AEW CAPITAL MANAGEMENT L P Q4 2020 Filing
Filed February 2, 2021
Portfolio Value
$2.8T
Holdings
41
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLDPROLOGIS INC. | 2,243,212 | $223.6B | 8.06% | |
| 2 | WELLWELLTOWER INC | 3,047,207 | $196.9B | 7.10% | |
| 3 | ESSESSEX PROPERTY TRUST, INC. | 579,566 | $137.6B | 4.96% | |
| 4 | EQIXEQUINIX, INC. | 166,115 | $118.6B | 4.28% | |
| 5 | SUISUN COMMUNITIES, INC. | 718,363 | $109.2B | 3.94% | |
| 6 | VICIVICI PROPERTIES INC | 4,166,517 | $106.2B | 3.83% | |
| 7 | UDRUDR INC | 2,762,370 | $106.2B | 3.83% | |
| 8 | COLDAMERICOLD REALTY T | 2,673,608 | $99.8B | 3.60% | |
| 9 | INVHINVITATION HOMES INC | 3,231,506 | $96.0B | 3.46% | |
| 10 | AVBAVALONBAY COMMUNITIES, INC. | 581,607 | $93.3B | 3.36% | |
| 11 | FQIDIGITAL REALTY TRUST INC | 653,986 | $91.2B | 3.29% | |
| 12 | DOCHEALTHPEAK PPTYS INC | 2,967,650 | $89.7B | 3.24% | |
| 13 | AREALEXANDRIA REAL ESTATE EQUITIES, INC. | 494,530 | $88.1B | 3.18% | |
| 14 | EXREXTRA SPACE STORAGE INC. | 739,600 | $85.7B | 3.09% | |
| 15 | BRXBRIXMOR PROPERTY GROUP INC | 4,797,006 | $79.4B | 2.86% | |
| 16 | EGPEASTGROUP PROPERTIES, INC. | 558,409 | $77.1B | 2.78% | |
| 17 | VERVEREIT INCORPORATION | 2,026,464 | $76.6B | 2.76% | |
| 18 | VENVENTAS INC. | 1,509,900 | $74.0B | 2.67% | |
| 19 | ELSEQUITY LIFESTYLE PROPERTIES INC | 1,110,148 | $70.3B | 2.54% | |
| 20 | HSTHOST HOTELS & RESORTS INC | 4,695,520 | $68.7B | 2.48% | |
| 21 | SSS1EURLIFE STORAGE INC | 503,507 | $60.1B | 2.17% | |
| 22 | AMHAMERICAN HOMES 4 RENT | 2,001,531 | $60.0B | 2.17% | |
| 23 | SRCUSDSPIRIT REALTY CAPITAL INC | 1,400,900 | $56.3B | 2.03% | |
| 24 | BXPBOSTON PROPERTIES, INC. | 539,576 | $51.0B | 1.84% | |
| 25 | EQREQUITY RESIDENTIAL PROPERTIES TRUST | 680,900 | $40.4B | 1.46% | |
| 26 | MAAMID-AMER APT CMNTYS INC | 301,400 | $38.2B | 1.38% | |
| 27 | FRTEURFEDERAL REALTY INVESTMENT TRUST | 429,622 | $36.6B | 1.32% | |
| 28 | SBACSBA COMMUNICATIONS CORPORATION | 126,050 | $35.6B | 1.28% | |
| 29 | —QTS REALTY TRUST INC | 565,800 | $35.0B | 1.26% | |
| 30 | CPTCAMDEN PROPERTY TRUST | 315,900 | $31.6B | 1.14% | |
| 31 | ESRTEMPIRE STATE REALTY TRUST INC | 3,317,200 | $30.9B | 1.11% | |
| 32 | TRNOTERRENO REALTY COR | 514,900 | $30.1B | 1.09% | |
| 33 | AKRACADIA REALTY TRUST | 2,006,056 | $28.5B | 1.03% | |
| 34 | HTAEURHEALTHCARE TRUST OF AMERICA INC | 1,029,994 | $28.4B | 1.02% | |
| 35 | IRTINDEPENDENCE REALTY TRUST INC | 1,992,400 | $26.8B | 0.96% | |
| 36 | DRHDIAMONDROCK HOSPITALITY COMPANY | 3,066,200 | $25.3B | 0.91% | |
| 37 | CUZCOUSINS PROPERTIES INCORPORATED | 662,537 | $22.2B | 0.80% | |
| 38 | PSAPUBLIC STORAGE | 94,400 | $21.8B | 0.79% | |
| 39 | ACCUSDAMERICAN CAMPUS COMMUNITIES, INC. | 325,300 | $13.9B | 0.50% | |
| 40 | REXRREXFORD INDUSTRIAL REALTY, INC. | 212,400 | $10.4B | 0.38% | |
| 41 | DOCUSDPHYSICIANS REALTY TRUST | 105,800 | $1.9B | 0.07% |