Aew Capital Management as of March 31, 2025
Portfolio Holdings for Aew Capital Management
Aew Capital Management holds 48 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Welltower Inc Com reit (WELL) | 10.3 | $211M | 1.4M | 153.21 | |
| Prologis (PLD) | 9.7 | $199M | 1.8M | 111.79 | |
| Equinix (EQIX) | 8.5 | $173M | 212k | 815.35 | |
| Public Storage (PSA) | 6.3 | $129M | 432k | 299.29 | |
| AvalonBay Communities (AVB) | 5.9 | $120M | 560k | 214.62 | |
| Digital Realty Trust (DLR) | 5.8 | $120M | 835k | 143.29 | |
| Mid-America Apartment (MAA) | 5.2 | $105M | 629k | 167.58 | |
| Realty Income (O) | 4.4 | $89M | 1.5M | 58.01 | |
| Ventas (VTR) | 3.0 | $62M | 896k | 68.76 | |
| Iron Mountain (IRM) | 2.8 | $58M | 669k | 86.04 | |
| American Homes 4 Rent-a reit (AMH) | 2.6 | $53M | 1.4M | 37.81 | |
| Broadstone Net Lease (BNL) | 2.6 | $52M | 3.1M | 17.04 | |
| Lexington Realty Trust (LXP) | 2.4 | $49M | 5.7M | 8.65 | |
| Independence Realty Trust In (IRT) | 2.3 | $48M | 2.3M | 21.23 | |
| Brixmor Prty (BRX) | 2.3 | $47M | 1.8M | 26.55 | |
| Simon Property (SPG) | 2.3 | $46M | 279k | 166.08 | |
| Gaming & Leisure Pptys (GLPI) | 2.2 | $44M | 873k | 50.90 | |
| Macerich Company (MAC) | 1.7 | $35M | 2.1M | 17.17 | |
| Highwoods Properties (HIW) | 1.7 | $34M | 1.2M | 29.64 | |
| Equity Residential (EQR) | 1.3 | $27M | 377k | 71.58 | |
| Kite Rlty Group Tr (KRG) | 1.3 | $27M | 1.2M | 22.37 | |
| Sun Communities (SUI) | 1.2 | $25M | 192k | 128.64 | |
| Caretrust Reit (CTRE) | 1.2 | $24M | 837k | 28.58 | |
| Invitation Homes (INVH) | 1.1 | $23M | 646k | 34.85 | |
| Extra Space Storage (EXR) | 1.1 | $22M | 149k | 148.49 | |
| Phillips Edison & Co (PECO) | 1.0 | $21M | 575k | 36.49 | |
| Vornado Realty Trust (VNO) | 1.0 | $21M | 565k | 36.99 | |
| Camden Property Trust (CPT) | 1.0 | $20M | 160k | 122.30 | |
| Curbline Pptys Corp (CURB) | 0.9 | $19M | 790k | 24.19 | |
| Ryman Hospitality Pptys (RHP) | 0.9 | $19M | 209k | 91.44 | |
| Essex Property Trust (ESS) | 0.9 | $19M | 61k | 306.57 | |
| Healthcare Realty T (HR) | 0.9 | $18M | 1.0M | 16.90 | |
| Apartment Invt & Mgmt (AIV) | 0.9 | $18M | 2.0M | 8.80 | |
| Kilroy Realty Corporation (KRC) | 0.8 | $17M | 520k | 32.76 | |
| EastGroup Properties (EGP) | 0.6 | $13M | 71k | 176.15 | |
| Udr (UDR) | 0.6 | $12M | 265k | 45.17 | |
| Wp Carey (WPC) | 0.4 | $8.8M | 140k | 63.11 | |
| Equity Lifestyle Properties (ELS) | 0.3 | $6.8M | 102k | 66.70 | |
| Vici Pptys (VICI) | 0.3 | $5.8M | 179k | 32.62 | |
| Alexandria Real Estate Equities (ARE) | 0.1 | $2.4M | 26k | 92.51 | |
| Peak (DOC) | 0.1 | $2.4M | 118k | 20.22 | |
| Global Medical Reit | 0.0 | $261k | 30k | 8.75 | |
| Stag Industrial (STAG) | 0.0 | $130k | 3.6k | 36.12 | |
| Regency Centers Corporation (REG) | 0.0 | $111k | 1.5k | 73.76 | |
| Tanger Factory Outlet Centers (SKT) | 0.0 | $68k | 2.0k | 33.79 | |
| Agree Realty Corporation (ADC) | 0.0 | $31k | 400.00 | 77.19 | |
| Lineage (LINE) | 0.0 | $18k | 300.00 | 58.63 | |
| Cubesmart (CUBE) | 0.0 | $17k | 400.00 | 42.71 |
