Filed: 2/5/2025ACC: 0001104659-25-009510
📋 What this filing means
AEW CAPITAL MANAGEMENT L P filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $2.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$2.07B
Total AUM (reported)
36.55M
Total Shares
Allocation by class
COM$2.07B100.0%
Portfolio Concentration
Top 3$586.15M28.3%
4–10$717.09M34.7%
11–25$559.81M27.1%
Rest$205.43M9.9%
Top 3 weight
28.3%
Top 10 weight
63.0%
Voting Authority Distribution
Total shares with voting rights: 36.55M
Sole
Full voting authority
28.49M
shares
% of voting shares77.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.06M
shares
% of voting shares22.1%
Investment Discretion (by position count)
Sole0
Shared0
Other47
Dominant voting typeSole · 77.9% of voting shares
Institutional Holdings47
Rows:
EQUINIX INC
DFNDShares228.55K
TypeSH
Market value$215.50M
10.42%
Sole
195.66K
Shared
0.00
None
32.89K
PROLOGIS INC.
DFNDShares1.83M
TypeSH
Market value$193.14M
9.34%
Sole
1.57M
Shared
0.00
None
253.71K
WELLTOWER INC
DFNDShares1.41M
TypeSH
Market value$177.51M
8.58%
Sole
1.20M
Shared
0.00
None
208.07K
DIGITAL RLTY TR INC
DFNDShares791.75K
TypeSH
Market value$140.40M
6.79%
Sole
670.91K
Shared
0.00
None
120.84K
PUBLIC STORAGE OPER CO
DFNDShares439.40K
TypeSH
Market value$131.57M
6.36%
Sole
371.81K
Shared
0.00
None
67.59K
AVALONBAY CMNTYS INC
DFNDShares580.38K
TypeSH
Market value$127.67M
6.17%
Sole
412.09K
Shared
0.00
None
168.28K
MID-AMER APT CMNTYS INC
DFNDShares630.99K
TypeSH
Market value$97.53M
4.72%
Sole
451.33K
Shared
0.00
None
179.66K
REALTY INCOME CORP
DFNDShares1.60M
TypeSH
Market value$85.66M
4.14%
Sole
1.24M
Shared
0.00
None
367.35K
IRON MTN INC DEL
DFNDShares678.89K
TypeSH
Market value$71.36M
3.45%
Sole
578.02K
Shared
0.00
None
100.87K
AMERICAN HOMES 4 RENT
DFNDShares1.68M
TypeSH
Market value$62.90M
3.04%
Sole
1.22M
Shared
0.00
None
457.38K
VENTAS INC
DFNDShares988.13K
TypeSH
Market value$58.19M
2.81%
Sole
809.56K
Shared
0.00
None
178.57K
BRIXMOR PPTY GROUP INC
DFNDShares1.94M
TypeSH
Market value$53.95M
2.61%
Sole
1.53M
Shared
0.00
None
410.83K
BROADSTONE NET LEASE INC
DFNDShares3.14M
TypeSH
Market value$49.74M
2.40%
Sole
2.61M
Shared
0.00
None
529.73K
LXP INDUSTRIAL TRUST
DFNDShares5.82M
TypeSH
Market value$47.22M
2.28%
Sole
4.81M
Shared
0.00
None
1M
INDEPENDENCE RLTY TR INC
DFNDShares2.32M
TypeSH
Market value$45.97M
2.22%
Sole
1.65M
Shared
0.00
None
670.77K
MACERICH CO
DFNDShares2.17M
TypeSH
Market value$43.23M
2.09%
Sole
1.64M
Shared
0.00
None
528.54K
SIMON PPTY GROUP INC NEW
DFNDShares231.71K
TypeSH
Market value$39.90M
1.93%
Sole
182.58K
Shared
0.00
None
49.13K
GAMING & LEISURE PPTYS INC
DFNDShares761.60K
TypeSH
Market value$36.68M
1.77%
Sole
546.16K
Shared
0.00
None
215.44K
KITE RLTY GROUP TR
DFNDShares1.25M
TypeSH
Market value$31.66M
1.53%
Sole
947.70K
Shared
0.00
None
306.77K
HIGHWOODS PPTYS INC
DFNDShares1.02M
TypeSH
Market value$31.25M
1.51%
