AEW CAPITAL MANAGEMENT L P Q3 2021 Filing
Filed November 10, 2021
Portfolio Value
$3.4T
Holdings
42
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLDPROLOGIS INC. | 2,156,987 | $270.6B | 8.04% | |
| 2 | EQIXEQUINIX, INC. | 311,565 | $246.2B | 7.32% | |
| 3 | ESSESSEX PROPERTY TRUST, INC. | 590,566 | $188.8B | 5.61% | |
| 4 | VENVENTAS INC. | 3,042,150 | $168.0B | 4.99% | |
| 5 | INVHINVITATION HOMES INC | 3,669,506 | $140.7B | 4.18% | |
| 6 | VICIVICI PROPERTIES INC | 4,884,125 | $138.8B | 4.12% | |
| 7 | UDRUDR INC | 2,593,920 | $137.4B | 4.09% | |
| 8 | EXREXTRA SPACE STORAGE INC. | 776,850 | $130.5B | 3.88% | |
| 9 | WELLWELLTOWER INC | 1,544,407 | $127.3B | 3.78% | |
| 10 | SUISUN COMMUNITIES INC | 680,463 | $126.0B | 3.74% | |
| 11 | AVBAVALONBAY COMMUNITIES, INC. | 563,382 | $124.9B | 3.71% | |
| 12 | SSS1EURLIFE STORAGE INC | 940,610 | $107.9B | 3.21% | |
| 13 | BRXBRIXMOR PROPERTY GROUP INC | 4,689,506 | $103.7B | 3.08% | |
| 14 | EGPEASTGROUP PROPERTIES, INC. | 608,434 | $101.4B | 3.01% | |
| 15 | FQIDIGITAL REALTY TRUST INC | 637,636 | $92.1B | 2.74% | |
| 16 | MACTHE MACERICH COMPANY | 4,991,500 | $83.4B | 2.48% | |
| 17 | ELSEQUITY LIFESTYLE PROPERTIES INC | 1,046,398 | $81.7B | 2.43% | |
| 18 | AREALEXANDRIA REAL ESTATE EQUITIES, INC. | 426,680 | $81.5B | 2.42% | |
| 19 | HSTHOST HOTELS & RESORTS INC | 4,502,120 | $73.5B | 2.19% | |
| 20 | SRCUSDSPIRIT REALTY CAPITAL INC | 1,331,800 | $61.3B | 1.82% | |
| 21 | ADCAGREE REALTY CORP | 892,390 | $59.1B | 1.76% | |
| 22 | EQREQUITY RESIDENTIAL | 715,300 | $57.9B | 1.72% | |
| 23 | MAAMID-AMER APT CMNTYS INC | 301,400 | $56.3B | 1.67% | |
| 24 | KRCKILROY REALTY CORPORATION | 844,500 | $55.9B | 1.66% | |
| 25 | IRTINDEPENDENCE REALTY TRUST INC | 2,735,000 | $55.7B | 1.65% | |
| 26 | CPTCAMDEN PROPERTY TRUST | 315,900 | $46.6B | 1.38% | |
| 27 | COLDAMERICOLD REALTY TRUST | 1,538,808 | $44.7B | 1.33% | |
| 28 | GMREUSDGLOBAL MEDICAL REIT INC | 2,976,000 | $43.7B | 1.30% | |
| 29 | FRTEURFEDERAL REALTY INVESTMENT TRUST | 364,972 | $43.1B | 1.28% | |
| 30 | HTAEURHEALTHCARE TRUST OF AMERICA INC | 1,366,594 | $40.5B | 1.20% | |
| 31 | TRNOTERRENO RLTY CORP COM | 538,050 | $34.0B | 1.01% | |
| 32 | SBACSBA COMMUNICATIONS CORPORATION | 101,100 | $33.4B | 0.99% | |
| 33 | PSAPUBLIC STORAGE | 94,400 | $28.0B | 0.83% | |
| 34 | DRHDIAMONDROCK HOSPITALITY COMPANY | 2,957,800 | $28.0B | 0.83% | |
| 35 | ESRTEMPIRE STATE REALTY TRUST INC | 2,777,100 | $27.9B | 0.83% | |
| 36 | AMHAMERICAN HOMES 4 RENT | 621,500 | $23.7B | 0.70% | |
| 37 | KRGKITE REALTY GROUP TRUST | 1,061,100 | $21.6B | 0.64% | |
| 38 | 6PMPARAMOUNT GROUP INC | 2,307,300 | $20.7B | 0.62% | |
| 39 | ACCUSDAMERICAN CAMPUS COMMUNITIES, INC. | 381,400 | $18.5B | 0.55% | |
| 40 | RHPRYMAN HOSPITALITY PROPERTIES INC | 171,750 | $14.4B | 0.43% | |
| 41 | REXRREXFORD INDUSTRIAL REALTY, INC. | 246,200 | $14.0B | 0.42% | |
| 42 | DOCHEALTHPEAK PPTYS INC | 326,700 | $10.9B | 0.33% |