Filed: 8/6/2025ACC: 0001104659-25-074657
📋 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 $1.90B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$1.90B
Total AUM (reported)
35.61M
Total Shares
Allocation by class
COM$1.90B100.0%
Portfolio Concentration
Top 3$522.44M27.5%
4–10$634.93M33.4%
11–25$507.45M26.7%
Rest$234.94M12.4%
Top 3 weight
27.5%
Top 10 weight
60.9%
Voting Authority Distribution
Total shares with voting rights: 35.61M
Sole
Full voting authority
30.51M
shares
% of voting shares85.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.10M
shares
% of voting shares14.3%
Investment Discretion (by position count)
Sole0
Shared0
Other48
Dominant voting typeSole · 85.7% of voting shares
Institutional Holdings48
Rows:
WELLTOWER INC
DFNDShares1.28M
TypeSH
Market value$197.28M
10.38%
Sole
1.18M
Shared
0.00
None
104.22K
PROLOGIS INC.
DFNDShares1.70M
TypeSH
Market value$178.93M
9.42%
Sole
1.58M
Shared
0.00
None
125.61K
EQUINIX INC
DFNDShares183.83K
TypeSH
Market value$146.23M
7.70%
Sole
169.77K
Shared
0.00
None
14.06K
DIGITAL RLTY TR INC
DFNDShares783.17K
TypeSH
Market value$136.53M
7.19%
Sole
718.79K
Shared
0.00
None
64.39K
PUBLIC STORAGE OPER CO
DFNDShares412.10K
TypeSH
Market value$120.92M
6.36%
Sole
378.62K
Shared
0.00
None
33.48K
AVALONBAY CMNTYS INC
DFNDShares512.95K
TypeSH
Market value$104.38M
5.49%
Sole
386.61K
Shared
0.00
None
126.33K
REALTY INCOME CORP
DFNDShares1.48M
TypeSH
Market value$85.27M
4.49%
Sole
1.29M
Shared
0.00
None
189.10K
MID-AMER APT CMNTYS INC
DFNDShares510.09K
TypeSH
Market value$75.50M
3.97%
Sole
403.59K
Shared
0.00
None
106.50K
IRON MTN INC DEL
DFNDShares619.68K
TypeSH
Market value$63.56M
3.35%
Sole
569.75K
Shared
0.00
None
49.93K
VENTAS INC
DFNDShares772.15K
TypeSH
Market value$48.76M
2.57%
Sole
710.51K
Shared
0.00
None
61.64K
AMERICAN HOMES 4 RENT
DFNDShares1.32M
TypeSH
Market value$47.73M
2.51%
Sole
1.01M
Shared
0.00
None
308.81K
LXP INDUSTRIAL TRUST
DFNDShares5.67M
TypeSH
Market value$46.84M
2.47%
Sole
5.12M
Shared
0.00
None
546.80K
SIMON PPTY GROUP INC NEW
DFNDShares277.64K
TypeSH
Market value$44.63M
2.35%
Sole
243.65K
Shared
0.00
None
33.99K
BRIXMOR PPTY GROUP INC
DFNDShares1.64M
TypeSH
Market value$42.73M
2.25%
Sole
1.44M
Shared
0.00
None
203.41K
BROADSTONE NET LEASE INC
DFNDShares2.52M
TypeSH
Market value$40.48M
2.13%
Sole
2.29M
Shared
0.00
None
236.70K
GAMING & LEISURE PPTYS INC
DFNDShares826.50K
TypeSH
Market value$38.58M
2.03%
Sole
711.66K
Shared
0.00
None
114.84K
HIGHWOODS PPTYS INC
DFNDShares1.20M
TypeSH
Market value$37.29M
1.96%
Sole
1.06M
Shared
0.00
None
141.73K
INDEPENDENCE RLTY TR INC
DFNDShares1.93M
TypeSH
Market value$34.13M
1.80%
Sole
1.51M
Shared
0.00
None
417.75K
CUBESMART
DFNDShares658.74K
TypeSH
Market value$28.00M
1.47%
Sole
587K
Shared
0.00
None
71.74K
EQUITY RESIDENTIAL
DFNDShares391.30K
TypeSH
Market value$26.41M
