0001104659-23-056666.txt : 20230508 0001104659-23-056666.hdr.sgml : 20230508 20230505173651 ACCESSION NUMBER: 0001104659-23-056666 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230508 DATE AS OF CHANGE: 20230505 EFFECTIVENESS DATE: 20230508 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: 23895178 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 X0202 13F-HR LIVE false false false 0001046187 XXXXXXXX 03-31-2023 03-31-2023 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 05-05-2023 3 47 2675570944 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 RLTY CORP COM 008492100 25177126 366960 SH DFND 1,2,3 310180 0 56780 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 17478486 139171 SH DFND 1,2,3 123651 0 15520 AMERICAN HOMES 4 RENT COM 02665T306 72081796 2291949 SH DFND 1,2,3 1850643 0 441306 AMERICAN TOWER CORP NEW COM 03027X100 19414139 95009 SH DFND 1,2,3 95009 0 0 AMERICOLD REALTY TRUST INC COM 03064D108 59647616 2096577 SH DFND 1,2,3 1877627 0 218950 AVALONBAY CMNTYS INC COM 053484101 138661432 825071 SH DFND 1,2,3 664662 0 160409 BOSTON PROPERTIES INC COM 101121101 30467612 562964 SH DFND 1,2,3 482474 0 80490 BRIXMOR PPTY GROUP INC COM 11120U105 71562285 3325385 SH DFND 1,2,3 2836985 0 488400 BROADSTONE NET LEASE INC COM 11135E203 6448491 379100 SH DFND 1,2,3 379100 0 0 CAMDEN PPTY TR COM 133131102 19485038 185855 SH DFND 1,2,3 130325 0 55530 COUSINS PPTYS INC COM 222795502 22690594 1061300 SH DFND 1,2,3 890980 0 170320 CUBESMART COM 229663109 78776259 1704376 SH DFND 1,2,3 1543506 0 160870 DIGITAL RLTY TR INC COM 253868103 61369526 624245 SH DFND 1,2,3 564435 0 59810 EASTGROUP PPTYS INC COM 277276101 64348496 389236 SH DFND 1,2,3 349026 0 40210 EQUINIX INC COM 29444U700 253100903 351022 SH DFND 1,2,3 317532 0 33490 EQUITY LIFESTYLE PPTYS INC COM 29472R108 17749373 264403 SH DFND 1,2,3 206363 0 58040 EQUITY RESIDENTIAL COM 29476L107 32799060 546651 SH DFND 1,2,3 404821 0 141830 ESSENTIAL PPTYS RLTY TR INC COM 29670E107 8781344 353374 SH DFND 1,2,3 300374 0 53000 ESSEX PPTY TR INC COM 297178105 84064660 401954 SH DFND 1,2,3 321364 0 80590 EXTRA SPACE STORAGE INC COM 30225T102 54734215 335937 SH DFND 1,2,3 313717 0 22220 FIRST INDL RLTY TR INC COM 32054K103 23276596 437530 SH DFND 1,2,3 437530 0 0 GAMING & LEISURE PPTYS INC COM 36467J108 2933060 56340 SH DFND 1,2,3 56340 0 0 HEALTHCARE RLTY TR COM 42226K105 37236152 1926340 SH DFND 1,2,3 1674750 0 251590 HEALTHPEAK PROPERTIES INC COM 42250P103 14977388 681720 SH DFND 1,2,3 602040 0 79680 INDEPENDENCE RLTY TR INC COM 45378A106 24285338 1514993 SH DFND 1,2,3 1241888 0 273105 INVITATION HOMES INC COM 46187W107 69385377 2221754 SH DFND 1,2,3 1785364 0 436390 IRON MTN INC DEL COM 46284V101 7561368 142910 SH DFND 1,2,3 142910 0 0 LIFE STORAGE INC COM 53223X107 37784071 288230 SH DFND 1,2,3 265970 0 22260 VERIS RESIDENTIAL INC COM 554489104 11377652 777162 SH DFND 1,2,3 635380 0 141782 MID-AMER APT CMNTYS INC COM 59522J103 25023703 165676 SH DFND 1,2,3 122746 0 42930 NETSTREIT CORP COM 64119V303 40935976 2239386 SH DFND 1,2,3 1908616 0 330770 PHILLIPS EDISON & CO INC COM 71844V201 16785600 514580 SH DFND 1,2,3 431130 0 83450 PHYSICIANS RLTY TR COM 71943U104 17809176 1192845 SH DFND 1,2,3 1017475 0 175370 PROLOGIS INC. COM 74340W103 350777130 2811390 SH DFND 1,2,3 2582453 0 228937 PUBLIC STORAGE COM 74460D109 127478909 421920 SH DFND 1,2,3 392540 0 29380 REALTY INCOME CORP COM 756109104 30616486 483520 SH DFND 1,2,3 412270 0 71250 REGENCY CTRS CORP COM 758849103 31634954 517080 SH DFND 1,2,3 432500 0 84580 REXFORD INDL RLTY INC COM 76169C100 49799996 834870 SH DFND 1,2,3 769440 0 65430 RYMAN HOSPITALITY PPTYS INC COM 78377T107 40804359 454746 SH DFND 1,2,3 385406 0 69340 SIMON PPTY GROUP INC NEW COM 828806109 55515286 495805 SH DFND 1,2,3 422225 0 73580 SUN CMNTYS INC COM 866674104 109250468 775486 SH DFND 1,2,3 629768 0 145718 TANGER FACTORY OUTLET CTRS I COM 875465106 24546981 1250483 SH DFND 1,2,3 1050751 0 199732 UDR INC COM 902653104 90830756 2212147 SH DFND 1,2,3 1796167 0 415980 VENTAS INC COM 92276F100 103585128 2389507 SH DFND 1,2,3 2145837 0 243670 VICI PPTYS INC COM 925652109 113285280 3472878 SH DFND 1,2,3 2994072 0 478806 WP CAREY INC COM 92936U109 8425011 108780 SH DFND 1,2,3 108780 0 0 WELLTOWER INC COM 95040Q104 70810292 987729 SH DFND 1,2,3 912683 0 75046