Filed: 5/14/2025ACC: 0001104659-25-048396
📋 What this filing means
AEW CAPITAL MANAGEMENT L P filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $2.05B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$2.05B
Total AUM (reported)
37.74M
Total Shares
Allocation by class
COM$2.05B100.0%
Portfolio Concentration
Top 3$583.11M28.5%
4–10$683.13M33.4%
11–25$557.38M27.2%
Rest$221.87M10.8%
Top 3 weight
28.5%
Top 10 weight
61.9%
Voting Authority Distribution
Total shares with voting rights: 37.74M
Sole
Full voting authority
29.38M
shares
% of voting shares77.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.36M
shares
% of voting shares22.1%
Investment Discretion (by position count)
Sole0
Shared0
Other48
Dominant voting typeSole · 77.9% of voting shares
Institutional Holdings48
Rows:
WELLTOWER INC
DFNDShares1.38M
TypeSH
Market value$210.80M
10.31%
Sole
1.17M
Shared
0.00
None
205.40K
PROLOGIS INC.
DFNDShares1.78M
TypeSH
Market value$199.25M
9.74%
Sole
1.53M
Shared
0.00
None
248.92K
EQUINIX INC
DFNDShares212.26K
TypeSH
Market value$173.07M
8.46%
Sole
181.31K
Shared
0.00
None
30.95K
PUBLIC STORAGE OPER CO
DFNDShares432.08K
TypeSH
Market value$129.32M
6.32%
Sole
365.76K
Shared
0.00
None
66.32K
AVALONBAY CMNTYS INC
DFNDShares560.20K
TypeSH
Market value$120.23M
5.88%
Sole
393.86K
Shared
0.00
None
166.33K
DIGITAL RLTY TR INC
DFNDShares834.71K
TypeSH
Market value$119.60M
5.85%
Sole
707.09K
Shared
0.00
None
127.62K
MID-AMER APT CMNTYS INC
DFNDShares628.64K
TypeSH
Market value$105.35M
5.15%
Sole
454.36K
Shared
0.00
None
174.28K
REALTY INCOME CORP
DFNDShares1.54M
TypeSH
Market value$89.44M
4.37%
Sole
1.18M
Shared
0.00
None
360.42K
VENTAS INC
DFNDShares895.98K
TypeSH
Market value$61.61M
3.01%
Sole
755.33K
Shared
0.00
None
140.65K
IRON MTN INC DEL
DFNDShares669.27K
TypeSH
Market value$57.58M
2.82%
Sole
570.30K
Shared
0.00
None
98.97K
AMERICAN HOMES 4 RENT
DFNDShares1.41M
TypeSH
Market value$53.33M
2.61%
Sole
995.82K
Shared
0.00
None
414.54K
BROADSTONE NET LEASE INC
DFNDShares3.07M
TypeSH
Market value$52.25M
2.55%
Sole
2.55M
Shared
0.00
None
519.73K
LXP INDUSTRIAL TRUST
DFNDShares5.66M
TypeSH
Market value$48.97M
2.39%
Sole
4.68M
Shared
0.00
None
983.24K
INDEPENDENCE RLTY TR INC
DFNDShares2.26M
TypeSH
Market value$48.06M
2.35%
Sole
1.62M
Shared
0.00
None
639.03K
BRIXMOR PPTY GROUP INC
DFNDShares1.78M
TypeSH
Market value$47.23M
2.31%
Sole
1.38M
Shared
0.00
None
403.08K
SIMON PPTY GROUP INC NEW
DFNDShares279.44K
TypeSH
Market value$46.41M
2.27%
Sole
217.32K
Shared
0.00
None
62.12K
GAMING & LEISURE PPTYS INC
DFNDShares873.27K
TypeSH
Market value$44.45M
2.17%
Sole
661.89K
Shared
0.00
None
211.38K
MACERICH CO
DFNDShares2.06M
TypeSH
Market value$35.41M
1.73%
Sole
1.54M
Shared
0.00
None
518.55K
HIGHWOODS PPTYS INC
DFNDShares1.16M
TypeSH
Market value$34.33M
1.68%
Sole
906.56K
Shared
0.00
None
251.55K
EQUITY RESIDENTIAL
DFNDShares376.99K
TypeSH
