Aew Capital Management L P Top Holdings and 13F Report (2024) → This unknown company solves the biggest issue with AI (From Manward Press) (Ad) About Aew Capital Management L PInvestment ActivityAew Capital Management L P has $2.05 billion in total holdings as of March 31, 2024.Aew Capital Management L P owns shares of 46 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 10.69% of the portfolio was purchased this quarter.About 42.05% of the portfolio was sold this quarter.This quarter, Aew Capital Management L P has purchased 47 new stocks and bought additional shares in 8 stocks.Aew Capital Management L P sold shares of 34 stocks and completely divested from 5 stocks this quarter.Largest Holdings Prologis $254,170,819Equinix $192,022,103Welltower $120,557,783AvalonBay Communities $116,871,069VICI Properties $88,637,941 Largest New Holdings this Quarter Boston Properties $34,776,269 HoldingKilroy Realty $31,519,236 HoldingCareTrust REIT $12,725,892 HoldingIndependence Realty Trust $706,171 Holding Largest Purchases this Quarter Realty Income 963,828 shares (about $52.14M)Boston Properties 532,480 shares (about $34.78M)Kilroy Realty 865,200 shares (about $31.52M)Apartment Income REIT 786,080 shares (about $25.52M)Healthpeak Properties 1,263,609 shares (about $23.69M) Largest Sales this Quarter Ventas 1,610,901 shares (about $70.14M)Equinix 78,103 shares (about $64.46M)Prologis 490,577 shares (about $63.88M)Digital Realty Trust 408,280 shares (about $58.81M)Essex Property Trust 233,533 shares (about $57.17M) 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 PortfolioSectorPLDPrologis$254,170,819$63,882,937 ▼-20.1%1,951,85712.4%FinanceEQIXEquinix$192,022,103$64,460,749 ▼-25.1%232,6619.4%FinanceWELLWelltower$120,557,783$10,776,996 ▲9.8%1,290,2165.9%FinanceAVBAvalonBay Communities$116,871,069$25,970,792 ▼-18.2%629,8295.7%FinanceVICIVICI Properties$88,637,941$28,744,550 ▼-24.5%2,975,4264.3%FinanceEXRExtra Space Storage$83,946,114$41,814,150 ▼-33.2%571,0624.1%FinanceDLRDigital Realty Trust$82,225,954$58,808,651 ▼-41.7%570,8554.0%FinanceORealty Income$78,073,225$52,143,095 ▲201.1%1,443,1283.8%FinanceUDRUDR$76,813,616$20,520,133 ▼-21.1%2,053,2913.7%FinancePSAPublic Storage$67,159,042$26,743,532 ▼-28.5%231,5353.3%FinanceSUISun Communities$63,079,034$21,538,050 ▼-25.5%490,5823.1%FinanceREGRegency Centers$63,007,230$4,721,258 ▼-7.0%1,040,4103.1%FinanceRHPRyman Hospitality Properties$62,104,998$23,356,110 ▼-27.3%537,1943.0%FinanceAMHAmerican Homes 4 Rent$58,682,858$16,240,798 ▼-21.7%1,595,5102.9%FinanceSPGSimon Property Group$47,708,324$31,150,899 ▼-39.5%304,8652.3%FinancePEAKHealthpeak Properties$46,279,669$23,692,669 ▲104.9%2,468,2492.3%FinanceAMTAmerican Tower$46,202,075$10,252,352 ▼-18.2%233,8282.3%FinanceBRXBrixmor Property Group$46,025,268$718,742 ▲1.6%1,962,6982.2%FinanceBXPBoston Properties$34,776,269$34,776,269 ▲New Holding532,4801.7%FinanceCOLDAmericold Realty Trust$33,486,474$17,849,249 ▲114.1%1,343,7591.6%FinanceREXRRexford Industrial Realty$31,908,006$9,830,833 ▼-23.6%634,3541.6%FinanceEPRTEssential Properties Realty Trust$31,541,553$11,371,823 ▼-26.5%1,183,1041.5%FinanceKRCKilroy Realty$31,519,236$31,519,236 ▲New Holding865,2001.5%FinanceBNLBroadstone Net Lease$29,361,976$8,640,595 ▼-22.7%1,873,7701.4%FinanceAIRCApartment Income REIT$29,330,800$25,524,017 ▲670.5%903,3201.4%FinanceCPTCamden Property Trust$28,163,556$6,892,920 ▲32.4%286,2151.4%FinanceSAFESafehold$24,481,926$1,940,376 ▲8.6%1,188,4431.2%FinanceEQREquity Residential$21,283,280$3,406,047 ▼-13.8%337,2411.0%FinanceINVHInvitation Homes$20,322,449$43,951,607 ▼-68.4%570,6951.0%FinanceESSEssex Property Trust$18,167,595$57,171,214 ▼-75.9%74,2110.9%FinanceSKTTanger$17,143,464$5,020,750 ▼-22.7%580,5440.8%FinanceVREVeris Residential$15,397,691$8,263,136 ▼-34.9%1,012,3400.8%FinanceCTRECareTrust REIT$12,725,892$12,725,892 ▲New Holding522,1950.6%FinanceMAAMid-America Apartment Communities$12,539,048$2,628,968 ▼-17.3%95,2960.6%FinanceVTRVentas$12,508,432$70,138,627 ▼-84.9%287,2860.6%FinanceWPCW. P. Carey$12,213,616$4,518,586 ▼-27.0%216,4000.6%FinanceIRMIron Mountain$10,597,345$3,919,863 ▼-27.0%132,1200.5%FinanceEGPEastGroup Properties$8,655,746$39,888,268 ▼-82.2%48,1490.4%FinanceELSEquity LifeStyle Properties$7,987,081$1,103,816 ▼-12.1%124,0230.4%FinanceAREAlexandria Real Estate Equities$3,485,726$51,374,496 ▼-93.6%27,0400.2%FinanceCUBECubeSmart$3,343,205$1,118,743 ▼-25.1%73,9320.2%FinanceLXPLXP Industrial Trust$3,081,683$1,139,767 ▼-27.0%341,6500.2%FinanceGLPIGaming and Leisure Properties$1,773,234$648,665 ▼-26.8%38,4900.1%FinanceHRHealthcare Realty Trust$991,491$362,806 ▼-26.8%70,0700.0%FinanceIRTIndependence Realty Trust$706,171$706,171 ▲New Holding43,7800.0%FinanceADCAgree Realty$79,968$26,408,290 ▼-99.7%1,4000.0%FinanceCUZCousins Properties$0$42,534,337 ▼-100.0%00.0%FinanceCDPCOPT Defense Properties$0$17,897,173 ▼-100.0%00.0%FinanceNTSTNETSTREIT$0$6,415,326 ▼-100.0%00.0%FinanceTCNTricon Residential$0$6,042,673 ▼-100.0%00.0%FinanceDOCHealthpeak Properties$0$569,535 ▼-100.0%00.0%Finance 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
