AEW CAPITAL MANAGEMENT L P Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$1.4T
Holdings
37
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WELLWELLTOWER INC | 973,236 | $180.6B | 13.07% | |
| 2 | PLDPROLOGIS INC. | 973,308 | $124.3B | 8.99% | |
| 3 | OREALTY INCOME CORP | 1,869,633 | $105.4B | 7.63% | |
| 4 | AVBAVALONBAY CMNTYS INC | 557,322 | $101.0B | 7.31% | |
| 5 | EQIXEQUINIX INC | 120,245 | $92.1B | 6.67% | |
| 6 | PSAPUBLIC STORAGE OPER CO | 333,566 | $86.6B | 6.26% | |
| 7 | FQIDIGITAL RLTY TR INC | 549,663 | $85.0B | 6.15% | |
| 8 | SPGSIMON PPTY GROUP INC NEW | 438,967 | $81.3B | 5.88% | |
| 9 | MAAMID-AMER APT CMNTYS INC | 484,092 | $67.2B | 4.87% | |
| 10 | HIWHIGHWOODS PPTYS INC | 2,433,243 | $62.8B | 4.55% | |
| 11 | AMHAMERICAN HOMES 4 RENT | 1,873,309 | $60.1B | 4.35% | |
| 12 | BRXBRIXMOR PPTY GROUP INC | 2,283,171 | $59.9B | 4.33% | |
| 13 | BNLBROADSTONE NET LEASE INC | 3,422,984 | $59.5B | 4.30% | |
| 14 | LXPLXP INDUSTRIAL TRUST | 1,169,582 | $58.0B | 4.20% | |
| 15 | CURBCURBLINE PPTYS CORP | 1,424,625 | $33.1B | 2.39% | |
| 16 | CTRECARETRUST REIT INC | 701,884 | $25.4B | 1.84% | |
| 17 | RHPRYMAN HOSPITALITY PPTYS INC | 205,590 | $19.5B | 1.41% | |
| 18 | AMTAMERICAN TOWER CORP NEW | 92,670 | $16.3B | 1.18% | |
| 19 | EQREQUITY RESIDENTIAL | 186,180 | $11.7B | 0.85% | |
| 20 | UDRUDR INC | 222,900 | $8.2B | 0.59% | |
| 21 | INVHINVITATION HOMES INC | 282,760 | $7.9B | 0.57% | |
| 22 | ESSESSEX PPTY TR INC | 28,660 | $7.5B | 0.54% | |
| 23 | ELSEQUITY LIFESTYLE PPTYS INC | 119,590 | $7.2B | 0.52% | |
| 24 | CPTCAMDEN PPTY TR | 57,550 | $6.3B | 0.46% | |
| 25 | SUISUN CMNTYS INC | 48,650 | $6.0B | 0.44% | |
| 26 | IRTINDEPENDENCE RLTY TR INC | 271,575 | $4.7B | 0.34% | |
| 27 | VENVENTAS INC | 22,850 | $1.8B | 0.13% | |
| 28 | CUBECUBESMART | 18,580 | $669.0M | 0.05% | |
| 29 | VNOVORNADO RLTY TR | 13,980 | $465.0M | 0.03% | |
| 30 | KRCKILROY RLTY CORP | 10,781 | $402.0M | 0.03% | |
| 31 | STAGSTAG INDL INC | 6,100 | $224.0M | 0.02% | |
| 32 | REXRREXFORD INDL RLTY INC | 5,200 | $201.0M | 0.01% | |
| 33 | REGREGENCY CTRS CORP | 1,600 | $110.0M | 0.01% | |
| 34 | EGPEASTGROUP PPTYS INC | 600 | $106.0M | 0.01% | |
| 35 | LINELINEAGE INC | 1,200 | $42.0M | 0.00% | |
| 36 | SILASILA REALTY TRUST INC | 1,800 | $41.0M | 0.00% | |
| 37 | SKTTANGER INC | 500 | $16.0M | 0.00% |