Aew Capital Management L P

13F filer · CIK 0001046187

Reported Aug 4, 2026

13F portfolio value$1.67BU.S. long equity reported on 13F

Positions38Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight68.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 202638 positions
WELLWelltower Inc.	$262M	15.65%	0.16%	+8.5%	Q3 2015
PLDPrologis, Inc.	$144M	8.63%	0.11%	+8.3%	Q2 2013
EQIXEquinix Inc	$125M	7.45%	0.12%	+8.0%	Q2 2018
AVBCAvidia Bancorp, Inc.	$107M	6.37%	2.82%	+7.6%	Q2 2013
SPGSimon Property Group Inc.	$93.4M	5.58%	5221.91%	+8.2%	Q2 2013
ESSEssex Property Trust, Inc.	$91.5M	5.47%	0.49%	+5.0%	Q4 2013
CUBECubeSmart	$91.2M	5.45%	1.02%	+8.1%	Q2 2013
DLRDigital Realty Trust, Inc.	$89.4M	5.34%	0.13%	+8.3%	Q4 2016
BRXBrixmor Property Group Inc.	$75.3M	4.50%	0.78%	+8.0%	Q4 2019
HIWHighwoods Properties, Inc.	$72.4M	4.33%	2.18%	+7.7%	Q4 2024
BNLBroadstone Net Lease, Inc.	$67.4M	4.03%	1.70%	+8.0%	Q4 2022
VICIVici Properties Inc.	$63.6M	3.80%	0.22%	+8.2%	Q2 2018
CURBCurbline Properties Corp.	$58.2M	3.48%	1.68%	+8.0%	Q4 2024
ORealty Income Corp	$52.3M	3.13%	0.09%	-17.2%	Q2 2022
AMHAmerican Homes 4 Rent	$50.7M	3.03%	Not reported	-8.9%	Q3 2013
BXDCBlackstone Digital Infrastructure Trust Inc.	$47M	2.81%	2.16%	New	Q2 2026
LXPLXP Industrial Trust	$42.6M	2.54%	1.34%	+8.4%	Q4 2023
PSAPublic Storage	$37.9M	2.26%	0.07%	+7.1%	Q2 2013
PEBPebblebrook Hotel Trust	$33.5M	2.00%	1.53%	+8.0%	Q2 2013
VMRKVivmark Residential	$12.2M	0.73%	0.05%	-0.1%	Q2 2013
INVHInvitation Homes Inc.	$10.3M	0.62%	0.06%	+2.9%	Q4 2019
MAAMid America Apartment Communities Inc.	$9.73M	0.58%	0.06%	+25.7%	Q4 2013
SUISun Communities Inc	$9.34M	0.56%	0.06%	+16.4%	Q4 2019
CPTCamden Property Trust	$6.58M	0.39%	0.06%	+16.4%	Q2 2013
ELSEquity Lifestyle Properties Inc	$6.43M	0.38%	0.05%	+22.0%	Q2 2013
VTRVentas, Inc.	$5.36M	0.32%	0.01%	+18.0%	Q2 2013
UDRUDR, Inc.	$4.98M	0.30%	0.04%	-22.4%	Q4 2019
IRTIndependence Realty Trust, Inc.	$1.28M	0.08%	0.03%	-68.7%	Q2 2020
JANJanus Living, Inc.	$564K	0.03%	Not reported	+1.1%	Q1 2026
VNOVornado Realty Trust	$533K	0.03%	0.01%	+3.1%	Q2 2013
KRCKilroy Realty Corp	$523K	0.03%	0.01%	+98.4%	Q2 2013
EGPEastgroup Properties Inc	$444K	0.03%	0.00%	-17.7%	Q3 2020
IRMIron Mountain Inc	$392K	0.02%	0.00%	Not reported	Q4 2022
AMTAmerican Tower Corp	$326K	0.02%	0.00%	-16.4%	Q2 2018
REXRRexford Industrial Realty, Inc.	$216K	0.01%	0.00%	-98.4%	Q2 2014
SKTTanger Inc.	$93.2K	0.01%	0.00%	+26.9%	Q2 2015
STAGSTAG Industrial, Inc.	$74.3K	0.00%	0.00%	+25.8%	Q2 2024
