0001104659-19-045533.txt : 20190813 0001104659-19-045533.hdr.sgml : 20190813 20190813135801 ACCESSION NUMBER: 0001104659-19-045533 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190813 DATE AS OF CHANGE: 20190813 EFFECTIVENESS DATE: 20190813 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: 191019800 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 06-30-2019 06-30-2019 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 08-13-2019 2 40 328687 false 1 0001042008 028-06536 AEW CAPITAL MANAGEMENT INC 2 0001053187 028-06808 Natixis Investment Managers, L.P. INFORMATION TABLE 2 a19-17111_1informationtable.xml INFORMATION TABLE Acadia Realty Trust COM 004239109 37591 1373442 SH DFND 0102 1068442 0 305000 American Assets Trust Inc COM 024013104 77456 1643803 SH DFND 0102 1258177 0 385626 American Campus Communities COM 024835100 49713 1076974 SH DFND 0102 821774 0 255200 American Homes 4 Rent Cl A COM 02665T306 56667 2331011 SH DFND 0102 1720211 0 610800 Americold Realty Trust COM 03064D108 102285 3155000 SH DFND 0102 2914200 0 240800 AvalonBay Communities Inc COM 053484101 211124 1039100 SH DFND 0102 805400 0 233700 Boston Properties Inc COM 101121101 169622 1314900 SH DFND 0102 1024800 0 290100 Camden Property Trust COM 133131102 73296 702133 SH DFND 0102 533233 0 168900 Caretrust REIT Inc COM 14174T107 28070 1180400 SH DFND 0102 1086500 0 93900 Corporate Office Properties COM 22002T108 45459 1723900 SH DFND 0102 1313800 0 410100 CubeSmart COM 229663109 100295 2999250 SH DFND 0102 2312950 0 686300 CyrusOne Inc COM 23283R100 42078 729000 SH DFND 0102 564900 0 164100 Digital Realty Trust Inc COM 253868103 122741 1042032 SH DFND 0102 776804 0 265228 Douglas Emmett Inc COM 25960P109 78725 1976023 SH DFND 0102 1526923 0 449100 Duke Realty Corp COM 264411505 130603 4131700 SH DFND 0102 3132100 0 999600 Easterly Government Properties Inc COM 27616P103 9518 525557 SH DFND 0102 405007 0 120550 Equinix Inc COM 292104106 9827 19486 SH DFND 0102 19486 0 0 Empire State Realty Trust Cl A COM 29444U700 44390 2997303 SH DFND 0102 2270903 0 726400 Equity Lifestyle Properties COM 29472R108 58182 479495 SH DFND 0102 402595 0 76900 Essex Property Trust Inc COM 297178105 137090 469600 SH DFND 0102 358900 0 110700 Extended Stay America Inc COM 30224P200 43122 2553092 SH DFND 0102 2341192 0 211900 Federal Realty Invs Trust COM 313747206 68162 529374 SH DFND 0102 413374 0 116000 HCP Inc COM 40414L109 142781 4464700 SH DFND 0102 3423600 0 1041100 Healthcare Trust of America Inc Cl A COM 42225P501 82614 3011800 SH DFND 0102 2361100 0 650700 Host Hotels & Resorts Inc COM 44107P104 84776 4652900 SH DFND 0102 4285600 0 367300 Howard Hughes Corp COM 44267D107 25291 204225 SH DFND 0102 185549 0 18676 Invitation Homes Inc COM 46187W107 93985 3516100 SH DFND 0102 2759900 0 756200 National Retail Properties COM 637417106 94983 1791800 SH DFND 0102 1369200 0 422600 Piedmont Office Realty Trust COM 720190206 41470 2080800 SH DFND 0102 1571100 0 509700 ProLogis Inc COM 74340W103 109505 1367100 SH DFND 0102 986400 0 380700 Public Storage COM 74460D109 110892 465600 SH DFND 0102 359600 0 106000 Retail Properties of America Inc Cl A COM 76131V202 66877 5686793 SH DFND 0102 4342693 0 1344100 Rexford Industrial Realty Inc COM 76169C100 108288 2682400 SH DFND 0102 2058300 0 624100 RLJ Lodging Trust COM 74965L101 26354 1485543 SH DFND 0102 1362043 0 123500 Simon Property Group Inc COM 828806109 233345 1460600 SH DFND 0102 1133000 0 327600 Store Capital Corp COM 862121100 96090 2895142 SH DFND 0102 2238842 0 656300 Taubman Centers Inc COM 876664103 27342 669666 SH DFND 0102 509666 0 160000 Vici Properties Inc COM 925652109 74838 3395535 SH DFND 0102 3135135 0 260400 Vornado Realty Trust COM 929042109 24136 376538 SH DFND 0102 290838 0 85700 Welltower Inc COM 95040Q104 147292 1806600 SH DFND 0102 1373900 0 432700