Filed: 8/4/2026ACC: 0001104659-26-090151
📋 What this filing means
AEW CAPITAL MANAGEMENT L P filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $1.67B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$1.67B
Total AUM (reported)
27.11M
Total Shares
Allocation by class
COM$1.67B100.0%
Portfolio Concentration
Top 3$530.95M31.7%
4–10$619.78M37.0%
11–25$507.78M30.3%
Rest$14.87M0.9%
Top 3 weight
31.7%
Top 10 weight
68.8%
Voting Authority Distribution
Total shares with voting rights: 28.15M
Sole
Full voting authority
20.26M
shares
% of voting shares72.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.89M
shares
% of voting shares28.0%
Investment Discretion (by position count)
Sole0
Shared0
Other39
Dominant voting typeSole · 72.0% of voting shares
Institutional Holdings39
Rows:
WELLTOWER INC
DFNDShares1.15M
TypeSH
Market value$261.90M
15.65%
Sole
869.06K
Shared
0.00
None
284.85K
PROLOGIS INC.
DFNDShares1.07M
TypeSH
Market value$144.38M
8.63%
Sole
799.84K
Shared
0.00
None
265.93K
EQUINIX INC
DFNDShares119.59K
TypeSH
Market value$124.66M
7.45%
Sole
89.30K
Shared
0.00
None
30.30K
AVALONBAY CMNTYS INC
DFNDShares565.29K
TypeSH
Market value$106.67M
6.37%
Sole
358.49K
Shared
0.00
None
206.81K
SIMON PPTY GROUP INC NEW
DFNDShares417.75K
TypeSH
Market value$93.43M
5.58%
Sole
1.36M
Shared
0.00
None
104.43K
ESSEX PPTY TR INC
DFNDShares313.79K
TypeSH
Market value$91.50M
5.47%
Sole
207.12K
Shared
0.00
None
106.67K
CUBESMART
DFNDShares2.29M
TypeSH
Market value$91.18M
5.45%
Sole
1.71M
Shared
0.00
None
586.60K
DIGITAL RLTY TR INC
DFNDShares497.58K
TypeSH
Market value$89.36M
5.34%
Sole
373.52K
Shared
0.00
None
124.06K
BRIXMOR PPTY GROUP INC
DFNDShares2.39M
TypeSH
Market value$75.27M
4.50%
Sole
1.78M
Shared
0.00
None
604.60K
HIGHWOODS PPTYS INC
DFNDShares2.40M
TypeSH
Market value$72.38M
4.33%
Sole
1.78M
Shared
0.00
None
616.81K
BROADSTONE NET LEASE INC
DFNDShares3.26M
TypeSH
Market value$67.42M
4.03%
Sole
2.44M
Shared
0.00
None
826.08K
VICI PPTYS INC
DFNDShares2.40M
TypeSH
Market value$63.65M
3.80%
Sole
1.78M
Shared
0.00
None
620.16K
CURBLINE PPTYS CORP
DFNDShares1.91M
TypeSH
Market value$58.17M
3.48%
Sole
1.43M
Shared
0.00
None
484.66K
REALTY INCOME CORP
DFNDShares844.78K
TypeSH
Market value$52.34M
3.13%
Sole
634.97K
Shared
0.00
None
209.82K
AMERICAN HOMES 4 RENT
DFNDShares1.51M
TypeSH
Market value$50.71M
3.03%
Sole
968.68K
Shared
0.00
None
544.21K
BLACKSTONE DIGITAL INFRASTRU
DFNDShares2.17M
TypeSH
Market value$46.97M
2.81%
Sole
1.62M
Shared
0.00
None
549.65K
LXP INDUSTRIAL TRUST
DFNDShares789.86K
TypeSH
Market value$42.56M
2.54%
Sole
589.53K
Shared
0.00
None
200.33K
PUBLIC STORAGE
DFNDShares118.94K
TypeSH
Market value$37.86M
2.26%
Sole
89.63K
Shared
0.00
None
29.31K
PEBBLEBROOK HOTEL TR
DFNDShares1.73M
TypeSH
Market value$33.50M
2.00%
Sole
1.29M
Shared
0.00
None
437.13K
EQUITY RESIDENTIAL
DFNDShares179.38K
TypeSH
