0001104659-18-068449.txt : 20181114 0001104659-18-068449.hdr.sgml : 20181114 20181114161203 ACCESSION NUMBER: 0001104659-18-068449 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181114 DATE AS OF CHANGE: 20181114 EFFECTIVENESS DATE: 20181114 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: 181183853 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 09-30-2018 09-30-2018 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 10-13-2018 2 48 3584276 false 1 0001042008 028-06536 AEW CAPITAL MANAGEMENT INC 2 0001053187 028-06808 Natixis Investment Managers, L.P. INFORMATION TABLE 2 a18-40237_1informationtable.xml INFORMATION TABLE Acadia Realty Trust COM 004239109 44581 1590486 SH DFND 01,02 1267486 0 323000 American Assets Trust Inc COM 024013104 78084 2093959 SH DFND 01,02 1632459 0 461500 American Campus Communities COM 024835100 94490 2295674 SH DFND 01,02 1832374 0 463300 American Homes 4 Rent Cl A COM 02665T306 79798 3645411 SH DFND 01,02 2815011 0 830400 Americold Realty Trust COM 03064D108 22155 885500 SH DFND 01,02 813300 0 72200 Apartment Invt & Mgmt Co COM 03748R101 5399 122350 SH DFND 01,02 122350 0 0 AvalonBay Communities Inc COM 053484101 217298 1199550 SH DFND 01,02 958750 0 240800 Boston Properties Inc COM 101121101 199028 1616933 SH DFND 01,02 1301433 0 315500 Camden Property Trust COM 133131102 53160 568133 SH DFND 01,02 433233 0 134900 Corporate Office Properties COM 22002T108 1342 45000 SH DFND 01,02 45000 0 0 CubeSmart COM 229663109 96986 3399450 SH DFND 01,02 2680350 0 719100 CyrusOne Inc COM 23283R100 56559 892100 SH DFND 01,02 699700 0 192400 Digital Realty Trust Inc COM 253868103 143692 1277487 SH DFND 01,02 995703 0 281784 Douglas Emmett Inc COM 25960P109 51729 1371387 SH DFND 01,02 1057287 0 314100 Duke Realty Corp COM 264411505 132091 4656000 SH DFND 01,02 3724800 0 931200 Easterly Government Properties Inc COM 27616P103 38394 1982128 SH DFND 01,02 1575750 0 406378 Equinix Inc COM 292104106 10995 25400 SH DFND 01,02 25400 0 0 Empire State Realty Trust Cl A COM 29444U700 60856 3663803 SH DFND 01,02 2904003 0 759800 Equity Lifestyle Properties COM 29472R108 56383 584581 SH DFND 01,02 540781 0 43800 Equity Residential COM 29476L107 111171 1677800 SH DFND 01,02 1337000 0 340800 Essex Property Trust Inc COM 297178105 74469 301850 SH DFND 01,02 243950 0 57900 Extended Stay America Inc COM 30224P200 52292 2584892 SH DFND 01,02 2371492 0 213400 Federal Realty Invs Trust COM 313747206 87193 689434 SH DFND 01,02 556734 0 132700 Forest City Realty Trust Cl A COM 345605109 753 30000 SH DFND 01,02 30000 0 0 HCP Inc COM 40414L109 132487 5033700 SH DFND 01,02 3962600 0 1071100 Healthcare Trust of America Inc Cl A COM 42225P501 92302 3460900 SH DFND 01,02 2797000 0 663900 Host Hotels & Resorts Inc COM 44107P104 122028 5783337 SH DFND 01,02 5346537 0 436800 Howard Hughes Corp COM 44267D107 27416 220707 SH DFND 01,02 201784 0 18923 Kilroy Realty Corp COM 49427F108 4205 58650 SH DFND 01,02 58650 0 0 Macerich Co COM 554382101 2637 47700 SH DFND 01,02 47700 0 0 National Retail Properties COM 637417106 48253 1076600 SH DFND 2,02 842200 0 234400 Pennsylvania Real Estate Investment Trust COM 709102107 32968 3485000 SH DFND 01,02 2782800 0 702200 Piedmont Office Realty Trust COM 720190206 82621 4364572 SH DFND 01,02 3447072 0 917500 ProLogis Inc COM 74340W103 152753 2253322 SH DFND 01,02 1741322 0 512000 Public Storage COM 74460D109 133519 662200 SH DFND 01,02 534600 0 127600 Retail Properties of America Inc Cl A COM 76131V202 86649 7108193 SH DFND 01,02 5700693 0 1407500 Rexford Industrial Realty Inc COM 76169C100 111480 3488100 SH DFND 01,02 2791600 0 696500 RLJ Lodging Trust COM 74965L101 49622 2252462 SH DFND 01,02 2077662 0 174800 Select Income REIT COM 81618T100 292 13300 SH DFND 01,02 13300 0 0 Simon Property Group Inc COM 828806109 331712 1876728 SH DFND 01,02 1504828 0 371900 Store Capital Corp COM 862121100 58021 2087834 SH DFND 01,02 1665134 0 422700 Taubman Centers Inc COM 876664103 45008 752266 SH DFND 01,02 598166 0 154100 Urban Edge Properties COM 91704F104 883 40000 SH DFND 01,02 40000 0 0 Ventas Inc COM 92276F100 761 14000 SH DFND 01,02 14000 0 0 Vici Properties Inc COM 925652109 60192 2784100 SH DFND 01,02 2573000 0 211100 Vornado Realty Trust COM 929042109 27414 375537 SH DFND 01,02 297737 0 77800 Washington REIT COM 939653101 37700 1230023 SH DFND 01,02 973523 0 256500 Welltower Inc COM 95040Q104 174455 2712297 SH DFND 01,02 2189597 0 522700