AEW CAPITAL MANAGEMENT L P Q2 2020 Filing
Filed August 4, 2020
Portfolio Value
$2.2T
Holdings
36
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLDProLogis Inc | 2,165,712 | $202.1B | 9.32% | |
| 2 | FQIDigital Realty Trust Inc | 933,950 | $132.7B | 6.12% | |
| 3 | WELLWelltower Inc | 2,014,807 | $104.3B | 4.81% | |
| 4 | ESSEssex Property Trust Inc | 423,366 | $97.0B | 4.47% | |
| 5 | DOCHealthpeak Properties Inc | 3,368,850 | $92.8B | 4.28% | |
| 6 | AVBAvalonBay Communities Inc | 580,246 | $89.7B | 4.14% | |
| 7 | AREAlexandria Real Estate Equities | 545,980 | $88.6B | 4.08% | |
| 8 | DREUSDDuke Realty Corp | 2,485,439 | $88.0B | 4.06% | |
| 9 | REXRRexford Industrial Realty Inc | 2,013,698 | $83.4B | 3.85% | |
| 10 | UDRUDR Inc | 2,198,970 | $82.2B | 3.79% | |
| 11 | VICIVici Properties Inc | 4,004,874 | $80.9B | 3.73% | |
| 12 | COLDAmericold Realty Trust | 2,210,021 | $80.2B | 3.70% | |
| 13 | INVHInvitation Homes Inc | 2,868,906 | $79.0B | 3.64% | |
| 14 | SUISun Communities Inc | 477,313 | $64.8B | 2.99% | |
| 15 | EQIXEquinix Inc | 91,798 | $64.5B | 2.97% | |
| 16 | BRXBrixmor Property Group Inc | 4,744,706 | $60.8B | 2.80% | |
| 17 | BXPBoston Properties Inc | 667,876 | $60.4B | 2.78% | |
| 18 | SSS1EURLife Storage Inc | 635,407 | $60.3B | 2.78% | |
| 19 | ELSEquity Lifestyle Properties | 871,848 | $54.5B | 2.51% | |
| 20 | ARCPEURVEREIT Inc | 8,279,221 | $53.2B | 2.45% | |
| 21 | EXRExtra Space Storage Inc | 560,000 | $51.7B | 2.39% | |
| 22 | HSTHost Hotels & Resorts Inc | 4,612,120 | $49.8B | 2.29% | |
| 23 | AMHAmerican Homes 4 Rent Cl A | 1,795,231 | $48.3B | 2.23% | |
| 24 | SRCUSDSpirit Realty Capital Inc | 1,174,000 | $40.9B | 1.89% | |
| 25 | FRTEURFederal Realty Invs Trust | 368,322 | $31.4B | 1.45% | |
| 26 | SPGSimon Property Group Inc | 433,974 | $29.7B | 1.37% | |
| 27 | AATAmerican Assets Trust Inc | 1,061,416 | $29.6B | 1.36% | |
| 28 | HTAEURHealthcare Trust of America Inc Cl A | 1,045,394 | $27.7B | 1.28% | |
| 29 | CUZCousins Properties Inc | 853,037 | $25.4B | 1.17% | |
| 30 | AKRAcadia Realty Trust | 1,923,312 | $25.0B | 1.15% | |
| 31 | CDPCorporate Office Properties | 961,686 | $24.4B | 1.12% | |
| 32 | IRTIndependence Realty Trust Inc | 1,825,100 | $21.0B | 0.97% | |
| 33 | SBACSBA Communications Corp | 65,200 | $19.4B | 0.90% | |
| 34 | PEBPebblebrook Hotel Trust | 1,145,640 | $15.6B | 0.72% | |
| 35 | SRGSeritage Growth Properties | 622,599 | $7.1B | 0.33% | |
| 36 | SHOSunstone Hotel Investors Inc | 277,400 | $2.3B | 0.10% |