Market value$12.19M
0.73%
Sole
3.33K
Shared
0.00
None
176.05K
INVITATION HOMES INC
DFNDShares342.24K
TypeSH
Market value$10.34M
0.62%
Sole
8.08K
Shared
0.00
None
334.16K
MID-AMER APT CMNTYS INC
DFNDShares70.05K
TypeSH
Market value$9.73M
0.58%
Sole
885.00
Shared
0.00
None
69.16K
SUN CMNTYS INC
DFNDShares77.92K
TypeSH
Market value$9.34M
0.56%
Sole
2.14K
Shared
0.00
None
75.78K
CAMDEN PPTY TR
DFNDShares57.46K
TypeSH
Market value$6.58M
0.39%
Sole
1.80K
Shared
0.00
None
55.66K
EQUITY LIFESTYLE PROPERTIES
DFNDShares99.71K
TypeSH
Market value$6.43M
0.38%
Sole
2.51K
Shared
0.00
None
97.20K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WELLTOWER INCDFND | COM | 1.15M | SH | $261.90M 15.65% | 869.06K | 0.00 | 284.85K |
PROLOGIS INC.DFND | COM | 1.07M | SH | $144.38M 8.63% | 799.84K | 0.00 | 265.93K |
EQUINIX INCDFND | COM | 119.59K | SH | $124.66M 7.45% | 89.30K | 0.00 | 30.30K |
AVALONBAY CMNTYS INCDFND | COM | 565.29K | SH | $106.67M 6.37% | 358.49K | 0.00 | 206.81K |
SIMON PPTY GROUP INC NEWDFND | COM | 417.75K | SH | $93.43M 5.58% | 1.36M | 0.00 | 104.43K |
ESSEX PPTY TR INCDFND | COM | 313.79K | SH | $91.50M 5.47% | 207.12K | 0.00 | 106.67K |
CUBESMARTDFND | COM | 2.29M | SH | $91.18M 5.45% | 1.71M | 0.00 | 586.60K |
DIGITAL RLTY TR INCDFND | COM | 497.58K | SH | $89.36M 5.34% | 373.52K | 0.00 | 124.06K |
BRIXMOR PPTY GROUP INCDFND | COM | 2.39M | SH | $75.27M 4.50% | 1.78M | 0.00 | 604.60K |
HIGHWOODS PPTYS INCDFND | COM | 2.40M | SH | $72.38M 4.33% | 1.78M | 0.00 | 616.81K |
BROADSTONE NET LEASE INCDFND | COM | 3.26M | SH | $67.42M 4.03% | 2.44M | 0.00 | 826.08K |
VICI PPTYS INCDFND | COM | 2.40M | SH | $63.65M 3.80% | 1.78M | 0.00 | 620.16K |
CURBLINE PPTYS CORPDFND | COM | 1.91M | SH | $58.17M 3.48% | 1.43M | 0.00 | 484.66K |
REALTY INCOME CORPDFND | COM | 844.78K | SH | $52.34M 3.13% | 634.97K | 0.00 | 209.82K |
AMERICAN HOMES 4 RENTDFND | COM | 1.51M | SH | $50.71M 3.03% | 968.68K | 0.00 | 544.21K |
BLACKSTONE DIGITAL INFRASTRUDFND | COM | 2.17M | SH | $46.97M 2.81% | 1.62M | 0.00 | 549.65K |
LXP INDUSTRIAL TRUSTDFND | COM | 789.86K | SH | $42.56M 2.54% | 589.53K | 0.00 | 200.33K |
PUBLIC STORAGEDFND | COM | 118.94K | SH | $37.86M 2.26% | 89.63K | 0.00 | 29.31K |
PEBBLEBROOK HOTEL TRDFND | COM | 1.73M | SH | $33.50M 2.00% | 1.29M | 0.00 | 437.13K |
EQUITY RESIDENTIALDFND | COM | 179.38K | SH | $12.19M 0.73% | 3.33K | 0.00 | 176.05K |
INVITATION HOMES INCDFND | COM | 342.24K | SH | $10.34M 0.62% | 8.08K | 0.00 | 334.16K |
MID-AMER APT CMNTYS INCDFND | COM | 70.05K | SH | $9.73M 0.58% | 885.00 | 0.00 | 69.16K |
SUN CMNTYS INCDFND | COM | 77.92K | SH | $9.34M 0.56% | 2.14K | 0.00 | 75.78K |
CAMDEN PPTY TRDFND | COM | 57.46K | SH | $6.58M 0.39% | 1.80K | 0.00 | 55.66K |
EQUITY LIFESTYLE PROPERTIESDFND | COM | 99.71K | SH | $6.43M 0.38% | 2.51K | 0.00 | 97.20K |
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