Aew Capital Management as of Dec. 31, 2020
Portfolio Holdings for Aew Capital Management
Aew Capital Management holds 41 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Prologis (PLD) | 8.1 | $224M | 2.2M | 99.66 | |
| Welltower Inc Com reit (WELL) | 7.1 | $197M | 3.0M | 64.62 | |
| Essex Property Trust (ESS) | 5.0 | $138M | 580k | 237.42 | |
| Equinix (EQIX) | 4.3 | $119M | 166k | 714.18 | |
| Sun Communities (SUI) | 3.9 | $109M | 718k | 151.95 | |
| Vici Pptys (VICI) | 3.8 | $106M | 4.2M | 25.50 | |
| Udr (UDR) | 3.8 | $106M | 2.8M | 38.43 | |
| Americold Rlty Tr (COLD) | 3.6 | $100M | 2.7M | 37.33 | |
| Invitation Homes (INVH) | 3.5 | $96M | 3.2M | 29.70 | |
| AvalonBay Communities (AVB) | 3.4 | $93M | 582k | 160.43 | |
| Digital Realty Trust (DLR) | 3.3 | $91M | 654k | 139.51 | |
| Peak (DOC) | 3.2 | $90M | 3.0M | 30.23 | |
| Alexandria Real Estate Equities (ARE) | 3.2 | $88M | 495k | 178.22 | |
| Extra Space Storage (EXR) | 3.1 | $86M | 740k | 115.86 | |
| Brixmor Prty (BRX) | 2.9 | $79M | 4.8M | 16.55 | |
| EastGroup Properties (EGP) | 2.8 | $77M | 558k | 138.06 | |
| Vereit | 2.8 | $77M | 2.0M | 37.79 | |
| Ventas (VTR) | 2.7 | $74M | 1.5M | 49.04 | |
| Equity Lifestyle Properties (ELS) | 2.5 | $70M | 1.1M | 63.36 | |
| Host Hotels & Resorts (HST) | 2.5 | $69M | 4.7M | 14.63 | |
| Life Storage Inc reit | 2.2 | $60M | 504k | 119.39 | |
| American Homes 4 Rent-a reit (AMH) | 2.2 | $60M | 2.0M | 30.00 | |
| Spirit Realty Capital | 2.0 | $56M | 1.4M | 40.17 | |
| Boston Properties (BXP) | 1.8 | $51M | 540k | 94.53 | |
| Equity Residential (EQR) | 1.5 | $40M | 681k | 59.28 | |
| Mid-America Apartment (MAA) | 1.4 | $38M | 301k | 126.69 | |
| Federal Realty Inv. Trust | 1.3 | $37M | 430k | 85.12 | |
| Sba Communications Corp (SBAC) | 1.3 | $36M | 126k | 282.13 | |
| Qts Realty Trust | 1.3 | $35M | 566k | 61.88 | |
| Camden Property Trust (CPT) | 1.1 | $32M | 316k | 99.92 | |
| Empire St Rlty Tr Inc cl a (ESRT) | 1.1 | $31M | 3.3M | 9.32 | |
| Terreno Realty Corporation (TRNO) | 1.1 | $30M | 515k | 58.51 | |
| Acadia Realty Trust (AKR) | 1.0 | $29M | 2.0M | 14.19 | |
| Healthcare Tr Amer Inc cl a | 1.0 | $28M | 1.0M | 27.54 | |
| Independence Realty Trust In (IRT) | 1.0 | $27M | 2.0M | 13.43 | |
| DiamondRock Hospitality Company (DRH) | 0.9 | $25M | 3.1M | 8.25 | |
| Cousins Properties (CUZ) | 0.8 | $22M | 663k | 33.50 | |
| Public Storage (PSA) | 0.8 | $22M | 94k | 230.93 | |
| American Campus Communities | 0.5 | $14M | 325k | 42.77 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.4 | $10M | 212k | 49.11 | |
| Physicians Realty Trust | 0.1 | $1.9M | 106k | 17.80 |
