AEW CAPITAL MANAGEMENT L P Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$1.8T
Holdings
43
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WELLWELLTOWER INC | 1,205,060 | $214.7B | 11.96% | |
| 2 | AVBAVALONBAY CMNTYS INC | 684,898 | $132.3B | 7.37% | |
| 3 | OREALTY INCOME CORP | 2,139,078 | $130.0B | 7.24% | |
| 4 | PLDPROLOGIS INC. | 1,112,083 | $127.4B | 7.09% | |
| 5 | EQIXEQUINIX INC | 156,531 | $122.6B | 6.83% | |
| 6 | PSAPUBLIC STORAGE OPER CO | 412,340 | $119.1B | 6.63% | |
| 7 | FQIDIGITAL RLTY TR INC | 655,925 | $113.4B | 6.32% | |
| 8 | SPGSIMON PPTY GROUP INC NEW | 530,155 | $99.5B | 5.54% | |
| 9 | MAAMID-AMER APT CMNTYS INC | 617,474 | $86.3B | 4.81% | |
| 10 | LXPUSDLXP INDUSTRIAL TRUST | 9,135,734 | $81.9B | 4.56% | |
| 11 | BRXBRIXMOR PPTY GROUP INC | 2,882,414 | $79.8B | 4.44% | |
| 12 | HIWHIGHWOODS PPTYS INC | 2,344,571 | $74.6B | 4.15% | |
| 13 | AMHAMERICAN HOMES 4 RENT | 2,064,622 | $68.6B | 3.82% | |
| 14 | BNLBROADSTONE NET LEASE INC | 3,644,233 | $65.1B | 3.63% | |
| 15 | CTRECARETRUST REIT INC | 1,097,481 | $38.1B | 2.12% | |
| 16 | CURBCURBLINE PPTYS CORP | 1,547,924 | $34.5B | 1.92% | |
| 17 | IRMIRON MTN INC DEL | 315,257 | $32.1B | 1.79% | |
| 18 | RHPRYMAN HOSPITALITY PPTYS INC | 311,564 | $27.9B | 1.55% | |
| 19 | AMTAMERICAN TOWER CORP NEW | 63,110 | $12.1B | 0.68% | |
| 20 | EQREQUITY RESIDENTIAL | 181,420 | $11.7B | 0.65% | |
| 21 | IRTINDEPENDENCE RLTY TR INC | 603,967 | $9.9B | 0.55% | |
| 22 | MACMACERICH CO | 526,746 | $9.6B | 0.53% | |
| 23 | GLPIGAMING & LEISURE PPTYS INC | 194,982 | $9.1B | 0.51% | |
| 24 | KRGKITE RLTY GROUP TR | 407,520 | $9.1B | 0.51% | |
| 25 | VNOVORNADO RLTY TR | 215,560 | $8.7B | 0.49% | |
| 26 | PECOPHILLIPS EDISON & CO INC | 249,810 | $8.6B | 0.48% | |
| 27 | KRCKILROY RLTY CORP | 200,537 | $8.5B | 0.47% | |
| 28 | INVHINVITATION HOMES INC | 281,960 | $8.3B | 0.46% | |
| 29 | UDRUDR INC | 219,300 | $8.2B | 0.46% | |
| 30 | VENVENTAS INC | 110,560 | $7.7B | 0.43% | |
| 31 | ELSEQUITY LIFESTYLE PPTYS INC | 126,810 | $7.7B | 0.43% | |
| 32 | ESSESSEX PPTY TR INC | 28,660 | $7.7B | 0.43% | |
| 33 | SUISUN CMNTYS INC | 53,350 | $6.9B | 0.38% | |
| 34 | CUBECUBESMART | 141,870 | $5.8B | 0.32% | |
| 35 | CPTCAMDEN PPTY TR | 53,150 | $5.7B | 0.32% | |
| 36 | HRHEALTHCARE RLTY TR | 80,110 | $1.4B | 0.08% | |
| 37 | AIVAPARTMENT INVT & MGMT CO | 55,610 | $441.0M | 0.02% | |
| 38 | STAGSTAG INDL INC | 4,300 | $151.7M | 0.01% | |
| 39 | EGPEASTGROUP PPTYS INC | 800 | $135.4M | 0.01% | |
| 40 | REGREGENCY CTRS CORP | 1,800 | $131.2M | 0.01% | |
| 41 | REXRREXFORD INDL RLTY INC | 1,500 | $61.7M | 0.00% | |
| 42 | SKTTANGER INC | 1,300 | $44.0M | 0.00% | |
| 43 | ADCAGREE RLTY CORP | 500 | $35.5M | 0.00% |