0001104659-22-013114.txt : 20220208 0001104659-22-013114.hdr.sgml : 20220208 20220208120645 ACCESSION NUMBER: 0001104659-22-013114 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220208 DATE AS OF CHANGE: 20220208 EFFECTIVENESS DATE: 20220208 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: 22600006 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 false false false 0001046187 XXXXXXXX 12-31-2021 12-31-2021 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 02-07-2022 3 42 3834577 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 infotable.xml AGREE REALTY CORP COM 008492100 61540 862390 SH DFND 01,02,03 761208 0 101182 ALEXANDRIA REAL ESTATE EQUITIES, INC. COM 015271109 116871 524180 SH DFND 01,02,03 471380 0 52800 AMERICAN CAMPUS COMMUNITIES, INC. COM 024835100 19960 348400 SH DFND 01,02,03 348400 0 0 AMERICAN HOMES 4 RENT COM 02665T306 27104 621500 SH DFND 01,02,03 621500 0 0 AMERICOLD REALTY TRUST COM 03064D108 9604 292881 SH DFND 01,02,03 292881 0 0 AVALONBAY COMMUNITIES, INC. COM 053484101 150337 595182 SH DFND 01,02,03 555073 0 40109 BRIXMOR PROPERTY GROUP INC COM 11120U105 115613 4549906 SH DFND 01,02,03 4018806 0 531100 CAMDEN PROPERTY TRUST COM 133131102 56445 315900 SH DFND 01,02,03 315900 0 0 DIGITAL REALTY TRUST INC COM 253868103 87645 495536 SH DFND 01,02,03 432008 0 63528 EASTGROUP PROPERTIES, INC. COM 277276101 142887 627108 SH DFND 01,02,03 566208 0 60900 EQUINIX, INC. COM 29444U700 254716 301140 SH DFND 01,02,03 273540 0 27600 EQUITY LIFESTYLE PROPERTIES INC COM 29472R108 89641 1022598 SH DFND 01,02,03 947998 0 74600 EQUITY RESIDENTIAL COM 29476L107 64735 715300 SH DFND 01,02,03 715300 0 0 ESSEX PROPERTY TRUST, INC. COM 297178105 205321 582916 SH DFND 01,02,03 542116 0 40800 EXTRA SPACE STORAGE INC. COM 30225T102 172853 762375 SH DFND 01,02,03 693575 0 68800 FEDERAL REALTY INVESTMENT TRUST COM 313747206 47715 350022 SH DFND 01,02,03 303522 0 46500 GLOBAL MEDICAL REIT INC COM 37954A204 51388 2895099 SH DFND 01,02,03 2593599 0 301500 HEALTHCARE TRUST OF AMERICA INC COM 42225P501 36331 1088094 SH DFND 01,02,03 973494 0 114600 HEALTHPEAK PPTYS INC COM 42250P103 11791 326700 SH DFND 01,02,03 326700 0 0 HOST HOTELS & RESORTS INC COM 44107P104 61841 3556120 SH DFND 01,02,03 3152920 0 403200 INDEPENDENCE REALTY TRUST INC COM 45378A106 87897 3402903 SH DFND 01,02,03 3064328 0 338575 INVITATION HOMES INC COM 46187W107 153363 3382506 SH DFND 01,02,03 3133606 0 248900 KILROY REALTY CORPORATION COM 49427F108 54431 819000 SH DFND 01,02,03 724200 0 94800 LIFE STORAGE INC COM 53223X107 148479 969310 SH DFND 01,02,03 875710 0 93600 MID-AMER APT CMNTYS INC COM 59522J103 69153 301400 SH DFND 01,02,03 301400 0 0 PARAMOUNT GROUP INC COM 69924R108 5510 660666 SH DFND 01,02,03 575283 0 85383 PROLOGIS INC. COM 74340W103 358184 2127487 SH DFND 01,02,03 1941000 0 186487 PUBLIC STORAGE COM 74460D109 36182 96600 SH DFND 01,02,03 96600 0 0 RETAIL OPPORTUNITY INVESTMENTS CORP COM 76131N101 22490 1147463 SH DFND 01,02,03 992563 0 154900 REXFORD INDUSTRIAL REALTY, INC. COM 76169C100 19969 246200 SH DFND 01,02,03 246200 0 0 RYMAN HOSPITALITY PROPERTIES INC COM 78377T107 52036 565850 SH DFND 01,02,03 494950 0 70900 SBA COMMUNICATIONS CORPORATION COM 78410G104 35595 91500 SH DFND 01,02,03 91500 0 0 SIMON PROPERTY GRP INC COM 828806109 35601 222825 SH DFND 01,02,03 195125 0 27700 SPIRIT REALTY CAPITAL INC COM 84860W300 61731 1281000 SH DFND 01,02,03 1122300 0 158700 SUN COMMUNITIES INC COM 866674104 152165 724701 SH DFND 01,02,03 674363 0 50338 TERRENO RLTY CORP COM COM 88146M101 81556 956218 SH DFND 01,02,03 841913 0 114305 THE MACERICH COMPANY COM 554382101 85234 4932500 SH DFND 01,02,03 4357200 0 575300 TRICON RESIDENTIAL INC COM 89612W102 18788 1229600 SH DFND 01,02,03 1229600 0 0 UDR INC COM 902653104 151803 2530470 SH DFND 01,02,03 2336470 0 194000 VENTAS INC. COM 92276F100 162517 3179125 SH DFND 01,02,03 2944025 0 235100 VICI PROPERTIES INC COM 925652109 143111 4752925 SH DFND 01,02,03 4283779 0 469146 WELLTOWER INC COM 95040Q104 114444 1334307 SH DFND 01,02,03 1273307 0 61000