Aew Capital Management L P 13F 持仓 · 2026年Q2
Aew Capital Management L P 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 39 只证券，申报市值合计 16.73 亿美元。前几大持仓：WELL（15.65%）、PLD（8.63%）、EQIX（7.45%）。本季前 25 大持仓中：新建仓 1 只、增持 21 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WELL | WELLTOWER INC | $261.9M | 15.65% | 1.2M | 增持 |
| 2 | PLD | PROLOGIS INC. | $144.4M | 8.63% | 1.1M | 增持 |
| 3 | EQIX | EQUINIX INC | $124.7M | 7.45% | 119,595 | 增持 |
| 4 | AVB | AVALONBAY CMNTYS INC | $106.7M | 6.37% | 565,293 | 增持 |
| 5 | SPG | SIMON PPTY GROUP INC NEW | $93.4M | 5.58% | 417,753 | 增持 |
| 6 | ESS | ESSEX PPTY TR INC | $91.5M | 5.47% | 313,787 | 增持 |
| 7 | CUBE | CUBESMART | $91.2M | 5.45% | 2.3M | 增持 |
| 8 | DLR | DIGITAL RLTY TR INC | $89.4M | 5.34% | 497,583 | 增持 |
| 9 | BRX | BRIXMOR PPTY GROUP INC | $75.3M | 4.50% | 2.4M | 增持 |
| 10 | HIW | HIGHWOODS PPTYS INC | $72.4M | 4.33% | 2.4M | 增持 |
| 11 | BNL | BROADSTONE NET LEASE INC | $67.4M | 4.03% | 3.3M | 增持 |
| 12 | VICI | VICI PPTYS INC | $63.6M | 3.80% | 2.4M | 增持 |
| 13 | CURB | CURBLINE PPTYS CORP | $58.2M | 3.48% | 1.9M | 增持 |
| 14 | O | REALTY INCOME CORP | $52.3M | 3.13% | 844,785 | 减持 |
| 15 | AMH | AMERICAN HOMES 4 RENT | $50.7M | 3.03% | 1.5M | 减持 |
| 16 | BXDC | BLACKSTONE DIGITAL INFRASTRU | $47.0M | 2.81% | 2.2M | 新建仓 |
| 17 | LXP | LXP INDUSTRIAL TRUST | $42.6M | 2.54% | 789,859 | 增持 |
| 18 | PSA | PUBLIC STORAGE | $37.9M | 2.26% | 118,941 | 增持 |
| 19 | PEB | PEBBLEBROOK HOTEL TR | $33.5M | 2.00% | 1.7M | 增持 |
| 20 | VMRK | EQUITY RESIDENTIAL | $12.2M | 0.73% | 179,384 | 减持 |
| 21 | INVH | INVITATION HOMES INC | $10.3M | 0.62% | 342,241 | 增持 |
| 22 | MAA | MID-AMER APT CMNTYS INC | $9.7M | 0.58% | 70,045 | 增持 |
| 23 | SUI | SUN CMNTYS INC | $9.3M | 0.56% | 77,917 | 增持 |
| 24 | CPT | CAMDEN PPTY TR | $6.6M | 0.39% | 57,459 | 增持 |
| 25 | ELS | EQUITY LIFESTYLE PROPERTIES | $6.4M | 0.38% | 99,710 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR