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Aew Capital Management L P

CIK:0001046187
Asset Manager
$40B AUM
48 holdings
Boston, MA, United States
Founded:1981
850 employees
Latest filing:Jun 30, 2025

AEW Capital Management, L.P. is a global real estate investment management firm headquartered in Boston, Massachusetts. Founded in 1981, AEW is among the largest real estate asset managers in the world, offering investment management services through a broad platform of separately managed accounts, open-ended, and closed-end funds. With over 850 employees and 19 offices worldwide, AEW provides disciplined, research-driven real estate solutions to institutional and private investors, leveraging decades of experience across market cycles.

Investment Strategy

AEW employs a disciplined, research-based investment strategy focused on real estate assets across multiple sectors and geographies. Their platform delivers investment opportunities through customized separately managed accounts and a suite of open- and closed-end funds, catering primarily to institutional investors. AEW's philosophy centers on listening to clients, leveraging deep market experience, and employing rigorous research to anticipate opportunities, while aiming to add value through direct investments and real estate securities. They emphasize cycle-aware risk management and partnership-oriented client service.

Top Buys
C
CUBECUBESMART
+$28.0M
D
DLRDIGITAL RLTY TR INC
+$16.9M
U
UDRUDR INC
+$7.6M
I
IRMIRON MTN INC DEL
+$6.0M
R
REXRREXFORD INDL RLTY INC
+$4.3M
Top Sells
M
MAAMID-AMER APT CMNTYS INC
-$29.8M
E
EQIXEQUINIX INC
-$26.8M
P
PLDPROLOGIS INC.
-$20.3M
A
AVBAVALONBAY CMNTYS INC
-$15.8M
I
IRTINDEPENDENCE RLTY TR INC
-$13.9M

Top Holdings

W
WELLWELLTOWER INC
+10.4%$197.3M
P
PLDPROLOGIS INC.
+9.4%$178.9M
E
EQIXEQUINIX INC
+7.7%$146.2M
D
DLRDIGITAL RLTY TR INC
+7.2%$136.5M
P
PSAPUBLIC STORAGE OPER CO
+6.4%$120.9M

Equity Positions (48)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
W
WELL
WELLTOWER INC10.38%$197.3M1,283,280$79.31$153.73-$13.5M
P
PLD
PROLOGIS INC.9.42%$178.9M1,702,123$98.20$105.12-$20.3M
E
EQIX
EQUINIX INC7.70%$146.2M183,831$741.55$795.47-$26.8M
D
DLR
DIGITAL RLTY TR INC7.19%$136.5M783,175$135.31$174.33+$16.9M
P
PSA
PUBLIC STORAGE OPER CO6.36%$120.9M412,100$294.72$293.42-$8.4M

Industry Allocation

REAL ESTATE INVESTMENT TRUSTS
+98.1%
REAL ESTATE OPERATORS (NO DEVELOPERS) & LESSORS
+1.1%
REAL ESTATE
+0.9%