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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 $1,377,962,295 across 40 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-28. Its ten largest share positions make up 70.09% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-049934

Period
2026-03-31
Reported value
$1.38B
Holdings
40
Top 10 weight
70.09%
New
5
Sold out
2

Part of the filer group AEW CAPITAL MANAGEMENT L P

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CUBEadded+2,103,145$77.1M
ESSadded+270,274$65.4M
VICInew+2,216,645$60.6M
PEBnew+1,598,340$20.2M
WELLadded+90,669$17.9M

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
PSAreduced-222,476-$60.3M
MAAreduced-428,387-$52.3M
Oreduced-849,319-$52M
CTREexited-701,884-$25.4M
LXPreduced-440,571-$20.4M

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 2026

Share positions as resolved from 13F-HR 0001104659-26-049934, largest first. % of portfolio is the value over $1,377,962,295, 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; 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; 2025Q4: 973,236 shares; 2026Q1: 1,063,905 shares 1,063,905$210M15.26%+90,669Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 973,308 shares; 2026Q1: 984,575 shares 984,575$130M9.44%+11,267Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,971 shares; 2024Q4: 228,551 shares; 2025Q1: 212,261 shares; 2025Q2: 183,831 shares; 2025Q3: 156,531 shares; 2025Q4: 120,245 shares; 2026Q1: 110,726 shares 110,726$109M7.88%-9,519Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508,996 shares; 2024Q4: 580,376 shares; 2025Q1: 560,196 shares; 2025Q2: 512,948 shares; 2025Q3: 684,898 shares; 2025Q4: 557,322 shares; 2026Q1: 525,343 shares 525,343$85.8M6.23%-31,979Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674,765 shares; 2024Q4: 791,745 shares; 2025Q1: 834,705 shares; 2025Q2: 783,175 shares; 2025Q3: 655,925 shares; 2025Q4: 549,663 shares; 2026Q1: 459,315 shares 459,315$82.8M6.01%-90,348Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 658,740 shares; 2025Q3: 141,870 shares; 2025Q4: 18,580 shares; 2026Q1: 2,121,725 shares 2,121,725$77.8M5.64%+2,103,145Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,701 shares; 2024Q4: 59,791 shares; 2025Q1: 60,781 shares; 2025Q2: 61,081 shares; 2025Q3: 28,660 shares; 2025Q4: 28,660 shares; 2026Q1: 298,934 shares 298,934$72.3M5.25%+270,274Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,505 shares; 2024Q4: 231,705 shares; 2025Q1: 279,435 shares; 2025Q2: 277,645 shares; 2025Q3: 530,155 shares; 2025Q4: 438,967 shares; 2026Q1: 386,175 shares 386,175$72M5.23%-52,792Timeline
BRXBRIXMOR PPTY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,283,171 shares; 2026Q1: 2,209,661 shares 2,209,661$63.6M4.62%-73,510Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,869,633 shares; 2026Q1: 1,020,314 shares 1,020,314$62.4M4.53%-849,319Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,974,933 shares; 2024Q4: 179,030 shares; 2025Q1: 179,030 shares; 2025Q2: 181,230 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,216,645 shares 2,216,645$60.6M4.39%newTimeline
BNLBROADSTONE NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,422,984 shares; 2026Q1: 3,019,176 shares 3,019,176$55.2M4%-403,808Timeline
HIWHIGHWOODS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,433,243 shares; 2026Q1: 2,228,239 shares 2,228,239$47.7M3.46%-205,004Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,873,309 shares; 2026Q1: 1,660,523 shares 1,660,523$46.4M3.36%-212,786Timeline
CURBCURBLINE PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 610,627 shares; 2025Q1: 790,257 shares; 2025Q2: 732,864 shares; 2025Q3: 1,547,924 shares; 2025Q4: 1,424,625 shares; 2026Q1: 1,771,824 shares 1,771,824$45.7M3.32%+347,199Timeline
LXPLXP INDUSTRIAL TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,169,582 shares; 2026Q1: 729,011 shares 729,011$33.7M2.45%-440,571Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,660 shares; 2024Q4: 439,400 shares; 2025Q1: 432,080 shares; 2025Q2: 412,100 shares; 2025Q3: 412,340 shares; 2025Q4: 333,566 shares; 2026Q1: 111,090 shares 111,090$30.1M2.18%-222,476Timeline
PEBPEBBLEBROOK HOTEL TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,598,340 shares 1,598,340$20.2M1.46%newTimeline
