13FBOX
AEW CAPITAL MANAGEMENT L P · 13F Holdings
Options Calculator Rankings

AEW CAPITAL MANAGEMENT L P

No.1979
Latest AUM (Q2 2026)
$1.67B
QoQ Change Q1 2026
+$295.4M+21.4%
Holdings
39
New Buys
2
Adds
28
Reduces
9
Exits
3
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
WELLTOWER INC COMWELL
15.65%15.26%$261.9M1.2M$210.3M1.1M+90,000+8.46%Add
PPROLOGIS INC. COMPLD
8.63%9.44%$144.4M1.1M$130.1M984,575+81,191+8.25%Add
EQUINIX INCEQIX
7.45%7.88%$124.7M119,595$108.5M110,726+8,869+8.01%Add
AVALONBAY CMNTYS INC REITAVB
6.37%6.23%$106.7M565,293$85.8M525,343+39,950+7.60%Add
SIMON PPTY GROUP INC NEW COMSPG
5.58%5.23%$93.4M417,753$72.0M386,175+31,578+8.18%Add
ESSEX PPTY TR INCESS
5.47%5.25%$91.5M313,787$72.3M298,934+14,853+4.97%Add
CUBESMARTCUBE
5.45%5.64%$91.2M2.3M$77.8M2.1M+170,983+8.06%Add
DIGITAL RLTY TR INC COMDLR
5.34%6.01%$89.4M497,583$82.8M459,315+38,268+8.33%Add
BRIXMOR PPTY GROUP INCBRX
4.5%4.62%$75.3M2.4M$63.6M2.2M+177,453+8.03%Add
HIGHWOODS PPTYS INCHIW
4.33%3.46%$72.4M2.4M$47.7M2.2M+171,665+7.70%Add
BROADSTONE NET LEASE INCBNL
4.03%4%$67.4M3.3M$55.2M3.0M+242,395+8.03%Add
VICI PPTYS INC COMVICI
3.8%4.39%$63.6M2.4M$60.6M2.2M+180,655+8.15%Add
CCURBLINE PPTYS CORPCURB
3.48%3.32%$58.2M1.9M$45.7M1.8M+141,586+7.99%Add
REALTY INCOME CORP COMO
3.13%4.53%$52.3M844,785$62.4M1.0M-175,529-17.20%Reduce
AMERICAN HOMES 4 RENTAMH
3.03%3.36%$50.7M1.5M$46.4M1.7M-147,634-8.89%Reduce
BBLACKSTONE DIGITAL INFRASTRUBXDC
2.81%$47.0M2.2M$00+2.2MNew Buy
LLXP INDUSTRIAL TRUSTLXP
2.54%2.45%$42.6M789,859$33.7M729,011+60,848+8.35%Add
PUBLIC STORAGE COMPSA
2.26%2.18%$37.9M118,941$30.1M111,090+7,851+7.07%Add
PEBBLEBROOK HOTEL TRPEB
2%1.46%$33.5M1.7M$20.2M1.6M+127,449+7.97%Add
EEQUITY RESIDENTIALVMRK
0.73%0.77%$12.2M179,384$10.6M179,474-90-0.05%Reduce
INVITATION HOMES INCINVH
0.62%0.6%$10.3M342,241$8.3M332,521+9,720+2.92%Add
MID-AMER APT CMNTYS INCMAA
0.58%0.49%$9.7M70,045$6.8M55,705+14,340+25.74%Add
SUN CMNTYS INC COMSUI
0.56%0.61%$9.3M77,917$8.4M66,967+10,950+16.35%Add
CAMDEN PPTY TRCPT
0.39%0.35%$6.6M57,459$4.8M49,379+8,080+16.36%Add
EQUITY LIFESTYLE PROPERTIESELS
0.38%0.37%$6.4M99,710$5.1M81,720+17,990+22.01%Add
VENTAS INC COMVTR
0.32%0.3%$5.4M60,329$4.2M51,127+9,202+18.00%Add
UDR INC COMUDR
0.3%0.39%$5.0M124,740$5.4M160,840-36,100-22.44%Reduce
INDEPENDENCE RLTY TR INCIRT
0.08%0.27%$1.3M76,840$3.7M245,740-168,900-68.73%Reduce
JJANUS LIVING INCJAN
0.03%0.03%$563,82119,618$457,44719,408+210+1.08%Add
VORNADO RLTY TRVNO
0.03%0.02%$533,14413,566$341,92413,156+410+3.12%Add
KILROY REALTY CORPKRC
0.03%0.01%$522,81913,953$198,4017,033+6,920+98.39%Add
EASTGROUP PPTYS INCEGP
0.03%0.04%$443,7432,191$492,5242,661-470-17.66%Reduce
IRON MTN INC DEL COMIRM
0.02%$391,5613,100$00+3,100New Buy
AMERICAN TOWER CORP COMAMT
0.02%0.03%$325,5041,990$410,7402,380-390-16.39%Reduce
REXFORD INDL RLTY INC REITREXR
0.01%0.95%$215,7746,441$13.1M399,209-392,768-98.39%Reduce
TANGER INCSKT
0.01%<0.01%$93,2282,362$63,2711,862+500+26.85%Add
STAG INDUSTRIAL INCSTAG
<0.01%<0.01%$74,2931,952$55,9651,552+400+25.77%Add
PPEBBLEBROOK HOTEL TR
<0.01%<0.01%$57,6612,960$67,6193,520-560-15.91%Reduce
AMERICAN HEALTHCARE REIT INCAHR
<0.01%<0.01%$31,290600$23,580500+100+20.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow