AI Portfolio Summary
In 2025 Q4, AEW CAPITAL MANAGEMENT L P maintained a portfolio of 45 distinct positions. They heavily accumulated shares in HIGHWOODS PPTYS INC, increasing their position by 3.8%. Conversely, AEW CAPITAL MANAGEMENT L P completely exited their position in IRON MTN INC DEL.
Total Positions
45
Quarter
2025 Q4
Top Holding
WELL (13.1%)
Top 10 Concentration
71.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 45
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
WELL
WELLTOWER INC
|
Real Estate | 13.07% | 11.96% |
#1
Prev: #1
|
6.5 | -231,824 | -19.2% |
P
S
|
973,236 | $180,642,334 | 2015 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLD
PROLOGIS INC.
|
Real Estate | 8.99% | 7.09% |
#2
2
Prev: #4
|
5.6 | -138,775 | -12.5% |
P
S
|
973,308 | $124,252,499 | 2011 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
O
REALTY INCOME C...
|
Real Estate | 7.63% | 7.24% |
#3
Prev: #3
|
4.6 | -269,445 | -12.6% |
P
S
|
1,869,633 | $105,391,212 | 2003 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVB
AVALONBAY CMNTY...
|
Real Estate | 7.31% | 7.37% |
#4
2
Prev: #2
|
3.9 | -127,576 | -18.6% |
P
S
|
557,322 | $101,048,052 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EQIX
EQUINIX INC
|
Real Estate | 6.67% | 6.83% |
#5
Prev: #5
|
3.2 | -36,286 | -23.2% |
P
S
|
120,245 | $92,126,909 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PSA
PUBLIC STORAGE ...
|
Real Estate | 6.26% | 6.63% |
#6
Prev: #6
|
3.0 | -78,774 | -19.1% |
P
S
|
333,566 | $86,560,377 | 2007 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DLR
DIGITAL RLTY TR...
|
Real Estate | 6.15% | 6.32% |
#7
Prev: #7
|
3.0 | -106,262 | -16.2% |
P
S
|
549,663 | $85,038,363 | 2006 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPG
SIMON PPTY GROU...
|
Real Estate | 5.88% | 5.54% |
#8
Prev: #8
|
2.9 | -91,188 | -17.2% |
P
S
|
438,967 | $81,257,181 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MAA
MID-AMER APT CM...
|
Real Estate | 4.87% | 4.81% |
#9
Prev: #9
|
1.9 | -133,382 | -21.6% |
P
S
|
484,092 | $67,245,220 | 2007 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HIW
HIGHWOODS PPTYS...
|
Real Estate | 4.55% | 4.15% |
#10
2
Prev: #12
|
2.3 | 88,672 | 3.8% |
P
S
|
2,433,243 | $62,826,334 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMH
AMERICAN HOMES ...
|
Real Estate | 4.35% | 3.82% |
#11
2
Prev: #13
|
2.2 | -191,313 | -9.3% |
P
S
|
1,873,309 | $60,133,219 | 2013 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRX
BRIXMOR PPTY GR...
|
Real Estate | 4.33% | 4.44% |
#12
1
Prev: #11
|
1.7 | -599,243 | -20.8% |
P
S
|
2,283,171 | $59,864,744 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BNL
BROADSTONE NET ...
|
Real Estate | 4.30% | 3.63% |
#13
1
Prev: #14
|
2.2 | -221,249 | -6.1% |
P
S
|
3,422,984 | $59,457,232 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LXP
LXP INDUSTRIAL ...
|
Real Estate | 4.20% | 4.56% |
#14
4
Prev: #10
|
1.7 | -7,966,152 | -87.2% |
P
S
|
1,169,582 | $57,987,876 | 2002 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CURB
CURBLINE PPTYS ...
|
Real Estate | 2.39% | 1.92% |
#15
1
Prev: #16
|
1.5 | -123,299 | -8.0% |
P
S
|
1,424,625 | $33,065,546 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CTRE
CARETRUST REIT ...
|
Real Estate | 1.84% | 2.12% |
#16
1
Prev: #15
|
0.7 | -395,597 | -36.0% |
P
S
|
701,884 | $25,380,125 | 2019 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RHP
RYMAN HOSPITALI...
|
Real Estate | 1.41% | 1.55% |
#17
1
Prev: #18
|
0.6 | -105,974 | -34.0% |
P
S
|
205,590 | $19,452,926 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMT
AMERICAN TOWER ...
|
Real Estate | 1.18% | 0.68% |
#18
1
Prev: #19
|
3.0 | 29,560 | 46.8% |
P
S
|
92,670 | $16,270,072 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EQR
EQUITY RESIDENT...
|
Real Estate | 0.85% | 0.65% |
#19
1
Prev: #20
|
0.8 | 4,760 | 2.6% |
P
S
|
186,180 | $11,736,787 | 2002 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UDR
UDR INC
|
Real Estate | 0.59% | 0.46% |
#20
9
Prev: #29
|
0.7 | 3,600 | 1.6% |
P
S
|
222,900 | $8,175,972 | 2000 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
INVH
INVITATION HOME...
|
Real Estate | 0.57% | 0.46% |
#21
7
Prev: #28
|
0.7 | 800 | 0.3% |
P
S
|
282,760 | $7,857,900 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESS
ESSEX PPTY TR I...
|
Real Estate | 0.54% | 0.43% |
#22
10
Prev: #32
|
1.2 | no change | no change |
P
S
|
28,660 | $7,499,749 | 2000 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ELS
EQUITY LIFESTYL...
|
Real Estate | 0.52% | 0.43% |
#23
8
Prev: #31
|
0.7 | -7,220 | -5.7% |
P
S
|
119,590 | $7,248,350 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CPT
CAMDEN PPTY TR
|
Real Estate | 0.46% | 0.32% |
#24
11
Prev: #35
|
2.2 | 4,400 | 8.3% |
P
S
|
57,550 | $6,335,104 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SUI
SUN CMNTYS INC
|
Real Estate | 0.44% | 0.38% |
#25
8
Prev: #33
|
0.7 | -4,700 | -8.8% |
P
S
|
48,650 | $6,028,222 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IRM
IRON MTN INC DE...
|
Real Estate | 0.00% | 1.79% |
Sold All 😨
(Was: #17) |
0.0 | -315,257 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MAC
MACERICH CO
|
Real Estate | 0.00% | 0.53% |
Sold All 😨
(Was: #22) |
0.0 | -526,746 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLPI
GAMING & LEISUR...
|
Real Estate | 0.00% | 0.51% |
Sold All 😨
(Was: #23) |
0.0 | -194,982 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KRG
KITE RLTY GROUP...
|
Real Estate | 0.00% | 0.51% |
Sold All 😨
(Was: #24) |
0.0 | -407,520 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PECO
PHILLIPS EDISON...
|
Real Estate | 0.00% | 0.48% |
Sold All 😨
(Was: #26) |
0.0 | -249,810 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HR
HEALTHCARE RLTY...
|
Real Estate | 0.00% | 0.08% |
Sold All 😨
(Was: #36) |
0.0 | -80,110 | -100.0% |
CLOSED
|
— | $— | 2002 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AIV
APARTMENT INVT ...
|
Real Estate | 0.00% | 0.02% |
Sold All 😨
(Was: #37) |
0.0 | -55,610 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADC
AGREE RLTY CORP
|
Real Estate | 0.00% | 0.00% |
Sold All 😨
(Was: #43) |
0.0 | -500 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 45 holdings