Fund HoldingsAEW CAPITAL MANAGEMENT L P

Total Portfolio Value
$1.38B
Total Bought
$75.28M
Total Sold
$464.56M
Net Transaction
-$389.29M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
LXP INDUSTRIAL TRUST(LXP)01,169,582+1,169,582057,9884.20%+57,988
AMERICAN TOWER CORP NEW(AMT)63,11092,670+29,56012,13716,2701.18%+4,133
CAMDEN PPTY TR(CPT)53,15057,550+4,4005,6756,3350.46%+660
REXFORD INDL RLTY INC(REXR)1,5005,200+3,700622010.01%+140
STAG INDL INC(STAG)4,3006,100+1,8001522240.02%+72
LINEAGE INC(LINE)01,200+1,2000420.00%+42
SILA REALTY TRUST INC01,800+1,8000420.00%+42
UDR INC(UDR)219,300222,900+3,6008,1718,1760.59%+5
EQUITY RESIDENTIAL(EQR)181,420186,180+4,76011,74311,7370.85%-7
REGENCY CTRS CORP(REG)1,8001,600-2001311100.01%-21
TANGER INC(SKT)1,300500-80044170.00%-27
EASTGROUP PPTYS INC(EGP)800600-2001351070.01%-29
AGREE RLTY CORP5000-500360-36
ESSEX PPTY TR INC(ESS)28,66028,66007,6717,5000.54%-171
INVITATION HOMES INC(INVH)281,960282,760+8008,2707,8580.57%-412
APARTMENT INVT & MGMT CO55,6100-55,6104410-441
EQUITY LIFESTYLE PPTYS INC(ELS)126,810119,590-7,2207,6977,2480.52%-449
SUN CMNTYS INC(SUI)53,35048,650-4,7006,8826,0280.44%-854
HEALTHCARE RLTY TR(HR)80,1100-80,1101,4440-1,444
CURBLINE PPTYS CORP(CURB)1,547,9241,424,625-123,29934,51933,0662.39%-1,453
PROLOGIS INC.(PLD)1,112,083973,308-138,775127,356124,2528.99%-3,103
CUBESMART(CUBE)141,87018,580-123,2905,7686700.05%-5,099
INDEPENDENCE RLTY TR INC(IRT)603,967271,575-332,3929,8994,7470.34%-5,152
BROADSTONE NET LEASE INC(BNL)3,644,2333,422,984-221,24965,12259,4574.30%-5,665
VENTAS INC(VTR)110,56022,850-87,7107,7381,7680.13%-5,970
KILROY RLTY CORP(KRC)200,53710,781-189,7568,4734030.03%-8,070
VORNADO RLTY TR(VNO)215,56013,980-201,5808,7374650.03%-8,271
RYMAN HOSPITALITY PPTYS INC(RHP)311,564205,590-105,97427,91319,4531.41%-8,460
AMERICAN HOMES 4 RENT(AMH)2,064,6221,873,309-191,31368,64960,1334.35%-8,515
PHILLIPS EDISON & CO INC(PECO)249,8100-249,8108,5760-8,576
KITE RLTY GROUP TR(KRG)407,5200-407,5209,0880-9,088
GAMING & LEISURE PPTYS INC(GLPI)194,9820-194,9829,0880-9,088
MACERICH CO(MAC)526,7460-526,7469,5870-9,587
HIGHWOODS PPTYS INC(HIW)2,344,5712,433,243+88,67274,60462,8264.55%-11,778
CARETRUST REIT INC(CTRE)1,097,481701,884-395,59738,06125,3801.84%-12,681
SIMON PPTY GROUP INC NEW(SPG)530,155438,967-91,18899,49481,2575.88%-18,237
MID-AMER APT CMNTYS INC(MAA)617,474484,092-133,38286,28067,2454.87%-19,034
BRIXMOR PPTY GROUP INC(BRX)2,882,4142,283,171-599,24379,78559,8654.33%-19,920
REALTY INCOME CORP(O)2,139,0781,869,633-269,445130,035105,3917.63%-24,643
DIGITAL RLTY TR INC(DLR)655,925549,663-106,262113,39685,0386.15%-28,358
EQUINIX INC(EQIX)156,531120,245-36,286122,60192,1276.67%-30,474
AVALONBAY CMNTYS INC684,898557,322-127,576132,302101,0487.31%-31,254
IRON MTN INC DEL(IRM)315,2570-315,25732,1370-32,137
PUBLIC STORAGE OPER CO(PSA)412,340333,566-78,774119,10486,5606.26%-32,544
WELLTOWER INC(WELL)1,205,060973,236-231,824214,669180,64213.07%-34,027
LXP INDUSTRIAL TRUST(LXP)9,135,7340-9,135,73481,8560-81,856
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