AEW CAPITAL MANAGEMENT L P Q3 2022 Filing
Filed October 28, 2022
Portfolio Value
$2.6T
Holdings
40
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLDPROLOGIS INC. | 2,496,755 | $253.7B | 9.91% | |
| 2 | EQIXEQUINIX, INC. | 368,720 | $209.7B | 8.19% | |
| 3 | AVBAVALONBAY COMMUNITIES, INC. | 752,453 | $138.6B | 5.41% | |
| 4 | SUISUN COMMUNITIES INC | 848,078 | $114.8B | 4.48% | |
| 5 | VICIVICI PROPERTIES INC | 3,843,478 | $114.7B | 4.48% | |
| 6 | VENVENTAS INC. | 2,763,025 | $111.0B | 4.34% | |
| 7 | UDRUDR INC | 2,519,788 | $105.1B | 4.11% | |
| 8 | ESSESSEX PROPERTY TRUST, INC. | 428,825 | $103.9B | 4.06% | |
| 9 | PSAPUBLIC STORAGE | 339,745 | $99.5B | 3.89% | |
| 10 | EXREXTRA SPACE STORAGE INC. | 551,369 | $95.2B | 3.72% | |
| 11 | INVHINVITATION HOMES INC | 2,358,591 | $79.7B | 3.11% | |
| 12 | CUBECUBESMART L.P. | 1,987,912 | $79.6B | 3.11% | |
| 13 | EGPEASTGROUP PROPERTIES, INC. | 505,050 | $72.9B | 2.85% | |
| 14 | BRXBRIXMOR PROPERTY GROUP INC | 3,900,073 | $72.0B | 2.81% | |
| 15 | WELLWELLTOWER INC | 1,064,686 | $68.5B | 2.68% | |
| 16 | SSS1EURLIFE STORAGE INC | 598,213 | $66.3B | 2.59% | |
| 17 | AREALEXANDRIA REAL ESTATE EQUITIES, INC. | 462,553 | $64.8B | 2.53% | |
| 18 | AMHAMERICAN HOMES 4 RENT | 1,971,659 | $64.7B | 2.53% | |
| 19 | REXRREXFORD INDUSTRIAL REALTY, INC. | 1,241,715 | $64.6B | 2.52% | |
| 20 | FQIDIGITAL REALTY TRUST INC | 596,206 | $59.1B | 2.31% | |
| 21 | IRTINDEPENDENCE REALTY TRUST INC | 2,587,817 | $43.3B | 1.69% | |
| 22 | COLDAMERICOLD REALTY TRUST | 1,535,527 | $37.8B | 1.48% | |
| 23 | EQREQUITY RESIDENTIAL | 546,651 | $36.7B | 1.44% | |
| 24 | RHPRYMAN HOSPITALITY PROPERTIES INC | 472,746 | $34.8B | 1.36% | |
| 25 | ADCAGREE REALTY CORP | 511,200 | $34.5B | 1.35% | |
| 26 | NTSTNETSTREIT CORP | 1,931,226 | $34.4B | 1.34% | |
| 27 | AMTAMERICAN TOWER CORP | 155,436 | $33.4B | 1.30% | |
| 28 | MAAMID-AMER APT CMNTYS INC | 187,246 | $29.0B | 1.13% | |
| 29 | OREALTY INCOME CORPORATION | 488,330 | $28.4B | 1.11% | |
| 30 | FRFIRST INDUSTRIAL REALTY TRUST, INC. | 596,820 | $26.7B | 1.04% | |
| 31 | ROICUSDRETAIL OPPORTUNITY INVESTMENTS CORP | 1,917,753 | $26.4B | 1.03% | |
| 32 | CPTCAMDEN PROPERTY TRUST | 218,735 | $26.1B | 1.02% | |
| 33 | ELSEQUITY LIFESTYLE PROPERTIES INC | 407,183 | $25.6B | 1.00% | |
| 34 | SPGSIMON PROPERTY GRP INC | 283,850 | $25.5B | 1.00% | |
| 35 | KRCKILROY REALTY CORPORATION | 520,228 | $21.9B | 0.86% | |
| 36 | REGREGENCY CENTERS | 399,230 | $21.5B | 0.84% | |
| 37 | HRHEALTHCARE REALTY TRUST INCORPORATED | 892,290 | $18.6B | 0.73% | |
| 38 | CDPCORPORATE OFFICE PROPERTIES TRUST | 509,930 | $11.8B | 0.46% | |
| 39 | DOCHEALTHPEAK PPTYS INC | 143,860 | $3.3B | 0.13% | |
| 40 | GMREUSDGLOBAL MEDICAL REIT INC | 173,570 | $1.5B | 0.06% |