0001104659-22-055237.txt : 20220503 0001104659-22-055237.hdr.sgml : 20220503 20220503155013 ACCESSION NUMBER: 0001104659-22-055237 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220503 DATE AS OF CHANGE: 20220503 EFFECTIVENESS DATE: 20220503 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: 22886609 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 03-31-2022 03-31-2022 false AEW CAPITAL MANAGEMENT L P

Two Seaport Lane Boston MA 02210-2021

13F HOLDINGS REPORT 028-06538 N Carrie A. Bellerby 617-261-9215 Carrie A. Bellerby Boston MA 05-02-2022 3 40 3443258 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 ALEXANDRIA REAL ESTATE EQUITIES, INC. COM 015271109 141713 704163 SH DFND 01,02,03 624463 0 79700 AMERICAN CAMPUS COMMUNITIES, INC. COM 024835100 19500 348400 SH DFND 01,02,03 348400 0 0 AMERICAN HOMES 4 RENT COM 02665T306 24879 621500 SH DFND 01,02,03 621500 0 0 AMERICOLD REALTY TRUST COM 03064D108 4023 144281 SH DFND 01,02,03 144281 0 0 AVALONBAY COMMUNITIES, INC. COM 053484101 171506 690525 SH DFND 01,02,03 636916 0 53609 BRIXMOR PROPERTY GROUP INC COM 11120U105 109315 4235393 SH DFND 01,02,03 3704293 0 531100 CAMDEN PROPERTY TRUST COM 133131102 52503 315900 SH DFND 01,02,03 315900 0 0 DIGITAL REALTY TRUST INC COM 253868103 29154 205601 SH DFND 01,02,03 205601 0 0 EASTGROUP PROPERTIES, INC. COM 277276101 118248 581701 SH DFND 01,02,03 520801 0 60900 EQUINIX, INC. COM 29444U700 228084 307549 SH DFND 01,02,03 276349 0 31200 EQUITY LIFESTYLE PROPERTIES INC COM 29472R108 32863 429700 SH DFND 01,02,03 429700 0 0 EQUITY RESIDENTIAL COM 29476L107 64320 715300 SH DFND 01,02,03 715300 0 0 ESSEX PROPERTY TRUST, INC. COM 297178105 190504 551419 SH DFND 01,02,03 510619 0 40800 EXTRA SPACE STORAGE INC. COM 30225T102 123543 600889 SH DFND 01,02,03 542289 0 58600 FEDERAL REALTY INVESTMENT TRUST COM 313745101 39956 327322 SH DFND 01,02,03 280822 0 46500 GLOBAL MEDICAL REIT INC COM 37954A204 55865 3423072 SH DFND 01,02,03 3024072 0 399000 HEALTHCARE TRUST OF AMERICA INC COM 42225P501 5566 177600 SH DFND 01,02,03 177600 0 0 HEALTHPEAK PPTYS INC COM 42250P103 10000 291300 SH DFND 01,02,03 291300 0 0 HOST HOTELS & RESORTS INC COM 44107P104 57282 2948120 SH DFND 01,02,03 2544920 0 403200 INDEPENDENCE REALTY TRUST INC COM 45378A106 85140 3220108 SH DFND 01,02,03 2881533 0 338575 INVITATION HOMES INC COM 46187W107 132956 3309006 SH DFND 01,02,03 3039706 0 269300 KILROY REALTY CORPORATION COM 49427F108 53179 695878 SH DFND 01,02,03 605878 0 90000 LIFE STORAGE INC COM 53223X107 150561 1072143 SH DFND 01,02,03 954943 0 117200 MEDICAL PROP TST COM 58463J304 30492 1442400 SH DFND 01,02,03 1244400 0 198000 MID-AMER APT CMNTYS INC COM 59522J103 63128 301400 SH DFND 01,02,03 301400 0 0 PROLOGIS INC. COM 74340W103 326891 2024345 SH DFND 01,02,03 1833758 0 190587 PUBLIC STORAGE COM 74460D109 46414 118925 SH DFND 01,02,03 118925 0 0 RETAIL OPPORTUNITY INVESTMENTS CORP COM 76131N101 45091 2325463 SH DFND 01,02,03 1996463 0 329000 REXFORD INDUSTRIAL REALTY, INC. COM 76169C100 19871 266400 SH DFND 01,02,03 266400 0 0 RYMAN HOSPITALITY PROPERTIES INC COM 78377T107 57633 621241 SH DFND 01,02,03 544741 0 76500 SIMON PROPERTY GRP INC COM 828806109 26746 203300 SH DFND 01,02,03 175600 0 27700 SPIRIT REALTY CAPITAL INC COM 84860W300 53751 1168000 SH DFND 01,02,03 1009300 0 158700 SUN COMMUNITIES INC COM 866674104 169239 965478 SH DFND 01,02,03 880040 0 85438 TERRENO RLTY CORP COM COM 88146M101 66976 904468 SH DFND 01,02,03 784063 0 120405 THE MACERICH COMPANY COM 554382101 71102 4546165 SH DFND 01,02,03 3970865 0 575300 TRICON RESIDENTIAL INC COM 89612W102 14206 894600 SH DFND 01,02,03 894600 0 0 UDR INC COM 902653104 112854 1967120 SH DFND 01,02,03 1828720 0 138400 VENTAS INC. COM 92276F100 201043 3255227 SH DFND 01,02,03 2988427 0 266800 VICI PROPERTIES INC COM 925652109 138801 4877066 SH DFND 01,02,03 4346320 0 530746 WELLTOWER INC COM 95040Q104 98360 1023088 SH DFND 01,02,03 993388 0 29700