Filed: 4/28/2026ACC: 0001104659-26-049934
📋 What this filing means
AEW CAPITAL MANAGEMENT L P filed this quarterly 13F‑HR report disclosing 40 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.
40
Positions
$1.38B
Total AUM (reported)
24.19M
Total Shares
Allocation by class
COM$1.38B100.0%
6.375 PFD SER E$67.6K0.0%
Portfolio Concentration
Top 3$449.02M32.6%
4–10$516.79M37.5%
11–25$397.20M28.8%
Rest$14.95M1.1%
Top 3 weight
32.6%
Top 10 weight
70.1%
Voting Authority Distribution
Total shares with voting rights: 24.19M
Sole
Full voting authority
19.57M
shares
% of voting shares80.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.63M
shares
% of voting shares19.1%
Investment Discretion (by position count)
Sole0
Shared0
Other40
Dominant voting typeSole · 80.9% of voting shares
Institutional Holdings40
Rows:
WELLTOWER INC
DFNDShares1.06M
TypeSH
Market value$210.34M
15.26%
Sole
918.28K
Shared
0.00
None
145.63K
PROLOGIS INC.
DFNDShares984.58K
TypeSH
Market value$130.14M
9.44%
Sole
852.17K
Shared
0.00
None
132.40K
EQUINIX INC
DFNDShares110.73K
TypeSH
Market value$108.54M
7.88%
Sole
95.66K
Shared
0.00
None
15.07K
AVALONBAY CMNTYS INC
DFNDShares525.34K
TypeSH
Market value$85.81M
6.23%
Sole
382.41K
Shared
0.00
None
142.94K
DIGITAL RLTY TR INC
DFNDShares459.31K
TypeSH
Market value$82.77M
6.01%
Sole
397.55K
Shared
0.00
None
61.77K
CUBESMART
DFNDShares2.12M
TypeSH
Market value$77.76M
5.64%
Sole
1.83M
Shared
0.00
None
292.04K
ESSEX PPTY TR INC
DFNDShares298.93K
TypeSH
Market value$72.34M
5.25%
Sole
222.10K
Shared
0.00
None
76.84K
SIMON PPTY GROUP INC NEW
DFNDShares386.18K
TypeSH
Market value$72.03M
5.23%
Sole
334.24K
Shared
0.00
None
51.94K
BRIXMOR PPTY GROUP INC
DFNDShares2.21M
TypeSH
Market value$63.64M
4.62%
Sole
1.91M
Shared
0.00
None
300.71K
REALTY INCOME CORP
DFNDShares1.02M
TypeSH
Market value$62.42M
4.53%
Sole
884.50K
Shared
0.00
None
135.81K
VICI PPTYS INC
DFNDShares2.22M
TypeSH
Market value$60.56M
4.39%
Sole
1.91M
Shared
0.00
None
308.75K
BROADSTONE NET LEASE INC
DFNDShares3.02M
TypeSH
Market value$55.16M
4.00%
Sole
2.61M
Shared
0.00
None
410.87K
HIGHWOODS PPTYS INC
DFNDShares2.23M
TypeSH
Market value$47.71M
3.46%
Sole
1.92M
Shared
0.00
None
306.79K
AMERICAN HOMES 4 RENT
DFNDShares1.66M
TypeSH
Market value$46.36M
3.36%
Sole
1.22M
Shared
0.00
None
435.65K
CURBLINE PPTYS CORP
DFNDShares1.77M
TypeSH
Market value$45.70M
3.32%
Sole
1.53M
Shared
0.00
None
241.22K
LXP INDUSTRIAL TRUST
DFNDShares729.01K
TypeSH
Market value$33.72M
2.45%
Sole
629.37K
Shared
0.00
None
99.64K
PUBLIC STORAGE OPER CO
DFNDShares111.09K
TypeSH
Market value$30.09M
2.18%
Sole
96.52K
Shared
0.00
None
14.57K
PEBBLEBROOK HOTEL TR
DFNDShares1.60M
TypeSH
Market value$20.19M
1.46%
Sole
1.38M
Shared
0.00
None
217.63K
REXFORD INDL RLTY INC
DFNDShares399.21K
TypeSH
Market value$13.07M
0.95%
Sole
345.51K
Shared
0.00
None
53.70K
EQUITY RESIDENTIAL
DFNDShares179.47K
