Filed: 11/10/2025ACC: 0001104659-25-109304
📋 What this filing means
AEW CAPITAL MANAGEMENT L P filed this quarterly 13F‑HR report disclosing 43 equity positions with a total reported market value of $1.80B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$1.80B
Total AUM (reported)
34.66M
Total Shares
Allocation by class
COM$1.80B100.0%
Portfolio Concentration
Top 3$477.01M26.6%
4–10$750.09M41.8%
11–25$491.07M27.3%
Rest$77.37M4.3%
Top 3 weight
26.6%
Top 10 weight
68.3%
Voting Authority Distribution
Total shares with voting rights: 34.66M
Sole
Full voting authority
29.88M
shares
% of voting shares86.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.78M
shares
% of voting shares13.8%
Investment Discretion (by position count)
Sole0
Shared0
Other43
Dominant voting typeSole · 86.2% of voting shares
Institutional Holdings43
Rows:
WELLTOWER INC
DFNDShares1.21M
TypeSH
Market value$214.67M
11.96%
Sole
1.08M
Shared
0.00
None
123.85K
AVALONBAY CMNTYS INC
DFNDShares684.90K
TypeSH
Market value$132.30M
7.37%
Sole
536.41K
Shared
0.00
None
148.48K
REALTY INCOME CORP
DFNDShares2.14M
TypeSH
Market value$130.03M
7.24%
Sole
1.95M
Shared
0.00
None
184.69K
PROLOGIS INC.
DFNDShares1.11M
TypeSH
Market value$127.36M
7.09%
Sole
1M
Shared
0.00
None
107.56K
EQUINIX INC
DFNDShares156.53K
TypeSH
Market value$122.60M
6.83%
Sole
140.90K
Shared
0.00
None
15.63K
PUBLIC STORAGE OPER CO
DFNDShares412.34K
TypeSH
Market value$119.10M
6.63%
Sole
370.25K
Shared
0.00
None
42.09K
DIGITAL RLTY TR INC
DFNDShares655.92K
TypeSH
Market value$113.40M
6.32%
Sole
592.05K
Shared
0.00
None
63.88K
SIMON PPTY GROUP INC NEW
DFNDShares530.15K
TypeSH
Market value$99.49M
5.54%
Sole
472.88K
Shared
0.00
None
57.27K
MID-AMER APT CMNTYS INC
DFNDShares617.47K
TypeSH
Market value$86.28M
4.81%
Sole
498.29K
Shared
0.00
None
119.18K
LXP INDUSTRIAL TRUST
DFNDShares9.14M
TypeSH
Market value$81.86M
4.56%
Sole
8.11M
Shared
0.00
None
1.02M
BRIXMOR PPTY GROUP INC
DFNDShares2.88M
TypeSH
Market value$79.79M
4.44%
Sole
2.57M
Shared
0.00
None
316.03K
HIGHWOODS PPTYS INC
DFNDShares2.34M
TypeSH
Market value$74.60M
4.15%
Sole
2.12M
Shared
0.00
None
221.98K
AMERICAN HOMES 4 RENT
DFNDShares2.06M
TypeSH
Market value$68.65M
3.82%
Sole
1.61M
Shared
0.00
None
459.52K
BROADSTONE NET LEASE INC
DFNDShares3.64M
TypeSH
Market value$65.12M
3.63%
Sole
3.26M
Shared
0.00
None
383.83K
CARETRUST REIT INC
DFNDShares1.10M
TypeSH
Market value$38.06M
2.12%
Sole
984.03K
Shared
0.00
None
113.45K
CURBLINE PPTYS CORP
DFNDShares1.55M
TypeSH
Market value$34.52M
1.92%
Sole
1.38M
Shared
0.00
None
166.99K
IRON MTN INC DEL
DFNDShares315.26K
TypeSH
Market value$32.14M
1.79%
Sole
289.80K
Shared
0.00
None
25.46K
RYMAN HOSPITALITY PPTYS INC
DFNDShares311.56K
TypeSH
Market value$27.91M
1.55%
Sole
281.36K
Shared
0.00
None
30.21K
AMERICAN TOWER CORP NEW
DFNDShares63.11K
TypeSH
Market value$12.14M
0.68%
Sole
54.06K
Shared
0.00
None
9.05K
EQUITY RESIDENTIAL
DFNDShares181.42K
TypeSH
Market value$11.74M
0.65%
Sole
2.60K
Shared
0.00
None
178.82K
INDEPENDENCE RLTY TR INC
DFNDShares603.97K
TypeSH
Market value$9.90M
0.55%
Sole
370.86K
Shared
0.00
None
233.11K
MACERICH CO
DFNDShares526.75K
TypeSH
Market value$9.59M
0.53%
Sole
526.75K
Shared
0.00
None
0.00
GAMING & LEISURE PPTYS INC
DFNDShares194.98K
TypeSH
Market value$9.09M
0.51%
Sole
194.98K
Shared
0.00
None
0.00
KITE RLTY GROUP TR
DFNDShares407.52K
TypeSH
Market value$9.09M
0.51%
Sole
407.52K
Shared
0.00
None
0.00
VORNADO RLTY TR
DFNDShares215.56K
TypeSH
Market value$8.74M
0.49%
Sole
215.56K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WELLTOWER INCDFND | COM | 1.21M | SH | $214.67M 11.96% | 1.08M | 0.00 | 123.85K |
AVALONBAY CMNTYS INCDFND | COM | 684.90K | SH | $132.30M 7.37% | 536.41K | 0.00 | 148.48K |
REALTY INCOME CORPDFND | COM | 2.14M | SH | $130.03M 7.24% | 1.95M | 0.00 | 184.69K |
PROLOGIS INC.DFND | COM | 1.11M | SH | $127.36M 7.09% | 1M | 0.00 | 107.56K |
EQUINIX INCDFND | COM | 156.53K | SH | $122.60M 6.83% | 140.90K | 0.00 | 15.63K |
PUBLIC STORAGE OPER CODFND | COM | 412.34K | SH | $119.10M 6.63% | 370.25K | 0.00 | 42.09K |
DIGITAL RLTY TR INCDFND | COM | 655.92K | SH | $113.40M 6.32% | 592.05K | 0.00 | 63.88K |
SIMON PPTY GROUP INC NEWDFND | COM | 530.15K | SH | $99.49M 5.54% | 472.88K | 0.00 | 57.27K |
MID-AMER APT CMNTYS INCDFND | COM | 617.47K | SH | $86.28M 4.81% | 498.29K | 0.00 | 119.18K |
LXP INDUSTRIAL TRUSTDFND | COM | 9.14M | SH | $81.86M 4.56% | 8.11M | 0.00 | 1.02M |
BRIXMOR PPTY GROUP INCDFND | COM | 2.88M | SH | $79.79M 4.44% | 2.57M | 0.00 | 316.03K |
HIGHWOODS PPTYS INCDFND | COM | 2.34M | SH | $74.60M 4.15% | 2.12M | 0.00 | 221.98K |
AMERICAN HOMES 4 RENTDFND | COM | 2.06M | SH | $68.65M 3.82% | 1.61M | 0.00 | 459.52K |
BROADSTONE NET LEASE INCDFND | COM | 3.64M | SH | $65.12M 3.63% | 3.26M | 0.00 | 383.83K |
CARETRUST REIT INCDFND | COM | 1.10M | SH | $38.06M 2.12% | 984.03K | 0.00 | 113.45K |
CURBLINE PPTYS CORPDFND | COM | 1.55M | SH | $34.52M 1.92% | 1.38M | 0.00 | 166.99K |
IRON MTN INC DELDFND | COM | 315.26K | SH | $32.14M 1.79% | 289.80K | 0.00 | 25.46K |
RYMAN HOSPITALITY PPTYS INCDFND | COM | 311.56K | SH | $27.91M 1.55% | 281.36K | 0.00 | 30.21K |
AMERICAN TOWER CORP NEWDFND | COM | 63.11K | SH | $12.14M 0.68% | 54.06K | 0.00 | 9.05K |
EQUITY RESIDENTIALDFND | COM | 181.42K | SH | $11.74M 0.65% | 2.60K | 0.00 | 178.82K |
INDEPENDENCE RLTY TR INCDFND | COM | 603.97K | SH | $9.90M 0.55% | 370.86K | 0.00 | 233.11K |
MACERICH CODFND | COM | 526.75K | SH | $9.59M 0.53% | 526.75K | 0.00 | 0.00 |
GAMING & LEISURE PPTYS INCDFND | COM | 194.98K | SH | $9.09M 0.51% | 194.98K | 0.00 | 0.00 |
KITE RLTY GROUP TRDFND | COM | 407.52K | SH | $9.09M 0.51% | 407.52K | 0.00 | 0.00 |
VORNADO RLTY TRDFND | COM | 215.56K | SH | $8.74M 0.49% | 215.56K | 0.00 | 0.00 |
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