AEW CAPITAL MANAGEMENT L P

CIK 0001046187 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

AEW CAPITAL MANAGEMENT L P reported 39 positions worth $1.67B as of June 30, 2026 (13F filed August 4, 2026). Largest holding: WELL (15.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.67B
2026 Q2
Positions
39
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
68.8%
Est. Net Flow (Q)
2026 Q2
10 / 39 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1WELLWELLTOWER INCSH$261.9M15.65%1,153,905
2PLDPROLOGIS INC.SH$144.4M8.63%1,065,766
3EQIXEQUINIX INCSH$124.7M7.45%119,595
4AVBCAVALONBAY CMNTYS INCSH$106.7M6.37%565,293
5SPGSIMON PPTY GROUP INC NEWSH$93.4M5.58%417,753
6ESSESSEX PPTY TR INCSH$91.5M5.47%313,787
7CUBECUBESMARTSH$91.2M5.45%2,292,708
8DLRDIGITAL RLTY TR INCSH$89.4M5.34%497,583
9BRXBRIXMOR PPTY GROUP INCSH$75.3M4.50%2,387,114
10HIWHIGHWOODS PPTYS INCSH$72.4M4.33%2,399,904

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does AEW CAPITAL MANAGEMENT L P hold as of Q2 2026?

AEW CAPITAL MANAGEMENT L P reported 39 positions worth $1.67B in its Q2 2026 13F filing. Largest positions: WELL (15.7%), PLD (8.6%), EQIX (7.4%), AVBC (6.4%) and SPG (5.6%).

What did AEW CAPITAL MANAGEMENT L P buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did AEW CAPITAL MANAGEMENT L P sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.