TypeSH
Market value$10.62M
0.77%
Sole
2.53K
Shared
0.00
None
176.94K
SUN CMNTYS INC
DFNDShares66.97K
TypeSH
Market value$8.44M
0.61%
Sole
1.54K
Shared
0.00
None
65.43K
INVITATION HOMES INC
DFNDShares332.52K
TypeSH
Market value$8.26M
0.60%
Sole
4.38K
Shared
0.00
None
328.14K
MID-AMER APT CMNTYS INC
DFNDShares55.70K
TypeSH
Market value$6.80M
0.49%
Sole
585.00
Shared
0.00
None
55.12K
UDR INC
DFNDShares160.84K
TypeSH
Market value$5.43M
0.39%
Sole
0.00
Shared
0.00
None
160.84K
EQUITY LIFESTYLE PROPERTIES
DFNDShares81.72K
TypeSH
Market value$5.10M
0.37%
Sole
1.91K
Shared
0.00
None
79.81K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WELLTOWER INCDFND | COM | 1.06M | SH | $210.34M 15.26% | 918.28K | 0.00 | 145.63K |
PROLOGIS INC.DFND | COM | 984.58K | SH | $130.14M 9.44% | 852.17K | 0.00 | 132.40K |
EQUINIX INCDFND | COM | 110.73K | SH | $108.54M 7.88% | 95.66K | 0.00 | 15.07K |
AVALONBAY CMNTYS INCDFND | COM | 525.34K | SH | $85.81M 6.23% | 382.41K | 0.00 | 142.94K |
DIGITAL RLTY TR INCDFND | COM | 459.31K | SH | $82.77M 6.01% | 397.55K | 0.00 | 61.77K |
CUBESMARTDFND | COM | 2.12M | SH | $77.76M 5.64% | 1.83M | 0.00 | 292.04K |
ESSEX PPTY TR INCDFND | COM | 298.93K | SH | $72.34M 5.25% | 222.10K | 0.00 | 76.84K |
SIMON PPTY GROUP INC NEWDFND | COM | 386.18K | SH | $72.03M 5.23% | 334.24K | 0.00 | 51.94K |
BRIXMOR PPTY GROUP INCDFND | COM | 2.21M | SH | $63.64M 4.62% | 1.91M | 0.00 | 300.71K |
REALTY INCOME CORPDFND | COM | 1.02M | SH | $62.42M 4.53% | 884.50K | 0.00 | 135.81K |
VICI PPTYS INCDFND | COM | 2.22M | SH | $60.56M 4.39% | 1.91M | 0.00 | 308.75K |
BROADSTONE NET LEASE INCDFND | COM | 3.02M | SH | $55.16M 4.00% | 2.61M | 0.00 | 410.87K |
HIGHWOODS PPTYS INCDFND | COM | 2.23M | SH | $47.71M 3.46% | 1.92M | 0.00 | 306.79K |
AMERICAN HOMES 4 RENTDFND | COM | 1.66M | SH | $46.36M 3.36% | 1.22M | 0.00 | 435.65K |
CURBLINE PPTYS CORPDFND | COM | 1.77M | SH | $45.70M 3.32% | 1.53M | 0.00 | 241.22K |
LXP INDUSTRIAL TRUSTDFND | COM | 729.01K | SH | $33.72M 2.45% | 629.37K | 0.00 | 99.64K |
PUBLIC STORAGE OPER CODFND | COM | 111.09K | SH | $30.09M 2.18% | 96.52K | 0.00 | 14.57K |
PEBBLEBROOK HOTEL TRDFND | COM | 1.60M | SH | $20.19M 1.46% | 1.38M | 0.00 | 217.63K |
REXFORD INDL RLTY INCDFND | COM | 399.21K | SH | $13.07M 0.95% | 345.51K | 0.00 | 53.70K |
EQUITY RESIDENTIALDFND | COM | 179.47K | SH | $10.62M 0.77% | 2.53K | 0.00 | 176.94K |
SUN CMNTYS INCDFND | COM | 66.97K | SH | $8.44M 0.61% | 1.54K | 0.00 | 65.43K |
INVITATION HOMES INCDFND | COM | 332.52K | SH | $8.26M 0.60% | 4.38K | 0.00 | 328.14K |
MID-AMER APT CMNTYS INCDFND | COM | 55.70K | SH | $6.80M 0.49% | 585.00 | 0.00 | 55.12K |
UDR INCDFND | COM | 160.84K | SH | $5.43M 0.39% | 0.00 | 0.00 | 160.84K |
EQUITY LIFESTYLE PROPERTIESDFND | COM | 81.72K | SH | $5.10M 0.37% | 1.91K | 0.00 | 79.81K |
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