AEW CAPITAL MANAGEMENT L P Long-Term Concentrated

CIK: 0001046187 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 12, 2013

Total Value ($000): $3,645,451 (100.0% shares, 0.0% debt)

Holdings (45)

SPG Simon Property Group 12.3%
Value ($000) $447,510 Shares 3,019,025 Est. Cost $88.80 Unrealized -8.8%
EQR Equity Residential 6.4%
Value ($000) $234,473 Shares 4,376,942 Est. Cost $31.42 Unrealized -3.4%
PSA Public Storage Inc. 6.2%
Value ($000) $226,689 Shares 1,411,952 Est. Cost $97.16 Unrealized +1.3%
PLD ProLogis Inc 5.6%
Value ($000) $205,385 Shares 5,459,454 Est. Cost $27.85 Unrealized -6.6%
BXP Boston Properties Inc. 5.6%
Value ($000) $204,564 Shares 1,913,605 Est. Cost $64.00 Unrealized -1.9%
AVB Avalon Bay Communities 4.9%
Value ($000) $180,069 Shares 1,416,861 Est. Cost $87.72 Unrealized -0.5%
HCP Inc. 4.6%
Value ($000) $166,227 Shares 4,059,257 Est. Cost $45.44 Unrealized
VTR Ventas Inc. 4.3%
Value ($000) $155,720 Shares 2,532,037 Est. Cost $49.02 Unrealized -12.5%
HST Host Hotels & Resorts 4.1%
Value ($000) $148,243 Shares 8,389,544 Est. Cost $10.74 Unrealized +1.2%
Federal Realty Invs Trust 3.6%
Value ($000) $131,741 Shares 1,298,585 Est. Cost $103.68 Unrealized
KRC Kilroy Realty Corp. 3.0%
Value ($000) $111,005 Shares 2,222,326 Est. Cost $52.85 Unrealized
VNO Vornado Realty Trust 3.0%
Value ($000) $108,209 Shares 1,287,279 Est. Cost $82.85 Unrealized
Health Care Reit Inc. 2.9%
Value ($000) $104,517 Shares 1,675,487 Est. Cost $67.03 Unrealized
Liberty Property Trust 2.2%
Value ($000) $80,975 Shares 2,274,592 Est. Cost $36.83 Unrealized
ARE Alexandria R.E. Equities 2.0%
Value ($000) $72,269 Shares 1,131,860 Est. Cost $44.84 Unrealized -5.6%
EXR Extra Space Storage Inc. 2.0%
Value ($000) $71,631 Shares 1,565,696 Est. Cost $26.60 Unrealized +3.3%
MAC Macerich Company 1.9%
Value ($000) $70,596 Shares 1,250,812 Est. Cost $60.97 Unrealized
Forest City Enterprises - Class A 1.8%
Value ($000) $66,906 Shares 3,532,505 Est. Cost $17.91 Unrealized
EPR EPR Properties 1.8%
Value ($000) $65,240 Shares 1,338,521 Est. Cost $50.27 Unrealized
BRE Properties - Cl A 1.5%
Value ($000) $56,172 Shares 1,106,614 Est. Cost $50.02 Unrealized
CPT Camden Property Trust 1.5%
Value ($000) $54,073 Shares 880,096 Est. Cost $42.93 Unrealized -3.7%
DDR Corp 1.5%
Value ($000) $54,014 Shares 3,438,177 Est. Cost $16.65 Unrealized
ELS Equity Lifestyle Properties 1.4%
Value ($000) $51,282 Shares 1,500,781 Est. Cost $56.90 Unrealized
Dupont Fabros Technology 1.4%
Value ($000) $51,216 Shares 1,987,416 Est. Cost $24.15 Unrealized
Biomed Realty Trust Inc. 1.4%
Value ($000) $49,396 Shares 2,657,142 Est. Cost $20.23 Unrealized
REG Regency Centers Corp. 1.4%
Value ($000) $49,226 Shares 1,018,126 Est. Cost $33.45 Unrealized -5.0%
Taubman Centers Inc. 1.2%
Value ($000) $44,275 Shares 657,783 Est. Cost $67.31 Unrealized
RLJ RLJ Lodging Trust 1.0%
Value ($000) $38,150 Shares 1,624,086 Est. Cost $22.49 Unrealized
AAT American Assets Trust 1.0%
Value ($000) $37,091 Shares 1,215,699 Est. Cost $30.86 Unrealized
American Campus Communities 0.8%
Value ($000) $30,452 Shares 891,707 Est. Cost $39.84 Unrealized
DEI Douglas Emmett Inc. 0.8%
Value ($000) $29,723 Shares 1,266,438 Est. Cost $24.13 Unrealized
NNN National Retail Properties 0.8%
Value ($000) $29,530 Shares 928,035 Est. Cost $34.40 Unrealized
Retail Opportunity Investments Corp. 0.8%
Value ($000) $29,475 Shares 2,135,885 Est. Cost $13.90 Unrealized
CUBE CubeSmart 0.7%
Value ($000) $26,865 Shares 1,505,874 Est. Cost $15.98 Unrealized
First Potomac Realty Trust 0.6%
Value ($000) $21,922 Shares 1,743,985 Est. Cost $13.06 Unrealized
AMH American Homes 4 Rent 0.6%
Value ($000) $20,428 Shares 1,264,883 Est. Cost $16.15 Unrealized
Starwood Hotels & Resorts 0.5%
Value ($000) $18,427 Shares 277,309 Est. Cost $63.19 Unrealized
PDM Piedmont Office Realty Trust 0.5%
Value ($000) $18,075 Shares 1,041,172 Est. Cost $17.88 Unrealized
Brookfield Office Properties Inc. 0.5%
Value ($000) $17,595 Shares 922,670 Est. Cost $16.68 Unrealized
AKR Acadia Realty Trust 0.4%
Value ($000) $16,233 Shares 657,744 Est. Cost $24.68 Unrealized
Ramco Gershenson Properties 0.4%
Value ($000) $15,120 Shares 981,201 Est. Cost $15.53 Unrealized
PEB Pebblebrook Hotel Trust 0.4%
Value ($000) $13,515 Shares 470,748 Est. Cost $25.85 Unrealized
AHRT Armada Hoffler Properties 0.3%
Value ($000) $10,129 Shares 1,022,139 Est. Cost $11.13 Unrealized
General Growth Properties 0.2%
Value ($000) $6,096 Shares 316,000 Est. Cost $19.86 Unrealized
AVIV REIT Inc. 0.1%
Value ($000) $5,002 Shares 219,407 Est. Cost $25.29 Unrealized