ACM
AEW Capital Management Portfolio holdings
AUM
$1.9B
1-Year Est. Return
10.24%
1 Year Est. Return
+10.24%
AUM
$2.05B
AUM Growth
-$23M
(-1.1%)
Holding
48
Top Buys
| 1 | +$17.5M | |
| 2 | +$7.93M | |
| 3 | +$6.16M | |
| 4 |
Gaming and Leisure Properties
GLPI
|
+$5.68M |
| 5 |
CURB
Curbline Properties
CURB
|
+$4.35M |
Top Sells
| 1 | +$13.3M | |
| 2 | +$10.2M | |
| 3 | +$6.34M | |
| 4 |
Prologis
PLD
|
+$5.01M |
| 5 |
Welltower
WELL
|
+$5M |
Sector Composition
| 1 | Real Estate | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Welltower
WELL
$115B
| $211M | 10.31% |
1,375,868
-32,610
|
|
||
|
2
Prologis
PLD
$113B
| $199M | 9.74% |
1,782,371
-44,850
|
|
||
3
Equinix
EQIX
$79.5B
| $173M | 8.46% |
212,261
-16,290
|
|
||
4
Public Storage
PSA
$53.8B
| $129M | 6.32% |
432,080
-7,320
|
|
||
5
AvalonBay Communities
AVB
$26.3B
| $120M | 5.88% |
560,196
-20,180
|
|
||
6
Digital Realty Trust
DLR
$59.3B
| $120M | 5.85% |
834,705
+42,960
|
|
||
7
Mid-America Apartment Communities
MAA
$15.4B
| $105M | 5.15% |
628,644
-2,350
|
|
||
8
Realty Income
O
$54.2B
| $89.4M | 4.37% |
1,541,738
-62,020
|
|
||
9
Ventas
VTR
$31.6B
| $61.6M | 3.01% |
895,976
-92,150
|
|
||
10
Iron Mountain
IRM
$31.2B
| $57.6M | 2.82% |
669,267
-9,620
|
|
||
11
American Homes 4 Rent
AMH
$12.1B
| $53.3M | 2.61% |
1,410,361
-270,660
|
|
||
12
Broadstone Net Lease
BNL
$3.51B
| $52.3M | 2.55% |
3,066,439
-69,510
|
|
||
13
LXP Industrial Trust
LXP
$2.76B
| $49M | 2.39% |
5,661,321
-154,460
|
|
||
14
Independence Realty Trust
IRT
$3.76B
| $48.1M | 2.35% |
2,263,715
-53,200
|
|
||
15
Brixmor Property Group
BRX
$8.21B
| $47.2M | 2.31% |
1,778,978
-158,920
|
|
||
16
Simon Property Group
SPG
$57.7B
| $46.4M | 2.27% |
279,435
+47,730
|
|
||
|
17
Gaming and Leisure Properties
GLPI
$12.6B
| $44.4M | 2.17% |
873,270
+111,670
|
|
||
18
Macerich
MAC
$4.3B
| $35.4M | 1.73% |
2,062,206
-107,800
|
|
||
19
Highwoods Properties
HIW
$3.21B
| $34.3M | 1.68% |
1,158,110
+136,200
|
|
||
20
Equity Residential
EQR
$23.5B
| $27M | 1.32% |
376,991
+42,260
|
|
||
21
Kite Realty
KRG
$4.84B
| $26.7M | 1.31% |
1,194,368
-60,100
|
|
||
22
Sun Communities
SUI
$15.5B
| $24.6M | 1.2% |
191,460
-200
|
|
||
23
CareTrust REIT
CTRE
$7.52B
| $23.9M | 1.17% |
837,292
-137,410
|
|
||
24
Invitation Homes
INVH
$17.4B
| $22.5M | 1.1% |
645,845
-114,100
|
|
||
25
Extra Space Storage
EXR
$32.3B
| $22.2M | 1.08% |
149,379
|
|