REXRREXFORD INDL RLTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,480 shares; 2025Q3: 1,500 shares; 2025Q4: 5,200 shares; 2026Q1: 399,209 shares 399,209$13.1M0.95%+394,009Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,501 shares; 2024Q4: 334,731 shares; 2025Q1: 376,991 shares; 2025Q2: 391,301 shares; 2025Q3: 181,420 shares; 2025Q4: 186,180 shares; 2026Q1: 179,474 shares 179,474$10.6M0.77%-6,706Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,660 shares; 2024Q4: 191,660 shares; 2025Q1: 191,460 shares; 2025Q2: 205,190 shares; 2025Q3: 53,350 shares; 2025Q4: 48,650 shares; 2026Q1: 66,967 shares 66,967$8.44M0.61%+18,317Timeline
INVHINVITATION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638,855 shares; 2024Q4: 759,945 shares; 2025Q1: 645,845 shares; 2025Q2: 639,555 shares; 2025Q3: 281,960 shares; 2025Q4: 282,760 shares; 2026Q1: 332,521 shares 332,521$8.26M0.6%+49,761Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,386 shares; 2024Q4: 630,994 shares; 2025Q1: 628,644 shares; 2025Q2: 510,094 shares; 2025Q3: 617,474 shares; 2025Q4: 484,092 shares; 2026Q1: 55,705 shares 55,705$6.8M0.49%-428,387Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,183,191 shares; 2024Q4: 243,368 shares; 2025Q1: 264,928 shares; 2025Q2: 478,348 shares; 2025Q3: 219,300 shares; 2025Q4: 222,900 shares; 2026Q1: 160,840 shares 160,840$5.43M0.39%-62,060Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,993 shares; 2024Q4: 156,223 shares; 2025Q1: 101,853 shares; 2025Q2: 176,103 shares; 2025Q3: 126,810 shares; 2025Q4: 119,590 shares; 2026Q1: 81,720 shares 81,720$5.1M0.37%-37,870Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,585 shares; 2024Q4: 158,455 shares; 2025Q1: 159,915 shares; 2025Q2: 137,225 shares; 2025Q3: 53,150 shares; 2025Q4: 57,550 shares; 2026Q1: 49,379 shares 49,379$4.82M0.35%-8,171Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 739,786 shares; 2024Q4: 988,126 shares; 2025Q1: 895,976 shares; 2025Q2: 772,146 shares; 2025Q3: 110,560 shares; 2025Q4: 22,850 shares; 2026Q1: 51,127 shares 51,127$4.18M0.3%+28,277Timeline
IRTINDEPENDENCE RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 271,575 shares; 2026Q1: 245,740 shares 245,740$3.66M0.27%-25,835Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,819 shares; 2024Q4: 70,739 shares; 2025Q1: 70,939 shares; 2025Q2: 90,699 shares; 2025Q3: 800 shares; 2025Q4: 600 shares; 2026Q1: 2,661 shares 2,661$493K0.04%+2,061Timeline
JANJANUS LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,408 shares 19,408$457K0.03%newTimeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,452 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,110 shares; 2025Q4: 92,670 shares; 2026Q1: 2,380 shares 2,380$411K0.03%-90,290Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 490,000 shares; 2025Q1: 565,080 shares; 2025Q2: 495,310 shares; 2025Q3: 215,560 shares; 2025Q4: 13,980 shares; 2026Q1: 13,156 shares 13,156$342K0.02%-824Timeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 596,599 shares; 2024Q4: 569,199 shares; 2025Q1: 520,199 shares; 2025Q2: 455,732 shares; 2025Q3: 200,537 shares; 2025Q4: 10,781 shares; 2026Q1: 7,033 shares 7,033$198K0.01%-3,748Timeline
REGREGENCY CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634,322 shares; 2024Q4: 1,800 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,800 shares; 2025Q4: 1,600 shares; 2026Q1: 1,797 shares 1,797$136K0.01%+197Timeline
PEBBLEBROOK HOTEL TRPEBBLEBROOK HOTEL TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,520 shares 3,520$67.6K<0.01%new
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527,290 shares; 2024Q4: 2,800 shares; 2025Q1: 2,000 shares; 2025Q2: 1,100 shares; 2025Q3: 1,300 shares; 2025Q4: 500 shares; 2026Q1: 1,862 shares 1,862$63.3K<0.01%+1,362Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 3,200 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 4,300 shares; 2025Q4: 6,100 shares; 2026Q1: 1,552 shares 1,552$56K<0.01%-4,548Timeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500$23.6K<0.01%newTimeline
SILASILA REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800 shares; 2026Q1: 923 shares 923$21.9K<0.01%-877Timeline
LINELINEAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,406 shares; 2024Q4: 500 shares; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 550 shares 550$18K<0.01%-650Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
CTRECARETRUST REIT INC701,884$25.4Mshares
RHPRYMAN HOSPITALITY PPTYS INC205,590$19.5Mshares

How Q1 2026 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 0001104659-26-049934 base2026-04-28acceptance time not in the bulk data set