AHRAmerican Healthcare REIT, Inc.	$31.3K	0.00%	0.00%	+20.0%	Q1 2026
Q1 2026Reported Apr 28, 202639 positions
WELLWelltower Inc.	$210M	15.26%	0.15%	+9.3%	Q3 2015
PLDPrologis, Inc.	$130M	9.44%	0.11%	+1.2%	Q2 2013
EQIXEquinix Inc	$109M	7.88%	0.11%	-7.9%	Q2 2018
AVBCAvidia Bancorp, Inc.	$85.8M	6.23%	2.62%	-5.7%	Q2 2013
DLRDigital Realty Trust, Inc.	$82.8M	6.01%	0.13%	-16.4%	Q4 2016
CUBECubeSmart	$77.8M	5.64%	0.94%	+11319.4%	Q2 2013
ESSEssex Property Trust, Inc.	$72.3M	5.25%	0.46%	+943.0%	Q4 2013
SPGSimon Property Group Inc.	$72M	5.23%	4827.19%	-12.0%	Q2 2013
BRXBrixmor Property Group Inc.	$63.6M	4.62%	0.72%	-3.2%	Q4 2019
ORealty Income Corp	$62.4M	4.53%	0.11%	-45.4%	Q2 2022
VICIVici Properties Inc.	$60.6M	4.39%	0.21%	Not reported	Q2 2018
BNLBroadstone Net Lease, Inc.	$55.2M	4.00%	1.57%	-11.8%	Q4 2022
HIWHighwoods Properties, Inc.	$47.7M	3.46%	2.02%	-8.4%	Q4 2024
AMHAmerican Homes 4 Rent	$46.4M	3.36%	Not reported	-11.4%	Q3 2013
CURBCurbline Properties Corp.	$45.7M	3.32%	1.68%	+24.4%	Q4 2024
LXPLXP Industrial Trust	$33.7M	2.45%	1.24%	-37.7%	Q4 2023
PSAPublic Storage	$30.1M	2.18%	0.06%	-66.7%	Q2 2013
PEBPebblebrook Hotel Trust	$20.2M	1.46%	1.41%	Not reported	Q2 2013
REXRRexford Industrial Realty, Inc.	$13.1M	0.95%	0.18%	+7577.1%	Q2 2014
VMRKVivmark Residential	$10.6M	0.77%	0.05%	-3.6%	Q2 2013
SUISun Communities Inc	$8.44M	0.61%	0.05%	+37.7%	Q4 2019
INVHInvitation Homes Inc.	$8.26M	0.60%	0.06%	+17.6%	Q4 2019
MAAMid America Apartment Communities Inc.	$6.8M	0.49%	0.05%	-88.5%	Q4 2013
UDRUDR, Inc.	$5.43M	0.39%	0.05%	-27.8%	Q4 2019
ELSEquity Lifestyle Properties Inc	$5.1M	0.37%	0.04%	-31.7%	Q2 2013
CPTCamden Property Trust	$4.82M	0.35%	0.05%	-14.2%	Q2 2013
VTRVentas, Inc.	$4.18M	0.30%	0.01%	+123.8%	Q2 2013
IRTIndependence Realty Trust, Inc.	$3.66M	0.27%	0.10%	-9.5%	Q2 2020
EGPEastgroup Properties Inc	$493K	0.04%	0.01%	+343.5%	Q3 2020
JANJanus Living, Inc.	$457K	0.03%	Not reported	New	Q1 2026
AMTAmerican Tower Corp	$411K	0.03%	0.00%	-97.4%	Q2 2018
VNOVornado Realty Trust	$342K	0.02%	0.01%	-5.9%	Q2 2013
KRCKilroy Realty Corp	$198K	0.01%	0.01%	-34.8%	Q2 2013
REGRegency Centers Corp	$136K	0.01%	0.00%	+12.3%	Q2 2013
SKTTanger Inc.	$63.3K	0.00%	0.00%	+272.4%	Q2 2015
STAGSTAG Industrial, Inc.	$56K	0.00%	0.00%	-74.6%	Q2 2024
AHRAmerican Healthcare REIT, Inc.	$23.6K	0.00%	0.00%	New	Q1 2026
SILASila Realty Trust, Inc.	$21.9K	0.00%	0.00%	-48.7%	Q4 2025
LINELineage, Inc.	$18K	0.00%	0.00%	-54.2%	Q3 2024
