Filed: 2/6/2026ACC: 0001104659-26-011392
📋 What this filing means
AEW CAPITAL MANAGEMENT L P filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $1.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$1.38B
Total AUM (reported)
21.21M
Total Shares
Allocation by class
COM$1.38B100.0%
Portfolio Concentration
Top 3$410.29M29.7%
4–10$576.10M41.7%
11–25$386.49M28.0%
Rest$8.80M0.6%
Top 3 weight
29.7%
Top 10 weight
71.4%
Voting Authority Distribution
Total shares with voting rights: 21.21M
Sole
Full voting authority
17.08M
shares
% of voting shares80.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.13M
shares
% of voting shares19.5%
Investment Discretion (by position count)
Sole0
Shared0
Other37
Dominant voting typeSole · 80.5% of voting shares
Institutional Holdings37
Rows:
WELLTOWER INC
DFNDShares973.24K
TypeSH
Market value$180.64M
13.07%
Sole
845.92K
Shared
0.00
None
127.32K
PROLOGIS INC.
DFNDShares973.31K
TypeSH
Market value$124.25M
8.99%
Sole
847.27K
Shared
0.00
None
126.04K
REALTY INCOME CORP
DFNDShares1.87M
TypeSH
Market value$105.39M
7.63%
Sole
1.62M
Shared
0.00
None
244.64K
AVALONBAY CMNTYS INC
DFNDShares557.32K
TypeSH
Market value$101.05M
7.31%
Sole
408.16K
Shared
0.00
None
149.16K
EQUINIX INC
DFNDShares120.25K
TypeSH
Market value$92.13M
6.67%
Sole
104.53K
Shared
0.00
None
15.72K
PUBLIC STORAGE OPER CO
DFNDShares333.57K
TypeSH
Market value$86.56M
6.26%
Sole
289.66K
Shared
0.00
None
43.91K
DIGITAL RLTY TR INC
DFNDShares549.66K
TypeSH
Market value$85.04M
6.15%
Sole
478.63K
Shared
0.00
None
71.03K
SIMON PPTY GROUP INC NEW
DFNDShares438.97K
TypeSH
Market value$81.26M
5.88%
Sole
382.06K
Shared
0.00
None
56.91K
MID-AMER APT CMNTYS INC
DFNDShares484.09K
TypeSH
Market value$67.25M
4.87%
Sole
367.03K
Shared
0.00
None
117.06K
HIGHWOODS PPTYS INC
DFNDShares2.43M
TypeSH
Market value$62.83M
4.55%
Sole
2.11M
Shared
0.00
None
322.69K
AMERICAN HOMES 4 RENT
DFNDShares1.87M
TypeSH
Market value$60.13M
4.35%
Sole
1.42M
Shared
0.00
None
456.25K
BRIXMOR PPTY GROUP INC
DFNDShares2.28M
TypeSH
Market value$59.86M
4.33%
Sole
1.98M
Shared
0.00
None
298.41K
BROADSTONE NET LEASE INC
DFNDShares3.42M
TypeSH
Market value$59.46M
4.30%
Sole
2.98M
Shared
0.00
None
447.87K
LXP INDUSTRIAL TRUST
DFNDShares1.17M
TypeSH
Market value$57.99M
4.20%
Sole
1.02M
Shared
0.00
None
152.41K
CURBLINE PPTYS CORP
DFNDShares1.42M
TypeSH
Market value$33.07M
2.39%
Sole
1.24M
Shared
0.00
None
186.84K
CARETRUST REIT INC
DFNDShares701.88K
TypeSH
Market value$25.38M
1.84%
Sole
610.67K
Shared
0.00
None
91.21K
RYMAN HOSPITALITY PPTYS INC
DFNDShares205.59K
TypeSH
Market value$19.45M
1.41%
Sole
178.68K
Shared
0.00
None
26.91K
AMERICAN TOWER CORP NEW
DFNDShares92.67K
TypeSH
Market value$16.27M
1.18%
Sole
80.34K
Shared
0.00
None
12.33K
EQUITY RESIDENTIAL
DFNDShares186.18K
TypeSH
Market value$11.74M
0.85%
Sole
1.90K
Shared
0.00
None
184.28K
UDR INC
DFNDShares222.90K
TypeSH
Market value$8.18M
0.59%
Sole
0.00
Shared
0.00
None
222.90K
INVITATION HOMES INC
DFNDShares282.76K
TypeSH
Market value$7.86M
0.57%
Sole
3.90K
Shared
0.00
None
278.86K
ESSEX PPTY TR INC
DFNDShares28.66K
TypeSH
Market value$7.50M
0.54%
Sole
400.00
Shared
0.00
None
28.26K
EQUITY LIFESTYLE PPTYS INC
DFNDShares119.59K
TypeSH
Market value$7.25M
0.52%
Sole
1.70K
Shared
0.00
None
117.89K
CAMDEN PPTY TR
DFNDShares57.55K
TypeSH
Market value$6.34M
0.46%
Sole
800.00
Shared
0.00
None
56.75K
SUN CMNTYS INC
DFNDShares48.65K
TypeSH
Market value$6.03M
0.44%
Sole
0.00
Shared
0.00
None
48.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WELLTOWER INCDFND | COM | 973.24K | SH | $180.64M 13.07% | 845.92K | 0.00 | 127.32K |
PROLOGIS INC.DFND | COM | 973.31K | SH | $124.25M 8.99% | 847.27K | 0.00 | 126.04K |
REALTY INCOME CORPDFND | COM | 1.87M | SH | $105.39M 7.63% | 1.62M | 0.00 | 244.64K |
AVALONBAY CMNTYS INCDFND | COM | 557.32K | SH | $101.05M 7.31% | 408.16K | 0.00 | 149.16K |
EQUINIX INCDFND | COM | 120.25K | SH | $92.13M 6.67% | 104.53K | 0.00 | 15.72K |
PUBLIC STORAGE OPER CODFND | COM | 333.57K | SH | $86.56M 6.26% | 289.66K | 0.00 | 43.91K |
DIGITAL RLTY TR INCDFND | COM | 549.66K | SH | $85.04M 6.15% | 478.63K | 0.00 | 71.03K |
SIMON PPTY GROUP INC NEWDFND | COM | 438.97K | SH | $81.26M 5.88% | 382.06K | 0.00 | 56.91K |
MID-AMER APT CMNTYS INCDFND | COM | 484.09K | SH | $67.25M 4.87% | 367.03K | 0.00 | 117.06K |
HIGHWOODS PPTYS INCDFND | COM | 2.43M | SH | $62.83M 4.55% | 2.11M | 0.00 | 322.69K |
AMERICAN HOMES 4 RENTDFND | COM | 1.87M | SH | $60.13M 4.35% | 1.42M | 0.00 | 456.25K |
BRIXMOR PPTY GROUP INCDFND | COM | 2.28M | SH | $59.86M 4.33% | 1.98M | 0.00 | 298.41K |
BROADSTONE NET LEASE INCDFND | COM | 3.42M | SH | $59.46M 4.30% | 2.98M | 0.00 | 447.87K |
LXP INDUSTRIAL TRUSTDFND | COM | 1.17M | SH | $57.99M 4.20% | 1.02M | 0.00 | 152.41K |
CURBLINE PPTYS CORPDFND | COM | 1.42M | SH | $33.07M 2.39% | 1.24M | 0.00 | 186.84K |
CARETRUST REIT INCDFND | COM | 701.88K | SH | $25.38M 1.84% | 610.67K | 0.00 | 91.21K |
RYMAN HOSPITALITY PPTYS INCDFND | COM | 205.59K | SH | $19.45M 1.41% | 178.68K | 0.00 | 26.91K |
AMERICAN TOWER CORP NEWDFND | COM | 92.67K | SH | $16.27M 1.18% | 80.34K | 0.00 | 12.33K |
EQUITY RESIDENTIALDFND | COM | 186.18K | SH | $11.74M 0.85% | 1.90K | 0.00 | 184.28K |
UDR INCDFND | COM | 222.90K | SH | $8.18M 0.59% | 0.00 | 0.00 | 222.90K |
INVITATION HOMES INCDFND | COM | 282.76K | SH | $7.86M 0.57% | 3.90K | 0.00 | 278.86K |
ESSEX PPTY TR INCDFND | COM | 28.66K | SH | $7.50M 0.54% | 400.00 | 0.00 | 28.26K |
EQUITY LIFESTYLE PPTYS INCDFND | COM | 119.59K | SH | $7.25M 0.52% | 1.70K | 0.00 | 117.89K |
CAMDEN PPTY TRDFND | COM | 57.55K | SH | $6.34M 0.46% | 800.00 | 0.00 | 56.75K |
SUN CMNTYS INCDFND | COM | 48.65K | SH | $6.03M 0.44% | 0.00 | 0.00 | 48.65K |
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