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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 $1,795,529,784 across 43 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-10. Its ten largest share positions make up 68.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-109304

Period
2025-09-30
Reported value
$1.8B
Holdings
43
Top 10 weight
68.34%
New
1
Sold out
6

Part of the filer group AEW CAPITAL MANAGEMENT L P

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPGadded+252,510$47.4M
Oadded+658,910$40.1M
HIWadded+1,144,991$36.4M
BRXadded+1,241,326$34.4M
AVBadded+171,950$33.2M

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
PLDreduced-590,040-$67.6M
VTRreduced-661,586-$46.3M
IRMreduced-304,420-$31M
GLPIreduced-631,520-$29.4M
DLRreduced-127,250-$22M

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, Q3 2025

Share positions as resolved from 13F-HR 0001104659-25-109304, largest first. % of portfolio is the value over $1,795,529,784, 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; 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; 2025Q3: 1,205,060 shares 1,205,060$215M11.96%-78,220Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508,996 shares; 2024Q4: 580,376 shares; 2025Q1: 560,196 shares; 2025Q2: 512,948 shares; 2025Q3: 684,898 shares 684,898$132M7.37%+171,950Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,139,078 shares 2,139,078$130M7.24%+658,910Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,112,083 shares 1,112,083$127M7.09%-590,040Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,971 shares; 2024Q4: 228,551 shares; 2025Q1: 212,261 shares; 2025Q2: 183,831 shares; 2025Q3: 156,531 shares 156,531$123M6.83%-27,300Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,660 shares; 2024Q4: 439,400 shares; 2025Q1: 432,080 shares; 2025Q2: 412,100 shares; 2025Q3: 412,340 shares 412,340$119M6.63%+240Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,765 shares; 2024Q4: 791,745 shares; 2025Q1: 834,705 shares; 2025Q2: 783,175 shares; 2025Q3: 655,925 shares 655,925$113M6.32%-127,250Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,505 shares; 2024Q4: 231,705 shares; 2025Q1: 279,435 shares; 2025Q2: 277,645 shares; 2025Q3: 530,155 shares 530,155$99.5M5.54%+252,510Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,386 shares; 2024Q4: 630,994 shares; 2025Q1: 628,644 shares; 2025Q2: 510,094 shares; 2025Q3: 617,474 shares 617,474$86.3M4.81%+107,380Timeline
LXPLXP INDUSTRIAL TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 9,135,734 shares 9,135,734$81.9M4.56%+3,465,123Timeline
BRXBRIXMOR PPTY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,882,414 shares 2,882,414$79.8M4.44%+1,241,326Timeline
HIWHIGHWOODS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,021,910 shares; 2025Q1: 1,158,110 shares; 2025Q2: 1,199,580 shares; 2025Q3: 2,344,571 shares 2,344,571$74.6M4.15%+1,144,991Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,064,622 shares 2,064,622$68.6M3.82%+741,388Timeline
BNLBROADSTONE NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,644,233 shares 3,644,233$65.1M3.63%+1,122,124Timeline
CTRECARETRUST REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,302 shares; 2024Q4: 974,702 shares; 2025Q1: 837,292 shares; 2025Q2: 772,871 shares; 2025Q3: 1,097,481 shares 1,097,481$38.1M2.12%+324,610Timeline
CURBCURBLINE PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 610,627 shares; 2025Q1: 790,257 shares; 2025Q2: 732,864 shares; 2025Q3: 1,547,924 shares 1,547,924$34.5M1.92%+815,060Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,397 shares; 2024Q4: 678,887 shares; 2025Q1: 669,267 shares; 2025Q2: 619,677 shares; 2025Q3: 315,257 shares 315,257$32.1M1.79%-304,420Timeline
RHPRYMAN HOSPITALITY PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,496 shares; 2024Q4: 227,856 shares; 2025Q1: 208,966 shares; 2025Q2: 188,824 shares; 2025Q3: 311,564 shares 311,564$27.9M1.55%+122,740Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,452 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,110 shares 63,110$12.1M0.68%newTimeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,501 shares; 2024Q4: 334,731 shares; 2025Q1: 376,991 shares; 2025Q2: 391,301 shares; 2025Q3: 181,420 shares 181,420$11.7M0.65%-209,881Timeline
