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
INVH icon
26
Invitation Homes
INVH
$17.4B
$21M 1.1%
639,555
-6,290
UDR icon
27
UDR
UDR
$11.9B
$19.5M 1.03%
478,348
+213,420
VNO icon
28
Vornado Realty Trust
VNO
$7.59B
$18.9M 1%
495,310
-69,770
RHP icon
29
Ryman Hospitality Properties
RHP
$5.56B
$18.6M 0.98%
188,824
-20,142
PECO icon
30
Phillips Edison & Co
PECO
$4.27B
$17.6M 0.93%
503,549
-71,270
ESS icon
31
Essex Property Trust
ESS
$16.6B
$17.3M 0.91%
61,081
+300
CURB
32
Curbline Properties
CURB
$2.41B
$16.7M 0.88%
732,864
-57,393
KRC icon
33
Kilroy Realty
KRC
$4.79B
$15.6M 0.82%
455,732
-64,467
CPT icon
34
Camden Property Trust
CPT
$10.9B
$15.5M 0.81%
137,225
-22,690
EGP icon
35
EastGroup Properties
EGP
$9.39B
$15.2M 0.8%
90,699
+19,760
AIV
36
Aimco
AIV
$790M
$14.7M 0.77%
1,696,500
-291,070
HR icon
37
Healthcare Realty
HR
$6.45B
$14.6M 0.77%
920,200
-129,250
ELS icon
38
Equity Lifestyle Properties
ELS
$12.1B
$10.9M 0.57%
176,103
+74,250
VICI icon
39
VICI Properties
VICI
$32.8B
$5.91M 0.31%
181,230
+2,200
REXR icon
40
Rexford Industrial Realty
REXR
$10B
$4.29M 0.23%
+120,480
WPC icon
41
W.P. Carey
WPC
$14.9B
$3.84M 0.2%
61,560
-78,080
DOC icon
42
Healthpeak Properties
DOC
$12.8B
$2.23M 0.12%
127,079
+9,600
ARE icon
43
Alexandria Real Estate Equities
ARE
$12.8B
$2.03M 0.11%
27,910
+2,100
GMRE
44
Global Medical REIT
GMRE
$436M
$207K 0.01%
29,820
STAG icon
45
STAG Industrial
STAG
$7.02B
$131K 0.01%
3,600
REG icon
46
Regency Centers
REG
$13B
$107K 0.01%
1,500
SKT icon
47
Tanger
SKT
$3.66B
$33.6K ﹤0.01%
1,100
-900
ADC icon
48
Agree Realty
ADC
$8.25B
$29.2K ﹤0.01%
400
LINE
49
Lineage Inc
LINE
$9.39B
– –
-300
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