AEW CAPITAL MANAGEMENT L P Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$2.0T
Holdings
48
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WELLWELLTOWER INC | 1,375,868 | $210.8B | 10.31% | |
| 2 | PLDPROLOGIS INC. | 1,782,371 | $199.3B | 9.74% | |
| 3 | EQIXEQUINIX INC | 212,261 | $173.1B | 8.46% | |
| 4 | PSAPUBLIC STORAGE OPER CO | 432,080 | $129.3B | 6.32% | |
| 5 | AVBAVALONBAY CMNTYS INC | 560,196 | $120.2B | 5.88% | |
| 6 | FQIDIGITAL RLTY TR INC | 834,705 | $119.6B | 5.85% | |
| 7 | MAAMID-AMER APT CMNTYS INC | 628,644 | $105.3B | 5.15% | |
| 8 | OREALTY INCOME CORP | 1,541,738 | $89.4B | 4.37% | |
| 9 | VENVENTAS INC | 895,976 | $61.6B | 3.01% | |
| 10 | IRMIRON MTN INC DEL | 669,267 | $57.6B | 2.82% | |
| 11 | AMHAMERICAN HOMES 4 RENT | 1,410,361 | $53.3B | 2.61% | |
| 12 | BNLBROADSTONE NET LEASE INC | 3,066,439 | $52.3B | 2.55% | |
| 13 | LXPUSDLXP INDUSTRIAL TRUST | 5,661,321 | $49.0B | 2.39% | |
| 14 | IRTINDEPENDENCE RLTY TR INC | 2,263,715 | $48.1B | 2.35% | |
| 15 | BRXBRIXMOR PPTY GROUP INC | 1,778,978 | $47.2B | 2.31% | |
| 16 | SPGSIMON PPTY GROUP INC NEW | 279,435 | $46.4B | 2.27% | |
| 17 | GLPIGAMING & LEISURE PPTYS INC | 873,270 | $44.4B | 2.17% | |
| 18 | MACMACERICH CO | 2,062,206 | $35.4B | 1.73% | |
| 19 | HIWHIGHWOODS PPTYS INC | 1,158,110 | $34.3B | 1.68% | |
| 20 | EQREQUITY RESIDENTIAL | 376,991 | $27.0B | 1.32% | |
| 21 | KRGKITE RLTY GROUP TR | 1,194,368 | $26.7B | 1.31% | |
| 22 | SUISUN CMNTYS INC | 191,460 | $24.6B | 1.20% | |
| 23 | CTRECARETRUST REIT INC | 837,292 | $23.9B | 1.17% | |
| 24 | INVHINVITATION HOMES INC | 645,845 | $22.5B | 1.10% | |
| 25 | EXREXTRA SPACE STORAGE INC | 149,379 | $22.2B | 1.08% | |
| 26 | PECOPHILLIPS EDISON & CO INC | 574,819 | $21.0B | 1.03% | |
| 27 | VNOVORNADO RLTY TR | 565,080 | $20.9B | 1.02% | |
| 28 | CPTCAMDEN PPTY TR | 159,915 | $19.6B | 0.96% | |
| 29 | CURBCURBLINE PPTYS CORP | 790,257 | $19.1B | 0.93% | |
| 30 | RHPRYMAN HOSPITALITY PPTYS INC | 208,966 | $19.1B | 0.93% | |
| 31 | ESSESSEX PPTY TR INC | 60,781 | $18.6B | 0.91% | |
| 32 | HRHEALTHCARE RLTY TR | 1,049,450 | $17.7B | 0.87% | |
| 33 | AIVAPARTMENT INVT & MGMT CO | 1,987,570 | $17.5B | 0.86% | |
| 34 | KRCKILROY RLTY CORP | 520,199 | $17.0B | 0.83% | |
| 35 | EGPEASTGROUP PPTYS INC | 70,939 | $12.5B | 0.61% | |
| 36 | UDRUDR INC | 264,928 | $12.0B | 0.59% | |
| 37 | WPCWP CAREY INC | 139,640 | $8.8B | 0.43% | |
| 38 | ELSEQUITY LIFESTYLE PPTYS INC | 101,853 | $6.8B | 0.33% | |
| 39 | VICIVICI PPTYS INC | 179,030 | $5.8B | 0.29% | |
| 40 | AREALEXANDRIA REAL ESTATE EQ IN | 25,810 | $2.4B | 0.12% | |
| 41 | DOCHEALTHPEAK PROPERTIES INC | 117,479 | $2.4B | 0.12% | |
| 42 | GMREUSDGLOBAL MED REIT INC | 29,820 | $260.9M | 0.01% | |
| 43 | STAGSTAG INDL INC | 3,600 | $130.0M | 0.01% | |
| 44 | REGREGENCY CTRS CORP | 1,500 | $110.6M | 0.01% | |
| 45 | SKTTANGER INC | 2,000 | $67.6M | 0.00% | |
| 46 | ADCAGREE RLTY CORP | 400 | $30.9M | 0.00% | |
| 47 | LINELINEAGE INC | 300 | $17.6M | 0.00% | |
| 48 | CUBECUBESMART | 400 | $17.1M | 0.00% |