0001104659-21-010645.txt : 20210202 0001104659-21-010645.hdr.sgml : 20210202 20210202103615 ACCESSION NUMBER: 0001104659-21-010645 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210202 DATE AS OF CHANGE: 20210202 EFFECTIVENESS DATE: 20210202 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: 21579436 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 12-31-2020 12-31-2020 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 02-01-2021 3 41 2773120 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 a21-4921_1informationtable.xml INFORMATION TABLE ACADIA REALTY TRUST COM 004239109 28466 2006056 SH DFND 01,02,03 1763394 0 242662 ALEXANDRIA REAL ESTATE EQUITIES, INC. COM 015271109 88135 494530 SH DFND 01,02,03 443430 0 51100 AMERICAN CAMPUS COMMUNITIES, INC. COM 024835100 13913 325300 SH DFND 01,02,03 325300 0 0 AMERICAN HOMES 4 RENT COM 02665T306 60046 2001531 SH DFND 01,02,03 1869531 0 132000 AMERICOLD REALTY T COM 03064D108 99806 2673608 SH DFND 01,02,03 2397126 0 276482 AVALONBAY COMMUNITIES, INC. COM 053484101 93307 581607 SH DFND 01,02,03 544198 0 37409 BOSTON PROPERTIES, INC. COM 101121101 51006 539576 SH DFND 01,02,03 477976 0 61600 BRIXMOR PROPERTY GROUP INC COM 11120U105 79390 4797006 SH DFND 01,02,03 4218806 0 578200 CAMDEN PROPERTY TRUST COM 133131102 31565 315900 SH DFND 01,02,03 315900 0 0 COUSINS PROPERTIES INCORPORATED COM 222795502 22195 662537 SH DFND 01,02,03 586737 0 75800 DIAMONDROCK HOSPITALITY COMPANY COM 252784301 25296 3066200 SH DFND 01,02,03 2717000 0 349200 DIGITAL REALTY TRUST INC COM 253868103 91238 653986 SH DFND 01,02,03 556358 0 97628 EASTGROUP PROPERTIES, INC. COM 277276101 77094 558409 SH DFND 01,02,03 504009 0 54400 EMPIRE STATE REALTY TRUST INC COM 292104106 30916 3317200 SH DFND 01,02,03 2925900 0 391300 EQUINIX, INC. COM 29444U700 118636 166115 SH DFND 01,02,03 165015 0 1100 EQUITY LIFESTYLE PROPERTIES INC COM 29472R108 70339 1110148 SH DFND 01,02,03 1033148 0 77000 EQUITY RESIDENTIAL PROPERTIES TRUST COM 29476L107 40364 680900 SH DFND 01,02,03 680900 0 0 ESSEX PROPERTY TRUST, INC. COM 297178105 137601 579566 SH DFND 01,02,03 535316 0 44250 EXTRA SPACE STORAGE INC. COM 30225T102 85690 739600 SH DFND 01,02,03 671800 0 67800 FEDERAL REALTY INVESTMENT TRUST COM 313747206 36569 429622 SH DFND 01,02,03 378422 0 51200 HEALTHCARE TRUST OF AMERICA INC COM 42225P501 28366 1029994 SH DFND 01,02,03 930594 0 99400 HEALTHPEAK PPTYS INC COM 42250P103 89712 2967650 SH DFND 01,02,03 2759050 0 208600 HOST HOTELS & RESORTS INC COM 44107P104 68695 4695520 SH DFND 01,02,03 4141420 0 554100 INDEPENDENCE REALTY TRUST INC COM 45378A106 26758 1992400 SH DFND 01,02,03 1795100 0 197300 INVITATION HOMES INC COM 46187W107 95976 3231506 SH DFND 01,02,03 3006906 0 224600 LIFE STORAGE INC COM 53223X107 60114 503507 SH DFND 01,02,03 456707 0 46800 MID-AMER APT CMNTYS INC COM 59522J103 38184 301400 SH DFND 01,02,03 301400 0 0 PHYSICIANS REALTY TRUST COM 71943U104 1883 105800 SH DFND 01,02,03 105800 0 0 PROLOGIS INC. COM 74340W103 223559 2243212 SH DFND 01,02,03 2044425 0 198787 PUBLIC STORAGE COM 74460D109 21800 94400 SH DFND 01,02,03 94400 0 0 QTS REALTY TRUST INC COM 74736A103 35012 565800 SH DFND 01,02,03 455200 0 110600 REXFORD INDUSTRIAL REALTY, INC. COM 76169C100 10431 212400 SH DFND 01,02,03 212400 0 0 SBA COMMUNICATIONS CORPORATION COM 78410G104 35562 126050 SH DFND 01,02,03 125100 0 950 SPIRIT REALTY CAPITAL INC COM 84860W300 56274 1400900 SH DFND 01,02,03 1247400 0 153500 SUN COMMUNITIES, INC. COM 866674104 109155 718363 SH DFND 01,02,03 667828 0 50535 TERRENO REALTY COR COM 88146M101 30127 514900 SH DFND 01,02,03 457800 0 57100 UDR INC COM 902653104 106158 2762370 SH DFND 01,02,03 2564670 0 197700 VENTAS INC. COM 92276F100 74045 1509900 SH DFND 01,02,03 1435500 0 74400 VEREIT INCORPORATION COM 92339V308 76580 2026464 SH DFND 01,02,03 1789424 0 237040 VICI PROPERTIES INC COM 925652109 106246 4166517 SH DFND 01,02,03 3674084 0 492433 WELLTOWER INC COM 95040Q104 196911 3047207 SH DFND 01,02,03 2817307 0 229900