0001104659-20-122499.txt : 20201106 0001104659-20-122499.hdr.sgml : 20201106 20201106160727 ACCESSION NUMBER: 0001104659-20-122499 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201106 DATE AS OF CHANGE: 20201106 EFFECTIVENESS DATE: 20201106 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: 201294457 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 09-30-2020 09-30-2020 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 11-05-2020 3 43 2526347 false 1 0001042008 028-06536 AEW CAPITAL MANAGEMENT INC 2 0001053187 028-06808 Natixis Investment Managers, LLC 3 0001582681 028-20231 Alaska Permanent Fund Corp INFORMATION TABLE 2 a20-35177_1informationtable.xml INFORMATION TABLE Acadia Realty Trust COM 004239109 20856 1986256 SH DFND 01,02,03 1743594 0 242662 Alexandria Real Estate Equities COM 015271109 79701 498130 SH DFND 01,02,03 450730 0 47400 American Campus Communities COM 024835100 11359 325300 SH DFND 01,02,03 325300 0 0 American Homes 4 Rent Cl A COM 02665T306 63836 2241431 SH DFND 01,02,03 2079731 0 161700 Americold Realty Trust COM 03064D108 93512 2615708 SH DFND 01,02,03 2372946 0 242762 AvalonBay Communities Inc COM 053484101 98102 656907 SH DFND 01,02,03 611698 0 45209 Boston Properties Inc COM 101121101 46387 577676 SH DFND 01,02,03 516076 0 61600 Brixmor Property Group Inc COM 11120U105 56259 4812606 SH DFND 01,02,03 4294206 0 518400 Camden Property Trust COM 133131102 28109 315900 SH DFND 01,02,03 315900 0 0 Corporate Office Properties COM 22002T108 15954 672586 SH DFND 01,02,03 597186 0 75400 Cousins Properties Inc COM 222795502 19291 674737 SH DFND 01,02,03 598937 0 75800 Diamondrock Hospitality Co COM 252784301 13409 2644800 SH DFND 01,02,03 2350200 0 294600 Digital Realty Trust Inc COM 253868103 112101 763836 SH DFND 01,02,03 658908 0 104928 Eastgroup Properties Inc COM 277276101 64808 501109 SH DFND 01,02,03 457809 0 43300 Equinix Inc COM 29444U700 119930 157775 SH DFND 01,02,03 157775 0 0 Equity Lifestyle Properties COM 29472R108 68745 1121448 SH DFND 01,02,03 1044448 0 77000 Equity Residential COM 29476L107 33801 658500 SH DFND 01,02,03 658500 0 0 Essex Property Trust Inc COM 297178105 106562 530716 SH DFND 01,02,03 496516 0 34200 Extra Space Storage Inc COM 30225T102 79044 738800 SH DFND 01,02,03 676900 0 61900 Federal Realty Invs Trust COM 313747206 31493 428822 SH DFND 01,02,03 377622 0 51200 Healthcare Trust of America Inc Cl A COM 42225P501 26975 1037494 SH DFND 01,02,03 938094 0 99400 Healthpeak Properties Inc COM 42250P103 97239 3581550 SH DFND 01,02,03 3316850 0 264700 Host Hotels & Resorts Inc COM 44107P104 45551 4221620 SH DFND 01,02,03 3743620 0 478000 Independence Realty Trust Inc COM 45378A106 22330 1926700 SH DFND 01,02,03 1757500 0 169200 Invitation Homes Inc COM 46187W107 100759 3599806 SH DFND 01,02,03 3354006 0 245800 Mid-America Apartment Communities Inc COM 59522J103 34947 301400 SH DFND 01,02,03 301400 0 0 Physicians Realty Trust COM 71943U104 1895 105800 SH DFND 01,02,03 105800 0 0 Life Storage Inc COM 53223X107 58552 556207 SH DFND 01,02,03 504107 0 52100 ProLogis Inc COM 74340W103 234959 2335112 SH DFND 01,02,03 2138225 0 196887 Public Storage COM 74460D109 21025 94400 SH DFND 01,02,03 94400 0 0 QTS Realty Trust Inc Cl A COM 74736A103 22599 358600 SH DFND 01,02,03 324200 0 34400 Rexford Industrial Realty Inc COM 76169C100 42390 926364 SH DFND 01,02,03 846464 0 79900 SBA Communications Corp COM 78410G104 20383 64000 SH DFND 01,02,03 64000 0 0 Simon Property Group Inc COM 828806109 15845 244974 SH DFND 01,02,03 217074 0 27900 Spirit Realty Capital Inc COM 84860W300 43018 1274600 SH DFND 01,02,03 1137500 0 137100 Sun Communities Inc COM 866674104 94548 672413 SH DFND 01,02,03 632313 0 40100 Sunstone Hotel Investors Inc COM 867892101 2223 280000 SH DFND 01,02,03 280000 0 0 Terreno Realty Corp COM 88146M101 25907 473100 SH DFND 01,02,03 421800 0 51300 UDR Inc COM 902653104 87110 2671270 SH DFND 01,02,03 2481870 0 189400 VEREIT Inc COM 92339V100 66873 10288221 SH DFND 01,02,03 9170121 0 1118100 Ventas Inc COM 92276F100 35251 840100 SH DFND 01,02,03 840100 0 0 Vici Properties Inc COM 925652109 95147 4071317 SH DFND 01,02,03 3640984 0 430333 Welltower Inc COM 95040Q104 167562 3041607 SH DFND 01,02,03 2833007 0 208600