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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 $1,899,754,887 across 48 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-06. Its ten largest share positions make up 60.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-074657

Period
2025-06-30
Reported value
$1.9B
Holdings
48
Top 10 weight
60.92%
New
1
Sold out
1

Part of the filer group AEW CAPITAL MANAGEMENT L P

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CUBEadded+658,340$28M
UDRadded+213,420$8.71M
ELSadded+74,250$4.58M
REXRnew+120,480$4.29M
EGPadded+19,760$3.3M

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-28,430-$22.6M
MAAreduced-118,550-$17.5M
WELLreduced-92,588-$14.2M
AVBreduced-47,248-$9.61M
DLRreduced-51,530-$8.98M

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, Q2 2025

Share positions as resolved from 13F-HR 0001104659-25-074657, largest first. % of portfolio is the value over $1,899,754,887, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370,348 shares; 2024Q4: 1,408,478 shares; 2025Q1: 1,375,868 shares; 2025Q2: 1,283,280 shares 1,283,280$197M10.38%-92,588Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042,021 shares; 2024Q4: 1,827,221 shares; 2025Q1: 1,782,371 shares; 2025Q2: 1,702,123 shares 1,702,123$179M9.42%-80,248Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,971 shares; 2024Q4: 228,551 shares; 2025Q1: 212,261 shares; 2025Q2: 183,831 shares 183,831$146M7.7%-28,430Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,765 shares; 2024Q4: 791,745 shares; 2025Q1: 834,705 shares; 2025Q2: 783,175 shares 783,175$137M7.19%-51,530Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,660 shares; 2024Q4: 439,400 shares; 2025Q1: 432,080 shares; 2025Q2: 412,100 shares 412,100$121M6.36%-19,980Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508,996 shares; 2024Q4: 580,376 shares; 2025Q1: 560,196 shares; 2025Q2: 512,948 shares 512,948$104M5.49%-47,248Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707,448 shares; 2024Q4: 1,603,758 shares; 2025Q1: 1,541,738 shares; 2025Q2: 1,480,168 shares 1,480,168$85.3M4.49%-61,570Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,386 shares; 2024Q4: 630,994 shares; 2025Q1: 628,644 shares; 2025Q2: 510,094 shares 510,094$75.5M3.97%-118,550Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,397 shares; 2024Q4: 678,887 shares; 2025Q1: 669,267 shares; 2025Q2: 619,677 shares 619,677$63.6M3.35%-49,590Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739,786 shares; 2024Q4: 988,126 shares; 2025Q1: 895,976 shares; 2025Q2: 772,146 shares 772,146$48.8M2.57%-123,830Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,782,081 shares; 2024Q4: 1,681,021 shares; 2025Q1: 1,410,361 shares; 2025Q2: 1,323,234 shares 1,323,234$47.7M2.51%-87,127Timeline
LXPLXP INDUSTRIAL TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,370,697 shares; 2024Q4: 5,815,781 shares; 2025Q1: 5,661,321 shares; 2025Q2: 5,670,611 shares 5,670,611$46.8M2.47%+9,290Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,505 shares; 2024Q4: 231,705 shares; 2025Q1: 279,435 shares; 2025Q2: 277,645 shares 277,645$44.6M2.35%-1,790Timeline
BRXBRIXMOR PPTY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,043,288 shares; 2024Q4: 1,937,898 shares; 2025Q1: 1,778,978 shares; 2025Q2: 1,641,088 shares 1,641,088$42.7M2.25%-137,890Timeline
BNLBROADSTONE NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,066,259 shares; 2024Q4: 3,135,949 shares; 2025Q1: 3,066,439 shares; 2025Q2: 2,522,109 shares 2,522,109$40.5M2.13%-544,330Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,370 shares; 2024Q4: 761,600 shares; 2025Q1: 873,270 shares; 2025Q2: 826,502 shares 826,502$38.6M2.03%-46,768Timeline
HIWHIGHWOODS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,021,910 shares; 2025Q1: 1,158,110 shares; 2025Q2: 1,199,580 shares 1,199,580$37.3M1.96%+41,470Timeline
IRTINDEPENDENCE RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,882,625 shares; 2024Q4: 2,316,915 shares; 2025Q1: 2,263,715 shares; 2025Q2: 1,929,525 shares 1,929,525$34.1M1.8%-334,190Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 658,740 shares 658,740$28M1.47%+658,340Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,501 shares; 2024Q4: 334,731 shares; 2025Q1: 376,991 shares; 2025Q2: 391,301 shares 391,301$26.4M1.39%+14,310Timeline
MACMACERICH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716,826 shares; 2024Q4: 2,170,006 shares; 2025Q1: 2,062,206 shares; 2025Q2: 1,614,716 shares 1,614,716$26.1M1.38%-447,490Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,660 shares; 2024Q4: 191,660 shares; 2025Q1: 191,460 shares; 2025Q2: 205,190 shares 205,190$26M1.37%+13,730Timeline
