AEW CAPITAL MANAGEMENT L P Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$1.9T
Holdings
48
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WELLWELLTOWER INC | 1,283,280 | $197.3B | 10.38% | |
| 2 | PLDPROLOGIS INC. | 1,702,123 | $178.9B | 9.42% | |
| 3 | EQIXEQUINIX INC | 183,831 | $146.2B | 7.70% | |
| 4 | FQIDIGITAL RLTY TR INC | 783,175 | $136.5B | 7.19% | |
| 5 | PSAPUBLIC STORAGE OPER CO | 412,100 | $120.9B | 6.36% | |
| 6 | AVBAVALONBAY CMNTYS INC | 512,948 | $104.4B | 5.49% | |
| 7 | OREALTY INCOME CORP | 1,480,168 | $85.3B | 4.49% | |
| 8 | MAAMID-AMER APT CMNTYS INC | 510,094 | $75.5B | 3.97% | |
| 9 | IRMIRON MTN INC DEL | 619,677 | $63.6B | 3.35% | |
| 10 | VENVENTAS INC | 772,146 | $48.8B | 2.57% | |
| 11 | AMHAMERICAN HOMES 4 RENT | 1,323,234 | $47.7B | 2.51% | |
| 12 | LXPUSDLXP INDUSTRIAL TRUST | 5,670,611 | $46.8B | 2.47% | |
| 13 | SPGSIMON PPTY GROUP INC NEW | 277,645 | $44.6B | 2.35% | |
| 14 | BRXBRIXMOR PPTY GROUP INC | 1,641,088 | $42.7B | 2.25% | |
| 15 | BNLBROADSTONE NET LEASE INC | 2,522,109 | $40.5B | 2.13% | |
| 16 | GLPIGAMING & LEISURE PPTYS INC | 826,502 | $38.6B | 2.03% | |
| 17 | HIWHIGHWOODS PPTYS INC | 1,199,580 | $37.3B | 1.96% | |
| 18 | IRTINDEPENDENCE RLTY TR INC | 1,929,525 | $34.1B | 1.80% | |
| 19 | CUBECUBESMART | 658,740 | $28.0B | 1.47% | |
| 20 | EQREQUITY RESIDENTIAL | 391,301 | $26.4B | 1.39% | |
| 21 | MACMACERICH CO | 1,614,716 | $26.1B | 1.38% | |
| 22 | SUISUN CMNTYS INC | 205,190 | $26.0B | 1.37% | |
| 23 | KRGKITE RLTY GROUP TR | 1,046,248 | $23.7B | 1.25% | |
| 24 | CTRECARETRUST REIT INC | 772,871 | $23.6B | 1.24% | |
| 25 | EXREXTRA SPACE STORAGE INC | 143,719 | $21.2B | 1.12% | |
| 26 | INVHINVITATION HOMES INC | 639,555 | $21.0B | 1.10% | |
| 27 | UDRUDR INC | 478,348 | $19.5B | 1.03% | |
| 28 | VNOVORNADO RLTY TR | 495,310 | $18.9B | 1.00% | |
| 29 | RHPRYMAN HOSPITALITY PPTYS INC | 188,824 | $18.6B | 0.98% | |
| 30 | PECOPHILLIPS EDISON & CO INC | 503,549 | $17.6B | 0.93% | |
| 31 | ESSESSEX PPTY TR INC | 61,081 | $17.3B | 0.91% | |
| 32 | CURBCURBLINE PPTYS CORP | 732,864 | $16.7B | 0.88% | |
| 33 | KRCKILROY RLTY CORP | 455,732 | $15.6B | 0.82% | |
| 34 | CPTCAMDEN PPTY TR | 137,225 | $15.5B | 0.81% | |
| 35 | EGPEASTGROUP PPTYS INC | 90,699 | $15.2B | 0.80% | |
| 36 | AIVAPARTMENT INVT & MGMT CO | 1,696,500 | $14.7B | 0.77% | |
| 37 | HRHEALTHCARE RLTY TR | 920,200 | $14.6B | 0.77% | |
| 38 | ELSEQUITY LIFESTYLE PPTYS INC | 176,103 | $10.9B | 0.57% | |
| 39 | VICIVICI PPTYS INC | 181,230 | $5.9B | 0.31% | |
| 40 | REXRREXFORD INDL RLTY INC | 120,480 | $4.3B | 0.23% | |
| 41 | WPCWP CAREY INC | 61,560 | $3.8B | 0.20% | |
| 42 | DOCHEALTHPEAK PROPERTIES INC | 127,079 | $2.2B | 0.12% | |
| 43 | AREALEXANDRIA REAL ESTATE EQ IN | 27,910 | $2.0B | 0.11% | |
| 44 | GMREUSDGLOBAL MED REIT INC | 29,820 | $206.7M | 0.01% | |
| 45 | STAGSTAG INDL INC | 3,600 | $130.6M | 0.01% | |
| 46 | REGREGENCY CTRS CORP | 1,500 | $106.8M | 0.01% | |
| 47 | SKTTANGER INC | 1,100 | $33.6M | 0.00% | |
| 48 | ADCAGREE RLTY CORP | 400 | $29.2M | 0.00% |