AEW CAPITAL MANAGEMENT L P Q1 2023 Filing
Filed May 8, 2023
Portfolio Value
$2.7T
Holdings
47
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLDPROLOGIS INC. | 2,811,390 | $350.8B | 13.11% | |
| 2 | EQIXEQUINIX INC | 351,022 | $253.1B | 9.46% | |
| 3 | AVBAVALONBAY CMNTYS INC | 825,071 | $138.7B | 5.18% | |
| 4 | PSAPUBLIC STORAGE | 421,920 | $127.5B | 4.76% | |
| 5 | VICIVICI PPTYS INC | 3,472,878 | $113.3B | 4.23% | |
| 6 | SUISUN CMNTYS INC | 775,486 | $109.3B | 4.08% | |
| 7 | VENVENTAS INC | 2,389,507 | $103.6B | 3.87% | |
| 8 | UDRUDR INC | 2,212,147 | $90.8B | 3.39% | |
| 9 | ESSESSEX PPTY TR INC | 401,954 | $84.1B | 3.14% | |
| 10 | CUBECUBESMART | 1,704,376 | $78.8B | 2.94% | |
| 11 | AMHAMERICAN HOMES 4 RENT | 2,291,949 | $72.1B | 2.69% | |
| 12 | BRXBRIXMOR PPTY GROUP INC | 3,325,385 | $71.6B | 2.67% | |
| 13 | WELLWELLTOWER INC | 987,729 | $70.8B | 2.65% | |
| 14 | INVHINVITATION HOMES INC | 2,221,754 | $69.4B | 2.59% | |
| 15 | EGPEASTGROUP PPTYS INC | 389,236 | $64.3B | 2.41% | |
| 16 | FQIDIGITAL RLTY TR INC | 624,245 | $61.4B | 2.29% | |
| 17 | COLDAMERICOLD REALTY TRUST INC | 2,096,577 | $59.6B | 2.23% | |
| 18 | SPGSIMON PPTY GROUP INC NEW | 495,805 | $55.5B | 2.07% | |
| 19 | EXREXTRA SPACE STORAGE INC | 335,937 | $54.7B | 2.05% | |
| 20 | REXRREXFORD INDL RLTY INC | 834,870 | $49.8B | 1.86% | |
| 21 | NTSTNETSTREIT CORP | 2,239,386 | $40.9B | 1.53% | |
| 22 | RHPRYMAN HOSPITALITY PPTYS INC | 454,746 | $40.8B | 1.53% | |
| 23 | SSS1EURLIFE STORAGE INC | 288,230 | $37.8B | 1.41% | |
| 24 | HRHEALTHCARE RLTY TR | 1,926,340 | $37.2B | 1.39% | |
| 25 | EQREQUITY RESIDENTIAL | 546,651 | $32.8B | 1.23% | |
| 26 | REGREGENCY CTRS CORP | 517,080 | $31.6B | 1.18% | |
| 27 | OREALTY INCOME CORP | 483,520 | $30.6B | 1.14% | |
| 28 | BXPBOSTON PROPERTIES INC | 562,964 | $30.5B | 1.14% | |
| 29 | ADCAGREE RLTY CORP | 366,960 | $25.2B | 0.94% | |
| 30 | MAAMID-AMER APT CMNTYS INC | 165,676 | $25.0B | 0.94% | |
| 31 | SKTTANGER FACTORY OUTLET CTRS I | 1,250,483 | $24.5B | 0.92% | |
| 32 | IRTINDEPENDENCE RLTY TR INC | 1,514,993 | $24.3B | 0.91% | |
| 33 | FRFIRST INDL RLTY TR INC | 437,530 | $23.3B | 0.87% | |
| 34 | CUZCOUSINS PPTYS INC | 1,061,300 | $22.7B | 0.85% | |
| 35 | CPTCAMDEN PPTY TR | 185,855 | $19.5B | 0.73% | |
| 36 | AMTAMERICAN TOWER CORP NEW | 95,009 | $19.4B | 0.73% | |
| 37 | DOCUSDPHYSICIANS RLTY TR | 1,192,845 | $17.8B | 0.67% | |
| 38 | ELSEQUITY LIFESTYLE PPTYS INC | 264,403 | $17.7B | 0.66% | |
| 39 | AREALEXANDRIA REAL ESTATE EQ IN | 139,171 | $17.5B | 0.65% | |
| 40 | PECOPHILLIPS EDISON & CO INC | 514,580 | $16.8B | 0.63% | |
| 41 | DOCHEALTHPEAK PROPERTIES INC | 681,720 | $15.0B | 0.56% | |
| 42 | VREVERIS RESIDENTIAL INC | 777,162 | $11.4B | 0.43% | |
| 43 | EPRTESSENTIAL PPTYS RLTY TR INC | 353,374 | $8.8B | 0.33% | |
| 44 | WPCWP CAREY INC | 108,780 | $8.4B | 0.31% | |
| 45 | IRMIRON MTN INC DEL | 142,910 | $7.6B | 0.28% | |
| 46 | BNLBROADSTONE NET LEASE INC | 379,100 | $6.4B | 0.24% | |
| 47 | GLPIGAMING & LEISURE PPTYS INC | 56,340 | $2.9B | 0.11% |