Aew Capital Management as of Dec. 31, 2024
Portfolio Holdings for Aew Capital Management
Aew Capital Management holds 47 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Equinix (EQIX) | 10.4 | $216M | 229k | 942.89 | |
| Prologis (PLD) | 9.3 | $193M | 1.8M | 105.70 | |
| Welltower Inc Com reit (WELL) | 8.6 | $178M | 1.4M | 126.03 | |
| Digital Realty Trust (DLR) | 6.8 | $140M | 792k | 177.33 | |
| Public Storage (PSA) | 6.4 | $132M | 439k | 299.44 | |
| AvalonBay Communities (AVB) | 6.2 | $128M | 580k | 219.97 | |
| Mid-America Apartment (MAA) | 4.7 | $98M | 631k | 154.57 | |
| Realty Income (O) | 4.1 | $86M | 1.6M | 53.41 | |
| Iron Mountain (IRM) | 3.4 | $71M | 679k | 105.11 | |
| American Homes 4 Rent-a reit (AMH) | 3.0 | $63M | 1.7M | 37.42 | |
| Ventas (VTR) | 2.8 | $58M | 988k | 58.89 | |
| Brixmor Prty (BRX) | 2.6 | $54M | 1.9M | 27.84 | |
| Broadstone Net Lease (BNL) | 2.4 | $50M | 3.1M | 15.86 | |
| Lexington Realty Trust (LXP) | 2.3 | $47M | 5.8M | 8.12 | |
| Independence Realty Trust In (IRT) | 2.2 | $46M | 2.3M | 19.84 | |
| Macerich Company (MAC) | 2.1 | $43M | 2.2M | 19.92 | |
| Simon Property (SPG) | 1.9 | $40M | 232k | 172.21 | |
| Gaming & Leisure Pptys (GLPI) | 1.8 | $37M | 762k | 48.16 | |
| Kite Rlty Group Tr (KRG) | 1.5 | $32M | 1.3M | 25.24 | |
| Highwoods Properties (HIW) | 1.5 | $31M | 1.0M | 30.58 | |
| Caretrust Reit (CTRE) | 1.3 | $26M | 975k | 27.05 | |
| Invitation Homes (INVH) | 1.2 | $24M | 760k | 31.97 | |
| Equity Residential (EQR) | 1.2 | $24M | 335k | 71.76 | |
| Ryman Hospitality Pptys (RHP) | 1.1 | $24M | 228k | 104.34 | |
| Sun Communities (SUI) | 1.1 | $24M | 192k | 122.97 | |
| Phillips Edison & Co (PECO) | 1.1 | $24M | 628k | 37.46 | |
| Kilroy Realty Corporation (KRC) | 1.1 | $23M | 569k | 40.45 | |
| Extra Space Storage (EXR) | 1.1 | $22M | 149k | 149.60 | |
| Vornado Realty Trust (VNO) | 1.0 | $21M | 490k | 42.04 | |
| Camden Property Trust (CPT) | 0.9 | $18M | 159k | 116.04 | |
| Essex Property Trust (ESS) | 0.8 | $17M | 60k | 285.44 | |
| Healthcare Realty T (HR) | 0.8 | $16M | 921k | 16.95 | |
| Curbline Pptys Corp (CURB) | 0.7 | $14M | 611k | 23.22 | |
| EastGroup Properties (EGP) | 0.5 | $11M | 71k | 160.49 | |
| Udr (UDR) | 0.5 | $11M | 243k | 43.41 | |
| Equity Lifestyle Properties (ELS) | 0.5 | $10M | 156k | 66.60 | |
| Wp Carey (WPC) | 0.4 | $7.6M | 140k | 54.48 | |
| Vici Pptys (VICI) | 0.3 | $5.2M | 179k | 29.21 | |
| Alexandria Real Estate Equities (ARE) | 0.1 | $2.5M | 26k | 97.55 | |
| Peak (DOC) | 0.1 | $2.4M | 118k | 20.27 | |
| Global Medical Reit | 0.0 | $230k | 30k | 7.72 | |
| Regency Centers Corporation (REG) | 0.0 | $133k | 1.8k | 73.93 | |
| Stag Industrial (STAG) | 0.0 | $108k | 3.2k | 33.82 | |
| Tanger Factory Outlet Centers (SKT) | 0.0 | $96k | 2.8k | 34.13 | |
| Lineage (LINE) | 0.0 | $29k | 500.00 | 58.57 | |
| Agree Realty Corporation (ADC) | 0.0 | $28k | 400.00 | 70.45 | |
| Cubesmart (CUBE) | 0.0 | $17k | 400.00 | 42.85 |
