ACM

AEW Capital Management Portfolio holdings

AUM $1.9B
1-Year Est. Return 10.24%
This Quarter Est. Return
1 Year Est. Return
+10.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.9B
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1 +$28M
2 +$8.71M
3 +$4.58M
4
REXR icon
Rexford Industrial Realty
REXR
+$4.29M
5
EGP icon
EastGroup Properties
EGP
+$3.3M

Top Sells

1 +$22.6M
2 +$17.5M
3 +$14.2M
4
AVB icon
AvalonBay Communities
AVB
+$9.61M
5
DLR icon
Digital Realty Trust
DLR
+$8.98M

Sector Composition

1 Real Estate 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WELL icon
1
Welltower
WELL
$115B
$197M 10.38%
1,283,280
-92,588
PLD icon
2
Prologis
PLD
$113B
$179M 9.42%
1,702,123
-80,248
EQIX icon
3
Equinix
EQIX
$79.5B
$146M 7.7%
183,831
-28,430
DLR icon
4
Digital Realty Trust
DLR
$59.3B
$137M 7.19%
783,175
-51,530
PSA icon
5
Public Storage
PSA
$53.8B
$121M 6.36%
412,100
-19,980
AVB icon
6
AvalonBay Communities
AVB
$26.3B
$104M 5.49%
512,948
-47,248
O icon
7
Realty Income
O
$54.2B
$85.3M 4.49%
1,480,168
-61,570
MAA icon
8
Mid-America Apartment Communities
MAA
$15.4B
$75.5M 3.97%
510,094
-118,550
IRM icon
9
Iron Mountain
IRM
$31.2B
$63.6M 3.35%
619,677
-49,590
VTR icon
10
Ventas
VTR
$31.6B
$48.8M 2.57%
772,146
-123,830
AMH icon
11
American Homes 4 Rent
AMH
$12.1B
$47.7M 2.51%
1,323,234
-87,127
LXP icon
12
LXP Industrial Trust
LXP
$2.76B
$46.8M 2.47%
5,670,611
+9,290
SPG icon
13
Simon Property Group
SPG
$57.7B
$44.6M 2.35%
277,645
-1,790
BRX icon
14
Brixmor Property Group
BRX
$8.21B
$42.7M 2.25%
1,641,088
-137,890
BNL icon
15
Broadstone Net Lease
BNL
$3.51B
$40.5M 2.13%
2,522,109
-544,330
GLPI icon
16
Gaming and Leisure Properties
GLPI
$12.6B
$38.6M 2.03%
826,502
-46,768
HIW icon
17
Highwoods Properties
HIW
$3.21B
$37.3M 1.96%
1,199,580
+41,470
IRT icon
18
Independence Realty Trust
IRT
$3.76B
$34.1M 1.8%
1,929,525
-334,190
CUBE icon
19
CubeSmart
CUBE
$9.55B
$28M 1.47%
658,740
+658,340
EQR icon
20
Equity Residential
EQR
$23.5B
$26.4M 1.39%
391,301
+14,310
MAC icon
21
Macerich
MAC
$4.3B
$26.1M 1.38%
1,614,716
-447,490
SUI icon
22
Sun Communities
SUI
$15.5B
$26M 1.37%
205,190
+13,730
KRG icon
23
Kite Realty
KRG
$4.84B
$23.7M 1.25%
1,046,248
-148,120
CTRE icon
24
CareTrust REIT
CTRE
$7.52B
$23.6M 1.24%
772,871
-64,421
EXR icon
25
Extra Space Storage
EXR
$32.3B
$21.2M 1.12%
143,719
-5,660