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AEW CAPITAL MANAGEMENT L P

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13F filer, CIK 1046187, BOSTON, MA

AEW CAPITAL MANAGEMENT L P reported $2,045,491,989 across 48 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 61.9% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-048396

Period
2025-03-31
Reported value
$2.05B
Holdings
48
Top 10 weight
61.9%
New
1
Sold out
0

Part of the filer group AEW CAPITAL MANAGEMENT L P

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AIVnew+1,987,570$17.5M
SPGadded+47,730$7.93M
DLRadded+42,960$6.16M
GLPIadded+111,670$5.68M
CURBadded+179,630$4.35M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EQIXreduced-16,290-$13.3M
AMHreduced-270,660-$10.2M
VTRreduced-92,150-$6.34M
PLDreduced-44,850-$5.01M
WELLreduced-32,610-$5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001104659-25-048396, largest first. % of portfolio is the value over $2,045,491,989, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370,348 shares; 2024Q4: 1,408,478 shares; 2025Q1: 1,375,868 shares 1,375,868$211M10.31%-32,610Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042,021 shares; 2024Q4: 1,827,221 shares; 2025Q1: 1,782,371 shares 1,782,371$199M9.74%-44,850Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,971 shares; 2024Q4: 228,551 shares; 2025Q1: 212,261 shares 212,261$173M8.46%-16,290Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,660 shares; 2024Q4: 439,400 shares; 2025Q1: 432,080 shares 432,080$129M6.32%-7,320Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508,996 shares; 2024Q4: 580,376 shares; 2025Q1: 560,196 shares 560,196$120M5.88%-20,180Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,765 shares; 2024Q4: 791,745 shares; 2025Q1: 834,705 shares 834,705$120M5.85%+42,960Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,386 shares; 2024Q4: 630,994 shares; 2025Q1: 628,644 shares 628,644$105M5.15%-2,350Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707,448 shares; 2024Q4: 1,603,758 shares; 2025Q1: 1,541,738 shares 1,541,738$89.4M4.37%-62,020Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739,786 shares; 2024Q4: 988,126 shares; 2025Q1: 895,976 shares 895,976$61.6M3.01%-92,150Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,397 shares; 2024Q4: 678,887 shares; 2025Q1: 669,267 shares 669,267$57.6M2.82%-9,620Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,782,081 shares; 2024Q4: 1,681,021 shares; 2025Q1: 1,410,361 shares 1,410,361$53.3M2.61%-270,660Timeline
BNLBROADSTONE NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,066,259 shares; 2024Q4: 3,135,949 shares; 2025Q1: 3,066,439 shares 3,066,439$52.3M2.55%-69,510Timeline
LXPLXP INDUSTRIAL TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,370,697 shares; 2024Q4: 5,815,781 shares; 2025Q1: 5,661,321 shares 5,661,321$49M2.39%-154,460Timeline
IRTINDEPENDENCE RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,882,625 shares; 2024Q4: 2,316,915 shares; 2025Q1: 2,263,715 shares 2,263,715$48.1M2.35%-53,200Timeline
BRXBRIXMOR PPTY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,043,288 shares; 2024Q4: 1,937,898 shares; 2025Q1: 1,778,978 shares 1,778,978$47.2M2.31%-158,920Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,505 shares; 2024Q4: 231,705 shares; 2025Q1: 279,435 shares 279,435$46.4M2.27%+47,730Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,370 shares; 2024Q4: 761,600 shares; 2025Q1: 873,270 shares 873,270$44.4M2.17%+111,670Timeline
MACMACERICH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716,826 shares; 2024Q4: 2,170,006 shares; 2025Q1: 2,062,206 shares 2,062,206$35.4M1.73%-107,800Timeline
HIWHIGHWOODS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,021,910 shares; 2025Q1: 1,158,110 shares 1,158,110$34.3M1.68%+136,200Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,501 shares; 2024Q4: 334,731 shares; 2025Q1: 376,991 shares 376,991$27M1.32%+42,260Timeline
KRGKITE REALTY GROUP TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,254,468 shares; 2025Q1: 1,194,368 shares 1,194,368$26.7M1.31%-60,100Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,660 shares; 2024Q4: 191,660 shares; 2025Q1: 191,460 shares 191,460$24.6M1.2%-200Timeline
CTRECARETRUST REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,302 shares; 2024Q4: 974,702 shares; 2025Q1: 837,292 shares 837,292$23.9M1.17%-137,410Timeline
INVHINVITATION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,855 shares; 2024Q4: 759,945 shares; 2025Q1: 645,845 shares 645,845$22.5M1.1%-114,100Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,687 shares; 2024Q4: 149,379 shares; 2025Q1: 149,379 shares 149,379$22.2M1.08%0Timeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,070 shares; 2024Q4: 627,889 shares; 2025Q1: 574,819 shares 574,819$21M1.03%-53,070Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 490,000 shares; 2025Q1: 565,080 shares 565,080$20.9M1.02%+75,080Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,585 shares; 2024Q4: 158,455 shares; 2025Q1: 159,915 shares 159,915$19.6M0.96%+1,460Timeline
CURBCURBLINE PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 610,627 shares; 2025Q1: 790,257 shares 790,257$19.1M0.93%+179,630Timeline
RHPRYMAN HOSPITALITY PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,496 shares; 2024Q4: 227,856 shares; 2025Q1: 208,966 shares 208,966$19.1M0.93%-18,890Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,701 shares; 2024Q4: 59,791 shares; 2025Q1: 60,781 shares 60,781$18.6M0.91%+990Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,720 shares; 2024Q4: 920,560 shares; 2025Q1: 1,049,450 shares 1,049,450$17.7M0.87%+128,890Timeline
AIVAPARTMENT INVT & MGMT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,987,570 shares 1,987,570$17.5M0.86%newTimeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,599 shares; 2024Q4: 569,199 shares; 2025Q1: 520,199 shares 520,199$17M0.83%-49,000Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,819 shares; 2024Q4: 70,739 shares; 2025Q1: 70,939 shares 70,939$12.5M0.61%+200Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183,191 shares; 2024Q4: 243,368 shares; 2025Q1: 264,928 shares 264,928$12M0.59%+21,560Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,640 shares; 2024Q4: 139,640 shares; 2025Q1: 139,640 shares 139,640$8.81M0.43%0Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,993 shares; 2024Q4: 156,223 shares; 2025Q1: 101,853 shares 101,853$6.79M0.33%-54,370Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,974,933 shares; 2024Q4: 179,030 shares; 2025Q1: 179,030 shares 179,030$5.84M0.29%0Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,040 shares; 2024Q4: 25,810 shares; 2025Q1: 25,810 shares 25,810$2.39M0.12%0Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,731,399 shares; 2024Q4: 117,479 shares; 2025Q1: 117,479 shares 117,479$2.38M0.12%0Timeline
GLOBAL MED REIT INCGLOBAL MED REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,820 shares; 2025Q1: 29,820 shares 29,820$261K0.01%0
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 3,200 shares; 2025Q1: 3,600 shares 3,600$130K0.01%+400Timeline
REGREGENCY CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,322 shares; 2024Q4: 1,800 shares; 2025Q1: 1,500 shares 1,500$111K0.01%-300Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,290 shares; 2024Q4: 2,800 shares; 2025Q1: 2,000 shares 2,000$67.6K<0.01%-800Timeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400$30.9K<0.01%0Timeline
LINELINEAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,406 shares; 2024Q4: 500 shares; 2025Q1: 300 shares 300$17.6K<0.01%-200Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400$17.1K<0.01%0Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-25-048396 base2025-05-14acceptance time not in the bulk data set