EdgeMarket › What Aew Capital Management L P reported owning
What Aew Capital Management L P reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
40Quarter
2026-03-31Shown below
40largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| WELL WELLTOWER INC. | 210.3M | 15.3% | 1.1M | 239.22 | +44.1% |
| PLD Prologis, Inc. | 130.1M | 9.4% | 984.6K | 141.80 | +28.7% |
| EQIX EQUINIX INC | 108.5M | 7.9% | 110.7K | 1,065.39 | +37.2% |
| AVB AVALONBAY COMMUNITIES INC | 85.8M | 6.2% | 525.3K | 184.06 | -3.7% |
| DLR DIGITAL REALTY TRUST, INC. | 82.8M | 6.0% | 459.3K | 190.62 | +15.3% |
| CUBE CubeSmart | 77.8M | 5.6% | 2.1M | 40.89 | +2.3% |
| ESS ESSEX PROPERTY TRUST, INC. | 72.3M | 5.2% | 298.9K | 289.00 | +10.3% |
| SPG SIMON PROPERTY GROUP INC. | 72.0M | 5.2% | 386.2K | 218.29 | +25.4% |
| BRX Brixmor Property Group Inc. | 63.6M | 4.6% | 2.2M | 29.31 | +8.5% |
| O REALTY INCOME CORP | 62.4M | 4.5% | 1.0M | 62.60 | +4.5% |
| VICI VICI PROPERTIES INC. | 60.6M | 4.4% | 2.2M | 26.51 | -19.6% |
| BNL Broadstone Net Lease, Inc. | 55.2M | 4.0% | 3.0M | 21.12 | +21.4% |
| HIW HIGHWOODS PROPERTIES, INC. | 47.7M | 3.5% | 2.2M | 31.40 | +7.2% |
| AMH American Homes 4 Rent | 46.4M | 3.4% | 1.7M | 34.35 | -2.1% |
| CURB Curbline Properties Corp. | 45.7M | 3.3% | 1.8M | 29.39 | +31.6% |
| LXP LXP Industrial Trust | 33.7M | 2.4% | 729.0K | 60.90 | +40.0% |
| PSA Public Storage | 30.1M | 2.2% | 111.1K | 322.49 | +12.4% |
| PEB Pebblebrook Hotel Trust | 20.2M | 1.5% | 1.6M | 18.48 | +83.5% |
| REXR Rexford Industrial Realty, Inc. | 13.1M | 0.9% | 399.2K | 37.23 | -5.4% |
| EQR ERP OPERATING LTD PARTNERSHIP | 10.6M | 0.8% | 179.5K | 63.66 | +0.2% |
| SUI SUN COMMUNITIES INC | 8.4M | 0.6% | 67.0K | 121.66 | -4.3% |
| INVH Invitation Homes Inc. | 8.3M | 0.6% | 332.5K | 30.11 | -1.4% |
| MAA MID AMERICA APARTMENT COMMUNITIES INC. | 6.8M | 0.5% | 55.7K | 131.31 | -7.8% |
| UDR UDR, Inc. | 5.4M | 0.4% | 160.8K | 37.77 | -2.7% |
| ELS EQUITY LIFESTYLE PROPERTIES INC | 5.1M | 0.4% | 81.7K | 65.46 | +8.0% |
| CPT CAMDEN PROPERTY TRUST | 4.8M | 0.3% | 49.4K | 107.59 | -0.8% |
| VTR Ventas, Inc. | 4.2M | 0.3% | 51.1K | 93.06 | +34.5% |
| IRT INDEPENDENCE REALTY TRUST, INC. | 3.7M | 0.3% | 245.7K | 16.59 | -4.0% |
| EGP EASTGROUP PROPERTIES INC | 492.5K | 0.0% | 2.7K | 201.00 | +21.9% |
| JAN Janus Living, Inc. | 457.4K | 0.0% | 19.4K | 30.71 | +4581.4% |
| AMT AMERICAN TOWER CORP /MA/ | 410.7K | 0.0% | 2.4K | 175.80 | -16.1% |
| VNO VORNADO REALTY TRUST | 341.9K | 0.0% | 13.2K | 37.88 | +3.3% |
| KRC KILROY REALTY CORP | 198.4K | 0.0% | 7.0K | 36.58 | -6.0% |
| REG REGENCY CENTERS CORP | 136.0K | 0.0% | 1.8K | 76.06 | +6.0% |
| unmapped CUSIP 70509V605 | 67.6K | 0.0% | 3.5K | — | — |
| SKT TANGER INC. | 63.3K | 0.0% | 1.9K | 38.22 | +16.0% |
| STAG STAG Industrial, Inc. | 56.0K | 0.0% | 1.6K | 36.67 | +2.3% |
| AHR American Healthcare REIT, Inc. | 23.6K | 0.0% | 500 | 55.93 | +34.0% |
| unmapped CUSIP 146280508 | 21.9K | 0.0% | 923 | — | — |
| LINE Lineage, Inc. | 18.0K | 0.0% | 550 | 41.61 | +6.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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