Aew Capital Management as of March 31, 2026
Portfolio Holdings for Aew Capital Management
Aew Capital Management holds 40 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Welltower Inc Com reit (WELL) | 15.3 | $210M | 1.1M | 197.71 | |
| Prologis (PLD) | 9.4 | $130M | 985k | 132.18 | |
| Equinix (EQIX) | 7.9 | $109M | 111k | 980.24 | |
| AvalonBay Communities (AVB) | 6.2 | $86M | 525k | 163.35 | |
| Digital Realty Trust (DLR) | 6.0 | $83M | 459k | 180.21 | |
| Cubesmart (CUBE) | 5.6 | $78M | 2.1M | 36.65 | |
| Essex Property Trust (ESS) | 5.2 | $72M | 299k | 242.00 | |
| Simon Property (SPG) | 5.2 | $72M | 386k | 186.53 | |
| Brixmor Prty (BRX) | 4.6 | $64M | 2.2M | 28.80 | |
| Realty Income (O) | 4.5 | $62M | 1.0M | 61.18 | |
| Vici Pptys (VICI) | 4.4 | $61M | 2.2M | 27.32 | |
| Broadstone Net Lease (BNL) | 4.0 | $55M | 3.0M | 18.27 | |
| Highwoods Properties (HIW) | 3.5 | $48M | 2.2M | 21.41 | |
| American Homes 4 Rent-a reit (AMH) | 3.4 | $46M | 1.7M | 27.92 | |
| Curbline Pptys Corp (CURB) | 3.3 | $46M | 1.8M | 25.79 | |
| LXP Industrial Trust (LXP) | 2.4 | $34M | 729k | 46.26 | |
| Public Storage (PSA) | 2.2 | $30M | 111k | 270.88 | |
| Pebblebrook Hotel Trust (PEB) | 1.5 | $20M | 1.6M | 12.63 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.9 | $13M | 399k | 32.73 | |
| Equity Residential (EQR) | 0.8 | $11M | 180k | 59.15 | |
| Sun Communities (SUI) | 0.6 | $8.4M | 67k | 125.96 | |
| Invitation Homes (INVH) | 0.6 | $8.3M | 333k | 24.85 | |
| Mid-America Apartment (MAA) | 0.5 | $6.8M | 56k | 122.12 | |
| Udr (UDR) | 0.4 | $5.4M | 161k | 33.78 | |
| Equity Lifestyle Properties (ELS) | 0.4 | $5.1M | 82k | 62.42 | |
| Camden Property Trust (CPT) | 0.3 | $4.8M | 49k | 97.66 | |
| Ventas (VTR) | 0.3 | $4.2M | 51k | 81.78 | |
| Independence Realty Trust In (IRT) | 0.3 | $3.7M | 246k | 14.89 | |
| EastGroup Properties (EGP) | 0.0 | $493k | 2.7k | 185.09 | |
| Janus Living | 0.0 | $457k | 19k | 23.57 | |
| American Tower Reit (AMT) | 0.0 | $411k | 2.4k | 172.58 | |
| Vornado Realty Trust (VNO) | 0.0 | $342k | 13k | 25.99 | |
| Kilroy Realty Corporation (KRC) | 0.0 | $198k | 7.0k | 28.21 | |
| Regency Centers Corporation (REG) | 0.0 | $136k | 1.8k | 75.66 | |
| Pebblebrook Hotel Tr 6.375 Pfd Ser E (PEB.PE) | 0.0 | $68k | 3.5k | 19.21 | |
| Tanger Factory Outlet Centers (SKT) | 0.0 | $63k | 1.9k | 33.98 | |
| Stag Industrial (STAG) | 0.0 | $56k | 1.6k | 36.06 | |
| American Healthcare Reit (AHR) | 0.0 | $24k | 500.00 | 47.16 | |
| Sila Realty Trust (SILA) | 0.0 | $22k | 923.00 | 23.68 | |
| Lineage (LINE) | 0.0 | $18k | 550.00 | 32.76 |
