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
-1.77%
1 Year Est. Return
+4.64%
3 Year Est. Return
+25.05%
5 Year Est. Return
+31.83%
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
EQR icon
Equity Residential
EQR
+$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 icon
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
WELL icon
1
Welltower
WELL
$173B
$181M 13.07%
973,236
-231,824
-19% -$43.3M
PLD icon
2
Prologis
PLD
$136B
$124M 8.99%
973,308
-138,775
-12% -$17.3M
O icon
3
Realty Income
O
$61.1B
$105M 7.63%
1,869,633
-269,445
-13% -$15.6M
AVB icon
4
AvalonBay Communities
AVB
$27.5B
$101M 7.31%
557,322
-127,576
-19% -$23.2M
EQIX icon
5
Equinix
EQIX
$99.4B
$92.1M 6.67%
120,245
-36,286
-23% -$28.4M
PSA icon
6
Public Storage
PSA
$61.5B
$86.6M 6.26%
333,566
-78,774
-19% -$22M
DLR icon
7
Digital Realty Trust
DLR
$69.6B
$85M 6.15%
549,663
-106,262
-16% -$17.4M
SPG icon
8
Simon Property Group
SPG
$76.4B
$81.3M 5.88%
438,967
-91,188
-17% -$16.6M
MAA icon
9
Mid-America Apartment Communities
MAA
$16B
$67.2M 4.87%
484,092
-133,382
-22% -$17.8M
HIW icon
10
Highwoods Properties
HIW
$3.79B
$62.8M 4.55%
2,433,243
+88,672
+4% +$2.5M
AMH icon
11
American Homes 4 Rent
AMH
$12.1B
$60.1M 4.35%
1,873,309
-191,313
-9% -$6.13M
BRX icon
12
Brixmor Property Group
BRX
$9.72B
$59.9M 4.33%
2,283,171
-599,243
-21% -$15.8M
BNL icon
13
Broadstone Net Lease
BNL
$4.25B
$59.5M 4.3%
3,422,984
-221,249
-6% -$3.98M
LXP icon
14
LXP Industrial Trust
LXP
$3.52B
$58M 4.2%
1,169,582
-657,565
-36% -$31.5M
CURB
15
Curbline Properties
CURB
$3.5B
$33.1M 2.39%
1,424,625
-123,299
-8% -$2.87M
CTRE icon
16
CareTrust REIT
CTRE
$10B
$25.4M 1.84%
701,884
-395,597
-36% -$14.2M
RHP icon
17
Ryman Hospitality Properties
RHP
$8.56B
$19.5M 1.41%
205,590
-105,974
-34% -$9.79M
AMT icon
18
American Tower
AMT
$83.5B
$16.3M 1.18%
92,670
+29,560
+47% +$5.38M
EQR icon
19
Equity Residential
EQR
$25.8B
$11.7M 0.85%
186,180
+4,760
+3% +$292K
UDR icon
20
UDR
UDR
$12.9B
$8.18M 0.59%
222,900
+3,600
+2% +$128K
INVH icon
21
Invitation Homes
INVH
$17.9B
$7.86M 0.57%
282,760
+800
+0.3% +$22.3K
ESS icon
22
Essex Property Trust
ESS
$19.1B
$7.5M 0.54%
28,660
– –
ELS icon
23
Equity Lifestyle Properties
ELS
$13.1B
$7.25M 0.52%
119,590
-7,220
-6% -$446K
CPT icon
24
Camden Property Trust
CPT
$11.5B
$6.34M 0.46%
57,550
+4,400
+8% +$458K
SUI icon
25
Sun Communities
SUI
$15.8B
$6.03M 0.44%
48,650
-4,700
-9% -$588K
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 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.