0001104659-18-032787.txt : 20180514 0001104659-18-032787.hdr.sgml : 20180514 20180514105226 ACCESSION NUMBER: 0001104659-18-032787 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180514 DATE AS OF CHANGE: 20180514 EFFECTIVENESS DATE: 20180514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AEW CAPITAL MANAGEMENT L P CENTRAL INDEX KEY: 0001046187 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06538 FILM NUMBER: 18829176 BUSINESS ADDRESS: STREET 1: TWO SEAPORT LANE CITY: BOSTON STATE: MA ZIP: 02210-2021 BUSINESS PHONE: 6172629324 MAIL ADDRESS: STREET 1: TWO SEAPORT LANE CITY: BOSTON STATE: MA ZIP: 02210-2021 FORMER COMPANY: FORMER CONFORMED NAME: AEW CAPITAL MANAGEMENT L P/MA DATE OF NAME CHANGE: 19990325 13F-HR 1 primary_doc.xml 13F-HR LIVE 0001046187 XXXXXXXX 03-31-2018 03-31-2018 false AEW Capital Management L P

Two Seaport Lane Boston MA 02210-2021

13F HOLDINGS REPORT 028-06538 N James J. Finnegan 617-261-9324 James J. Finnegan Boston MA 05-09-2018 2 49 3559021 false 1 0001042008 028-06536 AEW CAPITAL MANAGEMENT INC 2 0001053187 028-06808 Natixis Investment Managers, L.P. INFORMATION TABLE 2 a18-13250_1informationtable.xml INFORMATION TABLE Acadia Realty Trust COM 004239109 43278 1759286 SH DFND 01,02 1400086 0 359200 American Assets Trust Inc COM 024013104 69388 2076859 SH DFND 01,02 1628059 0 448800 American Campus Communities COM 024835100 91459 2368174 SH DFND 01,02 1878574 0 489600 American Homes 4 Rent Cl A COM 02665T306 75377 3753811 SH DFND 01,02 2902011 0 851800 Apartment Invt & Mgmt Co COM 03748R101 6687 164100 SH DFND 01,02 164100 0 0 AvalonBay Communities Inc COM 053484101 203643 1238250 SH DFND 01,02 994150 0 244100 Boston Properties Inc COM 101121101 210652 1709558 SH DFND 01,02 1376958 0 332600 Brookfield Asset Management Cl A COM 112585104 390 10000 SH DFND 01,02 10000 0 0 Camden Property Trust COM 133131102 51235 608633 SH DFND 01,02 464533 0 144100 Corporate Office Properties COM 22002T108 5569 215600 SH DFND 01,02 215600 0 0 CubeSmart COM 229663109 96815 3433160 SH DFND 01,02 2705360 0 727800 CyrusOne Inc COM 23283R100 44937 877500 SH DFND 01,02 695700 0 181800 Diamondrock Hospitality Co COM 252784301 626 60000 SH DFND 01,02 60000 0 0 Digital Realty Trust Inc COM 253868103 144724 1373356 SH DFND 01,02 1078700 0 294656 Douglas Emmett Inc COM 25960P109 44688 1215661 SH DFND 01,02 980161 0 235500 Duke Realty Corp COM 264411505 118683 4482000 SH DFND 01,02 3652900 0 829100 Easterly Government Properties Inc COM 27616P103 34473 1689847 SH DFND 01,02 1344650 0 345197 Equinix Inc COM 292104106 9826 23500 SH DFND 01,02 23500 0 0 Empire State Realty Trust Cl A COM 29444U700 66769 3976700 SH DFND 01,02 3159200 0 817500 Equity Lifestyle Properties COM 29472R108 47754 544076 SH DFND 01,02 500376 0 43700 Equity Residential COM 29476L107 170281 2763400 SH DFND 01,02 2204900 0 558500 Essex Property Trust Inc COM 297178105 15079 62650 SH DFND 01,02 62650 0 0 Extended Stay America Inc COM 30224P200 45793 2316292 SH DFND 01,02 2089692 0 226600 Federal Realty Invs Trust COM 313747206 88361 761009 SH DFND 01,02 630409 0 130600 Forest City Realty Trust Cl A COM 345605109 48451 2391454 SH DFND 01,02 1896654 0 494800 GGP Inc COM 36174X101 4062 198550 SH DFND 01,02 198550 0 0 Gramercy Property Trust COM 385002308 70899 3262715 SH DFND 01,02 2595583 0 667132 HCP Inc COM 40414L109 49487 2130300 SH DFND 01,02 1690900 0 439400 Healthcare Trust of America Inc Cl A COM 42225P501 89203 3372500 SH DFND 01,02 2732800 0 639700 Host Hotels & Resorts Inc COM 44107P104 121847 6536837 SH DFND 01,02 5980637 0 556200 Invitation Homes Inc COM 46187W107 443 19400 SH DFND 01,02 19400 0 0 Kilroy Realty Corp COM 49427F108 5549 78200 SH DFND 01,02 78200 0 0 National Retail Properties COM 637417106 1178 30000 SH DFND 01,02 30000 0 0 Pennsylvania Real Estate Investment Trust COM 709102107 35994 3729900 SH DFND 01,02 2969600 0 760300 Piedmont Office Realty Trust COM 720190206 82562 4693672 SH DFND 01,02 3700272 0 993400 ProLogis Inc COM 74340W103 186131 2954922 SH DFND 01,02 2350622 0 604300 Public Storage COM 74460D109 150903 753049 SH DFND 01,02 614449 0 138600 Retail Properties of America Inc Cl A COM 76131V202 83358 7149093 SH DFND 01,02 5778893 0 1370200 Rexford Industrial Realty Inc COM 76169C100 106915 3713600 SH DFND 01,02 2957800 0 755800 RLJ Lodging Trust COM 74965L101 48354 2487362 SH DFND 01,02 2278762 0 208600 Simon Property Group Inc COM 828806109 320238 2074753 SH DFND 01,02 1670253 0 404500 Store Capital Corp COM 862121100 54027 2176734 SH DFND 01,02 1720234 0 456500 Tanger Factory Outlet Centers Inc COM 875465106 38093 1731520 SH DFND 01,02 1360120 0 371400 Taubman Centers Inc COM 876664103 49390 867866 SH DFND 01,02 689266 0 178600 Urban Edge Properties COM 91704F104 854 40000 SH DFND 01,02 40000 0 0 Ventas Inc COM 92276F100 60347 1218400 SH DFND 01,02 969800 0 248600 Vici Properties Inc COM 925652109 29356 1602400 SH DFND 01,02 1449600 0 152800 Vornado Realty Trust COM 929042109 26721 397037 SH DFND 01,02 313037 0 84000 Washington REIT COM 939653101 40784 1493923 SH DFND 01,02 1215823 0 278100 Welltower Inc COM 95040Q104 167388 3075297 SH DFND 01,02 2486297 0 589000