Aew Capital Management L P Top Holdings and 13F Report (2025) About Aew Capital Management L PInvestment ActivityAew Capital Management L P has $2.05 billion in total holdings as of March 31, 2025.Aew Capital Management L P owns shares of 48 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 2.69% of the portfolio was purchased this quarter.About 3.87% of the portfolio was sold this quarter.This quarter, Aew Capital Management L P has purchased 47 new stocks and bought additional shares in 13 stocks.Aew Capital Management L P sold shares of 26 stocks and completely divested from 0 stocks this quarter.Largest Holdings Welltower $210,796,736Prologis $199,251,254Equinix $173,067,006Public Storage $129,317,223AvalonBay Communities $120,229,266 Largest New Holdings this Quarter 03748R747 - Apartment Investment and Management $17,490,616 Holding Largest Purchases this Quarter Apartment Investment and Management 1,987,570 shares (about $17.49M)Simon Property Group 47,730 shares (about $7.93M)Digital Realty Trust 42,960 shares (about $6.16M)Gaming and Leisure Properties 111,670 shares (about $5.68M)CURBLINE PPTYS CORP 179,630 shares (about $4.35M) Largest Sales this Quarter Equinix 16,290 shares (about $13.28M)American Homes 4 Rent 270,660 shares (about $10.23M)Ventas 92,150 shares (about $6.34M)Prologis 44,850 shares (about $5.01M)Welltower 32,610 shares (about $5.00M) 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 PortfolioSectorWELLWelltower$210,796,736$4,996,178 ▼-2.3%1,375,86810.3%FinancePLDPrologis$199,251,254$5,013,781 ▼-2.5%1,782,3719.7%FinanceEQIXEquinix$173,067,006$13,282,051 ▼-7.1%212,2618.5%FinancePSAPublic Storage$129,317,223$2,190,803 ▼-1.7%432,0806.3%FinanceAVBAvalonBay Communities$120,229,266$4,331,032 ▼-3.5%560,1965.9%FinanceDLRDigital Realty Trust$119,604,879$6,155,738 ▲5.4%834,7055.8%FinanceMAAMid-America Apartment Communities$105,348,162$393,813 ▼-0.4%628,6445.2%FinanceORealty Income$89,436,221$3,597,780 ▼-3.9%1,541,7384.4%FinanceVTRVentas$61,607,310$6,336,234 ▼-9.3%895,9763.0%FinanceIRMIron Mountain$57,583,733$827,705 ▼-1.4%669,2672.8%Business ServicesAMHAmerican Homes 4 Rent$53,325,749$10,233,655 ▼-16.1%1,410,3612.6%FinanceBNLBroadstone Net Lease$52,252,121$1,184,450 ▼-2.2%3,066,4392.6%FinanceLXPLXP Industrial Trust$48,970,427$1,336,079 ▼-2.7%5,661,3212.4%FinanceIRTIndependence Realty Trust$48,058,669$1,129,436 ▼-2.3%2,263,7152.3%FinanceBRXBrixmor Property Group$47,231,866$4,219,326 ▼-8.2%1,778,9782.3%FinanceSPGSimon Property Group$46,408,565$7,926,998 ▲20.6%279,4352.3%FinanceGLPIGaming and Leisure Properties$44,449,443$5,684,003 ▲14.7%873,2702.2%FinanceMACMacerich$35,408,077$1,850,926 ▼-5.0%2,062,2061.7%FinanceHIWHighwoods Properties$34,326,380$4,036,968 ▲13.3%1,158,1101.7%FinanceEQREquity Residential$26,985,016$3,024,971 ▲12.6%376,9911.3%FinanceKRGKite Realty Group Trust$26,718,012$1,344,437 ▼-4.8%1,194,3681.3%FinanceSUISun Communities$24,629,414$25,728 ▼-0.1%191,4601.2%FinanceCTRECareTrust REIT$23,929,805$3,927,178 ▼-14.1%837,2921.2%FinanceINVHInvitation Homes$22,507,698$3,976,385 ▼-15.0%645,8451.1%FinanceEXRExtra Space Storage$22,181,2880.0%149,3791.1%FinancePECOPhillips Edison & Company, Inc.$20,975,145$1,936,524 ▼-8.5%574,8191.0%FinanceVNOVornado Realty Trust$20,902,309$2,777,209 ▲15.3%565,0801.0%FinanceCPTCamden Property Trust$19,557,605$178,558 ▲0.9%159,9151.0%FinanceCURBLINE PPTYS CORP$19,116,317$4,345,250 ▲29.4%790,2570.9%COMRHPRyman Hospitality Properties$19,107,851$1,727,302 ▼-8.3%208,9660.9%FinanceESSEssex Property Trust$18,633,631$303,504 ▲1.7%60,7810.9%FinanceHRHealthcare Realty Trust$17,735,705$2,178,241 ▲14.0%1,049,4500.9%FinanceAIVApartment Investment and Management$17,490,616$17,490,616 ▲New Holding1,987,5700.9%FinanceKRCKilroy Realty$17,041,719$1,605,240 ▼-8.6%520,1990.8%FinanceEGPEastGroup Properties$12,495,905$35,230 ▲0.3%70,9390.6%FinanceUDRUDR$11,966,798$973,865 ▲8.9%264,9280.6%FinanceWPCW. P. Carey$8,812,6800.0%139,6400.4%FinanceELSEquity LifeStyle Properties$6,793,595$3,626,479 ▼-34.8%101,8530.3%FinanceVICIVICI Properties$5,839,9590.0%179,0300.3%FinanceAREAlexandria Real Estate Equities$2,387,6830.0%25,8100.1%FinancePEAKHealthpeak Properties$2,375,4250.0%117,4790.1%FinanceGMREGlobal Medical REIT$260,9250.0%29,8200.0%FinanceSTAGSTAG Industrial$130,032$14,448 ▲12.5%3,6000.0%FinanceREGRegency Centers$110,640$22,128 ▼-16.7%1,5000.0%FinanceSKTTanger$67,580$27,032 ▼-28.6%2,0000.0%FinanceADCAgree Realty$30,8760.0%4000.0%FinanceLINEAGE INC$17,589$11,726 ▼-40.0%3000.0%COMCUBECubeSmart$17,0840.0%4000.0%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. 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