Fund HoldingsAEW CAPITAL MANAGEMENT L P

Total Portfolio Value
$2.32B
Total Bought
$263.16M
Total Sold
$244.51M
Net Transaction
+$18.65M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
WELLTOWER INC(WELL)1,352,0961,370,348+18,252140,956175,4467.55%+34,490
VENTAS INC(VTR)287,286739,786+452,50014,72647,4422.04%+32,716
LXP INDUSTRIAL TRUST(LXP)341,6503,370,697+3,029,0473,11633,8761.46%+30,760
BRIXMOR PPTY GROUP INC(BRX)1,167,0482,043,288+876,24026,94756,9262.45%+29,979
EQUINIX INC(EQIX)237,141234,971-2,170179,421208,5678.98%+29,146
BROADSTONE NET LEASE INC(BNL)2,274,1493,066,259+792,11036,09158,1062.50%+22,015
REALTY INCOME CORP(O)1,641,4581,707,448+65,99086,702108,2864.66%+21,585
TANGER INC(SKT)0527,290+527,290017,4950.75%+17,495
LINEAGE INC(LINE)0221,406+221,406017,3540.75%+17,354
EMPIRE ST RLTY TR INC(ESRT)01,503,830+1,503,830016,6620.72%+16,662
PHILLIPS EDISON & CO INC(PECO)0427,070+427,070016,1050.69%+16,105
PUBLIC STORAGE OPER CO(PSA)213,215210,660-2,55561,33176,6533.30%+15,322
PROLOGIS INC.(PLD)2,175,1272,042,021-133,106244,289257,86611.10%+13,578
EXTRA SPACE STORAGE INC(EXR)592,272581,687-10,58592,045104,8144.51%+12,769
DIGITAL RLTY TR INC(DLR)656,915674,765+17,85099,884109,1974.70%+9,313
BXP INC(BXP)524,700498,060-26,64032,30140,0741.72%+7,773
HEALTHPEAK PROPERTIES INC(DOC)2,819,4692,731,399-88,07055,26262,4672.69%+7,206
UDR INC(UDR)2,246,3012,183,191-63,11092,43598,9864.26%+6,551
AMERICOLD REALTY TRUST INC(COLD)1,213,2291,313,779+100,55030,98637,1411.60%+6,155
VICI PPTYS INC(VICI)2,087,0701,974,933-112,13759,77465,7852.83%+6,011
SAFEHOLD INC(SAFE)1,193,4931,102,841-90,65223,02228,9281.25%+5,905
AMERICAN TOWER CORP NEW(AMT)218,528203,452-15,07642,47747,3152.04%+4,837
SUN CMNTYS INC(SUI)185,540191,660+6,12022,32825,9031.11%+3,575
INDEPENDENCE RLTY TR INC(IRT)1,878,2951,882,625+4,33035,19938,5941.66%+3,395
MACERICH CO(MAC)1,845,1961,716,826-128,37028,49031,3151.35%+2,825
CARETRUST REIT INC(CTRE)640,545608,302-32,24316,07818,7720.81%+2,695
INVITATION HOMES INC(INVH)586,765638,855+52,09021,05922,5260.97%+1,467
MID-AMER APT CMNTYS INC(MAA)104,346102,386-1,96014,88116,2690.70%+1,388
ESSEX PPTY TR INC(ESS)64,26162,701-1,56017,49218,5230.80%+1,031
EASTGROUP PPTYS INC(EGP)67,50966,819-69011,48312,4830.54%+1,000
GAMING & LEISURE PPTYS INC(GLPI)40,37040,37001,8252,0770.09%+252
EQUITY RESIDENTIAL(EQR)340,921320,501-20,42023,63923,8651.03%+225
HEALTHCARE RLTY TR(HR)54,72054,72009029930.04%+91
ALEXANDRIA REAL ESTATE EQ IN26,94027,040+1003,1513,2110.14%+60
STAG INDL INC(STAG)1,4002,100+70050820.00%+32
AGREE RLTY CORP1,6001,6000991210.01%+21
CUBESMART(CUBE)1,3001,300059700.00%+11
EQUITY LIFESTYLE PPTYS INC(ELS)175,853159,993-15,86011,45311,4140.49%-39
IRON MTN INC DEL(IRM)588,900436,397-152,50352,77751,8572.23%-920
SIMON PPTY GROUP INC NEW(SPG)311,515270,505-41,01047,28845,7211.97%-1,567
WP CAREY INC(WPC)216,400139,640-76,76011,9138,7000.37%-3,213
AMERICAN HOMES 4 RENT(AMH)1,954,9701,782,081-172,88972,64768,4142.94%-4,233
AVALONBAY CMNTYS INC588,179508,996-79,183121,688114,6514.94%-7,037
KILROY RLTY CORP(KRC)987,870596,599-391,27130,79223,0880.99%-7,704
REXFORD INDL RLTY INC(REXR)231,2171,100-230,11710,310550.00%-10,255
CAMDEN PPTY TR(CPT)315,735125,585-190,15034,45015,5140.67%-18,936
RYMAN HOSPITALITY PPTYS INC(RHP)581,374351,496-229,87858,05637,6941.62%-20,362
REGENCY CTRS CORP(REG)1,113,918634,322-479,59669,28645,8171.97%-23,469
ESSENTIAL PPTYS RLTY TR INC1,029,0040-1,029,00428,5140-28,514
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