The Analysis of AEW CAPITAL MANAGEMENT L P's Holdings


Currently, AEW CAPITAL MANAGEMENT L P holds 43 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in SPG (+252.5K shares, valued at $47.4M), O (+658.9K shares, valued at $40.1M), HIW (+1.1M shares, valued at $36.4M); decreased their positions in PLD (-590.0K shares, valued at $67.6M), VTR (-661.6K shares, valued at $46.3M), IRM (-304.4K shares, valued at $31.0M); initiated new positions in AMT (+63.1K shares, valued at $12.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
WELL WELLTOWER INC1.2M shares-6.10%2025-09-302025-11-10history
AVB AVALONBAY CMNTYS INC684.9K shares33.52%2025-09-302025-11-10history
O REALTY INCOME CORP2.1M shares44.52%2025-09-302025-11-10history
PLD PROLOGIS INC.1.1M shares-34.66%2025-09-302025-11-10history
EQIX EQUINIX INC156.5K shares-14.85%2025-09-302025-11-10history
PSA PUBLIC STORAGE OPER CO412.3K shares0.06%2025-09-302025-11-10history
DLR DIGITAL RLTY TR INC655.9K shares-16.25%2025-09-302025-11-10history
SPG SIMON PPTY GROUP INC NEW530.2K shares90.95%2025-09-302025-11-10history
Sponsored
MAA MID-AMER APT CMNTYS INC617.5K shares21.05%2025-09-302025-11-10history
LXP LXP INDUSTRIAL TRUST9.1M shares61.11%2025-09-302025-11-10history
BRX BRIXMOR PPTY GROUP INC2.9M shares75.64%2025-09-302025-11-10history
HIW HIGHWOODS PPTYS INC2.3M shares95.45%2025-09-302025-11-10history
AMH AMERICAN HOMES 4 RENT2.1M shares56.03%2025-09-302025-11-10history
BNL BROADSTONE NET LEASE INC3.6M shares44.49%2025-09-302025-11-10history
CTRE CARETRUST REIT INC1.1M shares42.00%2025-09-302025-11-10history
CURB CURBLINE PPTYS CORP1.5M shares111.22%2025-09-302025-11-10history
Sponsored
IRM IRON MTN INC DEL315.3K shares-49.13%2025-09-302025-11-10history
RHP RYMAN HOSPITALITY PPTYS INC311.6K shares65.00%2025-09-302025-11-10history
AMT AMERICAN TOWER CORP NEW63.1K sharesnew addition2025-09-302025-11-10history
EQR EQUITY RESIDENTIAL181.4K shares-53.64%2025-09-302025-11-10history
IRT INDEPENDENCE RLTY TR INC604.0K shares-68.70%2025-09-302025-11-10history
MAC MACERICH CO526.7K shares-67.38%2025-09-302025-11-10history
GLPI GAMING & LEISURE PPTYS INC195.0K shares-76.41%2025-09-302025-11-10history
KRG KITE RLTY GROUP TR407.5K shares-61.05%2025-09-302025-11-10history
Sponsored
VNO VORNADO RLTY TR215.6K shares-56.48%2025-09-302025-11-10history
PECO PHILLIPS EDISON & CO INC249.8K shares-50.39%2025-09-302025-11-10history
KRC KILROY RLTY CORP200.5K shares-56.00%2025-09-302025-11-10history
INVH INVITATION HOMES INC282.0K shares-55.91%2025-09-302025-11-10history
UDR UDR INC219.3K shares-54.15%2025-09-302025-11-10history
VTR VENTAS INC110.6K shares-85.68%2025-09-302025-11-10history
ELS EQUITY LIFESTYLE PPTYS INC126.8K shares-27.99%2025-09-302025-11-10history
ESS ESSEX PPTY TR INC28.7K shares-53.08%2025-09-302025-11-10history
Sponsored
SUI SUN CMNTYS INC53.4K shares-74.00%2025-09-302025-11-10history
CUBE CUBESMART141.9K shares-78.46%2025-09-302025-11-10history
CPT CAMDEN PPTY TR53.1K shares-61.27%2025-09-302025-11-10history
HR HEALTHCARE RLTY TR80.1K shares-91.29%2025-09-302025-11-10history
AIV APARTMENT INVT & MGMT CO55.6K shares-96.72%2025-09-302025-11-10history
STAG STAG INDL INC4.3K shares19.44%2025-09-302025-11-10history
EGP EASTGROUP PPTYS INC800 shares-99.12%2025-09-302025-11-10history
REG REGENCY CTRS CORP1.8K shares20.00%2025-09-302025-11-10history
Sponsored
REXR REXFORD INDL RLTY INC1.5K shares-98.75%2025-09-302025-11-10history
SKT TANGER INC1.3K shares18.18%2025-09-302025-11-10history
ADC AGREE RLTY CORP500 shares25.00%2025-09-302025-11-10history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available