AEW CAPITAL MANAGEMENT L P

Est. AUM

$1.38B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	EQUITY RESIDENTIAL	COM	$10.6M	179474	0.77%	DFND
2	SUN CMNTYS INC	COM	$8.4M	66967	0.61%	DFND
3	INVITATION HOMES INC	COM	$8.3M	332521	0.60%	DFND
4	MID-AMER APT CMNTYS INC	COM	$6.8M	55705	0.49%	DFND
5	UDR INC	COM	$5.4M	160840	0.39%	DFND
6	EQUITY LIFESTYLE PROPERTIES	COM	$5.1M	81720	0.37%	DFND
7	CAMDEN PPTY TR	COM	$4.8M	49379	0.35%	DFND
8	VENTAS INC	COM	$4.2M	51127	0.30%	DFND
9	INDEPENDENCE RLTY TR INC	COM	$3.7M	245740	0.27%	DFND
10	WELLTOWER INC	COM	$3.6M	18289	0.26%	DFND
11	PROLOGIS INC.	COM	$2.2M	16627	0.16%	DFND
12	EQUINIX INC	COM	$1.9M	1894	0.13%	DFND
13	DIGITAL RLTY TR INC	COM	$1.4M	7757	0.10%	DFND
14	CUBESMART	COM	$1.3M	36674	0.10%	DFND
15	AVALONBAY CMNTYS INC	COM	$1.2M	7518	0.09%	DFND
16	SIMON PPTY GROUP INC NEW	COM	$1.2M	6529	0.09%	DFND
17	BRIXMOR PPTY GROUP INC	COM	$1.1M	37799	0.08%	DFND
18	VICI PPTYS INC	COM	$1.1M	38773	0.08%	DFND
19	ESSEX PPTY TR INC	COM	$1.1M	4368	0.08%	DFND
20	REALTY INCOME CORP	COM	$1.0M	17054	0.08%	DFND
21	BROADSTONE NET LEASE INC	COM	$944K	51646	0.07%	DFND
22	HIGHWOODS PPTYS INC	COM	$826K	38564	0.06%	DFND
23	CURBLINE PPTYS CORP	COM	$781K	30301	0.06%	DFND
24	AMERICAN HOMES 4 RENT	COM	$672K	24051	0.05%	DFND
25	LXP INDUSTRIAL TRUST	COM	$579K	12524	0.04%	DFND
26	PUBLIC STORAGE OPER CO	COM	$496K	1832	0.04%	DFND
27	EASTGROUP PPTYS INC	COM	$493K	2661	0.04%	DFND
28	JANUS LIVING INC	COM	$457K	19408	0.03%	DFND
29	AMERICAN TOWER CORP	COM	$411K	2380	0.03%	DFND
30	PEBBLEBROOK HOTEL TR	COM	$348K	27530	0.03%	DFND
31	VORNADO RLTY TR	COM	$342K	13156	0.02%	DFND
32	REXFORD INDL RLTY INC	COM	$222K	6793	0.02%	DFND
33	KILROY REALTY CORP	COM	$198K	7033	0.01%	DFND
34	REGENCY CTRS CORP	COM	$136K	1797	0.01%	DFND
35	PEBBLEBROOK HOTEL TR	6.375 PFD SER E	$68K	3520	0.00%	DFND
36	TANGER INC	COM	$63K	1862	0.00%	DFND
37	STAG INDUSTRIAL INC	COM	$56K	1552	0.00%	DFND
38	AMERICAN HEALTHCARE REIT INC	COM	$24K	500	0.00%	DFND
39	SILA REALTY TRUST INC	COM	$22K	923	0.00%	DFND
40	LINEAGE INC	COM	$18K	550	0.00%	DFND

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.