Aew Capital Management L P Top Holdings and 13F Report (2025) About Aew Capital Management L PInvestment ActivityAew Capital Management L P has $2.07 billion in total holdings as of December 31, 2024.Aew Capital Management L P owns shares of 47 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 21.48% of the portfolio was purchased this quarter.About 27.32% of the portfolio was sold this quarter.This quarter, Aew Capital Management L P has purchased 48 new stocks and bought additional shares in 20 stocks.Aew Capital Management L P sold shares of 20 stocks and completely divested from 6 stocks this quarter.Largest Holdings Equinix $215,498,452Prologis $193,137,260Welltower $177,510,482Digital Realty Trust $140,400,141Public Storage $131,573,936 Largest New Holdings this Quarter Kite Realty Group Trust $31,662,772 HoldingHighwoods Properties $31,250,008 HoldingVornado Realty Trust $20,599,600 HoldingCURBLINE PPTYS CORP $14,178,759 HoldingGlobal Medical REIT $230,210 Holding Largest Purchases this Quarter Mid-America Apartment Communities 528,608 shares (about $81.71M)Public Storage 228,740 shares (about $68.49M)Gaming and Leisure Properties 721,230 shares (about $34.73M)Kite Realty Group Trust 1,254,468 shares (about $31.66M)Highwoods Properties 1,021,910 shares (about $31.25M) Largest Sales this Quarter UDR 1,939,823 shares (about $84.21M)Extra Space Storage 432,308 shares (about $64.67M)Healthpeak Properties 2,613,920 shares (about $52.98M)VICI Properties 1,795,903 shares (about $52.46M)Regency Centers 632,522 shares (about $46.76M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAew Capital Management L P Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEQIXEquinix$215,498,452$6,053,354 ▼-2.7%228,55110.4%FinancePLDPrologis$193,137,260$22,704,360 ▼-10.5%1,827,2219.3%FinanceWELLWelltower$177,510,482$4,805,524 ▲2.8%1,408,4788.6%FinanceDLRDigital Realty Trust$140,400,141$20,744,063 ▲17.3%791,7456.8%FinancePSAPublic Storage$131,573,936$68,493,906 ▲108.6%439,4006.4%FinanceAVBAvalonBay Communities$127,665,309$15,701,459 ▲14.0%580,3766.2%FinanceMAAMid-America Apartment Communities$97,532,743$81,706,939 ▲516.3%630,9944.7%FinanceORealty Income$85,656,715$5,538,083 ▼-6.1%1,603,7584.1%FinanceIRMIron Mountain$71,357,813$25,488,124 ▲55.6%678,8873.4%Business ServicesAMHAmerican Homes 4 Rent$62,903,806$3,781,665 ▼-5.7%1,681,0213.0%FinanceVTRVentas$58,190,740$14,624,743 ▲33.6%988,1262.8%FinanceBRXBrixmor Property Group$53,951,080$2,934,058 ▼-5.2%1,937,8982.6%FinanceBNLBroadstone Net Lease$49,736,151$1,105,283 ▲2.3%3,135,9492.4%FinanceLXPLXP Industrial Trust$47,224,142$19,854,082 ▲72.5%5,815,7812.3%FinanceIRTIndependence Realty Trust$45,967,594$8,616,314 ▲23.1%2,316,9152.2%FinanceMACMacerich$43,226,520$9,027,346 ▲26.4%2,170,0062.1%FinanceSPGSimon Property Group$39,901,918$6,681,748 ▼-14.3%231,7051.9%FinanceGLPIGaming and Leisure Properties$36,678,656$34,734,437 ▲1,786.5%761,6001.8%FinanceKRGKite Realty Group Trust$31,662,772$31,662,772 ▲New Holding1,254,4681.5%FinanceHIWHighwoods Properties$31,250,008$31,250,008 ▲New Holding1,021,9101.5%FinanceCTRECareTrust REIT$26,365,689$9,911,120 ▲60.2%974,7021.3%FinanceINVHInvitation Homes$24,295,442$3,871,247 ▲19.0%759,9451.2%FinanceEQREquity Residential$24,020,297$1,021,145 ▲4.4%334,7311.2%FinanceRHPRyman Hospitality Properties$23,774,495$12,900,598 ▼-35.2%227,8561.1%FinanceSUISun Communities$23,568,4300.0%191,6601.1%FinancePECOPhillips Edison & Company, Inc.$23,520,722$7,522,680 ▲47.0%627,8891.1%FinanceKRCKilroy Realty$23,024,100$1,108,330 ▼-4.6%569,1991.1%FinanceEXRExtra Space Storage$22,347,098$64,673,276 ▼-74.3%149,3791.1%FinanceVNOVornado Realty Trust$20,599,600$20,599,600 ▲New Holding490,0001.0%FinanceCPTCamden Property Trust$18,387,118$3,814,235 ▲26.2%158,4550.9%FinanceESSEssex Property Trust$17,066,743$830,630 ▼-4.6%59,7910.8%FinanceHRHealthcare Realty Trust$15,603,492$14,675,988 ▲1,582.3%920,5600.8%FinanceCURBLINE PPTYS CORP$14,178,759$14,178,759 ▲New Holding610,6270.7%COMEGPEastGroup Properties$11,352,902$629,121 ▲5.9%70,7390.5%FinanceUDRUDR$10,564,605$84,207,717 ▼-88.9%243,3680.5%FinanceELSEquity LifeStyle Properties$10,404,452$251,082 ▼-2.4%156,2230.5%FinanceWPCW. P. Carey$7,607,5870.0%139,6400.4%FinanceVICIVICI Properties$5,229,466$52,458,324 ▼-90.9%179,0300.3%FinanceAREAlexandria Real Estate Equities$2,517,766$119,987 ▼-4.5%25,8100.1%FinancePEAKHealthpeak Properties$2,381,299$52,984,151 ▼-95.7%117,4790.1%FinanceGMREGlobal Medical REIT$230,210$230,210 ▲New Holding29,8200.0%FinanceREGRegency Centers$133,074$46,762,351 ▼-99.7%1,8000.0%FinanceSTAGSTAG Industrial$108,224$37,202 ▲52.4%3,2000.0%FinanceSKTTanger$95,564$17,900,844 ▼-99.5%2,8000.0%FinanceLINEAGE INC$29,285$12,938,464 ▼-99.8%5000.0%COMADCAgree Realty$28,180$84,540 ▼-75.0%4000.0%FinanceCUBECubeSmart$17,140$38,565 ▼-69.2%4000.0%FinanceAMTAmerican Tower$0$47,314,797 ▼-100.0%00.0%FinanceBXPBoston Properties$0$40,073,908 ▼-100.0%00.0%FinanceCOLDAmericold Realty Trust$0$37,140,532 ▼-100.0%00.0%FinanceSAFESafehold$0$28,927,519 ▼-100.0%00.0%FinanceESRTEmpire State Realty Trust$0$16,662,436 ▼-100.0%00.0%FinanceREXRRexford Industrial Realty$0$55,341 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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