Holders — by stockHoldings — by fund
AEW CAPITAL MANAGEMENT L P
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001046187
$1.67B
disclosed book value
39
positions
15.7%
largest position share
Positions, as of 2026-06-30
top 39 of 39 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | WELLWELLTOWER INC | 1.2M | $261.9M | 15.7% |
| 2 | PLDPROLOGIS INC. | 1.1M | $144.4M | 8.6% |
| 3 | EQIXEQUINIX INC | 119,595 | $124.7M | 7.4% |
| 4 | AVBAVALONBAY CMNTYS INC | 565,293 | $106.7M | 6.4% |
| 5 | SPGSIMON PPTY GROUP INC NEW | 417,753 | $93.4M | 5.6% |
| 6 | ESSESSEX PPTY TR INC | 313,787 | $91.5M | 5.5% |
| 7 | CUBECUBESMART | 2.3M | $91.2M | 5.4% |
| 8 | DLRDIGITAL RLTY TR INC | 497,583 | $89.4M | 5.3% |
| 9 | BRXBRIXMOR PPTY GROUP INC | 2.4M | $75.3M | 4.5% |
| 10 | HIWHIGHWOODS PPTYS INC | 2.4M | $72.4M | 4.3% |
| 11 | BNLBROADSTONE NET LEASE INC | 3.3M | $67.4M | 4% |
| 12 | VICIVICI PPTYS INC | 2.4M | $63.6M | 3.8% |
| 13 | CURBCURBLINE PPTYS CORP | 1.9M | $58.2M | 3.5% |
| 14 | OREALTY INCOME CORP | 844,785 | $52.3M | 3.1% |
| 15 | AMHAMERICAN HOMES 4 RENT | 1.5M | $50.7M | 3% |
| 16 | BXDCBLACKSTONE DIGITAL INFRASTRU | 2.2M | $47.0M | 2.8% |
| 17 | LXPLXP INDUSTRIAL TRUST | 789,859 | $42.6M | 2.5% |
| 18 | PSAPUBLIC STORAGE | 118,941 | $37.9M | 2.3% |
| 19 | PEBPEBBLEBROOK HOTEL TR | 1.7M | $33.5M | 2% |
| 20 | EQREQUITY RESIDENTIAL | 179,384 | $12.2M | 0.7% |
| 21 | INVHINVITATION HOMES INC | 342,241 | $10.3M | 0.6% |
| 22 | MAAMID-AMER APT CMNTYS INC | 70,045 | $9.7M | 0.6% |
| 23 | SUISUN CMNTYS INC | 77,917 | $9.3M | 0.6% |
| 24 | CPTCAMDEN PPTY TR | 57,459 | $6.6M | 0.4% |
| 25 | ELSEQUITY LIFESTYLE PROPERTIES | 99,710 | $6.4M | 0.4% |
| 26 | VTRVENTAS INC | 60,329 | $5.4M | 0.3% |
| 27 | UDRUDR INC | 124,740 | $5.0M | 0.3% |
| 28 | IRTINDEPENDENCE RLTY TR INC | 76,840 | $1.3M | 0.1% |
| 29 | JANJANUS LIVING INC | 19,618 | $563,821 | 0% |
| 30 | VNOVORNADO RLTY TR | 13,566 | $533,144 | 0% |
| 31 | KRCKILROY REALTY CORP | 13,953 | $522,819 | 0% |
| 32 | EGPEASTGROUP PPTYS INC | 2,191 | $443,743 | 0% |
| 33 | IRMIRON MTN INC DEL | 3,100 | $391,561 | 0% |
| 34 | AMTAMERICAN TOWER CORP | 1,990 | $325,504 | 0% |
| 35 | REXRREXFORD INDL RLTY INC | 6,441 | $215,774 | 0% |
| 36 | SKTTANGER INC | 2,362 | $93,228 | 0% |
| 37 | STAGSTAG INDUSTRIAL INC | 1,952 | $74,293 | 0% |
| 38 | PEB 6.375 PERP EPEBBLEBROOK HOTEL TR | 2,960 | $57,661 | 0% |
| 39 | AHRAMERICAN HEALTHCARE REIT INC | 600 | $31,290 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.