IRTINDEPENDENCE RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 603,967 shares 603,967$9.9M0.55%-1,325,558Timeline
MACMACERICH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 526,746 shares 526,746$9.59M0.53%-1,087,970Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,370 shares; 2024Q4: 761,600 shares; 2025Q1: 873,270 shares; 2025Q2: 826,502 shares; 2025Q3: 194,982 shares 194,982$9.09M0.51%-631,520Timeline
KRGKITE REALTY GROUP TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,254,468 shares; 2025Q1: 1,194,368 shares; 2025Q2: 1,046,248 shares; 2025Q3: 407,520 shares 407,520$9.09M0.51%-638,728Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 490,000 shares; 2025Q1: 565,080 shares; 2025Q2: 495,310 shares; 2025Q3: 215,560 shares 215,560$8.74M0.49%-279,750Timeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,070 shares; 2024Q4: 627,889 shares; 2025Q1: 574,819 shares; 2025Q2: 503,549 shares; 2025Q3: 249,810 shares 249,810$8.58M0.48%-253,739Timeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,599 shares; 2024Q4: 569,199 shares; 2025Q1: 520,199 shares; 2025Q2: 455,732 shares; 2025Q3: 200,537 shares 200,537$8.47M0.47%-255,195Timeline
INVHINVITATION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,855 shares; 2024Q4: 759,945 shares; 2025Q1: 645,845 shares; 2025Q2: 639,555 shares; 2025Q3: 281,960 shares 281,960$8.27M0.46%-357,595Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183,191 shares; 2024Q4: 243,368 shares; 2025Q1: 264,928 shares; 2025Q2: 478,348 shares; 2025Q3: 219,300 shares 219,300$8.17M0.46%-259,048Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739,786 shares; 2024Q4: 988,126 shares; 2025Q1: 895,976 shares; 2025Q2: 772,146 shares; 2025Q3: 110,560 shares 110,560$7.74M0.43%-661,586Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,993 shares; 2024Q4: 156,223 shares; 2025Q1: 101,853 shares; 2025Q2: 176,103 shares; 2025Q3: 126,810 shares 126,810$7.7M0.43%-49,293Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,701 shares; 2024Q4: 59,791 shares; 2025Q1: 60,781 shares; 2025Q2: 61,081 shares; 2025Q3: 28,660 shares 28,660$7.67M0.43%-32,421Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,660 shares; 2024Q4: 191,660 shares; 2025Q1: 191,460 shares; 2025Q2: 205,190 shares; 2025Q3: 53,350 shares 53,350$6.88M0.38%-151,840Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 658,740 shares; 2025Q3: 141,870 shares 141,870$5.77M0.32%-516,870Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,585 shares; 2024Q4: 158,455 shares; 2025Q1: 159,915 shares; 2025Q2: 137,225 shares; 2025Q3: 53,150 shares 53,150$5.68M0.32%-84,075Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,720 shares; 2024Q4: 920,560 shares; 2025Q1: 1,049,450 shares; 2025Q2: 920,200 shares; 2025Q3: 80,110 shares 80,110$1.44M0.08%-840,090Timeline
AIVAPARTMENT INVT & MGMT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,987,570 shares; 2025Q2: 1,696,500 shares; 2025Q3: 55,610 shares 55,610$441K0.02%-1,640,890Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 3,200 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 4,300 shares 4,300$152K0.01%+700Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,819 shares; 2024Q4: 70,739 shares; 2025Q1: 70,939 shares; 2025Q2: 90,699 shares; 2025Q3: 800 shares 800$135K0.01%-89,899Timeline
REGREGENCY CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,322 shares; 2024Q4: 1,800 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,800 shares 1,800$131K0.01%+300Timeline
REXRREXFORD INDL RLTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,480 shares; 2025Q3: 1,500 shares 1,500$61.7K<0.01%-118,980Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,290 shares; 2024Q4: 2,800 shares; 2025Q1: 2,000 shares; 2025Q2: 1,100 shares; 2025Q3: 1,300 shares 1,300$44K<0.01%+200Timeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 500 shares 500$35.5K<0.01%+100Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
EXREXTRA SPACE STORAGE INC143,719$21.2Mshares
VICIVICI PPTYS INC181,230$5.91Mshares
WPCWP CAREY INC61,560$3.84Mshares
DOCHEALTHPEAK PROPERTIES INC127,079$2.23Mshares
AREALEXANDRIA REAL ESTATE EQ IN27,910$2.03Mshares
GLOBAL MED REIT INCGLOBAL MED REIT INC29,820$207Kshares

How Q3 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 0001104659-25-109304 base2025-11-10acceptance time not in the bulk data set