ACM

AEW Capital Management Portfolio holdings

AUM $1.8B
1-Year Est. Return 1.09%
This Quarter Est. Return
1 Year Est. Return
-1.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.8B
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$47.4M
2
+$40.1M
3
+$36.4M
4
BRX icon
Brixmor Property Group
BRX
+$34.4M
5
AVB icon
AvalonBay Communities
AVB
+$33.2M

Top Sells

1
+$67.6M
2
+$46.3M
3
+$31M
4
GLPI icon
Gaming and Leisure Properties
GLPI
+$29.4M
5
DLR icon
Digital Realty Trust
DLR
+$22M

Sector Composition

1 Real Estate 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PECO icon
26
Phillips Edison & Co
PECO
$4.44B
$8.58M 0.48%
249,810
-253,739
KRC icon
27
Kilroy Realty
KRC
$4.57B
$8.47M 0.47%
200,537
-255,195
INVH icon
28
Invitation Homes
INVH
$16.6B
$8.27M 0.46%
281,960
-357,595
UDR icon
29
UDR
UDR
$12.2B
$8.17M 0.46%
219,300
-259,048
VTR icon
30
Ventas
VTR
$36.4B
$7.74M 0.43%
110,560
-661,586
ELS icon
31
Equity Lifestyle Properties
ELS
$12.1B
$7.7M 0.43%
126,810
-49,293
ESS icon
32
Essex Property Trust
ESS
$16.3B
$7.67M 0.43%
28,660
-32,421
SUI icon
33
Sun Communities
SUI
$15.7B
$6.88M 0.38%
53,350
-151,840
CUBE icon
34
CubeSmart
CUBE
$8.92B
$5.77M 0.32%
141,870
-516,870
CPT icon
35
Camden Property Trust
CPT
$11.5B
$5.68M 0.32%
53,150
-84,075
HR icon
36
Healthcare Realty
HR
$6.08B
$1.44M 0.08%
80,110
-840,090
AIV
37
Aimco
AIV
$856M
$441K 0.02%
55,610
-1,640,890
STAG icon
38
STAG Industrial
STAG
$6.91B
$152K 0.01%
4,300
+700
EGP icon
39
EastGroup Properties
EGP
$9.85B
$135K 0.01%
800
-89,899
REG icon
40
Regency Centers
REG
$12.9B
$131K 0.01%
1,800
+300
REXR icon
41
Rexford Industrial Realty
REXR
$9.57B
$61.7K ﹤0.01%
1,500
-118,980
SKT icon
42
Tanger
SKT
$3.88B
$44K ﹤0.01%
1,300
+200
ADC icon
43
Agree Realty
ADC
$8.29B
$35.5K ﹤0.01%
500
+100
ARE icon
44
Alexandria Real Estate Equities
ARE
$9.71B
– –
-27,910
DOC icon
45
Healthpeak Properties
DOC
$12.2B
– –
-127,079
EXR icon
46
Extra Space Storage
EXR
$30.9B
– –
-143,719
GMRE
47
Global Medical REIT
GMRE
$483M
– –
-5,964
VICI icon
48
VICI Properties
VICI
$30.4B
– –
-181,230
WPC icon
49
W.P. Carey
WPC
$15B
– –
-61,560
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