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Institutional portfolios / 13F

AEW CAPITAL MANAGEMENT L P

A closer look at the portfolio, one quarter at a time.

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Portfolio snapshot

Q2 2026

Reported portfolio value
$1,673,376,173
As of June 30, 2026
Positions
39
Across disclosed securities
Top 5 weight
43.7%
Share of reported value

Some positions are reported separately by NATIXIS ADVISORS, LLC, Russell Investments Group, Ltd..

View SEC filing · Published 2026-08-04 14:58 UTC

Inside the portfolio

Reported holdings

By portfolio value ↓

Quarterly comparison unavailable: complete reports and corporate-action evidence are required. Reported holdings remain available below.

SecurityShares / principalReported valueWeightAdjusted quarterly change
WELLTOWER INCCOM · WELL
Holding details

Reported CUSIP: 95040Q104

Issuer filings on SEC

Reported row 75 · 0001104659-26-090151

Reported row 76 · 0001104659-26-090151

Reported row 77 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,153,905 SH $261,901,818 15.65%15.65% —Comparison unavailable
PROLOGIS INC.COM · PLD
Holding details

Reported CUSIP: 74340W103

Issuer filings on SEC

Reported row 53 · 0001104659-26-090151

Reported row 54 · 0001104659-26-090151

Reported row 55 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,065,766 SH $144,379,320 8.63%8.63% —Comparison unavailable
EQUINIX INCCOM · EQIX
Holding details

Reported CUSIP: 29444U700

Issuer filings on SEC

Reported row 28 · 0001104659-26-090151

Reported row 29 · 0001104659-26-090151

Reported row 30 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 119,595 SH $124,664,632 7.45%7.45% —Comparison unavailable
AVALONBAY CMNTYS INCCOM · AVB
Holding details

Reported CUSIP: 053484101

Issuer filings on SEC

Reported row 5 · 0001104659-26-090151

Reported row 6 · 0001104659-26-090151

Reported row 7 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 565,293 SH $106,665,136 6.37%6.37% —Comparison unavailable
SIMON PPTY GROUP INC NEWCOM · SPG
Holding details

Reported CUSIP: 828806109

Issuer filings on SEC

Reported row 63 · 0001104659-26-090151

Reported row 64 · 0001104659-26-090151

Reported row 65 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 417,753 SH $93,430,458 5.58%5.58% —Comparison unavailable
ESSEX PPTY TR INCCOM · ESS
Holding details

Reported CUSIP: 297178105

Issuer filings on SEC

Reported row 33 · 0001104659-26-090151

Reported row 34 · 0001104659-26-090151

Reported row 35 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 313,787 SH $91,497,151 5.47%5.47% —Comparison unavailable
CUBESMARTCOM · CUBE
Holding details

Reported CUSIP: 229663109

Issuer filings on SEC

Reported row 18 · 0001104659-26-090151

Reported row 19 · 0001104659-26-090151

Reported row 20 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,292,708 SH $91,180,997 5.45%5.45% —Comparison unavailable
DIGITAL RLTY TR INCCOM · DLR
Holding details

Reported CUSIP: 253868103

Issuer filings on SEC

Reported row 24 · 0001104659-26-090151

Reported row 25 · 0001104659-26-090151

Reported row 26 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 497,583 SH $89,355,955 5.34%5.34% —Comparison unavailable
BRIXMOR PPTY GROUP INCCOM · BRX
Holding details

Reported CUSIP: 11120U105

Issuer filings on SEC

Reported row 11 · 0001104659-26-090151

Reported row 12 · 0001104659-26-090151

Reported row 13 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,387,114 SH $75,265,704 4.50%4.50% —Comparison unavailable
HIGHWOODS PPTYS INCCOM · HIW
Holding details

Reported CUSIP: 431284108

Issuer filings on SEC

Reported row 37 · 0001104659-26-090151

Reported row 38 · 0001104659-26-090151

Reported row 39 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,399,904 SH $72,381,105 4.33%4.33% —Comparison unavailable
BROADSTONE NET LEASE INCCOM · BNL
Holding details

Reported CUSIP: 11135E203

Issuer filings on SEC

Reported row 14 · 0001104659-26-090151

Reported row 15 · 0001104659-26-090151

Reported row 16 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 3,261,571 SH $67,416,673 4.03%4.03% —Comparison unavailable
VICI PPTYS INCCOM · VICI
Holding details

Reported CUSIP: 925652109

Issuer filings on SEC

Reported row 71 · 0001104659-26-090151

Reported row 72 · 0001104659-26-090151

Reported row 73 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,397,300 SH $63,648,315 3.80%3.80% —Comparison unavailable
CURBLINE PPTYS CORPCOM · CURB
Holding details

Reported CUSIP: 23128Q101

Issuer filings on SEC

Reported row 21 · 0001104659-26-090151

Reported row 22 · 0001104659-26-090151

Reported row 23 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,913,410 SH $58,167,664 3.48%3.48% —Comparison unavailable
REALTY INCOME CORPCOM · O
Holding details

Reported CUSIP: 756109104

Issuer filings on SEC

Reported row 59 · 0001104659-26-090151

Reported row 60 · 0001104659-26-090151

Reported row 61 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 844,785 SH $52,342,879 3.13%3.13% —Comparison unavailable
AMERICAN HOMES 4 RENTCOM · AMH
Holding details

Reported CUSIP: 02665T306

Issuer filings on SEC

Reported row 1 · 0001104659-26-090151

Reported row 2 · 0001104659-26-090151

Reported row 3 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,512,889 SH $50,712,039 3.03%3.03% —Comparison unavailable
BLACKSTONE DIGITAL INFRASTRUCOM · BXDC
Holding details

