AEW Capital Management portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 4, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
AEW Capital Management reported a $1.7 bn portfolio of 39 positions to the SEC as of the end of Q2 2026. Its largest positions are WELL, PLD, EQIX.
Sections with a free account
What changed this quarter
40 positions with a change (1 new, 28 added to, 8 trimmed, 3 sold); also, 1 entered through an IPO. 5 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Newly listedBlackstone Digital Infrastructure TrustBXDC2.8% of the portfolio
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
- Welltower+8.5%more sharesIncreased15.3% → 15.7%
- Rexford Industrial Realty−98%fewer sharesReduced0.9% → under 0.1%
- Prologis+8.2%more sharesIncreased9.4% → 8.6%
- Realty Income−17%fewer sharesReduced4.5% → 3.1%
- Equinix+8.0%more sharesIncreased7.9% → 7.4%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- WelltowerWELL15.7%
- PrologisPLD8.6%
- EquinixEQIX7.4%
- Avalonbay CommunitiesAVB6.4%
- Simon Property GroupSPG5.6%
- Essex Property TrustESS5.5%
- CubesmartCUBE5.4%
- Digital Realty TrustDLR5.3%
- Brixmor Property GroupBRX4.5%
- Highwoods PropertiesHIW4.3%
- Broadstone Net LeaseBNL4.0%
- VICI PropertiesVICI3.8%
- Curbline PropertiesCURB3.5%
- Realty IncomeO3.1%
- American Homes 4 RentAMH3.0%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Real Estate 100%
How its portfolio changed (8 quarters)
Q2 2026: 39
Q2 2026: 69%
Q2 2026: 5.8%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Mar 31, 2026 (medium confidence).
The data, as reported: AEW CAPITAL MANAGEMENT LP (CRD 108633): Institutional mandates; 5.D assets by client type: pooled vehicles 31%, corporations 26%, sovereign funds 25%, pension plans 9% (of $3.0 bn); 5.F 27 accounts, 23% non-discretionary; 5.D 15 clients, 0 individuals
The type comes from a rule applied to that data. If it looks wrong, tell us.
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