AEW CAPITAL MANAGEMENT L P Long-Term Concentrated

CIK: 0001046187 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 2, 2016

Total Value ($000): $4,868,374 (100.0% shares, 0.0% debt)

Holdings (45)

SPG Simon Property Group Inc 11.5%
Value ($000) $562,035 Shares 2,706,125 Est. Cost $90.19 Unrealized +28.5%
PSA Public Storage 7.6%
Value ($000) $367,737 Shares 1,333,200 Est. Cost $100.54 Unrealized +69.2%
EQR Equity Residential 6.2%
Value ($000) $302,461 Shares 4,031,197 Est. Cost $32.49 Unrealized +43.3%
BXP Boston Properties Inc 6.1%
Value ($000) $295,389 Shares 2,324,436 Est. Cost $66.81 Unrealized +18.9%
AVB AvalonBay Communities Inc 6.0%
Value ($000) $291,402 Shares 1,532,084 Est. Cost $90.54 Unrealized +39.5%
PLD ProLogis Inc 5.7%
Value ($000) $279,633 Shares 6,329,399 Est. Cost $28.29 Unrealized +6.7%
WELL Welltower Inc 5.4%
Value ($000) $264,760 Shares 3,818,287 Est. Cost $44.64 Unrealized -0.6%
VTR Ventas Inc 4.3%
Value ($000) $211,042 Shares 3,352,000 Est. Cost $43.97 Unrealized -16.6%
Federal Realty Invs Trust 3.5%
Value ($000) $172,324 Shares 1,104,285 Est. Cost $106.97 Unrealized
CPT Camden Property Trust 2.8%
Value ($000) $138,711 Shares 1,649,552 Est. Cost $45.07 Unrealized +14.9%
PDM Piedmont Office Realty Trust 2.6%
Value ($000) $128,751 Shares 6,339,272 Est. Cost $18.00 Unrealized
CUBE CubeSmart 2.6%
Value ($000) $125,169 Shares 3,758,820 Est. Cost $21.97 Unrealized
Dupont Fabros Technology 2.3%
Value ($000) $112,258 Shares 2,769,757 Est. Cost $27.12 Unrealized
Taubman Centers Inc 2.2%
Value ($000) $106,583 Shares 1,496,319 Est. Cost $71.87 Unrealized
Forest City Realty Trust Cl A 2.1%
Value ($000) $102,725 Shares 4,870,802 Est. Cost $19.14 Unrealized
Gramercy Property Trust 2.0%
Value ($000) $95,177 Shares 11,263,500 Est. Cost $7.89 Unrealized
HST Host Hotels & Resorts Inc 1.9%
Value ($000) $94,012 Shares 5,629,483 Est. Cost $10.81 Unrealized -6.4%
MAC Macerich Co 1.8%
Value ($000) $87,979 Shares 1,110,279 Est. Cost $66.46 Unrealized
Paramount Group Inc 1.7%
Value ($000) $80,523 Shares 5,048,471 Est. Cost $18.10 Unrealized
AAT American Assets Trust Inc 1.6%
Value ($000) $79,463 Shares 1,990,559 Est. Cost $34.15 Unrealized
ELS Equity Lifestyle Properties 1.5%
Value ($000) $73,615 Shares 1,012,175 Est. Cost $56.78 Unrealized
REXR Rexford Industrial Realty Inc 1.4%
Value ($000) $70,267 Shares 3,869,329 Est. Cost $14.50 Unrealized
Store Capital Corp 1.4%
Value ($000) $69,096 Shares 2,669,859 Est. Cost $22.33 Unrealized
Extended Stay America Inc 1.4%
Value ($000) $67,019 Shares 4,111,579 Est. Cost $19.07 Unrealized
AKR Acadia Realty Trust 1.4%
Value ($000) $66,240 Shares 1,885,580 Est. Cost $27.47 Unrealized
DDR Corp 1.3%
Value ($000) $65,236 Shares 3,667,024 Est. Cost $16.92 Unrealized
SKT Tanger Factory Outlet Centers Inc 1.3%
Value ($000) $64,414 Shares 1,770,100 Est. Cost $31.96 Unrealized
Hilton Worldwide Holdings Inc 1.3%
Value ($000) $62,317 Shares 2,767,200 Est. Cost $23.85 Unrealized
American Campus Communities 1.0%
Value ($000) $50,984 Shares 1,082,697 Est. Cost $39.99 Unrealized
Retail Opportunity Investments Corp 0.9%
Value ($000) $45,534 Shares 2,263,114 Est. Cost $14.48 Unrealized
ALEX Alexander & Baldwin Inc 0.9%
Value ($000) $44,720 Shares 1,219,202 Est. Cost $39.46 Unrealized
ESRT Empire State Realty Trust Cl A 0.9%
Value ($000) $43,560 Shares 2,484,862 Est. Cost $15.80 Unrealized
DEI Douglas Emmett Inc 0.8%
Value ($000) $40,075 Shares 1,330,961 Est. Cost $25.07 Unrealized
VNO Vornado Realty Trust 0.8%
Value ($000) $39,710 Shares 420,527 Est. Cost $82.85 Unrealized
AMH American Homes 4 Rent Cl A 0.8%
Value ($000) $36,661 Shares 2,305,711 Est. Cost $16.50 Unrealized
RLJ RLJ Lodging Trust 0.8%
Value ($000) $36,655 Shares 1,602,062 Est. Cost $23.62 Unrealized
CLDT Chatham Lodging Trust 0.7%
Value ($000) $34,553 Shares 1,612,382 Est. Cost $25.46 Unrealized
ARE Alexandria Real Estate Equities 0.5%
Value ($000) $26,022 Shares 286,300 Est. Cost $47.41 Unrealized +20.9%
General Growth Properties 0.4%
Value ($000) $20,154 Shares 677,900 Est. Cost $29.10 Unrealized
Retail Properties of America Inc Cl A 0.1%
Value ($000) $6,155 Shares 388,300 Est. Cost $15.17 Unrealized
EPR EPR Properties 0.1%
Value ($000) $3,664 Shares 55,000 Est. Cost $50.40 Unrealized
Post Properties Inc 0.0%
Value ($000) $2,061 Shares 34,500 Est. Cost $58.28 Unrealized
OHI Omega Healthcare Investors 0.0%
Value ($000) $847 Shares 24,000 Est. Cost $34.44 Unrealized
KRC Kilroy Realty Corp 0.0%
Value ($000) $681 Shares 11,000 Est. Cost $53.19 Unrealized
Care Capital Properties Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized