Holdings of AEW CAPITAL MANAGEMENT L P
39 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 70.1 % of the equity sleeve
Sector breakdown
- Real estate 60.7 %
- Communication 5.3 %
- Unattributed 34.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 39 | 1.4B $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Welltower Inc | 1,063,905 | 210.3M $ | |
| 2 | Prologis Inc | 984,575 | 130.1M $ | |
| 3 | Equinix Inc | 110,726 | 108.5M $ | |
| 4 | AvalonBay Communities, Inc. | 525,343 | 85.8M $ | |
| 5 | Digital Realty Trust Inc | 459,315 | 82.8M $ | |
| 6 | CubeSmart | 2,121,725 | 77.8M $ | |
| 7 | Essex Property Trust Inc | 298,934 | 72.3M $ | |
| 8 | Simon Property Group Inc | 386,175 | 72M $ | |
| 9 | Brixmor Property Group Inc | 2,209,661 | 63.6M $ | |
| 10 | Realty Income Corp | 1,020,314 | 62.4M $ | |
| 11 | VICI Properties Inc | 2,216,645 | 60.6M $ | |
| 12 | Broadstone Net Lease Inc | 3,019,176 | 55.2M $ | |
| 13 | Highwoods Properties Inc | 2,228,239 | 47.7M $ | |
| 14 | American Homes 4 Rent | 1,660,523 | 46.4M $ | |
| 15 | Curbline Properties Corp | 1,771,824 | 45.7M $ | |
| 16 | LXP Industrial Trust | 729,011 | 33.7M $ | |
| 17 | Public Storage | 111,090 | 30.1M $ | |
| 18 | Pebblebrook Hotel Trust | 1,598,340 | 20.2M $ | |
| 19 | Rexford Industrial Realty Inc | 399,209 | 13.1M $ | |
| 20 | Equity Residential | 179,474 | 10.6M $ | |
| 21 | Sun Communities Inc | 66,967 | 8.4M $ | |
| 22 | Invitation Homes Inc | 332,521 | 8.3M $ | |
| 23 | Mid-America Apartment Communities, Inc. | 55,705 | 6.8M $ | |
| 24 | UDR Inc | 160,840 | 5.4M $ | |
| 25 | Equity LifeStyle Properties Inc | 81,720 | 5.1M $ | |
| 26 | Camden Property Trust | 49,379 | 4.8M $ | |
| 27 | Ventas Inc | 51,127 | 4.2M $ | |
| 28 | Independence Realty Trust Inc | 245,740 | 3.7M $ | |
| 29 | EastGroup Properties Inc | 2,661 | 492.5K $ | |
| 30 | Janus Living Inc | 19,408 | 457.4K $ | |
| 31 | American Tower Corp | 2,380 | 410.7K $ | |
| 32 | Vornado Realty Trust | 13,156 | 341.9K $ | |
| 33 | Kilroy Realty Corp | 7,033 | 198.4K $ | |
| 34 | Regency Centers Corp | 1,797 | 136K $ | |
| 35 | Tanger Inc | 1,862 | 63.3K $ | |
| 36 | STAG Industrial Inc | 1,552 | 56K $ | |
| 37 | American Healthcare REIT Inc | 500 | 23.6K $ | |
| 38 | Sila Realty Trust Inc | 923 | 21.9K $ | |
| 39 | Lineage Inc | 550 | 18K $ | |