Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AEW CAPITAL MANAGEMENT L P (CIK 1046187) reported $1.38B across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WELL ($210.3M, 15.26%), PLD ($130.1M, 9.44%), EQIX ($108.5M, 7.88%), AVB ($85.8M, 6.23%), DLR ($82.8M, 6.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WELL | WELLTOWER INC | $210.3M | 15.26% | 1.1M | Added |
| 2 | PLD | PROLOGIS INC. | $130.1M | 9.44% | 984,575 | Added |
| 3 | EQIX | EQUINIX INC | $108.5M | 7.88% | 110,726 | Trimmed |
| 4 | AVB | AVALONBAY CMNTYS INC | $85.8M | 6.23% | 525,343 | Trimmed |
| 5 | DLR | DIGITAL RLTY TR INC | $82.8M | 6.01% | 459,315 | Trimmed |
| 6 | CUBE | CUBESMART | $77.8M | 5.64% | 2.1M | Added |
| 7 | ESS | ESSEX PPTY TR INC | $72.3M | 5.25% | 298,934 | Added |
| 8 | SPG | SIMON PPTY GROUP INC NEW | $72.0M | 5.23% | 386,175 | Trimmed |
| 9 | BRX | BRIXMOR PPTY GROUP INC | $63.6M | 4.62% | 2.2M | Trimmed |
| 10 | O | REALTY INCOME CORP | $62.4M | 4.53% | 1.0M | Trimmed |
| 11 | VICI | VICI PPTYS INC | $60.6M | 4.39% | 2.2M | New |
| 12 | BNL | BROADSTONE NET LEASE INC | $55.2M | 4.00% | 3.0M | Trimmed |
| 13 | HIW | HIGHWOODS PPTYS INC | $47.7M | 3.46% | 2.2M | Trimmed |
| 14 | AMH | AMERICAN HOMES 4 RENT | $46.4M | 3.36% | 1.7M | Trimmed |
| 15 | CURB | CURBLINE PPTYS CORP | $45.7M | 3.32% | 1.8M | Added |
| 16 | LXP/PRC | LXP INDUSTRIAL TRUST | $33.7M | 2.45% | 729,011 | Trimmed |
| 17 | PSA | PUBLIC STORAGE OPER CO | $30.1M | 2.18% | 111,090 | Trimmed |
| 18 | PEB | PEBBLEBROOK HOTEL TR | $20.2M | 1.46% | 1.6M | New |
| 19 | REXR | REXFORD INDL RLTY INC | $13.1M | 0.95% | 399,209 | Added |
| 20 | EQR | EQUITY RESIDENTIAL | $10.6M | 0.77% | 179,474 | Trimmed |
| 21 | SUI | SUN CMNTYS INC | $8.4M | 0.61% | 66,967 | Added |
| 22 | INVH | INVITATION HOMES INC | $8.3M | 0.60% | 332,521 | Added |
| 23 | MAA | MID-AMER APT CMNTYS INC | $6.8M | 0.49% | 55,705 | Trimmed |
| 24 | UDR | UDR INC | $5.4M | 0.39% | 160,840 | Trimmed |
| 25 | ELS | EQUITY LIFESTYLE PROPERTIES | $5.1M | 0.37% | 81,720 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31