AEW CAPITAL MANAGEMENT L P Q1 2022 Filing
Filed May 3, 2022
Portfolio Value
$3.4T
Holdings
40
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLDPROLOGIS INC. | 2,024,345 | $326.9B | 9.49% | |
| 2 | EQIXEQUINIX, INC. | 307,549 | $228.1B | 6.62% | |
| 3 | VENVENTAS INC. | 3,255,227 | $201.0B | 5.84% | |
| 4 | ESSESSEX PROPERTY TRUST, INC. | 551,419 | $190.5B | 5.53% | |
| 5 | AVBAVALONBAY COMMUNITIES, INC. | 690,525 | $171.5B | 4.98% | |
| 6 | SUISUN COMMUNITIES INC | 965,478 | $169.2B | 4.92% | |
| 7 | SSS1EURLIFE STORAGE INC | 1,072,143 | $150.6B | 4.37% | |
| 8 | AREALEXANDRIA REAL ESTATE EQUITIES, INC. | 704,163 | $141.7B | 4.12% | |
| 9 | VICIVICI PROPERTIES INC | 4,877,066 | $138.8B | 4.03% | |
| 10 | INVHINVITATION HOMES INC | 3,309,006 | $133.0B | 3.86% | |
| 11 | EXREXTRA SPACE STORAGE INC. | 600,889 | $123.5B | 3.59% | |
| 12 | EGPEASTGROUP PROPERTIES, INC. | 581,701 | $118.2B | 3.43% | |
| 13 | UDRUDR INC | 1,967,120 | $112.9B | 3.28% | |
| 14 | BRXBRIXMOR PROPERTY GROUP INC | 4,235,393 | $109.3B | 3.17% | |
| 15 | WELLWELLTOWER INC | 1,023,088 | $98.4B | 2.86% | |
| 16 | IRTINDEPENDENCE REALTY TRUST INC | 3,220,108 | $85.1B | 2.47% | |
| 17 | MACTHE MACERICH COMPANY | 4,546,165 | $71.1B | 2.06% | |
| 18 | TRNOTERRENO RLTY CORP COM | 904,468 | $67.0B | 1.95% | |
| 19 | EQREQUITY RESIDENTIAL | 715,300 | $64.3B | 1.87% | |
| 20 | MAAMID-AMER APT CMNTYS INC | 301,400 | $63.1B | 1.83% | |
| 21 | RHPRYMAN HOSPITALITY PROPERTIES INC | 621,241 | $57.6B | 1.67% | |
| 22 | HSTHOST HOTELS & RESORTS INC | 2,948,120 | $57.3B | 1.66% | |
| 23 | GMREUSDGLOBAL MEDICAL REIT INC | 3,423,072 | $55.9B | 1.62% | |
| 24 | SRCUSDSPIRIT REALTY CAPITAL INC | 1,168,000 | $53.8B | 1.56% | |
| 25 | KRCKILROY REALTY CORPORATION | 695,878 | $53.2B | 1.54% | |
| 26 | CPTCAMDEN PROPERTY TRUST | 315,900 | $52.5B | 1.52% | |
| 27 | PSAPUBLIC STORAGE | 118,925 | $46.4B | 1.35% | |
| 28 | ROICUSDRETAIL OPPORTUNITY INVESTMENTS CORP | 2,325,463 | $45.1B | 1.31% | |
| 29 | FRTFEDERAL REALTY INVESTMENT TRUST | 327,322 | $40.0B | 1.16% | |
| 30 | ELSEQUITY LIFESTYLE PROPERTIES INC | 429,700 | $32.9B | 0.95% | |
| 31 | MPTMEDICAL PROP TST | 1,442,400 | $30.5B | 0.89% | |
| 32 | FQIDIGITAL REALTY TRUST INC | 205,601 | $29.2B | 0.85% | |
| 33 | SPGSIMON PROPERTY GRP INC | 203,300 | $26.7B | 0.78% | |
| 34 | AMHAMERICAN HOMES 4 RENT | 621,500 | $24.9B | 0.72% | |
| 35 | REXRREXFORD INDUSTRIAL REALTY, INC. | 266,400 | $19.9B | 0.58% | |
| 36 | ACCUSDAMERICAN CAMPUS COMMUNITIES, INC. | 348,400 | $19.5B | 0.57% | |
| 37 | TCN1EURTRICON RESIDENTIAL INC | 894,600 | $14.2B | 0.41% | |
| 38 | DOCHEALTHPEAK PPTYS INC | 291,300 | $10.0B | 0.29% | |
| 39 | HTAEURHEALTHCARE TRUST OF AMERICA INC | 177,600 | $5.6B | 0.16% | |
| 40 | COLDAMERICOLD REALTY TRUST | 144,281 | $4.0B | 0.12% |