0001104659-19-007800.txt : 20190213 0001104659-19-007800.hdr.sgml : 20190213 20190213104750 ACCESSION NUMBER: 0001104659-19-007800 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190213 DATE AS OF CHANGE: 20190213 EFFECTIVENESS DATE: 20190213 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: 19594027 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 12-31-2018 12-31-2018 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 02-08-2019 2 50 3174935 false 1 0001042008 028-06536 AEW CAPITAL MANAGEMENT INC 2 0001053187 028-06808 Natixis Investment Managers, L.P. INFORMATION TABLE 2 a19-4572_5informationtable.xml INFORMATION TABLE Acadia Realty Trust COM 004239109 36543 1537986 SH DFND 0102 1218586 0 319400 Alexandria Real Estate Equities COM 015271109 1556 13500 SH DFND 0102 13500 0 0 American Assets Trust Inc COM 024013104 80523 2004559 SH DFND 0102 1544859 0 459700 American Campus Communities COM 024835100 90531 2187274 SH DFND 0102 1731074 0 456200 American Homes 4 Rent Cl A COM 02665T306 67018 3376211 SH DFND 0102 2534511 0 841700 Americold Realty Trust COM 03064D108 67433 2640300 SH DFND 0102 2421500 0 218800 Apartment Invt & Mgmt Co COM 03748R101 1865 42500 SH DFND 0102 42500 0 0 AvalonBay Communities Inc COM 053484101 194884 1119700 SH DFND 0102 880000 0 239700 Boston Properties Inc COM 101121101 168767 1499483 SH DFND 0102 1185483 0 314000 Camden Property Trust COM 133131102 72750 826233 SH DFND 0102 640733 0 185500 Corporate Office Properties COM 22002T108 1104 52500 SH DFND 0102 52500 0 0 CubeSmart COM 229663109 94796 3304150 SH DFND 0102 2588150 0 716000 CyrusOne Inc COM 23283R100 47782 903600 SH DFND 0102 701900 0 201700 Digital Realty Trust Inc COM 253868103 127534 1196937 SH DFND 0102 915653 0 281284 Douglas Emmett Inc COM 25960P109 72092 2112287 SH DFND 0102 1654487 0 457800 Duke Realty Corp COM 264411505 115151 4446000 SH DFND 0102 3434300 0 1011700 Easterly Government Properties Inc COM 27616P103 29690 1893495 SH DFND 0102 1489117 0 404378 Equinix Inc COM 292104106 7404 21000 SH DFND 0102 21000 0 0 Empire State Realty Trust Cl A COM 29444U700 48658 3419403 SH DFND 0102 2662603 0 756800 Equity Lifestyle Properties COM 29472R108 53772 553606 SH DFND 0102 511206 0 42400 Equity Residential COM 29476L107 2805 42500 SH DFND 0102 42500 0 0 Essex Property Trust Inc COM 297178105 149995 611700 SH DFND 0102 483000 0 128700 Extended Stay America Inc COM 30224P200 46267 2984992 SH DFND 0102 2739492 0 245500 Federal Realty Invs Trust COM 313747206 74278 629259 SH DFND 0102 496959 0 132300 HCP Inc COM 40414L109 142180 5090600 SH DFND 0102 3987300 0 1103300 Healthcare Trust of America Inc Cl A COM 42225P501 80891 3196000 SH DFND 0102 2535200 0 660800 Host Hotels & Resorts Inc COM 44107P104 87738 5263237 SH DFND 0102 4840637 0 422600 Howard Hughes Corp COM 44267D107 28400 290920 SH DFND 0102 264497 0 26423 Invitation Homes Inc COM 46187W107 1506 75000 SH DFND 0102 75000 0 0 Macerich Co COM 554382101 1407 32500 SH DFND 0102 32500 0 0 Mid-America Apartment Communities Inc COM 59522J103 574 6000 SH DFND 0102 6000 0 0 National Retail Properties COM 637417106 52240 1076900 SH DFND 0102 832500 0 244400 Park Hotels & Resorts Inc COM 700517105 520 20000 SH DFND 0102 20000 0 0 Pennsylvania Real Estate Investment Trust COM 709102107 20148 3392000 SH DFND 0102 2693200 0 698800 Piedmont Office Realty Trust COM 720190206 49238 2889572 SH DFND 0102 2239772 0 649800 ProLogis Inc COM 74340W103 94881 1615822 SH DFND 0102 1215822 0 400000 Public Storage COM 74460D109 112257 554600 SH DFND 0102 438000 0 116600 Retail Properties of America Inc Cl A COM 76131V202 70825 6527693 SH DFND 0102 5126193 0 1401500 Rexford Industrial Realty Inc COM 76169C100 98229 3333200 SH DFND 0102 2640500 0 692700 RLJ Lodging Trust COM 74965L101 27827 1696762 SH DFND 0102 1551862 0 144900 Simon Property Group Inc COM 828806109 294508 1753128 SH DFND 0102 1380728 0 372400 SL Green Realty Corp COM 78440X101 554 7000 SH DFND 0102 7000 0 0 Store Capital Corp COM 862121100 56723 2003634 SH DFND 0102 1585534 0 418100 Sunstone Hotel Investors Inc COM 867892101 520 40000 SH DFND 0102 40000 0 0 Taubman Centers Inc COM 876664103 33274 731466 SH DFND 0102 578066 0 153400 Ventas Inc COM 92276F100 879 15000 SH DFND 0102 15000 0 0 Vici Properties Inc COM 925652109 54761 2915900 SH DFND 0102 2685400 0 230500 Vornado Realty Trust COM 929042109 23015 371037 SH DFND 0102 293537 0 77500 Washington REIT COM 939653101 27584 1199323 SH DFND 0102 944123 0 255200 Welltower Inc COM 95040Q104 166112 2393197 SH DFND 0102 1886797 0 506400