Aew Capital Management L P

$1.4B Assets Reported
42 Holdings
Latest filing 2026-03-31

Top Holdings

TickerCompanySharesValueWeight
WELLWELLTOWER INC1,063,905$210M15.3%
PLDPROLOGIS INC.984,575$130M9.4%
EQIXEQUINIX INC110,726$109M7.9%
AVBAVALONBAY CMNTYS INC525,343$86M6.2%
DLRDIGITAL RLTY TR INC459,315$83M6.0%
CUBECUBESMART2,121,725$78M5.6%
ESSESSEX PPTY TR INC298,934$72M5.2%
SPGSIMON PPTY GROUP INC NEW386,175$72M5.2%
BRXBRIXMOR PPTY GROUP INC2,209,661$64M4.6%
OREALTY INCOME CORP1,020,314$62M4.5%

Track Aew Capital Management L P's 13F portfolio: $1.4B in reported holdings, 42 positions. Top holdings, AUM, and quarterly changes on SentiSense.