iron Mountain Inc(IRMcusip46284V101)	669.3K	QoQ -1.41% (-9.6K) YoY +406.55% (+537.1K)	All Managers (Combined)	$57.6M	QoQ -19.30% (-$13.8M) YoY +443.37% (+$47.0M)
American Homes 4 Rent(AMHcusip02665T306)	1.4M	QoQ -16.10% (-270.7K) YoY -11.60% (-185.1K)	All Managers (Combined)	$53.3M	QoQ -15.22% (-$9.6M) YoY -9.12% (-$5.4M)
Broadstone Net Lease, Inc.(BNLcusip11135E203)	3.1M	QoQ -2.21% (-69.5K) YoY +63.65% (+1.2M)	All Managers (Combined)	$52.3M	QoQ +5.05% (-$2.5M) YoY +77.95% (+$22.9M)
Lxp Industrial Trust(LXPcusip529043101)	5.7M	QoQ -2.65% (-154.5K) YoY +1557.05% (+5.3M)	All Managers (Combined)	$49.0M	QoQ +3.69% (-$1.7M) YoY +1489.08% (+$45.9M)
Independence Realty Trust, Inc.(IRTcusip45378A106)	2.3M	QoQ -2.29% (-53.2K) YoY +5070.66% (+2.2M)	All Managers (Combined)	$48.1M	QoQ +4.54% (-$2.1M) YoY +6705.52% (+$47.4M)
Brixmor Property Group Inc.(BRXcusip11120U105)	1.8M	QoQ -8.20% (-158.9K) YoY -9.36% (-183.7K)	All Managers (Combined)	$47.2M	QoQ -12.45% (-$6.7M) YoY +2.62% (-$1.2M)
Simon Property Group Inc /De/(SPGcusip828806109)	279.4K	QoQ +20.59% (+47.7K) YoY -8.34% (-25.4K)	All Managers (Combined)	$46.4M	QoQ +16.30% (+$6.5M) YoY -2.72% (-$1.3M)
Gaming & Leisure Properties, Inc.(GLPIcusip36467J108)	873.3K	QoQ +14.66% (+111.7K) YoY +2168.82% (+834.8K)	All Managers (Combined)	$44.4M	QoQ +21.18% (+$7.8M) YoY +2406.68% (+$42.7M)
Macerich Co(MACcusip554382101)	2.1M	QoQ -4.96% (-107.8K) YoY NEW(+2.1M)	All Managers (Combined)	$35.4M	QoQ -18.08% (-$7.8M) YoY NEW(+$35.4M)
Highwoods Properties, Inc.(HIWcusip431284108)	1.2M	QoQ +13.32% (+136.2K) YoY NEW(+1.2M)	All Managers (Combined)	$34.3M	QoQ +9.84% (+$3.1M) YoY NEW(+$34.3M)
Equity Residential(EQRcusip29476L107)	377.0K	QoQ +12.62% (+42.3K) YoY +11.78% (+39.8K)	All Managers (Combined)	$27.0M	QoQ +12.34% (+$3.0M) YoY +26.78% (+$5.7M)