Market value$26.99M
1.32%
Sole
201.93K
Shared
0.00
None
175.06K
KITE RLTY GROUP TR
DFNDShares1.19M
TypeSH
Market value$26.72M
1.31%
Sole
893.40K
Shared
0.00
None
300.97K
SUN CMNTYS INC
DFNDShares191.46K
TypeSH
Market value$24.63M
1.20%
Sole
117.59K
Shared
0.00
None
73.87K
CARETRUST REIT INC
DFNDShares837.29K
TypeSH
Market value$23.93M
1.17%
Sole
648.82K
Shared
0.00
None
188.47K
INVITATION HOMES INC
DFNDShares645.85K
TypeSH
Market value$22.51M
1.10%
Sole
360.89K
Shared
0.00
None
284.95K
EXTRA SPACE STORAGE INC
DFNDShares149.38K
TypeSH
Market value$22.18M
1.08%
Sole
149.38K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WELLTOWER INCDFND | COM | 1.38M | SH | $210.80M 10.31% | 1.17M | 0.00 | 205.40K |
PROLOGIS INC.DFND | COM | 1.78M | SH | $199.25M 9.74% | 1.53M | 0.00 | 248.92K |
EQUINIX INCDFND | COM | 212.26K | SH | $173.07M 8.46% | 181.31K | 0.00 | 30.95K |
PUBLIC STORAGE OPER CODFND | COM | 432.08K | SH | $129.32M 6.32% | 365.76K | 0.00 | 66.32K |
AVALONBAY CMNTYS INCDFND | COM | 560.20K | SH | $120.23M 5.88% | 393.86K | 0.00 | 166.33K |
DIGITAL RLTY TR INCDFND | COM | 834.71K | SH | $119.60M 5.85% | 707.09K | 0.00 | 127.62K |
MID-AMER APT CMNTYS INCDFND | COM | 628.64K | SH | $105.35M 5.15% | 454.36K | 0.00 | 174.28K |
REALTY INCOME CORPDFND | COM | 1.54M | SH | $89.44M 4.37% | 1.18M | 0.00 | 360.42K |
VENTAS INCDFND | COM | 895.98K | SH | $61.61M 3.01% | 755.33K | 0.00 | 140.65K |
IRON MTN INC DELDFND | COM | 669.27K | SH | $57.58M 2.82% | 570.30K | 0.00 | 98.97K |
AMERICAN HOMES 4 RENTDFND | COM | 1.41M | SH | $53.33M 2.61% | 995.82K | 0.00 | 414.54K |
BROADSTONE NET LEASE INCDFND | COM | 3.07M | SH | $52.25M 2.55% | 2.55M | 0.00 | 519.73K |
LXP INDUSTRIAL TRUSTDFND | COM | 5.66M | SH | $48.97M 2.39% | 4.68M | 0.00 | 983.24K |
INDEPENDENCE RLTY TR INCDFND | COM | 2.26M | SH | $48.06M 2.35% | 1.62M | 0.00 | 639.03K |
BRIXMOR PPTY GROUP INCDFND | COM | 1.78M | SH | $47.23M 2.31% | 1.38M | 0.00 | 403.08K |
SIMON PPTY GROUP INC NEWDFND | COM | 279.44K | SH | $46.41M 2.27% | 217.32K | 0.00 | 62.12K |
GAMING & LEISURE PPTYS INCDFND | COM | 873.27K | SH | $44.45M 2.17% | 661.89K | 0.00 | 211.38K |
MACERICH CODFND | COM | 2.06M | SH | $35.41M 1.73% | 1.54M | 0.00 | 518.55K |
HIGHWOODS PPTYS INCDFND | COM | 1.16M | SH | $34.33M 1.68% | 906.56K | 0.00 | 251.55K |
EQUITY RESIDENTIALDFND | COM | 376.99K | SH | $26.99M 1.32% | 201.93K | 0.00 | 175.06K |
KITE RLTY GROUP TRDFND | COM | 1.19M | SH | $26.72M 1.31% | 893.40K | 0.00 | 300.97K |
SUN CMNTYS INCDFND | COM | 191.46K | SH | $24.63M 1.20% | 117.59K | 0.00 | 73.87K |
CARETRUST REIT INCDFND | COM | 837.29K | SH | $23.93M 1.17% | 648.82K | 0.00 | 188.47K |
INVITATION HOMES INCDFND | COM | 645.85K | SH | $22.51M 1.10% | 360.89K | 0.00 | 284.95K |
EXTRA SPACE STORAGE INCDFND | COM | 149.38K | SH | $22.18M 1.08% | 149.38K | 0.00 | 0.00 |
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