0001104659-21-136845.txt : 20211110 0001104659-21-136845.hdr.sgml : 20211110 20211110142112 ACCESSION NUMBER: 0001104659-21-136845 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211110 DATE AS OF CHANGE: 20211110 EFFECTIVENESS DATE: 20211110 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: 211395987 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 09-30-2021 09-30-2021 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 11-04-2021 3 42 3364097 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 a21-32450_1informationtable.xml INFORMATION TABLE AGREE REALTY CORP COM 008492100 59103 892390 SH DFND 01,02,03 791208 0 101182 ALEXANDRIA REAL ESTATE EQUITIES, INC. COM 015271109 81526 426680 SH DFND 01,02,03 386080 0 40600 AMERICAN CAMPUS COMMUNITIES, INC. COM 024835100 18479 381400 SH DFND 01,02,03 381400 0 0 AMERICAN HOMES 4 RENT COM 02665T306 23692 621500 SH DFND 01,02,03 621500 0 0 AMERICOLD REALTY TRUST COM 03064D108 44702 1538808 SH DFND 01,02,03 1392726 0 146082 AVALONBAY COMMUNITIES, INC. COM 053484101 124868 563382 SH DFND 01,02,03 527373 0 36009 BRIXMOR PROPERTY GROUP INC COM 11120U105 103685 4689506 SH DFND 01,02,03 4158406 0 531100 CAMDEN PROPERTY TRUST COM 133131102 46586 315900 SH DFND 01,02,03 315900 0 0 DIAMONDROCK HOSPITALITY COMPANY COM 252784301 27951 2957800 SH DFND 01,02,03 2600000 0 357800 DIGITAL REALTY TRUST INC COM 253868103 92107 637636 SH DFND 01,02,03 558408 0 79228 EASTGROUP PROPERTIES, INC. COM 277276101 101383 608434 SH DFND 01,02,03 552434 0 56000 EMPIRE STATE REALTY TRUST INC COM 292104106 27854 2777100 SH DFND 01,02,03 2432800 0 344300 EQUINIX, INC. COM 29444U700 246177 311565 SH DFND 01,02,03 283965 0 27600 EQUITY LIFESTYLE PROPERTIES INC COM 29472R108 81724 1046398 SH DFND 01,02,03 971798 0 74600 EQUITY RESIDENTIAL COM 29476L107 57882 715300 SH DFND 01,02,03 715300 0 0 ESSEX PROPERTY TRUST, INC. COM 297178105 188828 590566 SH DFND 01,02,03 549466 0 41100 EXTRA SPACE STORAGE INC. COM 30225T102 130503 776850 SH DFND 01,02,03 708050 0 68800 FEDERAL REALTY INVESTMENT TRUST COM 313747206 43063 364972 SH DFND 01,02,03 318472 0 46500 GLOBAL MEDICAL REIT INC COM 37954A204 43747 2976000 SH DFND 01,02,03 2674500 0 301500 HEALTHCARE TRUST OF AMERICA INC COM 42225P501 40533 1366594 SH DFND 01,02,03 1222494 0 144100 HEALTHPEAK PPTYS INC COM 42250P103 10938 326700 SH DFND 01,02,03 326700 0 0 HOST HOTELS & RESORTS INC COM 44107P104 73520 4502120 SH DFND 01,02,03 3992620 0 509500 INDEPENDENCE REALTY TRUST INC COM 45378A106 55657 2735000 SH DFND 01,02,03 2491525 0 243475 INVITATION HOMES INC COM 46187W107 140652 3669506 SH DFND 01,02,03 3420606 0 248900 KILROY REALTY CORPORATION COM 49427F108 55914 844500 SH DFND 01,02,03 749700 0 94800 KITE REALTY GROUP TRUST COM 49803T300 21604 1061100 SH DFND 01,02,03 925100 0 136000 LIFE STORAGE INC COM 53223X107 107926 940610 SH DFND 01,02,03 849510 0 91100 MID-AMER APT CMNTYS INC COM 59522J103 56286 301400 SH DFND 01,02,03 301400 0 0 PARAMOUNT GROUP INC COM 69924R108 20743 2307300 SH DFND 01,02,03 2051800 0 255500 PROLOGIS INC. COM 74340W103 270551 2156987 SH DFND 01,02,03 1970500 0 186487 PUBLIC STORAGE COM 74460D109 28046 94400 SH DFND 01,02,03 94400 0 0 REXFORD INDUSTRIAL REALTY, INC. COM 76169C100 13972 246200 SH DFND 01,02,03 246200 0 0 RYMAN HOSPITALITY PROPERTIES INC COM 78377T107 14375 171750 SH DFND 01,02,03 151550 0 20200 SBA COMMUNICATIONS CORPORATION COM 78410G104 33421 101100 SH DFND 01,02,03 101100 0 0 SPIRIT REALTY CAPITAL INC COM 84860W300 61316 1331800 SH DFND 01,02,03 1173100 0 158700 SUN COMMUNITIES INC COM 866674104 125954 680463 SH DFND 01,02,03 636828 0 43635 TERRENO RLTY CORP COM COM 88146M101 34021 538050 SH DFND 01,02,03 481850 0 56200 THE MACERICH COMPANY COM 554382101 83408 4991500 SH DFND 01,02,03 4416200 0 575300 UDR INC COM 902653104 137426 2593920 SH DFND 01,02,03 2399920 0 194000 VENTAS INC. COM 92276F100 167957 3042150 SH DFND 01,02,03 2807050 0 235100 VICI PROPERTIES INC COM 925652109 138758 4884125 SH DFND 01,02,03 4414979 0 469146 WELLTOWER INC COM 95040Q104 127259 1544407 SH DFND 01,02,03 1483407 0 61000