AEW CAPITAL MANAGEMENT L P Q1 2024 Filing

Filed May 8, 2024

Portfolio Value

$2.1B

Holdings

46

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (46 positions)

#StockSharesValue% PortfolioType
1
PLDPROLOGIS INC.
1,951,857$254.2T12391685.55%
2
EQIXEQUINIX INC
232,661$192.0T9361725.82%
3
WELLWELLTOWER INC
1,290,216$120.6T5877598.94%
4
AVBAVALONBAY CMNTYS INC
629,829$116.9T5697859.19%
5
VICIVICI PPTYS INC
2,975,426$88.6T4321398.88%
6
EXREXTRA SPACE STORAGE INC
571,062$83.9T4092656.47%
7
FQIDIGITAL RLTY TR INC
570,855$82.2T4008792.87%
8
OREALTY INCOME CORP
1,443,128$78.1T3806333.31%
9
UDRUDR INC
2,053,291$76.8T3744923.12%
10
PSAPUBLIC STORAGE
231,535$67.2T3274230.04%
11
SUISUN CMNTYS INC
490,582$63.1T3075315.87%
12
REGREGENCY CTRS CORP
1,040,410$63.0T3071815.19%
13
RHPRYMAN HOSPITALITY PPTYS INC
537,194$62.1T3027828.33%
14
AMHAMERICAN HOMES 4 RENT
1,595,510$58.7T2860987.45%
15
SPGSIMON PPTY GROUP INC NEW
304,865$47.7T2325941.87%
16
DOCHEALTHPEAK PROPERTIES INC
2,468,249$46.3T2256290.11%
17
AMTAMERICAN TOWER CORP NEW
233,828$46.2T2252507.14%
18
BRXBRIXMOR PPTY GROUP INC
1,962,698$46.0T2243887.20%
19
BXPBOSTON PROPERTIES INC
532,480$34.8T1695460.52%
20
COLDAMERICOLD REALTY TRUST INC
1,343,759$33.5T1632578.66%
21
REXRREXFORD INDL RLTY INC
634,354$31.9T1555623.02%
22
EPRTESSENTIAL PPTYS RLTY TR INC
1,183,104$31.5T1537757.20%
23
KRCKILROY RLTY CORP
865,200$31.5T1536669.17%
24
BNLBROADSTONE NET LEASE INC
1,873,770$29.4T1431495.46%
25
AIRCUSDAPARTMENT INCOME REIT CORP
903,320$29.3T1429975.53%
26
CPTCAMDEN PPTY TR
286,215$28.2T1373068.44%
27
SAFESAFEHOLD INC
1,188,443$24.5T1193576.55%
28
EQREQUITY RESIDENTIAL
337,241$21.3T1037631.76%
29
INVHINVITATION HOMES INC
570,695$20.3T990788.00%
30
ESSESSEX PPTY TR INC
74,211$18.2T885731.59%
31
SKTTANGER INC
580,544$17.1T835801.75%
32
VREVERIS RESIDENTIAL INC
1,012,340$15.4T750689.42%
33
CTRECARETRUST REIT INC
522,195$12.7T620430.20%
34
MAAMID0AMER APT CMNTYS INC
95,296$12.5T611320.92%
35
VENVENTAS INC
287,286$12.5T609828.29%
36
WPCWP CAREY INC
216,400$12.2T595455.02%
37
IRMIRON MTN INC DEL
132,120$10.6T516656.35%
38
EGPEASTGROUP PPTYS INC
48,149$8.7T421996.84%
39
ELSEQUITY LIFESTYLE PPTYS INC
124,023$8.0T389397.16%
40
AREALEXANDRIA REAL ESTATE EQ IN
27,040$3.5T169940.91%
41
CUBECUBESMART
73,932$3.3T162992.53%
42
LXPUSDLXP INDUSTRIAL TRUST
341,650$3.1T150242.45%
43
GLPIGAMING & LEISURE PPTYS INC
38,490$1.8T86451.14%
44
HRHEALTHCARE RLTY TR
70,070$991.5B48338.53%
45
IRTINDEPENDENCE RLTY TR INC
43,780$706.2B34428.22%
46
ADCAGREE RLTY CORP
1,400$80.0B3898.71%