We are live on ! Find out more
ACM

AEW Capital Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 4.64%
This Fund
S&P 500
This Quarter Est. Return
+3.86%
1 Year Est. Return
+4.64%
3 Year Est. Return
+25.05%
5 Year Est. Return
+31.83%
10 Year Est. Return
–
AUM
$1.8B
AUM Growth
-$104M
Cap. Flow
-$160M
Cap. Flow %
-8.93%
Top 10 Hldgs %
68.34%
Holding
49
New
1
Increased
17
Reduced
25
Closed
6

Top Buys

1
SPG icon
Simon Property Group
SPG
+$43.6M
2
O icon
Realty Income
O
+$38.4M
3
HIW icon
Highwoods Properties
HIW
+$35.1M
4
AVB icon
AvalonBay Communities
AVB
+$33.5M
5
BRX icon
Brixmor Property Group
BRX
+$33.2M

Top Sells

1
PLD icon
Prologis
PLD
+$64.9M
2
VTR icon
Ventas
VTR
+$44.5M
3
GLPI icon
Gaming and Leisure Properties
GLPI
+$29.8M
4
IRM icon
Iron Mountain
IRM
+$29.3M
5
IRT icon
Independence Realty Trust
IRT
+$23M

Sector Composition

1 Real Estate 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WELL icon
1
Welltower
WELL
$171B
$215M 11.96%
1,205,060
-78,220
-6% -$12.9M
AVB icon
2
AvalonBay Communities
AVB
$27.3B
$132M 7.37%
684,898
+171,950
+34% +$33.5M
O icon
3
Realty Income
O
$61B
$130M 7.24%
2,139,078
+658,910
+45% +$38.4M
PLD icon
4
Prologis
PLD
$139B
$127M 7.09%
1,112,083
-590,040
-35% -$64.9M
EQIX icon
5
Equinix
EQIX
$100B
$123M 6.83%
156,531
-27,300
-15% -$21.3M
PSA icon
6
Public Storage
PSA
$55.9B
$119M 6.63%
412,340
+240
+0.1% +$68.9K
DLR icon
7
Digital Realty Trust
DLR
$64.5B
$113M 6.32%
655,925
-127,250
-16% -$21.8M
SPG icon
8
Simon Property Group
SPG
$73.7B
$99.5M 5.54%
530,155
+252,510
+91% +$43.6M
MAA icon
9
Mid-America Apartment Communities
MAA
$15.4B
$86.3M 4.81%
617,474
+107,380
+21% +$15.5M
LXP icon
10
LXP Industrial Trust
LXP
$3.42B
$81.9M 4.56%
1,827,147
+693,025
+61% +$29.8M
BRX icon
11
Brixmor Property Group
BRX
$9.9B
$79.8M 4.44%
2,882,414
+1,241,326
+76% +$33.2M
HIW icon
12
Highwoods Properties
HIW
$3.64B
$74.6M 4.16%
2,344,571
+1,144,991
+95% +$35.1M
AMH icon
13
American Homes 4 Rent
AMH
$12.2B
$68.6M 3.82%
2,064,622
+741,388
+56% +$25.8M
BNL icon
14
Broadstone Net Lease
BNL
$4.34B
$65.1M 3.63%
3,644,233
+1,122,124
+44% +$19.3M
CTRE icon
15
CareTrust REIT
CTRE
$10.1B
$38.1M 2.12%
1,097,481
+324,610
+42% +$10.7M
CURB
16
Curbline Properties
CURB
$3.59B
$34.5M 1.92%
1,547,924
+815,060
+111% +$18.4M
IRM icon
17
Iron Mountain
IRM
$37.1B
$32.1M 1.79%
315,257
-304,420
-49% -$29.3M
RHP icon
18
Ryman Hospitality Properties
RHP
$7.95B
$27.9M 1.55%
311,564
+122,740
+65% +$12M
AMT icon
19
American Tower
AMT
$79B
$12.1M 0.68%
+63,110
New +$13.1M
EQR icon
20
Equity Residential
EQR
$25.8B
$11.7M 0.65%
181,420
-209,881
-54% -$13.7M
IRT icon
21
Independence Realty Trust
IRT
$3.91B
$9.9M 0.55%
603,967
-1,325,558
-69% -$23M
MAC icon
22
Macerich
MAC
$7.3B
$9.59M 0.53%
526,746
-1,087,970
-67% -$18.8M
GLPI icon
23
Gaming and Leisure Properties
GLPI
$12.7B
$9.09M 0.51%
194,982
-631,520
-76% -$29.8M
KRG icon
24
Kite Realty
KRG
$5.95B
$9.09M 0.51%
407,520
-638,728
-61% -$14.3M
VNO icon
25
Vornado Realty Trust
VNO
$7.51B
$8.74M 0.49%
215,560
-279,750
-56% -$10.9M
1
2

Similar funds

LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.38B AUM
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

AEW Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, AEW Capital Management held 49 positions worth $1.8B, down 5.5% from $1.9B the previous quarter. Its ten largest holdings account for 68% of the portfolio.

AEW Capital Management withdrew a net $160M in Q3 2025, closing 6 positions and reducing 25 holdings. Its most notable exit was Extra Space Storage, an estimated $21.2M 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 American Tower worth $12.1M.

  • AEW Capital Management's largest Q3 2025 buy was American Tower: 63,110 shares worth $12.1M.
  • AEW Capital Management added most to Simon Property Group in Q3 2025, an estimated $43.6M increase.
  • AEW Capital Management's biggest Q3 2025 reduction was Prologis, cutting an estimated $64.9M.
  • AEW Capital Management fully exited Extra Space Storage in Q3 2025, selling an estimated $21.2M.
  • AEW Capital Management's ten largest holdings make up 68% of its $1.8B portfolio in Q3 2025.
  • AEW Capital Management opened 1 new position and closed 6 in Q3 2025.
  • AEW Capital Management's portfolio value fell 5.5% quarter-over-quarter to $1.8B.

Based on AEW Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.