13FBOX
AEW CAPITAL MANAGEMENT L P · 13F 持仓分析
期权收益计算器 机构排行

AEW CAPITAL MANAGEMENT L P

No.1979 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$16.73亿
环比变动 Q1 2026
+$2.95亿+21.4%
持仓股票数
39
新买入
2
加仓
28
减仓
9
清仓
3
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
WELLTOWER COMWELL
15.65%15.26%$2.62亿115.4万股$2.10亿106.4万股+9.0万股+8.46%加仓
PPROLOGIS COMPLD
8.63%9.44%$1.44亿106.6万股$1.30亿98.5万股+8.1万股+8.25%加仓
EquinixEQIX
7.45%7.88%$1.25亿12.0万股$1.09亿11.1万股+8,869股+8.01%加仓
AVALONBAY CMNTYS INC REITAVB
6.37%6.23%$1.07亿56.5万股$8,581.5万52.5万股+4.0万股+7.60%加仓
SIMON PPTY NEW COMSPG
5.58%5.23%$9,343.0万41.8万股$7,203.3万38.6万股+3.2万股+8.18%加仓
Essex地产ESS
5.47%5.25%$9,149.7万31.4万股$7,234.2万29.9万股+1.5万股+4.97%加仓
CubeSmartCUBE
5.45%5.64%$9,118.1万229.3万股$7,776.1万212.2万股+17.1万股+8.06%加仓
DIGITAL RLTY TR COMDLR
5.34%6.01%$8,935.6万49.8万股$8,277.3万45.9万股+3.8万股+8.33%加仓
BRIXMOR PPTYBRX
4.5%4.62%$7,526.6万238.7万股$6,363.8万221.0万股+17.7万股+8.03%加仓
HIGHWOODS PPTYSHIW
4.33%3.46%$7,238.1万240.0万股$4,770.7万222.8万股+17.2万股+7.70%加仓
BROADSTONE NET LEASEBNL
4.03%4%$6,741.7万326.2万股$5,516.0万301.9万股+24.2万股+8.03%加仓
VICI PPTYS COMVICI
3.8%4.39%$6,364.8万239.7万股$6,055.9万221.7万股+18.1万股+8.15%加仓
CCURBLINE PPTYSCURB
3.48%3.32%$5,816.8万191.3万股$4,569.5万177.2万股+14.2万股+7.99%加仓
REALTY INCOME COMO
3.13%4.53%$5,234.3万84.5万股$6,242.3万102.0万股-17.6万股-17.20%减仓
AMERICAN HOMES 4 RENTAMH
3.03%3.36%$5,071.2万151.3万股$4,636.2万166.1万股-14.8万股-8.89%减仓
BBLACKSTONE DIGITAL INFRASTRUBXDC
2.81%$4,697.4万217.2万股$00股+217.2万股新买入
LLXP INDUSTRIAL TRUSTLXP
2.54%2.45%$4,255.8万79.0万股$3,372.4万72.9万股+6.1万股+8.35%加仓
PUBLIC STORAGE COMPSA
2.26%2.18%$3,786.0万11.9万股$3,009.2万11.1万股+7,851股+7.07%加仓
PEBBLEBROOK HOTEL TRPEB
2%1.46%$3,349.8万172.6万股$2,018.7万159.8万股+12.7万股+7.97%加仓
EEquity ResidentialVMRK
0.73%0.77%$1,218.6万17.9万股$1,061.6万17.9万股-90股-0.05%减仓
Invitation HomesINVH
0.62%0.6%$1,033.9万34.2万股$826.3万33.3万股+9,720股+2.92%加仓
Mid-America公寓MAA
0.58%0.49%$973.2万7.0万股$680.3万5.6万股+1.4万股+25.74%加仓
SUN CMNTYS INC COMSUI
0.56%0.61%$934.3万7.8万股$843.5万6.7万股+1.1万股+16.35%加仓
Camden地产CPT
0.39%0.35%$657.8万5.7万股$482.2万4.9万股+8,080股+16.36%加仓
EQUITY LIFESTYLE PROPERTIESELS
0.38%0.37%$642.6万10.0万股$510.1万8.2万股+1.8万股+22.01%加仓
VENTAS COMVTR
0.32%0.3%$535.7万6.0万股$418.1万5.1万股+9,202股+18.00%加仓
UDR COMUDR
0.3%0.39%$498.0万12.5万股$543.3万16.1万股-3.6万股-22.44%减仓
INDEPENDENCE RLTY TRIRT
0.08%0.27%$128.2万7.7万股$365.9万24.6万股-16.9万股-68.73%减仓
J骏利·LIVING INCJAN
0.03%0.03%$56.4万2.0万股$45.7万1.9万股+210股+1.08%加仓
VORNADO RLTY TRVNO
0.03%0.02%$53.3万1.4万股$34.2万1.3万股+410股+3.12%加仓
KILROY REALTYKRC
0.03%0.01%$52.3万1.4万股$19.8万7,033股+6,920股+98.39%加仓
EASTGROUP PPTYSEGP
0.03%0.04%$44.4万2,191股$49.3万2,661股-470股-17.66%减仓
IRON MTN DEL COMIRM
0.02%$39.2万3,100股$00股+3,100股新买入
AMERICAN TOWER COMAMT
0.02%0.03%$32.6万1,990股$41.1万2,380股-390股-16.39%减仓
REXFORD INDL RLTY INC REITREXR
0.01%0.95%$21.6万6,441股$1,306.6万39.9万股-39.3万股-98.39%减仓
TANGERSKT
0.01%<0.01%$9.3万2,362股$6.3万1,862股+500股+26.85%加仓
STAG INDUSTRIALSTAG
<0.01%<0.01%$7.4万1,952股$5.6万1,552股+400股+25.77%加仓
PPEBBLEBROOK HOTEL TR
<0.01%<0.01%$5.8万2,960股$6.8万3,520股-560股-15.91%减仓
AMERICAN HEALTHCARE REITAHR
<0.01%<0.01%$3.1万600股$2.4万500股+100股+20.00%加仓

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