Q4 2025Reported Feb 6, 202637 positions
WELLWelltower Inc.	$181M	13.07%	0.14%	-19.2%	Q3 2015
PLDPrologis, Inc.	$124M	8.99%	0.10%	-12.5%	Q2 2013
ORealty Income Corp	$105M	7.63%	0.20%	-12.6%	Q2 2022
AVBCAvidia Bancorp, Inc.	$101M	7.31%	2.78%	-18.6%	Q2 2013
EQIXEquinix Inc	$92.1M	6.67%	0.12%	-23.2%	Q2 2018
PSAPublic Storage	$86.6M	6.26%	0.19%	-19.1%	Q2 2013
DLRDigital Realty Trust, Inc.	$85M	6.15%	0.16%	-16.2%	Q4 2016
SPGSimon Property Group Inc.	$81.3M	5.88%	5487.09%	-17.2%	Q2 2013
MAAMid America Apartment Communities Inc.	$67.2M	4.87%	0.41%	-21.6%	Q4 2013
HIWHighwoods Properties, Inc.	$62.8M	4.55%	2.21%	+3.8%	Q4 2024
AMHAmerican Homes 4 Rent	$60.1M	4.35%	Not reported	-9.3%	Q3 2013
BRXBrixmor Property Group Inc.	$59.9M	4.33%	0.75%	-20.8%	Q4 2019
BNLBroadstone Net Lease, Inc.	$59.5M	4.30%	1.79%	-6.1%	Q4 2022
LXPLXP Industrial Trust	$58M	4.20%	1.98%	-36.0%	Q4 2023
CURBCurbline Properties Corp.	$33.1M	2.39%	1.35%	-8.0%	Q4 2024
CTRECareTrust REIT, Inc.	$25.4M	1.84%	0.32%	-36.1%	Q4 2019
RHPRyman Hospitality Properties, Inc.	$19.5M	1.41%	0.33%	-34.0%	Q3 2021
AMTAmerican Tower Corp	$16.3M	1.18%	0.02%	+46.8%	Q2 2018
VMRKVivmark Residential	$11.7M	0.85%	0.05%	+2.6%	Q2 2013
UDRUDR, Inc.	$8.18M	0.59%	0.07%	+1.6%	Q4 2019
INVHInvitation Homes Inc.	$7.86M	0.57%	0.05%	+0.3%	Q4 2019
ESSEssex Property Trust, Inc.	$7.5M	0.54%	0.04%	Not reported	Q4 2013
ELSEquity Lifestyle Properties Inc	$7.25M	0.52%	0.06%	-5.7%	Q2 2013
CPTCamden Property Trust	$6.34M	0.46%	0.06%	+8.3%	Q2 2013
SUISun Communities Inc	$6.03M	0.44%	0.04%	-8.8%	Q4 2019
IRTIndependence Realty Trust, Inc.	$4.75M	0.34%	0.11%	-55.0%	Q2 2020
VTRVentas, Inc.	$1.77M	0.13%	0.00%	-79.3%	Q2 2013
CUBECubeSmart	$670K	0.05%	0.01%	-86.9%	Q2 2013
VNOVornado Realty Trust	$465K	0.03%	0.01%	-93.5%	Q2 2013
KRCKilroy Realty Corp	$403K	0.03%	0.01%	-94.6%	Q2 2013
STAGSTAG Industrial, Inc.	$224K	0.02%	0.00%	+41.9%	Q2 2024
REXRRexford Industrial Realty, Inc.	$201K	0.01%	0.00%	+246.7%	Q2 2014
REGRegency Centers Corp	$110K	0.01%	0.00%	-11.1%	Q2 2013
EGPEastgroup Properties Inc	$107K	0.01%	0.00%	-25.0%	Q3 2020
LINELineage, Inc.	$42K	0.00%	0.00%	Not reported	Q3 2024
SILASila Realty Trust, Inc.	$42K	0.00%	0.00%	New	Q4 2025
SKTTanger Inc.	$16.7K	0.00%	0.00%	-61.5%	Q2 2015
Q3 2025Reported Nov 10, 202543 positions
WELLWelltower Inc.	$215M	11.96%	0.18%	-6.1%	Q3 2015
AVBCAvidia Bancorp, Inc.	$132M	7.37%	3.41%	+33.5%	Q2 2013
ORealty Income Corp	$130M	7.24%	0.23%	+44.5%	Q2 2022
