AEW CAPITAL MANAGEMENT L P Q4 2022 Filing
Filed February 6, 2023
Portfolio Value
$2.6T
Holdings
46
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLDPROLOGIS INC. | 2,803,410 | $316.0B | 12.38% | |
| 2 | EQIXEQUINIX, INC. | 352,418 | $230.8B | 9.04% | |
| 3 | PSAPUBLIC STORAGE | 457,800 | $128.3B | 5.02% | |
| 4 | AVBAVALONBAY COMMUNITIES, INC. | 764,918 | $123.5B | 4.84% | |
| 5 | VICIVICI PROPERTIES INC | 3,566,431 | $115.6B | 4.53% | |
| 6 | VENVENTAS INC. | 2,480,975 | $111.8B | 4.38% | |
| 7 | SUISUN COMMUNITIES INC | 764,851 | $109.4B | 4.28% | |
| 8 | ESSESSEX PROPERTY TRUST, INC. | 442,165 | $93.7B | 3.67% | |
| 9 | UDRUDR INC | 2,302,305 | $89.2B | 3.49% | |
| 10 | BRXBRIXMOR PROPERTY GROUP INC | 3,511,243 | $79.6B | 3.12% | |
| 11 | CUBECUBESMART L.P. | 1,895,532 | $76.3B | 2.99% | |
| 12 | INVHINVITATION HOMES INC | 2,560,891 | $75.9B | 2.97% | |
| 13 | EXREXTRA SPACE STORAGE INC. | 495,989 | $73.0B | 2.86% | |
| 14 | AMHAMERICAN HOMES 4 RENT | 2,389,989 | $72.0B | 2.82% | |
| 15 | WELLWELLTOWER INC | 1,003,999 | $65.8B | 2.58% | |
| 16 | SPGSIMON PROPERTY GRP INC | 503,750 | $59.2B | 2.32% | |
| 17 | EGPEASTGROUP PROPERTIES, INC. | 389,370 | $57.7B | 2.26% | |
| 18 | FQIDIGITAL REALTY TRUST INC | 547,386 | $54.9B | 2.15% | |
| 19 | COLDAMERICOLD REALTY TRUST | 1,800,460 | $51.0B | 2.00% | |
| 20 | REXRREXFORD INDUSTRIAL REALTY, INC. | 902,625 | $49.3B | 1.93% | |
| 21 | NTSTNETSTREIT CORP | 1,905,140 | $34.9B | 1.37% | |
| 22 | HRHEALTHCARE REALTY TRUST INCORPORATED | 1,738,400 | $33.5B | 1.31% | |
| 23 | RHPRYMAN HOSPITALITY PROPERTIES INC | 398,166 | $32.6B | 1.28% | |
| 24 | EQREQUITY RESIDENTIAL | 546,651 | $32.3B | 1.26% | |
| 25 | ADCAGREE REALTY CORP | 441,020 | $31.3B | 1.23% | |
| 26 | CUZCOUSINS PROPERTIES INCORPORATED | 1,095,060 | $27.7B | 1.08% | |
| 27 | MAAMID-AMER APT CMNTYS INC | 175,726 | $27.6B | 1.08% | |
| 28 | OREALTY INCOME CORPORATION | 417,740 | $26.5B | 1.04% | |
| 29 | ROICUSDRETAIL OPPORTUNITY INVESTMENTS CORP | 1,762,713 | $26.5B | 1.04% | |
| 30 | IRTINDEPENDENCE REALTY TRUST INC | 1,490,307 | $25.1B | 0.98% | |
| 31 | AMTAMERICAN TOWER CORP | 114,808 | $24.3B | 0.95% | |
| 32 | REGREGENCY CENTERS | 386,080 | $24.1B | 0.95% | |
| 33 | FRFIRST INDUSTRIAL REALTY TRUST, INC. | 437,530 | $21.1B | 0.83% | |
| 34 | AREALEXANDRIA REAL ESTATE EQUITIES, INC. | 143,995 | $21.0B | 0.82% | |
| 35 | CPTCAMDEN PROPERTY TRUST | 185,855 | $20.8B | 0.81% | |
| 36 | ELSEQUITY LIFESTYLE PROPERTIES INC | 264,403 | $17.1B | 0.67% | |
| 37 | BXPBOSTON PROPERTIES, INC. | 244,659 | $16.5B | 0.65% | |
| 38 | DOCHEALTHPEAK PPTYS INC | 647,040 | $16.2B | 0.64% | |
| 39 | CDPCORPORATE OFFICE PROPERTIES TRUST | 551,390 | $14.3B | 0.56% | |
| 40 | DOCUSDPHYSICIANS REALTY TR | 691,870 | $10.0B | 0.39% | |
| 41 | VREVERIS RESIDENTIAL, INC. | 552,440 | $8.8B | 0.34% | |
| 42 | SKTTANGER FACTORY OUTLET CENTERS, INC. | 451,090 | $8.1B | 0.32% | |
| 43 | WPCW. P. CAREY INC | 82,360 | $6.4B | 0.25% | |
| 44 | IRMIRON MOUNTAIN INCORPORATED | 121,630 | $6.1B | 0.24% | |
| 45 | BNLBROADSTONE NET LEASE INC | 317,890 | $5.2B | 0.20% | |
| 46 | GLPIGAMING AND LEISURE PROPERTIES INC | 44,990 | $2.3B | 0.09% |