AEW CAPITAL MANAGEMENT L P

CIK

1046187

Location

BOSTON, MA

Portfolio Value

Mid $1,377,894,640

Diversification

Diversified

Filing Date

Global Rank

#1,235 / 8,232 ▲ 108

Top Industry

REIT - Industrial 20.7%

3Y Alpha vs SPY

-8.5%

Period ended 2 months ago

Filed Apr 28, 2026 · 47d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+41.6%

SPY

+76.3%

Annualised alpha

-8.5%

Max drawdown

−18.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

39 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.3%

+2.2 pts

Top 5

44.8%

+1.1 pts

Top 10

70.1%

−1.3 pts

HHI

673

Diversified+21

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Real Estate	100.0%	$1,377,894,640	39

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
CUBE	CubeSmart	+2,103,145	2,121,725	$77,761,220
REXR	Rexford Industrial Realty, Inc.	+394,009	399,209	$13,066,108
CURB	Curbline Properties Corp.	+347,199	1,771,824	$45,695,339
ESS	Essex Property Trust, Inc.	+270,274	298,934	$72,342,028
WELL	Welltower Inc.	+90,669	1,063,905	$210,344,657
INVH	Invitation Homes Inc.	+49,761	332,521	$8,263,146
VTR	Ventas, Inc.	+28,277	51,127	$4,181,166
SUI	Sun Communities Inc	+18,317	66,967	$8,435,163
PLD	Prologis, Inc.	+11,267	984,575	$130,141,122
EGP	Eastgroup Properties Inc	+2,061	2,661	$492,524
SKT	Tanger Inc.	+1,362	1,862	$63,270
REG	Regency Centers Corp	+197	1,797	$135,961
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
O	Realty Income Corp	−849,319	1,020,314	$62,422,809
LXP	LXP Industrial Trust	−440,571	729,011	$33,724,047
MAA	Mid America Apartment Communities Inc.	−428,387	55,705	$6,802,694
BNL	Broadstone Net Lease, Inc.	−403,808	3,019,176	$55,160,344
PSA	Public Storage	−222,476	111,090	$30,092,058
AMH	American Homes 4 Rent	−212,786	1,660,523	$46,361,800
HIW	Highwoods Properties, Inc.	−205,004	2,228,239	$47,706,596
DLR	Digital Realty Trust, Inc.	−90,348	459,315	$82,773,154
AMT	American Tower Corp /Ma/	−90,290	2,380	$410,740
BRX	Brixmor Property Group Inc.	−73,510	2,209,661	$63,638,236
UDR	UDR, Inc.	−62,060	160,840	$5,433,175
SPG	Simon Property Group Inc.	−52,792	386,175	$72,033,222
ELS	Equity Lifestyle Properties Inc	−37,870	81,720	$5,100,962
AVB	Avalonbay Communities Inc	−31,979	525,343	$85,814,777
IRT	Independence Realty Trust, Inc.	−25,835	245,740	$3,659,068
EQIX	Equinix Inc	−9,519	110,726	$108,538,053
CPT	Camden Property Trust	−8,171	49,379	$4,822,353
EQR	Equity Residential	−6,706	179,474	$10,615,887
STAG	STAG Industrial, Inc.	−4,548	1,552	$55,965
KRC	Kilroy Realty Corp	−3,748	7,033	$198,400
SILA	Sila Realty Trust, Inc.	−877	923	$21,856
VNO	Vornado Realty Trust	−824	13,156	$341,924
LINE	Lineage, Inc.	−650	550	$18,018
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
VICI	Vici Properties Inc.	2,216,645	$60,558,740
PEB	Pebblebrook Hotel Trust	1,598,340	$20,187,032
JAN	Janus Living, Inc.	19,408	$457,446
AHR	American Healthcare REIT, Inc.	500	$23,580
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CTRE	CareTrust REIT, Inc.	701,884	$25,380,125
RHP	Ryman Hospitality Properties, Inc.	205,590	$19,452,924
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

39 positions · $1,377,894,640 total · as of Mar 31, 2026

All sectors Real Estate

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WELL	Welltower Inc. Real Estate	Added	1,063,905	+90,669	$210,344,657	+16.4%	15.27%
PLD	Prologis, Inc. Real Estate	Added	984,575	+11,267	$130,141,122	+4.7%	9.44%
EQIX	Equinix Inc Real Estate	Reduced	110,726	-9,519	$108,538,053	+17.8%	7.88%
AVB	Avalonbay Communities Inc Real Estate	Reduced	525,343	-31,979	$85,814,777	−15.1%	6.23%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	459,315	-90,348	$82,773,154	−2.7%	6.01%
CUBE	CubeSmart Real Estate	Added	2,121,725	+2,103,145	$77,761,220	+11509.5%	5.64%
ESS	Essex Property Trust, Inc. Real Estate	Added	298,934	+270,274	$72,342,028	+864.6%	5.25%
SPG	Simon Property Group Inc. Real Estate	Reduced	386,175	-52,792	$72,033,222	−11.4%	5.23%
BRX	Brixmor Property Group Inc. Real Estate	Reduced	2,209,661	-73,510	$63,638,236	+6.3%	4.62%
O	Realty Income Corp Real Estate	Reduced	1,020,314	-849,319	$62,422,809	−40.8%	4.53%
VICI	Vici Properties Inc. Real Estate	NEW	2,216,645	NEW	$60,558,740	NEW	4.40%
BNL	Broadstone Net Lease, Inc. Real Estate	Reduced	3,019,176	-403,808	$55,160,344	−7.2%	4.00%
HIW	Highwoods Properties, Inc. Real Estate	Reduced	2,228,239	-205,004	$47,706,596	−24.1%	3.46%
AMH	American Homes 4 Rent Real Estate	Reduced	1,660,523	-212,786	$46,361,800	−22.9%	3.36%
CURB	Curbline Properties Corp. Real Estate	Added	1,771,824	+347,199	$45,695,339	+38.2%	3.32%
LXP	LXP Industrial Trust Real Estate	Reduced	729,011	-440,571	$33,724,047	−41.8%	2.45%
PSA	Public Storage Real Estate	Reduced	111,090	-222,476	$30,092,058	−65.2%	2.18%
PEB	Pebblebrook Hotel Trust Real Estate	NEW	1,598,340	NEW	$20,187,032	NEW	1.47%
REXR	Rexford Industrial Realty, Inc. Real Estate	Added	399,209	+394,009	$13,066,108	+6389.4%	0.95%
EQR	Equity Residential Real Estate	Reduced	179,474	-6,706	$10,615,887	−9.6%	0.77%
SUI	Sun Communities Inc Real Estate	Added	66,967	+18,317	$8,435,163	+39.9%	0.61%
INVH	Invitation Homes Inc. Real Estate	Added	332,521	+49,761	$8,263,146	+5.2%	0.60%
MAA	Mid America Apartment Communities Inc. Real Estate	Reduced	55,705	-428,387	$6,802,694	−89.9%	0.49%
UDR	UDR, Inc. Real Estate	Reduced	160,840	-62,060	$5,433,175	−33.5%	0.39%
ELS	Equity Lifestyle Properties Inc Real Estate	Reduced	81,720	-37,870	$5,100,962	−29.6%	0.37%
CPT	Camden Property Trust Real Estate	Reduced	49,379	-8,171	$4,822,353	−23.9%	0.35%
VTR	Ventas, Inc. Real Estate	Added	51,127	+28,277	$4,181,166	+136.5%	0.30%
IRT	Independence Realty Trust, Inc. Real Estate	Reduced	245,740	-25,835	$3,659,068	−22.9%	0.27%
EGP	Eastgroup Properties Inc Real Estate	Added	2,661	+2,061	$492,524	+360.8%	0.04%
JAN	Janus Living, Inc. Real Estate	NEW	19,408	NEW	$457,446	NEW	0.03%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	2,380	-90,290	$410,740	−97.5%	0.03%
VNO	Vornado Realty Trust Real Estate	Reduced	13,156	-824	$341,924	−26.5%	0.02%
KRC	Kilroy Realty Corp Real Estate	Reduced	7,033	-3,748	$198,400	−50.8%	0.01%
REG	Regency Centers Corp Real Estate	Added	1,797	+197	$135,961	+23.1%	0.01%
SKT	Tanger Inc. Real Estate	Added	1,862	+1,362	$63,270	+279.2%	0.00%
STAG	STAG Industrial, Inc. Real Estate	Reduced	1,552	-4,548	$55,965	−75.0%	0.00%
AHR	American Healthcare REIT, Inc. Real Estate	NEW	500	NEW	$23,580	NEW	0.00%
SILA	Sila Realty Trust, Inc. Real Estate	Reduced	923	-877	$21,856	−47.9%	0.00%
LINE	Lineage, Inc. Real Estate	Reduced	550	-650	$18,018	−57.1%	0.00%