AEW CAPITAL MANAGEMENT L P — 13F holdings

AEW CAPITAL MANAGEMENT L P reported 77 holdings worth $1.67B in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

1. WELL Welltower Inc — $262M (15.7%)
2. PLD PROLOGIS INC. — $144M (8.6%)
3. EQIX EQUINIX INC — $125M (7.4%)
4. AVALONBAY CMNTYS INC — $107M (6.4%)
5. SPG SIMON PPTY GROUP INC NEW — $93.4M (5.6%)
6. ESS ESSEX PPTY TR INC — $91.5M (5.5%)
7. CUBE CUBESMART — $91.2M (5.4%)
8. DLR DIGITAL RLTY TR INC — $89.4M (5.3%)
9. BRX BRIXMOR PPTY GROUP INC — $75.3M (4.5%)
10. HIW HIGHWOODS PPTYS INC — $72.4M (4.3%)