§ 13F · FUND PROFILE
AEW CAPITAL MANAGEMENT L P.
AUM · $1.7B (13F)Positions · 77Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$31M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | WELL | WELLTOWER INC | 745K | $169M | 10.1% | +8% |
| 2 | PLD | PROLOGIS INC. | 694K | $94M | 5.6% | +8% |
| 3 | WELL | WELLTOWER INC | 391K | $89M | 5.3% | — |
| 4 | EQIX | EQUINIX INC | 77K | $81M | 4.8% | +8% |
| 5 | AVB | AVALONBAY CMNTYS INC | 397K | $75M | 4.5% | +8% |
| 6 | ESS | ESSEX PPTY TR INC | 216K | $63M | 3.8% | +5% |
| 7 | SPG | SIMON PPTY GROUP INC NEW | 272K | $61M | 3.6% | +8% |
| 8 | CUBE | CUBESMART | 1.47M | $59M | 3.5% | +8% |
| 9 | DLR | DIGITAL RLTY TR INC | 324K | $58M | 3.5% | +8% |
| 10 | BRX | BRIXMOR PPTY GROUP INC | 1.54M | $49M | 2.9% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AEW SIGNAL
AC read
AEW CAPITAL MANAGEMENT L P is a Other fund managing $1.7 billion in assets. The fund runs a portfolio of 77 positions.
Read the full dossier →