KRGKITE REALTY GROUP TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,254,468 shares; 2025Q1: 1,194,368 shares; 2025Q2: 1,046,248 shares 1,046,248$23.7M1.25%-148,120Timeline
CTRECARETRUST REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,302 shares; 2024Q4: 974,702 shares; 2025Q1: 837,292 shares; 2025Q2: 772,871 shares 772,871$23.6M1.24%-64,421Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,687 shares; 2024Q4: 149,379 shares; 2025Q1: 149,379 shares; 2025Q2: 143,719 shares 143,719$21.2M1.12%-5,660Timeline
INVHINVITATION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,855 shares; 2024Q4: 759,945 shares; 2025Q1: 645,845 shares; 2025Q2: 639,555 shares 639,555$21M1.1%-6,290Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183,191 shares; 2024Q4: 243,368 shares; 2025Q1: 264,928 shares; 2025Q2: 478,348 shares 478,348$19.5M1.03%+213,420Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 490,000 shares; 2025Q1: 565,080 shares; 2025Q2: 495,310 shares 495,310$18.9M1%-69,770Timeline
RHPRYMAN HOSPITALITY PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,496 shares; 2024Q4: 227,856 shares; 2025Q1: 208,966 shares; 2025Q2: 188,824 shares 188,824$18.6M0.98%-20,142Timeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,070 shares; 2024Q4: 627,889 shares; 2025Q1: 574,819 shares; 2025Q2: 503,549 shares 503,549$17.6M0.93%-71,270Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,701 shares; 2024Q4: 59,791 shares; 2025Q1: 60,781 shares; 2025Q2: 61,081 shares 61,081$17.3M0.91%+300Timeline
CURBCURBLINE PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 610,627 shares; 2025Q1: 790,257 shares; 2025Q2: 732,864 shares 732,864$16.7M0.88%-57,393Timeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,599 shares; 2024Q4: 569,199 shares; 2025Q1: 520,199 shares; 2025Q2: 455,732 shares 455,732$15.6M0.82%-64,467Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,585 shares; 2024Q4: 158,455 shares; 2025Q1: 159,915 shares; 2025Q2: 137,225 shares 137,225$15.5M0.81%-22,690Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,819 shares; 2024Q4: 70,739 shares; 2025Q1: 70,939 shares; 2025Q2: 90,699 shares 90,699$15.2M0.8%+19,760Timeline
AIVAPARTMENT INVT & MGMT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,987,570 shares; 2025Q2: 1,696,500 shares 1,696,500$14.7M0.77%-291,070Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,720 shares; 2024Q4: 920,560 shares; 2025Q1: 1,049,450 shares; 2025Q2: 920,200 shares 920,200$14.6M0.77%-129,250Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,993 shares; 2024Q4: 156,223 shares; 2025Q1: 101,853 shares; 2025Q2: 176,103 shares 176,103$10.9M0.57%+74,250Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,974,933 shares; 2024Q4: 179,030 shares; 2025Q1: 179,030 shares; 2025Q2: 181,230 shares 181,230$5.91M0.31%+2,200Timeline
REXRREXFORD INDL RLTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,480 shares 120,480$4.29M0.23%newTimeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,640 shares; 2024Q4: 139,640 shares; 2025Q1: 139,640 shares; 2025Q2: 61,560 shares 61,560$3.84M0.2%-78,080Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,731,399 shares; 2024Q4: 117,479 shares; 2025Q1: 117,479 shares; 2025Q2: 127,079 shares 127,079$2.23M0.12%+9,600Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,040 shares; 2024Q4: 25,810 shares; 2025Q1: 25,810 shares; 2025Q2: 27,910 shares 27,910$2.03M0.11%+2,100Timeline
GLOBAL MED REIT INCGLOBAL MED REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,820 shares; 2025Q1: 29,820 shares; 2025Q2: 29,820 shares 29,820$207K0.01%0
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 3,200 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares 3,600$131K0.01%0Timeline
REGREGENCY CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,322 shares; 2024Q4: 1,800 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares 1,500$107K0.01%0Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,290 shares; 2024Q4: 2,800 shares; 2025Q1: 2,000 shares; 2025Q2: 1,100 shares 1,100$33.6K<0.01%-900Timeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares 400$29.2K<0.01%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LINELINEAGE INC300$17.6Kshares

How Q2 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 0001104659-25-074657 base2025-08-06acceptance time not in the bulk data set