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AEW CAPITAL MANAGEMENT L P

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1046187
Institutional-grade research for retail investors

Sector Allocation

  • Real Estate100.0%$1.7B

AUM History

13fpro.ai/research/fund/aew-capital-management-l-p-1046187

Conviction and streaks

Diversifying · top 10 = 68.8%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

WELL$WELLConviction hold15.7% weight · held 10 quartersPLD$PLDConviction hold8.6% weight · held 10 quartersEQIX$EQIXConviction hold7.5% weight · held 10 quartersAVB$AVBConviction hold6.4% weight · held 10 quartersSPG$SPGConviction hold5.6% weight · held 10 quartersVICI$VICIAccumulating+1239% shares · 3 quarters runningINVH$INVHAccumulating+21% shares · 3 quarters runningWELL$WELLAccumulating+19% shares · 2 quarters runningPLD$PLDAccumulating+10% shares · 2 quarters runningESS$ESSAccumulating+995% shares · 2 quarters runningIRT$IRTTrimming-97% shares · 6 quarters runningIRM$IRMTrimming-100% shares · 4 quarters runningO$OTrimming-61% shares · 3 quarters runningAMH$AMHTrimming-27% shares · 3 quarters runningVMRK$VMRKTrimming-4% shares · 2 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/aew-capital-management-l-p-1046187

AEW CAPITAL MANAGEMENT L P 13F holdings — Q2 2026

$1.7B portfolio (+21.4% QoQ) · 39 holdings · Q2 2026 13F · top 10 are 69% of the stock portfolio

All holdings — AEW CAPITAL MANAGEMENT L P (Q2 2026)

39 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
BNL$BNLBroadstone Net Lease, Inc.$67.4M+8%
VICI$VICIVICI PROPERTIES INC.$63.6M+8%
CURB$CURBCurbline Properties Corp.$58.2M+8%
O$OREALTY INCOME CORP$52.3M-17%
AMH$AMHAmerican Homes 4 Rent$50.7M-9%
BXDC$BXDCBlackstone Digital Infrastructure Trust Inc.$47.0MNew
LXP$LXPLXP Industrial Trust$42.6M+8%
PSA$PSAPublic Storage$37.9M+7%
PEB$PEBPebblebrook Hotel Trust$33.5M+8%
VMRK$VMRKVIVMARK RESIDENTIAL$12.2M-0.1%
INVH$INVHInvitation Homes Inc.$10.3M+3%
MAA$MAAMID AMERICA APARTMENT COMMUNITIES INC.$9.7M+26%
SUI$SUISUN COMMUNITIES INC$9.3M+16%
CPT$CPTCAMDEN PROPERTY TRUST$6.6M+16%
ELS$ELSEQUITY LIFESTYLE PROPERTIES INC$6.4M+22%

What changed in Q2 2026

Against the previous quarter's 13F: 2 new, 28 added to, 9 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.

New positions (2)

  • BXDC$BXDCBlackstone Digital Infrastructure Trust Inc.$47.0M

    first bought this quarter

  • IRM$IRMIRON MOUNTAIN INC$392K

    first bought this quarter

Added to (28)

  • WELL$WELLWELLTOWER INC.+8%

    now $261.9M · held 10+ qtrs, 2 adds in a row

  • PLD$PLDPrologis, Inc.+8%

    now $144.4M · held 10+ qtrs, 2 adds in a row

  • EQIX$EQIXEQUINIX INC+8%

    now $124.7M · held 10+ qtrs

  • AVB$AVBAVALONBAY COMMUNITIES INC+8%

    now $106.7M · held 10+ qtrs

  • SPG$SPGSIMON PROPERTY GROUP INC.+8%

    now $93.4M · held 10+ qtrs

  • DLR$DLRDIGITAL REALTY TRUST, INC.+8%

    now $89.4M · held 10+ qtrs

+22 more in the Excel export

Trimmed (9)

  • REXR$REXRRexford Industrial Realty, Inc.-98%

    now $216K · held 5 qtrs

  • O$OREALTY INCOME CORP-17%

    now $52.3M · held 10+ qtrs, 3 trims in a row

  • AMH$AMHAmerican Homes 4 Rent-9%

    now $50.7M · held 10+ qtrs, 3 trims in a row

  • IRT$IRTINDEPENDENCE REALTY TRUST, INC.-69%

    now $1.3M · held 10+ qtrs, 6 trims in a row

  • UDR$UDRUDR, Inc.-22%

    now $5.0M · held 10+ qtrs, 2 trims in a row

  • EGP$EGPEASTGROUP PROPERTIES INC-18%

    now $444K · held 10+ qtrs

+3 more in the Excel export

Sold out (3)

  • REG$REGREGENCY CENTERS CORPwas $136K

    held 9+ qtrs

  • SILA$SILASila Realty Trust, Inc.was $22K

    held 2 qtrs

  • LINE$LINELineage, Inc.was $18K

    held 2 qtrs

Firm AUM (Form ADV): $3.0B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F AEW CAPITAL MANAGEMENT L P has filed, 39 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 4, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of AEW CAPITAL MANAGEMENT L P's top 20 holdings: 64/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

-4.6%

Value-weighted move of the 10 largest stock positions

Turnover

2%

Last quarter; 41% over the last 4

Top 10 weight

69%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

91%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

AEW CAPITAL MANAGEMENT L P disclosed 39 positions worth $1.7B in its Form 13F-HR for Q2 2026, led by $WELL (WELLTOWER INC.) at 15.7% of the equity portfolio, followed by $PLD and $EQIX. During the quarter the fund opened 2 new positions and exited 3 — including a new stake in $BXDC and a full exit from $REG. The portfolio is most concentrated in Real Estate (100.0% of disclosed assets). All figures are sourced directly from AEW CAPITAL MANAGEMENT L P’s Form 13F-HR filing with the SEC under CIK 1046187.

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AI-Powered Hedge Fund Analysis: AEW CAPITAL MANAGEMENT L P

13F Pro is an AI hedge fund tracker and stock research platform. For AEW CAPITAL MANAGEMENT L P (SEC CIK: 1046187), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in AEW CAPITAL MANAGEMENT L P's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.