1.39%
Sole
212.48K
Shared
0.00
None
178.82K
MACERICH CO
DFNDShares1.61M
TypeSH
Market value$26.13M
1.38%
Sole
1.38M
Shared
0.00
None
233.81K
SUN CMNTYS INC
DFNDShares205.19K
TypeSH
Market value$25.95M
1.37%
Sole
127.29K
Shared
0.00
None
77.90K
KITE RLTY GROUP TR
DFNDShares1.05M
TypeSH
Market value$23.70M
1.25%
Sole
894.38K
Shared
0.00
None
151.87K
CARETRUST REIT INC
DFNDShares772.87K
TypeSH
Market value$23.65M
1.24%
Sole
677.73K
Shared
0.00
None
95.14K
EXTRA SPACE STORAGE INC
DFNDShares143.72K
TypeSH
Market value$21.19M
1.12%
Sole
143.72K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WELLTOWER INCDFND | COM | 1.28M | SH | $197.28M 10.38% | 1.18M | 0.00 | 104.22K |
PROLOGIS INC.DFND | COM | 1.70M | SH | $178.93M 9.42% | 1.58M | 0.00 | 125.61K |
EQUINIX INCDFND | COM | 183.83K | SH | $146.23M 7.70% | 169.77K | 0.00 | 14.06K |
DIGITAL RLTY TR INCDFND | COM | 783.17K | SH | $136.53M 7.19% | 718.79K | 0.00 | 64.39K |
PUBLIC STORAGE OPER CODFND | COM | 412.10K | SH | $120.92M 6.36% | 378.62K | 0.00 | 33.48K |
AVALONBAY CMNTYS INCDFND | COM | 512.95K | SH | $104.38M 5.49% | 386.61K | 0.00 | 126.33K |
REALTY INCOME CORPDFND | COM | 1.48M | SH | $85.27M 4.49% | 1.29M | 0.00 | 189.10K |
MID-AMER APT CMNTYS INCDFND | COM | 510.09K | SH | $75.50M 3.97% | 403.59K | 0.00 | 106.50K |
IRON MTN INC DELDFND | COM | 619.68K | SH | $63.56M 3.35% | 569.75K | 0.00 | 49.93K |
VENTAS INCDFND | COM | 772.15K | SH | $48.76M 2.57% | 710.51K | 0.00 | 61.64K |
AMERICAN HOMES 4 RENTDFND | COM | 1.32M | SH | $47.73M 2.51% | 1.01M | 0.00 | 308.81K |
LXP INDUSTRIAL TRUSTDFND | COM | 5.67M | SH | $46.84M 2.47% | 5.12M | 0.00 | 546.80K |
SIMON PPTY GROUP INC NEWDFND | COM | 277.64K | SH | $44.63M 2.35% | 243.65K | 0.00 | 33.99K |
BRIXMOR PPTY GROUP INCDFND | COM | 1.64M | SH | $42.73M 2.25% | 1.44M | 0.00 | 203.41K |
BROADSTONE NET LEASE INCDFND | COM | 2.52M | SH | $40.48M 2.13% | 2.29M | 0.00 | 236.70K |
GAMING & LEISURE PPTYS INCDFND | COM | 826.50K | SH | $38.58M 2.03% | 711.66K | 0.00 | 114.84K |
HIGHWOODS PPTYS INCDFND | COM | 1.20M | SH | $37.29M 1.96% | 1.06M | 0.00 | 141.73K |
INDEPENDENCE RLTY TR INCDFND | COM | 1.93M | SH | $34.13M 1.80% | 1.51M | 0.00 | 417.75K |
CUBESMARTDFND | COM | 658.74K | SH | $28.00M 1.47% | 587K | 0.00 | 71.74K |
EQUITY RESIDENTIALDFND | COM | 391.30K | SH | $26.41M 1.39% | 212.48K | 0.00 | 178.82K |
MACERICH CODFND | COM | 1.61M | SH | $26.13M 1.38% | 1.38M | 0.00 | 233.81K |
SUN CMNTYS INCDFND | COM | 205.19K | SH | $25.95M 1.37% | 127.29K | 0.00 | 77.90K |
KITE RLTY GROUP TRDFND | COM | 1.05M | SH | $23.70M 1.25% | 894.38K | 0.00 | 151.87K |
CARETRUST REIT INCDFND | COM | 772.87K | SH | $23.65M 1.24% | 677.73K | 0.00 | 95.14K |
EXTRA SPACE STORAGE INCDFND | COM | 143.72K | SH | $21.19M 1.12% | 143.72K | 0.00 | 0.00 |
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