§ 13F · FUND PROFILE
AEW CAPITAL MANAGEMENT L P.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.8B (13F)Positions · 81Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$50M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | WELL | WELLTOWER INC | 655K | $130M | 9.4% | +9% |
| 2 | PLD | PROLOGIS INC. | 613K | $81M | 5.9% | +1% |
| 3 | WELL | WELLTOWER INC | 390K | $77M | 5.6% | — |
| 4 | EQIX | EQUINIX INC | 68K | $67M | 4.9% | −8% |
| 5 | AVB | AVALONBAY CMNTYS INC | 357K | $58M | 4.2% | −6% |
| 6 | DLR | DIGITAL RLTY TR INC | 286K | $52M | 3.7% | −16% |
| 7 | ESS | ESSEX PPTY TR INC | 201K | $49M | 3.5% | +943% |
| 8 | CUBE | CUBESMART | 1.30M | $48M | 3.5% | +11319% |
| 9 | PLD | PROLOGIS INC. | 355K | $47M | 3.4% | — |
| 10 | SPG | SIMON PPTY GROUP INC NEW | 240K | $45M | 3.3% | −12% |
§ 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 $1.8 billion in assets. The fund runs a portfolio of 81 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed