Funds › AEW Capital Management LP
AEW Capital Management LP
13F for Q3 2026, filed Nov 6, 2026. 38 positions worth $1.6B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | WELL Welltower Inc. | 1.16M | $268.0M | 17.2% | +0.9% | 13F ↗ |
| 2 | PLD Prologis, Inc. | 1.05M | $136.4M | 8.7% | -1.4% | 13F ↗ |
| 3 | EQIX Equinix, Inc. | 119,316 | $120.7M | 7.7% | -0.2% | 13F ↗ |
| 4 | VMRK Vivmark Residential · Sh Ben Int | 1.74M | $105.7M | 6.8% | +869% | 13F ↗ |
| 5 | DLR Digital Realty Trust, Inc. | 490,813 | $86.2M | 5.5% | -1.4% | 13F ↗ |
| 6 | CUBE CubeSmart | 2.26M | $85.1M | 5.5% | -1.3% | 13F ↗ |
| 7 | ESS Essex Property Trust, Inc. | 310,765 | $83.7M | 5.4% | -1.0% | 13F ↗ |
| 8 | SPG Simon Property Group, Inc. | 412,075 | $82.7M | 5.3% | -1.4% | 13F ↗ |
| 9 | BRX Brixmor Property Group Inc. | 2.35M | $64.8M | 4.2% | -1.7% | 13F ↗ |
| 10 | BNL Broadstone Net Lease, Inc. | 3.21M | $59.3M | 3.8% | -1.7% | 13F ↗ |
| 11 | VICI VICI Properties Inc. | 2.36M | $54.2M | 3.5% | -1.5% | 13F ↗ |
| 12 | CURB Curbline Properties Corp. · Reit | 1.88M | $52.3M | 3.4% | -1.7% | 13F ↗ |
| 13 | LXP Lxp Industrial Trust | 772,756 | $47.1M | 3.0% | -2.2% | 13F ↗ |
| 14 | AMH American Homes 4 Rent | 1.49M | $45.2M | 2.9% | -1.8% | 13F ↗ |
| 15 | O Realty Income Corporation | 829,338 | $45.0M | 2.9% | -1.8% | 13F ↗ |
| 16 | BXDC Blackstone Digital Infrastructure Trust Inc. | 2.13M | $37.0M | 2.4% | -1.8% | 13F ↗ |
| 17 | CUZ Cousins Properties Incorporated | 1.31M | $36.1M | 2.3% | New | 13F ↗ |
| 18 | PSA Public Storage | 120,199 | $34.0M | 2.2% | +1.1% | 13F ↗ |
| 19 | HIW Highwoods Properties, Inc. | 1.17M | $33.8M | 2.2% | -51.4% | 13F ↗ |
| 20 | PEB Pebblebrook Hotel Trust | 1.69M | $31.8M | 2.0% | -1.8% | 13F ↗ |
| 21 | INVH Invitation Homes Inc. | 341,141 | $9.0M | 0.6% | -0.3% | 13F ↗ |
| 22 | SUI Sun Communities, Inc. | 76,917 | $8.5M | 0.5% | -1.3% | 13F ↗ |
| 23 | MAA Mid-America Apartment Communities, Inc. | 70,245 | $8.3M | 0.5% | +0.3% | 13F ↗ |
| 24 | ELS Equity Lifestyle Properties, Inc. | 98,910 | $5.8M | 0.4% | -0.8% | 13F ↗ |
| 25 | CPT Camden Property Trust · Sh Ben Int | 56,659 | $5.5M | 0.4% | -1.4% | 13F ↗ |
| 26 | VTR Ventas, Inc. | 54,445 | $4.6M | 0.3% | -9.8% | 13F ↗ |
| 27 | UDR UDR, Inc. | 124,740 | $4.2M | 0.3% | Unchanged | 13F ↗ |
| 28 | IRT Independence Realty Trust, Inc. | 76,840 | $1.1M | 0.1% | Unchanged | 13F ↗ |
| 29 | JAN Janus Living, Inc. · Reit | 20,148 | $597.0K | <0.1% | +2.7% | 13F ↗ |
| 30 | EGP EastGroup Properties, Inc. | 2,361 | $466.2K | <0.1% | +7.8% | 13F ↗ |
| 31 | IRM Iron Mountain Incorporated | 4,000 | $443.8K | <0.1% | +29.0% | 13F ↗ |
