Aew Capital Management L P
Aew Capital Management L P reported 77 holdings worth US$1.67B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 4, 2026
Aew Capital Management L P reported 77 holdings worth US$1.67B as of Jun 30, 2026. Largest: Welltower Inc., Prologis, Inc. and Equinix, Inc. Filed Aug 4, 2026 (Form 13F).
- Holdings
- 77
- Value as reported
- US$1.67B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Welltower Inc. | 1.15M | US$262M | 15.7% |
| Prologis, Inc. | 1.07M | US$144M | 8.6% |
| Equinix, Inc. | 120K | US$125M | 7.4% |
| Avalonbay Communities, Inc. | 565K | US$107M | 6.4% |
| Simon Property Group, Inc. | 418K | US$93.4M | 5.6% |
| Essex Property Trust, Inc. | 314K | US$91.5M | 5.5% |
| Cubesmart | 2.29M | US$91.2M | 5.4% |
| Digital Realty Trust, Inc. | 498K | US$89.4M | 5.3% |
| Brixmor Property Group Inc. | 2.39M | US$75.3M | 4.5% |
| Highwoods Properties, Inc. | 2.4M | US$72.4M | 4.3% |
| Broadstone Net Lease, Inc. | 3.26M | US$67.4M | 4.0% |
| Vici Properties Inc. | 2.4M | US$63.6M | 3.8% |
| Curbline Properties Corp. | 1.91M | US$58.2M | 3.5% |
| Realty Income Corporation | 845K | US$52.3M | 3.1% |
| American Homes 4 Rent | 1.51M | US$50.7M | 3.0% |
| Blackstone Digital Infrastructure Trust Inc. | 2.17M | US$47M | 2.8% |
| Lxp Industrial Trust | 790K | US$42.6M | 2.5% |
| Public Storage | 119K | US$37.9M | 2.3% |
| Pebblebrook Hotel Trust | 1.73M | US$33.6M | 2.0% |
| Equity Residential | 179K | US$12.2M | 0.73% |
| Invitation Homes Inc. | 342K | US$10.3M | 0.62% |
| Mid-america Apartment Communities, Inc. | 70,045 | US$9.73M | 0.58% |
| Sun Communities, Inc. | 77,917 | US$9.34M | 0.56% |
| Camden Property Trust | 57,459 | US$6.58M | 0.39% |
| Equity Lifestyle Properties, Inc. | 99,710 | US$6.43M | 0.38% |
| Ventas, Inc. | 60,329 | US$5.36M | 0.32% |
| Udr, Inc. | 125K | US$4.98M | 0.30% |
| Independence Realty Trust, Inc. | 76,840 | US$1.28M | 0.08% |
| Janus Living, Inc. | 19,618 | US$564K | 0.03% |
| Vornado Realty Trust | 13,566 | US$533K | 0.03% |
| Kilroy Realty Corporation | 13,953 | US$523K | 0.03% |
| Eastgroup Properties, Inc. | 2,191 | US$444K | 0.03% |
| Iron Mountain Incorporated (delaware) | 3,100 | US$392K | 0.02% |
| American Tower Corporation (reit) | 1,990 | US$326K | 0.02% |
| Rexford Industrial Realty, Inc. | 6,441 | US$216K | 0.01% |
| Tanger Inc. | 2,362 | US$93,228 | <0.01% |
| Stag Industrial, Inc. | 1,952 | US$74,293 | <0.01% |
| American Healthcare Reit, Inc. | 600 | US$31,290 | <0.01% |
| Lineage, Inc. | 0 | US$0 | 0.00% |
| Regency Centers Corporation | 0 | US$0 | 0.00% |
| Sila Realty Trust, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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