AEW CAPITAL MANAGEMENT L P Q4 2024 Filing
Filed February 5, 2025
Portfolio Value
$2.1T
Holdings
47
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EQIXEQUINIX INC | 228,551 | $215.5B | 10.42% | |
| 2 | PLDPROLOGIS INC. | 1,827,221 | $193.1B | 9.34% | |
| 3 | WELLWELLTOWER INC | 1,408,478 | $177.5B | 8.58% | |
| 4 | FQIDIGITAL RLTY TR INC | 791,745 | $140.4B | 6.79% | |
| 5 | PSAPUBLIC STORAGE OPER CO | 439,400 | $131.6B | 6.36% | |
| 6 | AVBAVALONBAY CMNTYS INC | 580,376 | $127.7B | 6.17% | |
| 7 | MAAMID-AMER APT CMNTYS INC | 630,994 | $97.5B | 4.72% | |
| 8 | OREALTY INCOME CORP | 1,603,758 | $85.7B | 4.14% | |
| 9 | IRMIRON MTN INC DEL | 678,887 | $71.4B | 3.45% | |
| 10 | AMHAMERICAN HOMES 4 RENT | 1,681,021 | $62.9B | 3.04% | |
| 11 | VENVENTAS INC | 988,126 | $58.2B | 2.81% | |
| 12 | BRXBRIXMOR PPTY GROUP INC | 1,937,898 | $54.0B | 2.61% | |
| 13 | BNLBROADSTONE NET LEASE INC | 3,135,949 | $49.7B | 2.40% | |
| 14 | LXPUSDLXP INDUSTRIAL TRUST | 5,815,781 | $47.2B | 2.28% | |
| 15 | IRTINDEPENDENCE RLTY TR INC | 2,316,915 | $46.0B | 2.22% | |
| 16 | MACMACERICH CO | 2,170,006 | $43.2B | 2.09% | |
| 17 | SPGSIMON PPTY GROUP INC NEW | 231,705 | $39.9B | 1.93% | |
| 18 | GLPIGAMING & LEISURE PPTYS INC | 761,600 | $36.7B | 1.77% | |
| 19 | KRGKITE RLTY GROUP TR | 1,254,468 | $31.7B | 1.53% | |
| 20 | HIWHIGHWOODS PPTYS INC | 1,021,910 | $31.3B | 1.51% | |
| 21 | CTRECARETRUST REIT INC | 974,702 | $26.4B | 1.27% | |
| 22 | INVHINVITATION HOMES INC | 759,945 | $24.3B | 1.17% | |
| 23 | EQREQUITY RESIDENTIAL | 334,731 | $24.0B | 1.16% | |
| 24 | RHPRYMAN HOSPITALITY PPTYS INC | 227,856 | $23.8B | 1.15% | |
| 25 | SUISUN CMNTYS INC | 191,660 | $23.6B | 1.14% | |
| 26 | PECOPHILLIPS EDISON & CO INC | 627,889 | $23.5B | 1.14% | |
| 27 | KRCKILROY RLTY CORP | 569,199 | $23.0B | 1.11% | |
| 28 | EXREXTRA SPACE STORAGE INC | 149,379 | $22.3B | 1.08% | |
| 29 | VNOVORNADO RLTY TR | 490,000 | $20.6B | 1.00% | |
| 30 | CPTCAMDEN PPTY TR | 158,455 | $18.4B | 0.89% | |
| 31 | ESSESSEX PPTY TR INC | 59,791 | $17.1B | 0.83% | |
| 32 | HRHEALTHCARE RLTY TR | 920,560 | $15.6B | 0.75% | |
| 33 | CURBCURBLINE PPTYS CORP | 610,627 | $14.2B | 0.69% | |
| 34 | EGPEASTGROUP PPTYS INC | 70,739 | $11.4B | 0.55% | |
| 35 | UDRUDR INC | 243,368 | $10.6B | 0.51% | |
| 36 | ELSEQUITY LIFESTYLE PPTYS INC | 156,223 | $10.4B | 0.50% | |
| 37 | WPCWP CAREY INC | 139,640 | $7.6B | 0.37% | |
| 38 | VICIVICI PPTYS INC | 179,030 | $5.2B | 0.25% | |
| 39 | AREALEXANDRIA REAL ESTATE EQ IN | 25,810 | $2.5B | 0.12% | |
| 40 | DOCHEALTHPEAK PROPERTIES INC | 117,479 | $2.4B | 0.12% | |
| 41 | GMREUSDGLOBAL MED REIT INC | 29,820 | $230.2M | 0.01% | |
| 42 | REGREGENCY CTRS CORP | 1,800 | $133.1M | 0.01% | |
| 43 | STAGSTAG INDL INC | 3,200 | $108.2M | 0.01% | |
| 44 | SKTTANGER INC | 2,800 | $95.6M | 0.00% | |
| 45 | LINELINEAGE INC | 500 | $29.3M | 0.00% | |
| 46 | ADCAGREE RLTY CORP | 400 | $28.2M | 0.00% | |
| 47 | CUBECUBESMART | 400 | $17.1M | 0.00% |