AEW CAPITAL MANAGEMENT L P
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| WELLTOWER INC | 0 | 973,236 | +973,236 | 0 | 180,642,334 | +180,642,334 |
| PROLOGIS INC. | 0 | 973,308 | +973,308 | 0 | 124,252,499 | +124,252,499 |
| REALTY INCOME CORP | 0 | 1,869,633 | +1,869,633 | 0 | 105,391,212 | +105,391,212 |
| AVALONBAY CMNTYS INC | 0 | 557,322 | +557,322 | 0 | 101,048,052 | +101,048,052 |
| EQUINIX INC | 0 | 120,245 | +120,245 | 0 | 92,126,909 | +92,126,909 |
| PUBLIC STORAGE OPER CO | 0 | 333,566 | +333,566 | 0 | 86,560,377 | +86,560,377 |
| DIGITAL RLTY TR INC | 0 | 549,663 | +549,663 | 0 | 85,038,363 | +85,038,363 |
| SIMON PPTY GROUP INC NEW | 0 | 438,967 | +438,967 | 0 | 81,257,181 | +81,257,181 |
| MID-AMER APT CMNTYS INC | 0 | 484,092 | +484,092 | 0 | 67,245,220 | +67,245,220 |
| HIGHWOODS PPTYS INC | 0 | 2,433,243 | +2,433,243 | 0 | 62,826,334 | +62,826,334 |
| AMERICAN HOMES 4 RENT | 0 | 1,873,309 | +1,873,309 | 0 | 60,133,219 | +60,133,219 |
| BRIXMOR PPTY GROUP INC | 0 | 2,283,171 | +2,283,171 | 0 | 59,864,744 | +59,864,744 |
| BROADSTONE NET LEASE INC | 0 | 3,422,984 | +3,422,984 | 0 | 59,457,232 | +59,457,232 |
| LXP INDUSTRIAL TRUST | 0 | 1,169,582 | +1,169,582 | 0 | 57,987,876 | +57,987,876 |
| CURBLINE PPTYS CORP | 0 | 1,424,625 | +1,424,625 | 0 | 33,065,546 | +33,065,546 |
| CARETRUST REIT INC | 0 | 701,884 | +701,884 | 0 | 25,380,125 | +25,380,125 |
| RYMAN HOSPITALITY PPTYS INC | 0 | 205,590 | +205,590 | 0 | 19,452,926 | +19,452,926 |
| AMERICAN TOWER CORP NEW | 0 | 92,670 | +92,670 | 0 | 16,270,072 | +16,270,072 |
| EQUITY RESIDENTIAL | 0 | 186,180 | +186,180 | 0 | 11,736,787 | +11,736,787 |
| UDR INC | 0 | 222,900 | +222,900 | 0 | 8,175,972 | +8,175,972 |
| INVITATION HOMES INC | 0 | 282,760 | +282,760 | 0 | 7,857,900 | +7,857,900 |
| ESSEX PPTY TR INC | 0 | 28,660 | +28,660 | 0 | 7,499,749 | +7,499,749 |
| EQUITY LIFESTYLE PPTYS INC | 0 | 119,590 | +119,590 | 0 | 7,248,350 | +7,248,350 |
| CAMDEN PPTY TR | 0 | 57,550 | +57,550 | 0 | 6,335,104 | +6,335,104 |
| SUN CMNTYS INC | 0 | 48,650 | +48,650 | 0 | 6,028,222 | +6,028,222 |
| INDEPENDENCE RLTY TR INC | 0 | 271,575 | +271,575 | 0 | 4,747,131 | +4,747,131 |
| VENTAS INC | 0 | 22,850 | +22,850 | 0 | 1,768,133 | +1,768,133 |
| CUBESMART | 0 | 18,580 | +18,580 | 0 | 669,809 | +669,809 |
| VORNADO RLTY TR | 0 | 13,980 | +13,980 | 0 | 465,254 | +465,254 |
| KILROY RLTY CORP | 0 | 10,781 | +10,781 | 0 | 402,886 | +402,886 |
| STAG INDL INC | 0 | 6,100 | +6,100 | 0 | 224,236 | +224,236 |
| REXFORD INDL RLTY INC | 0 | 5,200 | +5,200 | 0 | 201,344 | +201,344 |
| REGENCY CTRS CORP | 0 | 1,600 | +1,600 | 0 | 110,448 | +110,448 |
| EASTGROUP PPTYS INC | 0 | 600 | +600 | 0 | 106,884 | +106,884 |
| LINEAGE INC | 0 | 1,200 | +1,200 | 0 | 42,000 | +42,000 |
| SILA REALTY TRUST INC | 0 | 1,800 | +1,800 | 0 | 41,958 | +41,958 |
| TANGER INC | 0 | 500 | +500 | 0 | 16,685 | +16,685 |