AEW CAPITAL MANAGEMENT L P
BOSTON, MA · CIK 1046187 · 13F filing filed 2026-08-04
SEC-registered investment adviser since 1996 · limited partnership
- Assets managed$3.0bn
- Staff250 · 130 in investment roles
- Main clients (by assets)Private funds 31%, Companies 26%, Sovereign wealth funds 25%
- Private funds1 · $140.4m gross assets
- Form ADV · 2026-03-31SEC adviser record
- Legal entityAEW CAPITAL MANAGEMENT, L.P. (US)
- Part of BPCE (FR)
Other 13F filers in this group: LOOMIS SAYLES & CO L P $79.8bn, HARRIS ASSOCIATES L P $75.2bn, NATIXIS $21.1bn, VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $11.3bn, GATEWAY INVESTMENT ADVISERS LLC $10.1bn, Mirova US LLC $9.3bn, OSSIAM $7.5bn, OSTRUM ASSET MANAGEMENT $2.1bn, DNCA FINANCE $2.1bn, VEGA INVESTMENT SOLUTIONS $704.5m
2 more
Natixis Investment Managers, LLC $173.2m, Natixis Investment Managers International last filed Q3 2025
This report includes the holdings of 3 other managers that share the investment decisions:
- NATIXIS ADVISORS, LLC – files its own report too; $24.1m of shares are in both
- Alaska Permanent Fund Corp – files its own report too
- AEW CAPITAL MANAGEMENT INC – reports through this filing
Also in the report of:
Shares in two reports are counted once in each security's totals.
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| WELLTOWER INC WELL | $261.9m15.65% | Added +90.0k |
| PROLOGIS INC. PLD | $144.4m8.63% | Added +81.2k |
| EQUINIX INC EQIX | $124.7m7.45% | Added +8.9k |
| AVALONBAY CMNTYS INC AVB | $106.7m6.37% | Added +40.0k |
| SIMON PPTY GROUP INC NEW SPG | $93.4m5.58% | Added +31.6k |
| ESSEX PPTY TR INC ESS | $91.5m5.47% | Added +14.9k |
| CUBESMART CUBE | $91.2m5.45% | Added +171.0k |
| DIGITAL RLTY TR INC DLR | $89.4m5.34% | Added +38.3k |
| BRIXMOR PPTY GROUP INC BRX | $75.3m4.50% | Added +177.5k |
| HIGHWOODS PPTYS INC HIW | $72.4m4.33% | Added +171.7k |
| BROADSTONE NET LEASE INC BNL | $67.4m4.03% | Added +242.4k |
| VICI PPTYS INC VICI | $63.6m3.80% | Added +180.7k |
| CURBLINE PPTYS CORP CURB | $58.2m3.48% | Added +141.6k |
| REALTY INCOME CORP O | $52.3m3.13% | Reduced -175.5k |
| AMERICAN HOMES 4 RENT AMH | $50.7m3.03% | Reduced -147.6k |
| BLACKSTONE DIGITAL INFRASTRU BXDC | $47.0m2.81% | New |
| LXP INDUSTRIAL TRUST LXP | $42.6m2.54% | Added +60.8k |
| PUBLIC STORAGE PSA | $37.9m2.26% | Added +7.9k |
| PEBBLEBROOK HOTEL TR PEB | $33.5m2.00% | Added +127.4k |
| EQUITY RESIDENTIAL VMRK | $12.2m0.73% | Reduced -90 |
| INVITATION HOMES INC INVH | $10.3m0.62% | Added +9.7k |
| MID-AMER APT CMNTYS INC MAA | $9.7m0.58% | Added +14.3k |
| SUN CMNTYS INC SUI | $9.3m0.56% | Added +10.9k |
| CAMDEN PPTY TR CPT | $6.6m0.39% | Added +8.1k |
| EQUITY LIFESTYLE PPTYS INC ELS | $6.4m0.38% | Added +18.0k |
| VENTAS INC VTR | $5.4m0.32% | Added +9.2k |
| UDR INC UDR | $5.0m0.30% | Reduced -36.1k |
| INDEPENDENCE RLTY TR INC IRT | $1.3m0.08% | Reduced -168.9k |
| JANUS LIVING INC JAN | $563.8k0.03% | Added +210 |
| VORNADO RLTY TR VNO | $533.1k0.03% | Added +410 |
| KILROY RLTY CORP KRC | $522.8k0.03% | Added +6.9k |
| EASTGROUP PPTYS INC EGP | $443.7k0.03% | Reduced -470 |
| IRON MTN INC DEL IRM | $391.6k0.02% | New |
| AMERICAN TOWER CORP NEW AMT | $325.5k0.02% | Reduced -390 |
| REXFORD INDL RLTY INC REXR | $215.8k0.01% | Reduced -392.8k |
| TANGER INC SKT | $93.2k0.01% | Added +500 |
| STAG INDL INC STAG | $74.3k0.00% | Added +400 |
| PEBBLEBROOK HOTEL TR PEB 6.375 PERP E | $57.7k0.00% | Reduced -560 |
| AMERICAN HEALTHCARE REIT INC AHR | $31.3k0.00% | Added +100 |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| REGENCY CTRS CORP REG | $136.0k1.8k shares |
| SILA REALTY TRUST INC | $21.9k923 shares |
| LINEAGE INC LINE | $18.0k550 shares |