Aew Capital Management as of June 30, 2026
Portfolio Holdings for Aew Capital Management
Aew Capital Management holds 39 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Welltower Inc Com reit (WELL) | 15.7 | $262M | 1.2M | 226.97 | |
| Prologis (PLD) | 8.6 | $144M | 1.1M | 135.47 | |
| Equinix (EQIX) | 7.4 | $125M | 120k | 1042.39 | |
| AvalonBay Communities (AVB) | 6.4 | $107M | 565k | 188.69 | |
| Simon Property (SPG) | 5.6 | $93M | 418k | 223.65 | |
| Essex Property Trust (ESS) | 5.5 | $92M | 314k | 291.59 | |
| Cubesmart (CUBE) | 5.4 | $91M | 2.3M | 39.77 | |
| Digital Realty Trust (DLR) | 5.3 | $89M | 498k | 179.58 | |
| Brixmor Prty (BRX) | 4.5 | $75M | 2.4M | 31.53 | |
| Highwoods Properties (HIW) | 4.3 | $72M | 2.4M | 30.16 | |
| Broadstone Net Lease (BNL) | 4.0 | $67M | 3.3M | 20.67 | |
| Vici Pptys (VICI) | 3.8 | $64M | 2.4M | 26.55 | |
| Curbline Pptys Corp (CURB) | 3.5 | $58M | 1.9M | 30.40 | |
| Realty Income (O) | 3.1 | $52M | 845k | 61.96 | |
| American Homes 4 Rent-a reit (AMH) | 3.0 | $51M | 1.5M | 33.52 | |
| Blackstone Digital Infrastructure Trust | 2.8 | $47M | 2.2M | 21.63 | |
| LXP Industrial Trust (LXP) | 2.5 | $43M | 790k | 53.88 | |
| Public Storage (PSA) | 2.3 | $38M | 119k | 318.31 | |
| Pebblebrook Hotel Trust (PEB) | 2.0 | $34M | 1.7M | 19.41 | |
| Equity Residential (EQR) | 0.7 | $12M | 179k | 67.93 | |
| Invitation Homes (INVH) | 0.6 | $10M | 342k | 30.21 | |
| Mid-America Apartment (MAA) | 0.6 | $9.7M | 70k | 138.94 | |
| Sun Communities (SUI) | 0.6 | $9.3M | 78k | 119.91 | |
| Camden Property Trust (CPT) | 0.4 | $6.6M | 58k | 114.49 | |
| Equity Lifestyle Properties (ELS) | 0.4 | $6.4M | 100k | 64.45 | |
| Ventas (VTR) | 0.3 | $5.4M | 60k | 88.80 | |
| Udr (UDR) | 0.3 | $5.0M | 125k | 39.92 | |
| Independence Realty Trust In (IRT) | 0.1 | $1.3M | 77k | 16.69 | |
| Janus Living (JAN) | 0.0 | $564k | 20k | 28.74 | |
| Vornado Realty Trust (VNO) | 0.0 | $533k | 14k | 39.30 | |
| Kilroy Realty Corporation (KRC) | 0.0 | $523k | 14k | 37.47 | |
| EastGroup Properties (EGP) | 0.0 | $444k | 2.2k | 202.53 | |
| Iron Mountain (IRM) | 0.0 | $392k | 3.1k | 126.31 | |
| American Tower Reit (AMT) | 0.0 | $326k | 2.0k | 163.57 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $216k | 6.4k | 33.50 | |
| Tanger Factory Outlet Centers (SKT) | 0.0 | $93k | 2.4k | 39.47 | |
| Stag Industrial (STAG) | 0.0 | $74k | 2.0k | 38.06 | |
| Pebblebrook Hotel Trust 6.375 Cum Red Pfd Regist preferred (PEB.PE) | 0.0 | $58k | 3.0k | 19.48 | |
| American Healthcare Reit (AHR) | 0.0 | $31k | 600.00 | 52.15 |