Reported CUSIP: 09264B107

Issuer filings on SEC

Reported row 8 · 0001104659-26-090151

Reported row 9 · 0001104659-26-090151

Reported row 10 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,171,724 SH $46,974,390 2.81%2.81% —Comparison unavailable
LXP INDUSTRIAL TRUSTCOM · LXP
Holding details

Reported CUSIP: 529043408

Issuer filings on SEC

Reported row 45 · 0001104659-26-090151

Reported row 46 · 0001104659-26-090151

Reported row 47 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 789,859 SH $42,557,603 2.54%2.54% —Comparison unavailable
PUBLIC STORAGECOM · PSA
Holding details

Reported CUSIP: 74460D109

Issuer filings on SEC

Reported row 56 · 0001104659-26-090151

Reported row 57 · 0001104659-26-090151

Reported row 58 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 118,941 SH $37,860,110 2.26%2.26% —Comparison unavailable
PEBBLEBROOK HOTEL TRCOM · PEB
Holding details

Reported CUSIP: 70509V100

Issuer filings on SEC

Reported row 49 · 0001104659-26-090151

Reported row 50 · 0001104659-26-090151

Reported row 51 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,725,789 SH $33,497,564 2.00%2.00% —Comparison unavailable
EQUITY RESIDENTIALCOM · EQR
Holding details

Reported CUSIP: 29476L107

Issuer filings on SEC

Reported row 32 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 179,384 SH $12,185,555 0.73%0.73% —Comparison unavailable
INVITATION HOMES INCCOM · INVH
Holding details

Reported CUSIP: 46187W107

Issuer filings on SEC

Reported row 41 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 342,241 SH $10,339,101 0.62%0.62% —Comparison unavailable
MID-AMER APT CMNTYS INCCOM · MAA
Holding details

Reported CUSIP: 59522J103

Issuer filings on SEC

Reported row 48 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 70,045 SH $9,732,052 0.58%0.58% —Comparison unavailable
SUN CMNTYS INCCOM · SUI
Holding details

Reported CUSIP: 866674104

Issuer filings on SEC

Reported row 67 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 77,917 SH $9,343,027 0.56%0.56% —Comparison unavailable
CAMDEN PPTY TRCOM · CPT
Holding details

Reported CUSIP: 133131102

Issuer filings on SEC

Reported row 17 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 57,459 SH $6,578,481 0.39%0.39% —Comparison unavailable
EQUITY LIFESTYLE PROPERTIESCOM · ELS
Holding details

Reported CUSIP: 29472R108

Issuer filings on SEC

Reported row 31 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 99,710 SH $6,426,310 0.38%0.38% —Comparison unavailable
VENTAS INCCOM · VTR
Holding details

Reported CUSIP: 92276F100

Issuer filings on SEC

Reported row 70 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 60,329 SH $5,357,215 0.32%0.32% —Comparison unavailable
UDR INCCOM · UDR
Holding details

Reported CUSIP: 902653104

Issuer filings on SEC

Reported row 69 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 124,740 SH $4,979,621 0.30%0.30% —Comparison unavailable
INDEPENDENCE RLTY TR INCCOM
Holding details

Reported CUSIP: 45378A106

Issuer filings on SEC

Reported row 40 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 76,840 SH $1,282,460 0.08%0.08% —Comparison unavailable
JANUS LIVING INCCOM · JAN
Holding details

Reported CUSIP: 471024109

Issuer filings on SEC

Reported row 43 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 19,618 SH $563,821 0.03%0.03% —Comparison unavailable
VORNADO RLTY TRCOM · VNO
Holding details

Reported CUSIP: 929042109

Issuer filings on SEC

Reported row 74 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 13,566 SH $533,144 0.03%0.03% —Comparison unavailable
KILROY REALTY CORPCOM · KRC
Holding details

Reported CUSIP: 49427F108

Issuer filings on SEC

Reported row 44 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 13,953 SH $522,819 0.03%0.03% —Comparison unavailable
EASTGROUP PPTYS INCCOM · EGP
Holding details

Reported CUSIP: 277276101

Issuer filings on SEC

Reported row 27 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,191 SH $443,743 0.03%0.03% —Comparison unavailable
IRON MTN INC DELCOM · IRM
Holding details

Reported CUSIP: 46284V101

Issuer filings on SEC

Reported row 42 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 3,100 SH $391,561 0.02%0.02% —Comparison unavailable
AMERICAN TOWER CORPCOM · AMT
Holding details

Reported CUSIP: 03027X100

Issuer filings on SEC

Reported row 4 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,990 SH $325,504 0.02%0.02% —Comparison unavailable
REXFORD INDL RLTY INCCOM · REXR
Holding details

Reported CUSIP: 76169C100

Issuer filings on SEC

Reported row 62 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 6,441 SH $215,774 0.01%0.01% —Comparison unavailable
TANGER INCCOM · SKT
Holding details

Reported CUSIP: 875465106

Issuer filings on SEC

Reported row 68 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,362 SH $93,228 0.01%0.01% —Comparison unavailable
STAG INDUSTRIAL INCCOM · STAG
Holding details

Reported CUSIP: 85254J102

Issuer filings on SEC

Reported row 66 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,952 SH $74,293 0.00%0.00% —Comparison unavailable
PEBBLEBROOK HOTEL TRCOM
Holding details

Reported CUSIP: 70509V605

Issuer filings on SEC

Reported row 52 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,960 SH $57,661 0.00%0.00% —Comparison unavailable
AMERICAN HEALTHCARE REIT INCCOM · AHR
Holding details

Reported CUSIP: 398182303

Issuer filings on SEC

Reported row 36 · 0001104659-26-090151

Quarterly change unavailable. Security identity or split coverage is incomplete.

 600 SH $31,290 0.00%0.00% —Comparison unavailable