Aew Capital Management L P Top Holdings and 13F Report (2025) About Aew Capital Management L PInvestment ActivityAew Capital Management L P has $1.90 billion in total holdings as of June 30, 2025.Aew Capital Management L P owns shares of 48 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 2.81% of the portfolio was purchased this quarter.About 8.63% of the portfolio was sold this quarter.This quarter, Aew Capital Management L P has purchased 48 new stocks and bought additional shares in 12 stocks.Aew Capital Management L P sold shares of 31 stocks and completely divested from 1 stock this quarter.Largest Holdings Welltower $197,278,635Prologis $178,927,170Equinix $146,232,045Digital Realty Trust $136,530,898Public Storage $120,918,382 Largest New Holdings this Quarter 76169C100 - Rexford Industrial Realty $4,285,474 Holding Largest Purchases this Quarter CubeSmart 658,340 shares (about $27.98M)United Dominion Realty Trust 213,420 shares (about $8.71M)Equity Lifestyle Properties 74,250 shares (about $4.58M)Rexford Industrial Realty 120,480 shares (about $4.29M)EastGroup Properties 19,760 shares (about $3.30M) Largest Sales this Quarter Equinix 28,430 shares (about $22.62M)Mid-America Apartment Communities 118,550 shares (about $17.55M)Welltower 92,588 shares (about $14.23M)AvalonBay Communities 47,248 shares (about $9.61M)Digital Realty Trust 51,530 shares (about $8.98M) 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$197,278,635$14,233,553 ▼-6.7%1,283,28010.4%FinancePLDPrologis$178,927,170$8,435,670 ▼-4.5%1,702,1239.4%FinanceEQIXEquinix$146,232,045$22,615,212 ▼-13.4%183,8317.7%FinanceDLRDigital Realty Trust$136,530,898$8,983,225 ▼-6.2%783,1757.2%FinancePSAPublic Storage$120,918,382$5,862,532 ▼-4.6%412,1006.4%FinanceAVBAvalonBay Communities$104,384,918$9,614,968 ▼-8.4%512,9485.5%FinanceORealty Income$85,272,479$3,547,048 ▼-4.0%1,480,1684.5%FinanceMAAMid-America Apartment Communities$75,499,013$17,546,586 ▼-18.9%510,0944.0%FinanceIRMIron Mountain$63,560,269$5,086,446 ▼-7.4%619,6773.3%Business ServicesVTRVentas$48,761,021$7,819,865 ▼-13.8%772,1462.6%FinanceAMHAmerican Homes 4 Rent$47,729,051$3,142,671 ▼-6.2%1,323,2342.5%FinanceLXPLXP Industrial Trust$46,839,247$76,735 ▲0.2%5,670,6112.5%FinanceSPGSimon Property Group$44,634,209$287,760 ▼-0.6%277,6452.3%FinanceBRXBrixmor Property Group$42,733,931$3,590,656 ▼-7.8%1,641,0882.2%FinanceBNLBroadstone Net Lease$40,479,849$8,736,496 ▼-17.8%2,522,1092.1%FinanceGLPIGaming and Leisure Properties$38,581,113$2,183,130 ▼-5.4%826,5022.0%FinanceHIWHighwoods Properties$37,294,942$1,289,302 ▲3.6%1,199,5802.0%FinanceIRTIndependence Realty Trust$34,133,297$5,911,821 ▼-14.8%1,929,5251.8%FinanceCUBECubeSmart$27,996,450$27,979,450 ▲164,585.0%658,7401.5%FinanceEQREquity Residential$26,408,905$965,782 ▲3.8%391,3011.4%FinanceMACMacerich$26,126,106$7,240,389 ▼-21.7%1,614,7161.4%FinanceSUISun Communities$25,954,483$1,736,708 ▲7.2%205,1901.4%FinanceKRGKite Realty Group Trust$23,697,517$3,354,918 ▼-12.4%1,046,2481.2%FinanceCTRECareTrust REIT$23,649,852$1,971,283 ▼-7.7%772,8711.2%FinanceEXRExtra Space Storage$21,189,929$834,510 ▼-3.8%143,7191.1%FinanceINVHInvitation Home$20,977,404$206,312 ▼-1.0%639,5551.1%FinanceUDRUnited Dominion Realty Trust$19,530,949$8,713,939 ▲80.6%478,3481.0%FinanceVNOVornado Realty Trust$18,940,653$2,668,005 ▼-12.3%495,3101.0%FinanceRHPRyman Hospitality Properties$18,631,263$1,987,411 ▼-9.6%188,8241.0%FinancePECOPhillips Edison & Company, Inc.$17,639,322$2,496,588 ▼-12.4%503,5490.9%FinanceESSEssex Property Trust$17,310,355$85,020 ▲0.5%61,0810.9%FinanceCURBLINE PPTYS CORP$16,731,286$1,310,282 ▼-7.3%732,8640.9%COMKRCKilroy Realty$15,636,163$2,211,862 ▼-12.4%455,7320.8%FinanceCPTCamden Property Trust$15,463,886$2,556,936 ▼-14.2%137,2250.8%FinanceEGPEastGroup Properties$15,157,617$3,302,291 ▲27.9%90,6990.8%FinanceAIVApartment Investment and Management$14,674,725$2,517,756 ▼-14.6%1,696,5000.8%FinanceHRHealthcare Realty Trust$14,594,372$2,049,905 ▼-12.3%920,2000.8%FinanceELSEquity Lifestyle Properties$10,860,272$4,578,997 ▲72.9%176,1030.6%FinanceVICIVICI Properties$5,908,098$71,720 ▲1.2%181,2300.3%FinanceREXRRexford Industrial Realty$4,285,474$4,285,474 ▲New Holding120,4800.2%FinanceWPCW.P. Carey$3,840,113$4,870,631 ▼-55.9%61,5600.2%FinancePEAKHealthpeak Properties$2,225,153$168,096 ▲8.2%127,0790.1%FinanceAREAlexandria Real Estate Equities$2,027,103$152,523 ▲8.1%27,9100.1%FinanceGMREGlobal Medical REIT$206,6530.0%29,8200.0%FinanceSTAGStag Industrial$130,6080.0%3,6000.0%FinanceREGRegency Centers$106,8450.0%1,5000.0%FinanceSKTTanger$33,638$27,522 ▼-45.0%1,1000.0%FinanceADCAgree Realty$29,2240.0%4000.0%FinanceLINEAGE INC$0$17,589 ▼-100.0%00.0%COMShowing 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. 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