Aew Capital Management L P 13F Holdings · Q2 2026
Aew Capital Management L P reported 39 securities worth $1.67B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: WELL (15.65%), PLD (8.63%), EQIX (7.45%). Among its top 25 positions this quarter: 1 new, 21 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WELL | WELLTOWER INC | $261.9M | 15.65% | 1.2M | Added |
| 2 | PLD | PROLOGIS INC. | $144.4M | 8.63% | 1.1M | Added |
| 3 | EQIX | EQUINIX INC | $124.7M | 7.45% | 119,595 | Added |
| 4 | AVB | AVALONBAY CMNTYS INC | $106.7M | 6.37% | 565,293 | Added |
| 5 | SPG | SIMON PPTY GROUP INC NEW | $93.4M | 5.58% | 417,753 | Added |
| 6 | ESS | ESSEX PPTY TR INC | $91.5M | 5.47% | 313,787 | Added |
| 7 | CUBE | CUBESMART | $91.2M | 5.45% | 2.3M | Added |
| 8 | DLR | DIGITAL RLTY TR INC | $89.4M | 5.34% | 497,583 | Added |
| 9 | BRX | BRIXMOR PPTY GROUP INC | $75.3M | 4.50% | 2.4M | Added |
| 10 | HIW | HIGHWOODS PPTYS INC | $72.4M | 4.33% | 2.4M | Added |
| 11 | BNL | BROADSTONE NET LEASE INC | $67.4M | 4.03% | 3.3M | Added |
| 12 | VICI | VICI PPTYS INC | $63.6M | 3.80% | 2.4M | Added |
| 13 | CURB | CURBLINE PPTYS CORP | $58.2M | 3.48% | 1.9M | Added |
| 14 | O | REALTY INCOME CORP | $52.3M | 3.13% | 844,785 | Trimmed |
| 15 | AMH | AMERICAN HOMES 4 RENT | $50.7M | 3.03% | 1.5M | Trimmed |
| 16 | BXDC | BLACKSTONE DIGITAL INFRASTRU | $47.0M | 2.81% | 2.2M | New |
| 17 | LXP | LXP INDUSTRIAL TRUST | $42.6M | 2.54% | 789,859 | Added |
| 18 | PSA | PUBLIC STORAGE | $37.9M | 2.26% | 118,941 | Added |
| 19 | PEB | PEBBLEBROOK HOTEL TR | $33.5M | 2.00% | 1.7M | Added |
| 20 | VMRK | EQUITY RESIDENTIAL | $12.2M | 0.73% | 179,384 | Trimmed |
| 21 | INVH | INVITATION HOMES INC | $10.3M | 0.62% | 342,241 | Added |
| 22 | MAA | MID-AMER APT CMNTYS INC | $9.7M | 0.58% | 70,045 | Added |
| 23 | SUI | SUN CMNTYS INC | $9.3M | 0.56% | 77,917 | Added |
| 24 | CPT | CAMDEN PPTY TR | $6.6M | 0.39% | 57,459 | Added |
| 25 | ELS | EQUITY LIFESTYLE PROPERTIES | $6.4M | 0.38% | 99,710 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR