Dark
Light
System
Institutional Investment Manager
AEW CAPITAL MANAGEMENT L P
AEW CAPITAL MANAGEMENT L P (CIK: 0001046187) incorporated in Delaware, located at Two Seaport Lane, Boston, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 52 holdings with a total value of $4,399,540,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 SIMON PROPERTY GROUP 3,157,325 525,000,000 11.93%
2 EQUITY RESIDENT 4,393,242 276,774,000 6.29%
3 BOSTON PROPERTIES 2,272,983 268,621,000 6.11%
4 PUBLIC STORAGE 1,394,752 238,991,000 5.43%
5 PROLOGIS INC 5,686,954 233,677,000 5.31%
6 AVALONBAY COMM 1,533,561 218,057,000 4.96%
7 HOST HOTELS & RESORTS INC COM 8,682,044 191,092,000 4.34%
8 HCP INC 4,395,157 181,872,000 4.13%
9 FEDERAL REALTY INVS 1,368,685 165,501,000 3.76%
10 VENTAS INC 2,576,169 165,132,000 3.75%
11 KILROY RLTY CORP COM 2,395,026 149,162,000 3.39%
12 WELLTOWER INC. 2,007,687 125,822,000 2.86%
13 VORNADO RLTY TR 1,093,599 116,720,000 2.65%
14 ALEX REAL ESTATE EQ 1,229,460 95,455,000 2.17%
15 CAMDEN PROPERTY TRUS 1,276,796 90,844,000 2.06%
16 MACERICH CO 1,325,412 88,471,000 2.01%
17 LIBERTY PROP 2,269,992 86,101,000 1.96%
18 EXTRA SPACE STORAGE INC 1,517,085 80,785,000 1.84%
19 FOREST CITY ENTERPRISES A 3,815,104 75,806,000 1.72%
20 EQUITY LIFESTYLE PPTYS INC 1,458,881 64,424,000 1.46%
21 TAUBMAN CENTERS 830,983 62,997,000 1.43%
22 DEVELOPERS DIVERS RLTY COM 3,454,977 60,911,000 1.38%
23 BIOMED REALTY TRUST INC 2,770,942 60,490,000 1.37%
24 EPR PPTYS COM SH BEN INT 1,072,717 59,933,000 1.36%
25 DUPONT FABROS TECHNOLOGY INC 2,196,516 59,218,000 1.35%
26 HILTON WORLDWIDE HLDGS INC 2,275,200 53,012,000 1.20%
27 REGENCY CENTERS 935,024 52,062,000 1.18%
28 RLJ LODGING 1,778,886 51,392,000 1.17%
29 AMERICAN ASSETS TR INC COM 1,228,517 42,445,000 0.96%
30 ACADIA RLTY TR COM SH BEN INT 1,414,241 39,726,000 0.90%
31 EMPIRE STATE 2,394,600 39,511,000 0.90%
32 NATIONAL RETAIL PROP 1,040,735 38,705,000 0.88%
33 DOUGLAS EMMETT INC COM 1,357,938 38,321,000 0.87%
34 ESSEX PPTY TR INC 201,826 37,320,000 0.85%
35 CUBESMART 1,840,174 33,712,000 0.77%
36 RETAIL OPPORTUNITY INVTS CORP COM 2,141,785 33,690,000 0.77%
37 AMERICAN CAMPUS CMNTYS INC 874,907 33,456,000 0.76%
38 ALEXANDER & BALDWIN INC NEW COM 698,100 28,936,000 0.66%
39 Washington Prime Group 1,109,361 20,789,000 0.47%
40 PIEDMONT OFFICE REALTY TR INC COM CL A 1,059,872 20,074,000 0.46%
41 Ramco-Gershenson Properties Tr 1,137,601 18,907,000 0.43%
42 AMERICAN HOMES 4 RENT CL A 986,300 17,517,000 0.40%
43 Rexford Industrial Realty Inc 780,000 11,107,000 0.25%
44 MID-AM APRTMNT COMM 141,600 10,344,000 0.24%
45 Gramercy Property Trust 1,579,700 9,557,000 0.22%
46 AMERICAN RLTY CAP PPTYS INC 755,100 9,461,000 0.22%
47 ARMADA HOFFLER PPTYS INC 740,339 7,166,000 0.16%
48 AVIV REIT INC 213,100 6,003,000 0.14%
49 First Potomac Realty Trust 140,325 1,841,000 0.04%
50 STRATEGIC HOTELS & RESORTS I 131,800 1,543,000 0.04%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-14-062399, filed 2014.08.21).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.