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AEW CAPITAL MANAGEMENT L P — 13F Holdings & Portfolio

CIK 1046187 · latest 13F-HR filed 2026-08-04

Backtest portfolio

AEW CAPITAL MANAGEMENT L P manages $1.67B in 13F-reported U.S. long-equity assets across 77 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are WELL (10.10%), PLD (5.62%), WELL (5.31%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 3, added to 30, and trimmed 7.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
TWO SEAPORT LANE
BOSTON, MA 02210-2021
Phone
(617) 262-9324
Filing Manager
AEW CAPITAL MANAGEMENT L P
BOSTON, MA
Signatory
Carrie A. Bellerby
Clerk of AEW CM, Inc., General Partner AEW CM, L.P.
Loading holdings…
AUM

$1.67B

Long-equity book

Holdings

77

Distinct positions

Period

2026-06-30

Filed 2026-08-04

Q/Q Activity

+2 / −3 / ↑30 / ↓7

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • WELLTOWER INC$51.6M +24.5%
  • HIGHWOODS PPTYS INC$24.7M +51.7%
  • SIMON PPTY GROUP INC NEW$21.4M +29.7%
  • AVALONBAY CMNTYS INC$20.9M +24.3%
  • ESSEX PPTY TR INC$19.2M +26.5%
Show all 30 →

Top Trims

  • REXFORD INDL RLTY INC-$12.9M -98.3%
  • REALTY INCOME CORP-$10.1M -16.1%
  • INDEPENDENCE RLTY TR INC-$2.4M -65.0%
  • UDR INC-$453.6K -8.3%
  • AMERICAN TOWER CORP-$85.2K -20.8%
Show all 7 →

New Positions

  • BLACKSTONE DIGITAL INFRASTRU$47.0M
  • IRON MTN INC DEL$391.6K
Show all 2 →

Exited Positions

  • REGENCY CTRS CORP$136.0K
  • SILA REALTY TRUST INC$21.9K
  • LINEAGE INC$18.0K
Show all 3 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 WELLTOWER INC WELL 95040Q104 $169.1M 10.10% 744,837 SH
2 PROLOGIS INC. PLD 74340W103 $94.0M 5.62% 693,882 SH
3 WELLTOWER INC WELL 95040Q104 $88.8M 5.31% 391,253 SH
4 EQUINIX INC EQIX 29444U700 $80.5M 4.81% 77,231 SH
5 AVALONBAY CMNTYS INC AVB 053484101 $74.9M 4.48% 397,151 SH
6 ESSEX PPTY TR INC ESS 297178105 $63.0M 3.77% 216,092 SH
7 SIMON PPTY GROUP INC NEW SPG 828806109 $60.8M 3.63% 271,712 SH
8 CUBESMART CUBE 229663109 $58.6M 3.50% 1,472,386 SH
9 DIGITAL RLTY TR INC DLR 253868103 $58.2M 3.48% 324,084 SH
10 BRIXMOR PPTY GROUP INC BRX 11120U105 $48.6M 2.90% 1,541,642 SH
11 PROLOGIS INC. PLD 74340W103 $48.2M 2.88% 355,691 SH
12 HIGHWOODS PPTYS INC HIW 431284108 $46.4M 2.77% 1,537,347 SH
13 BROADSTONE NET LEASE INC BNL 11135E203 $43.5M 2.60% 2,106,379 SH
14 EQUINIX INC EQIX 29444U700 $42.2M 2.52% 40,522 SH
15 VICI PPTYS INC VICI 925652109 $40.6M 2.43% 1,530,065 SH
16 CURBLINE PPTYS CORP CURB 23128Q101 $37.6M 2.24% 1,235,647 SH
17 AMERICAN HOMES 4 RENT AMH 02665T306 $35.6M 2.12% 1,060,823 SH
18 REALTY INCOME CORP O 756109104 $34.2M 2.04% 551,379 SH
19 SIMON PPTY GROUP INC NEW SPG 828806109 $31.2M 1.87% 139,682 SH
20 CUBESMART CUBE 229663109 $31.2M 1.86% 784,595 SH
21 BLACKSTONE DIGITAL INFRASTRU BXDC 09264B107 $30.3M 1.81% 1,403,083 SH
22 AVALONBAY CMNTYS INC AVB 053484101 $30.3M 1.81% 160,821 SH
23 DIGITAL RLTY TR INC DLR 253868103 $29.8M 1.78% 165,941 SH
24 LXP INDUSTRIAL TRUST LXP 529043408 $27.5M 1.64% 509,711 SH
25 ESSEX PPTY TR INC ESS 297178105 $27.2M 1.63% 93,444 SH
26 BRIXMOR PPTY GROUP INC BRX 11120U105 $25.5M 1.52% 808,658 SH
27 HIGHWOODS PPTYS INC HIW 431284108 $24.9M 1.49% 824,994 SH
28 PUBLIC STORAGE PSA 74460D109 $24.8M 1.48% 77,956 SH
29 BROADSTONE NET LEASE INC BNL 11135E203 $22.8M 1.36% 1,104,887 SH
30 VICI PPTYS INC VICI 925652109 $22.0M 1.32% 829,474 SH
31 PEBBLEBROOK HOTEL TR PEB 70509V100 $21.6M 1.29% 1,114,499 SH
32 CURBLINE PPTYS CORP CURB 23128Q101 $19.7M 1.18% 648,250 SH
33 REALTY INCOME CORP O 756109104 $17.4M 1.04% 280,630 SH
34 BLACKSTONE DIGITAL INFRASTRU BXDC 09264B107 $15.9M 0.95% 735,172 SH
35 AMERICAN HOMES 4 RENT AMH 02665T306 $14.5M 0.87% 432,381 SH
36 LXP INDUSTRIAL TRUST LXP 529043408 $14.4M 0.86% 267,944 SH
37 PUBLIC STORAGE PSA 74460D109 $12.5M 0.75% 39,203 SH
38 EQUITY RESIDENTIAL EQR 29476L107 $12.2M 0.73% 179,384 SH
39 PEBBLEBROOK HOTEL TR PEB 70509V100 $11.3M 0.68% 584,670 SH
40 INVITATION HOMES INC INVH 46187W107 $10.3M 0.62% 342,241 SH
41 MID-AMER APT CMNTYS INC MAA 59522J103 $9.7M 0.58% 70,045 SH
42 SUN CMNTYS INC SUI 866674104 $9.3M 0.56% 77,917 SH
43 CAMDEN PPTY TR CPT 133131102 $6.6M 0.39% 57,459 SH
44 EQUITY LIFESTYLE PROPERTIES ELS 29472R108 $6.4M 0.38% 99,710 SH
45 VENTAS INC VTR 92276F100 $5.4M 0.32% 60,329 SH
46 UDR INC UDR 902653104 $5.0M 0.30% 124,740 SH
47 WELLTOWER INC WELL 95040Q104 $4.0M 0.24% 17,815 SH
48 PROLOGIS INC. PLD 74340W103 $2.2M 0.13% 16,193 SH
49 EQUINIX INC EQIX 29444U700 $1.9M 0.11% 1,842 SH
50 SIMON PPTY GROUP INC NEW SPG 828806109 $1.4M 0.08% 6,359 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $1.67B 77 0001104659-26-090151
2026-03-31 2026-04-28 $1.38B 78 0001104659-26-049934
2025-12-31 2026-02-06 $1.38B 73 0001104659-26-011392