ELS Properties REIT

Ownership history in AEW CAPITAL MANAGEMENT L P  ·  72 quarters on record

AI Ownership Summary

AEW CAPITAL MANAGEMENT L P reported Properties REIT (ELS) in 72 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.57% in 2025 Q2. The latest visible filing shows ELS at 0.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ELS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AEW CAPITAL MANAGEMENT L P's position in Properties REIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ELS was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AEW CAPITAL MANAGEMENT L P held ELS — position size vs. price
% of Fund (quarterly)    ELS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 119,590 -7,220 -5.7% 0.52% $7.2M 2026-02-14 (Est.) $67.23
2025 Q3 REDUCED 126,810 -49,293 -28.0% 0.43% $7.7M 2025-11-10 $60.87
2025 Q2 ADDED 176,103 +74,250 +72.9% 0.57% $10.9M 2025-08-06 $59.79
2025 Q1 REDUCED 101,853 -54,370 -34.8% 0.33% $6.8M 2025-05-14 $60.34
2024 Q4 REDUCED 156,223 -3,770 -2.4% 0.50% $10.4M 2025-02-05 $63.26
2024 Q3 REDUCED 159,993 -15,860 -9.0% 0.49% $11.4M 2024-11-14 $68.29
2024 Q2 ADDED 175,853 +51,830 +41.8% 0.55% $11.5M 2024-08-14 $67.58
2024 Q1 REDUCED 124,023 -17,140 -12.1% 0.39% $8.0M 2024-05-08 $58.90
2023 Q4 REDUCED 141,163 -15,080 -9.7% 0.36% $10.0M 2024-02-02 $63.94
63 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About AEW CAPITAL MANAGEMENT L P and ELS

These are the practical questions this page is built to answer before you even open the full history table.

How long has AEW CAPITAL MANAGEMENT L P reported owning ELS?

AEW CAPITAL MANAGEMENT L P reported ELS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ELS position in AEW CAPITAL MANAGEMENT L P's portfolio?

The largest reported portfolio weight for ELS was 0.57% in 2025 Q2.

What is the latest reported ELS position on this page?

The most recent filing on this page is 2025 Q4, when AEW CAPITAL MANAGEMENT L P reported 119,590 shares, equal to 0.52% of portfolio, with an estimated market value of $7.2M.

What does the chart on this ELS ownership page compare?

The chart compares AEW CAPITAL MANAGEMENT L P's quarterly ELS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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