| 32 | KRC Kilroy Realty Corporation | 12,963 | $431.3K | <0.1% | -7.1% | 13F ↗ |
| 33 | VNO Vornado Realty Trust · Sh Ben Int | 12,606 | $427.1K | <0.1% | -7.1% | 13F ↗ |
| 34 | REXR Rexford Industrial Realty, Inc. | 9,141 | $331.5K | <0.1% | +41.9% | 13F ↗ |
| 35 | AMT American Tower Corporation | 1,850 | $302.8K | <0.1% | -7.0% | 13F ↗ |
| 36 | SKT Tanger Inc. | 5,062 | $173.6K | <0.1% | +114% | 13F ↗ |
| 37 | STAG STAG Industrial, Inc. | 2,452 | $87.8K | <0.1% | +25.6% | 13F ↗ |
| 38 | Pebblebrook Hotel Tr | 2,960 | $58.3K | <0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
1 new, 10 added to, 24 trimmed, 2 exited, 3 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| CUZ Cousins Properties Incorporated | 1.31M | New | $36.1M |
Added to (10)
| VMRK Vivmark Residential · Sh Ben Int | 1.74M | +869% | $94.8M |
| WELL Welltower Inc. | 1.16M | +0.9% | $2.3M |
| PSA Public Storage | 120,199 | +1.1% | $355.8K |
| IRM Iron Mountain Incorporated | 4,000 | +29.0% | $99.9K |
| REXR Rexford Industrial Realty, Inc. | 9,141 | +41.9% | $97.9K |
| SKT Tanger Inc. | 5,062 | +114% | $92.6K |
| EGP EastGroup Properties, Inc. | 2,361 | +7.8% | $33.6K |
| MAA Mid-America Apartment Communities, Inc. | 70,245 | +0.3% | $23.5K |
| STAG STAG Industrial, Inc. | 2,452 | +25.6% | $17.9K |
| JAN Janus Living, Inc. · Reit | 20,148 | +2.7% | $15.7K |
Trimmed (24)
| HIW Highwoods Properties, Inc. | 1.17M | -51.4% | -$35.8M |
| PLD Prologis, Inc. | 1.05M | -1.4% | -$2.0M |
| DLR Digital Realty Trust, Inc. | 490,813 | -1.4% | -$1.2M |
| SPG Simon Property Group, Inc. | 412,075 | -1.4% | -$1.1M |
| CUBE CubeSmart | 2.26M | -1.3% | -$1.1M |
| BRX Brixmor Property Group Inc. | 2.35M | -1.7% | -$1.1M |
| LXP Lxp Industrial Trust | 772,756 | -2.2% | -$1.0M |
| BNL Broadstone Net Lease, Inc. | 3.21M | -1.7% | -$1.0M |
| CURB Curbline Properties Corp. · Reit | 1.88M | -1.7% | -$912.2K |
| VICI VICI Properties Inc. | 2.36M | -1.5% | -$851.0K |
Exited (2)
| Avalonbay Communities Inc Reit | 565,293 | Exited | -$106.7M |
| AHR American Healthcare REIT, Inc. | 600 | Exited | -$31.3K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 6, 2026 | 13F-HR | 38 | $1.6B | Current | SEC ↗ |
| Q2 2026 | Aug 4, 2026 | 13F-HR | 39 | $1.7B | Current | SEC ↗ |
| Q1 2026 | Apr 28, 2026 | 13F-HR | 40 | $1.4B | Current | SEC ↗ |
| Q4 2025 | Feb 6, 2026 | 13F-HR | 37 | $1.4B | Current | SEC ↗ |
| Q3 2025 | Nov 10, 2025 | 13F-HR | 43 | $1.8B | Current | SEC ↗ |
| Q2 2025 | Aug 6, 2025 | 13F-HR | 48 | $1.9B | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 48 | $2.0B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer