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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 $1,673,376,173 across 39 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-04. Its ten largest share positions make up 68.77% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-090151

Period
2026-06-30
Reported value
$1.67B
Holdings
39
Top 10 weight
68.77%
New
2
Sold out
3

Part of the filer group AEW CAPITAL MANAGEMENT L P

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BXDCnew+2,171,724$47M
WELLadded+90,000$20.4M
PLDadded+81,191$11M
EQIXadded+8,869$9.24M
AVBadded+39,950$7.54M

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
REXRreduced-392,768-$13.2M
Oreduced-175,529-$10.9M
AMHreduced-147,634-$4.95M
IRTreduced-168,900-$2.82M
UDRreduced-36,100-$1.44M

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 2026

Share positions as resolved from 13F-HR 0001104659-26-090151, largest first. % of portfolio is the value over $1,673,376,173, 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; 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; 2026Q2: 1,153,905 shares 1,153,905$262M15.65%+90,000Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,065,766 shares 1,065,766$144M8.63%+81,191Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 119,595 shares 119,595$125M7.45%+8,869Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 565,293 shares 565,293$107M6.37%+39,950Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 417,753 shares 417,753$93.4M5.58%+31,578Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 313,787 shares 313,787$91.5M5.47%+14,853Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,292,708 shares 2,292,708$91.2M5.45%+170,983Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 497,583 shares 497,583$89.4M5.34%+38,268Timeline
BRXBRIXMOR PPTY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,387,114 shares 2,387,114$75.3M4.5%+177,453Timeline
HIWHIGHWOODS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,399,904 shares 2,399,904$72.4M4.33%+171,665Timeline
BNLBROADSTONE NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,261,571 shares 3,261,571$67.4M4.03%+242,395Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,397,300 shares 2,397,300$63.6M3.8%+180,655Timeline
CURBCURBLINE PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,913,410 shares 1,913,410$58.2M3.48%+141,586Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 844,785 shares 844,785$52.3M3.13%-175,529Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,512,889 shares 1,512,889$50.7M3.03%-147,634Timeline
BXDCBLACKSTONE DIGITAL INFRASTRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,171,724 shares 2,171,724$47M2.81%newTimeline
LXPLXP INDUSTRIAL TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,169,582 shares; 2026Q1: 729,011 shares; 2026Q2: 789,859 shares 789,859$42.6M2.54%+60,848Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 118,941 shares 118,941$37.9M2.26%+7,851Timeline
PEBPEBBLEBROOK HOTEL TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,598,340 shares; 2026Q2: 1,725,789 shares 1,725,789$33.5M2%+127,449Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 179,384 shares 179,384$12.2M0.73%-90Timeline
INVHINVITATION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 342,241 shares 342,241$10.3M0.62%+9,720Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 70,045 shares 70,045$9.73M0.58%+14,340Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 77,917 shares 77,917$9.34M0.56%+10,950Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 57,459 shares 57,459$6.58M0.39%+8,080Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 99,710 shares 99,710$6.43M0.38%+17,990Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 60,329 shares 60,329$5.36M0.32%+9,202Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 124,740 shares 124,740$4.98M0.3%-36,100Timeline
IRTINDEPENDENCE RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 76,840 shares 76,840$1.28M0.08%-168,900Timeline
JANJANUS LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,408 shares; 2026Q2: 19,618 shares 19,618$564K0.03%+210Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,566 shares 13,566$533K0.03%+410Timeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,953 shares 13,953$523K0.03%+6,920Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,191 shares 2,191$444K0.03%-470Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436,397 shares; 2024Q4: 678,887 shares; 2025Q1: 669,267 shares; 2025Q2: 619,677 shares; 2025Q3: 315,257 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,100 shares 3,100$392K0.02%newTimeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,990 shares 1,990$326K0.02%-390Timeline
REXRREXFORD INDL RLTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,441 shares 6,441$216K0.01%-392,768Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,362 shares 2,362$93.2K0.01%+500Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,952 shares 1,952$74.3K<0.01%+400Timeline
PEBBLEBROOK HOTEL TRPEBBLEBROOK HOTEL TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,520 shares; 2026Q2: 2,960 shares 2,960$57.7K<0.01%-560
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 600 shares 600$31.3K<0.01%+100Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
REGREGENCY CTRS CORP1,797$136Kshares
SILASILA REALTY TRUST INC923$21.9Kshares
LINELINEAGE INC550$18Kshares

How Q2 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 0001104659-26-090151 base2026-08-04acceptance time not in the bulk data set