Aew Capital Management L P
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.38B
Q ending 2026-03-31
Prior quarter
$1.38B
Q ending 2025-12-31
Change
-0.3% QoQ · -32.6% YoY
Positions
40
reported holdings
Largest positions
All 40 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Welltower Inc | WELL | Shares | $210.3M | 1.1M |
| Prologis Inc. | PLD | Shares | $130.1M | 985K |
| Equinix Inc | EQIX | Shares | $108.5M | 111K |
| Avalonbay Cmntys Inc | AVB | Shares | $85.8M | 525K |
| Digital Rlty Tr Inc | DLR | Shares | $82.8M | 459K |
| Cubesmart | CUBE | Shares | $77.8M | 2.1M |
| Essex Ppty Tr Inc | ESS | Shares | $72.3M | 299K |
| Simon Ppty Group Inc New | SPG | Shares | $72.0M | 386K |
| Brixmor Ppty Group Inc | BRX | Shares | $63.6M | 2.2M |
| Realty Income Corp | O | Shares | $62.4M | 1.0M |
| Vici Pptys Inc | VICI | Shares | $60.6M | 2.2M |
| Broadstone Net Lease Inc | BNL | Shares | $55.2M | 3.0M |
| Highwoods Pptys Inc | HIW | Shares | $47.7M | 2.2M |
| American Homes 4 Rent | AMH | Shares | $46.4M | 1.7M |
| Curbline Pptys Corp | CURB | Shares | $45.7M | 1.8M |
| Lxp Industrial Trust | LXP | Shares | $33.7M | 729K |
| Public Storage Oper Co | PSA | Shares | $30.1M | 111K |
| Pebblebrook Hotel Tr | PEB | Shares | $20.2M | 1.6M |
| Rexford Indl Rlty Inc | REXR | Shares | $13.1M | 399K |
| Equity Residential | EQR | Shares | $10.6M | 179K |
| Sun Cmntys Inc | SUI | Shares | $8.4M | 67K |
| Invitation Homes Inc | INVH | Shares | $8.3M | 333K |
| Mid-Amer Apt Cmntys Inc | MAA | Shares | $6.8M | 56K |
| Udr Inc | UDR | Shares | $5.4M | 161K |
| Equity Lifestyle Properties | ELS | Shares | $5.1M | 82K |
| Camden Ppty Tr | CPT | Shares | $4.8M | 49K |
| Ventas Inc | VTR | Shares | $4.2M | 51K |
| Independence Rlty Tr Inc | IRT | Shares | $3.7M | 246K |
| Eastgroup Pptys Inc | EGP | Shares | $493K | 3K |
| Janus Living Inc | JAN | Shares | $457K | 19K |
| American Tower Corp | AMT | Shares | $411K | 2K |
| Vornado Rlty Tr | VNO | Shares | $342K | 13K |
| Kilroy Realty Corp | KRC | Shares | $198K | 7K |
| Regency Ctrs Corp | REG | Shares | $136K | 2K |
| Pebblebrook Hotel Tr | PEB 6.375 PERP E | Shares | $68K | 4K |
| Tanger Inc | SKT | Shares | $63K | 2K |
| Stag Industrial Inc | STAG | Shares | $56K | 2K |
| American Healthcare Reit Inc | AHR | Shares | $24K | 500 |
| Sila Realty Trust Inc | Shares | $22K | 923 | |
| Lineage Inc | LINE | Shares | $18K | 550 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.