Sole
765.51K
Shared
0.00
None
256.40K
CARETRUST REIT INC
DFNDShares974.70K
TypeSH
Market value$26.37M
1.27%
Sole
751.69K
Shared
0.00
None
223.01K
INVITATION HOMES INC
DFNDShares759.95K
TypeSH
Market value$24.30M
1.17%
Sole
451.81K
Shared
0.00
None
308.14K
EQUITY RESIDENTIAL
DFNDShares334.73K
TypeSH
Market value$24.02M
1.16%
Sole
173.81K
Shared
0.00
None
160.92K
RYMAN HOSPITALITY PPTYS INC
DFNDShares227.86K
TypeSH
Market value$23.77M
1.15%
Sole
177.48K
Shared
0.00
None
50.38K
SUN CMNTYS INC
DFNDShares191.66K
TypeSH
Market value$23.57M
1.14%
Sole
117.59K
Shared
0.00
None
74.07K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EQUINIX INCDFND | COM | 228.55K | SH | $215.50M 10.42% | 195.66K | 0.00 | 32.89K |
PROLOGIS INC.DFND | COM | 1.83M | SH | $193.14M 9.34% | 1.57M | 0.00 | 253.71K |
WELLTOWER INCDFND | COM | 1.41M | SH | $177.51M 8.58% | 1.20M | 0.00 | 208.07K |
DIGITAL RLTY TR INCDFND | COM | 791.75K | SH | $140.40M 6.79% | 670.91K | 0.00 | 120.84K |
PUBLIC STORAGE OPER CODFND | COM | 439.40K | SH | $131.57M 6.36% | 371.81K | 0.00 | 67.59K |
AVALONBAY CMNTYS INCDFND | COM | 580.38K | SH | $127.67M 6.17% | 412.09K | 0.00 | 168.28K |
MID-AMER APT CMNTYS INCDFND | COM | 630.99K | SH | $97.53M 4.72% | 451.33K | 0.00 | 179.66K |
REALTY INCOME CORPDFND | COM | 1.60M | SH | $85.66M 4.14% | 1.24M | 0.00 | 367.35K |
IRON MTN INC DELDFND | COM | 678.89K | SH | $71.36M 3.45% | 578.02K | 0.00 | 100.87K |
AMERICAN HOMES 4 RENTDFND | COM | 1.68M | SH | $62.90M 3.04% | 1.22M | 0.00 | 457.38K |
VENTAS INCDFND | COM | 988.13K | SH | $58.19M 2.81% | 809.56K | 0.00 | 178.57K |
BRIXMOR PPTY GROUP INCDFND | COM | 1.94M | SH | $53.95M 2.61% | 1.53M | 0.00 | 410.83K |
BROADSTONE NET LEASE INCDFND | COM | 3.14M | SH | $49.74M 2.40% | 2.61M | 0.00 | 529.73K |
LXP INDUSTRIAL TRUSTDFND | COM | 5.82M | SH | $47.22M 2.28% | 4.81M | 0.00 | 1M |
INDEPENDENCE RLTY TR INCDFND | COM | 2.32M | SH | $45.97M 2.22% | 1.65M | 0.00 | 670.77K |
MACERICH CODFND | COM | 2.17M | SH | $43.23M 2.09% | 1.64M | 0.00 | 528.54K |
SIMON PPTY GROUP INC NEWDFND | COM | 231.71K | SH | $39.90M 1.93% | 182.58K | 0.00 | 49.13K |
GAMING & LEISURE PPTYS INCDFND | COM | 761.60K | SH | $36.68M 1.77% | 546.16K | 0.00 | 215.44K |
KITE RLTY GROUP TRDFND | COM | 1.25M | SH | $31.66M 1.53% | 947.70K | 0.00 | 306.77K |
HIGHWOODS PPTYS INCDFND | COM | 1.02M | SH | $31.25M 1.51% | 765.51K | 0.00 | 256.40K |
CARETRUST REIT INCDFND | COM | 974.70K | SH | $26.37M 1.27% | 751.69K | 0.00 | 223.01K |
INVITATION HOMES INCDFND | COM | 759.95K | SH | $24.30M 1.17% | 451.81K | 0.00 | 308.14K |
EQUITY RESIDENTIALDFND | COM | 334.73K | SH | $24.02M 1.16% | 173.81K | 0.00 | 160.92K |
RYMAN HOSPITALITY PPTYS INCDFND | COM | 227.86K | SH | $23.77M 1.15% | 177.48K | 0.00 | 50.38K |
SUN CMNTYS INCDFND | COM | 191.66K | SH | $23.57M 1.14% | 117.59K | 0.00 | 74.07K |
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