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ACM

AEW Capital Management Portfolio holdings

AUM $1.67B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
-1.77%
1 Year Est. Return
+19.67%
3 Year Est. Return
+37.14%
5 Year Est. Return
+31.18%
10 Year Est. Return
–
AUM
$1.38B
AUM Growth
-$414M
Cap. Flow
-$380M
Cap. Flow %
-27.52%
Top 10 Hldgs %
71.39%
Holding
45
New
2
Increased
8
Reduced
26
Closed
8

Top Buys

Rank Stock Value
1
AMT icon
American Tower
AMT
+$5.38M
2
HIW icon
Highwoods Properties
HIW
+$2.5M
3
CPT icon
Camden Property Trust
CPT
+$458K
4
VMRK
Vivmark Residential
VMRK
+$292K
5
REXR icon
Rexford Industrial Realty
REXR
+$153K

Top Sells

Rank Stock Value
1
WELL icon
Welltower
WELL
+$43.3M
2
IRM icon
Iron Mountain
IRM
+$32.1M
3
LXP icon
LXP Industrial Trust
LXP
+$31.5M
4
EQIX icon
Equinix
EQIX
+$28.4M
5
AVB
AvalonBay Communities
AVB
+$23.2M

Sector Composition

Rank Sector Weight
1 Real Estate 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IRT icon
26
Independence Realty Trust
IRT
$3.58B
$4.75M 0.34%
271,575
-332,392
-55% -$5.51M
VTR icon
27
Ventas
VTR
$45.4B
$1.77M 0.13%
22,850
-87,710
-79% -$6.62M
CUBE icon
28
CubeSmart
CUBE
$8.99B
$670K 0.05%
18,580
-123,290
-87% -$4.69M
VNO icon
29
Vornado Realty Trust
VNO
$6.45B
$465K 0.03%
13,980
-201,580
-94% -$7.36M
KRC icon
30
Kilroy Realty
KRC
$4.01B
$403K 0.03%
10,781
-189,756
-95% -$7.76M
STAG icon
31
STAG Industrial
STAG
$7.16B
$224K 0.02%
6,100
+1,800
+42% +$68.3K
REXR icon
32
Rexford Industrial Realty
REXR
$8.61B
$201K 0.01%
5,200
+3,700
+247% +$153K
REG icon
33
Regency Centers
REG
$13.6B
$110K 0.01%
1,600
-200
-11% -$14K
EGP icon
34
EastGroup Properties
EGP
$10.7B
$107K 0.01%
600
-200
-25% -$35.6K
LINE
35
Lineage Inc
LINE
$8.76B
$42K ﹤0.01%
+1,200
New +$44.4K
SILA
36
DELISTED
Sila Realty Trust
SILA
$42K ﹤0.01%
+1,800
New +$42.3K
SKT icon
37
Tanger
SKT
$4.16B
$16.7K ﹤0.01%
500
-800
-62% -$26.7K
ADC icon
38
Agree Realty
ADC
$8.72B
– –
-500
Closed -$35.5K
AIV
39
Aimco
AIV
$333M
– –
-55,610
Closed -$441K
GLPI icon
40
Gaming and Leisure Properties
GLPI
$11.8B
– –
-194,982
Closed -$9.09M
HR icon
41
Healthcare Realty
HR
$6.39B
– –
-80,110
Closed -$1.44M
IRM icon
42
Iron Mountain
IRM
$33.4B
– –
-315,257
Closed -$32.1M
KRG icon
43
Kite Realty
KRG
$5.16B
– –
-407,520
Closed -$9.09M
MAC icon
44
Macerich
MAC
$6.35B
– –
-526,746
Closed -$9.59M
PECO icon
45
Phillips Edison & Co
PECO
$4.89B
– –
-249,810
Closed -$8.58M
1
2

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AEW Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, AEW Capital Management held 45 positions worth $1.38B, down 23% from $1.8B the previous quarter. Its ten largest holdings account for 71% of the portfolio.

AEW Capital Management withdrew a net $380M in Q4 2025, closing 8 positions and reducing 26 holdings. Its most notable exit was Iron Mountain, an estimated $32.1M position sold in full.

By sector, the portfolio is most concentrated in Real Estate at 100% of assets, unchanged from a quarter earlier.

Against the trend, AEW Capital Management opened a new position in Lineage Inc worth $42K.

  • AEW Capital Management's largest Q4 2025 buy was Lineage Inc: 1,200 shares worth $42K.
  • AEW Capital Management added most to American Tower in Q4 2025, an estimated $5.38M increase.
  • AEW Capital Management's biggest Q4 2025 reduction was Welltower, cutting an estimated $43.3M.
  • AEW Capital Management fully exited Iron Mountain in Q4 2025, selling an estimated $32.1M.
  • AEW Capital Management's ten largest holdings make up 71% of its $1.38B portfolio in Q4 2025.
  • AEW Capital Management opened 2 new positions and closed 8 in Q4 2025.
  • AEW Capital Management's portfolio value fell 23% quarter-over-quarter to $1.38B.

Based on AEW Capital Management's 13F filing for Q4 2025, filed 6 Feb 2026.