PLDPrologis, Inc.	$127M	7.09%	0.12%	-34.7%	Q2 2013
EQIXEquinix Inc	$123M	6.83%	0.16%	-14.9%	Q2 2018
PSAPublic Storage	$119M	6.63%	0.24%	+0.1%	Q2 2013
DLRDigital Realty Trust, Inc.	$113M	6.32%	0.19%	-16.3%	Q4 2016
SPGSimon Property Group Inc.	$99.5M	5.54%	6626.94%	+91.0%	Q2 2013
MAAMid America Apartment Communities Inc.	$86.3M	4.81%	0.53%	+21.1%	Q4 2013
LXPLXP Industrial Trust	$81.9M	4.56%	3.09%	+61.1%	Q4 2023
BRXBrixmor Property Group Inc.	$79.8M	4.44%	0.94%	+75.6%	Q4 2019
HIWHighwoods Properties, Inc.	$74.6M	4.15%	2.14%	+95.5%	Q4 2024
AMHAmerican Homes 4 Rent	$68.6M	3.82%	Not reported	+56.0%	Q3 2013
BNLBroadstone Net Lease, Inc.	$65.1M	3.63%	1.93%	+44.5%	Q4 2022
CTRECareTrust REIT, Inc.	$38.1M	2.12%	0.49%	+42.0%	Q4 2019
CURBCurbline Properties Corp.	$34.5M	1.92%	1.47%	+111.2%	Q4 2024
IRMIron Mountain Inc	$32.1M	1.79%	0.11%	-49.1%	Q4 2022
RHPRyman Hospitality Properties, Inc.	$27.9M	1.55%	0.49%	+65.0%	Q3 2021
AMTAmerican Tower Corp	$12.1M	0.68%	0.01%	Not reported	Q2 2018
VMRKVivmark Residential	$11.7M	0.65%	0.05%	-53.6%	Q2 2013
IRTIndependence Realty Trust, Inc.	$9.9M	0.55%	0.25%	-68.7%	Q2 2020
MACMacerich Co	$9.59M	0.53%	0.21%	-67.4%	Q2 2013
GLPIGaming & Leisure Properties, Inc.	$9.09M	0.51%	0.07%	-76.4%	Q4 2022
KRGKite Realty Group Trust	$9.09M	0.51%	0.19%	-61.1%	Q2 2021
VNOVornado Realty Trust	$8.74M	0.49%	0.11%	-56.5%	Q2 2013
PECOPhillips Edison & Company, Inc.	$8.58M	0.48%	0.20%	-50.4%	Q1 2023
KRCKilroy Realty Corp	$8.47M	0.47%	0.17%	-56.0%	Q2 2013
INVHInvitation Homes Inc.	$8.27M	0.46%	0.05%	-55.9%	Q4 2019
UDRUDR, Inc.	$8.17M	0.46%	0.07%	-54.2%	Q4 2019
VTRVentas, Inc.	$7.74M	0.43%	0.02%	-85.7%	Q2 2013
ELSEquity Lifestyle Properties Inc	$7.7M	0.43%	0.07%	-28.0%	Q2 2013
ESSEssex Property Trust, Inc.	$7.67M	0.43%	0.04%	-53.1%	Q4 2013
SUISun Communities Inc	$6.88M	0.38%	0.04%	-74.0%	Q4 2019
CUBECubeSmart	$5.77M	0.32%	0.06%	-78.5%	Q2 2013
CPTCamden Property Trust	$5.68M	0.32%	0.05%	-61.3%	Q2 2013
HRHealthcare Realty Trust Inc	$1.44M	0.08%	0.02%	-91.3%	Q3 2022
AIVApartment Investment & Management Co	$441K	0.02%	0.04%	-96.7%	Q2 2018
STAGSTAG Industrial, Inc.	$152K	0.01%	0.00%	+19.4%	Q2 2024
EGPEastgroup Properties Inc	$135K	0.01%	0.00%	-99.1%	Q3 2020
REGRegency Centers Corp	$131K	0.01%	0.00%	+20.0%	Q2 2013
REXRRexford Industrial Realty, Inc.	$61.7K	0.00%	0.00%	-98.8%	Q2 2014
SKTTanger Inc.	$44K	0.00%	0.00%	+18.2%	Q2 2015
ADCAgree Realty Corp	$35.5K	0.00%	0.00%	+25.0%	Q1 2021

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