0001104659-20-010244.txt : 20200204 0001104659-20-010244.hdr.sgml : 20200204 20200204102138 ACCESSION NUMBER: 0001104659-20-010244 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200204 DATE AS OF CHANGE: 20200204 EFFECTIVENESS DATE: 20200204 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: 20570967 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 12-31-2019 12-31-2019 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 02-03-2020 2 39 3616492 false 1 0001042008 028-06536 AEW CAPITAL MANAGEMENT INC 2 0001053187 028-06808 Natixis Investment Managers, L.P. INFORMATION TABLE 2 a20-6578_1informationtable.xml INFORMATION TABLE Acadia Realty Trust COM 004239109 39747 1390742 SH DFND 01,02 1085642 0 305100 American Assets Trust Inc COM 024013104 79285 1696303 SH DFND 01,02 1303877 0 392426 American Campus Communities COM 024835100 47031 978174 SH DFND 01,02 756474 0 221700 American Homes 4 Rent Cl A COM 02665T306 63832 2465511 SH DFND 01,02 1853111 0 612400 Americold Realty Trust COM 03064D108 124007 3345220 SH DFND 01,02 3083358 0 261862 AvalonBay Communities Inc COM 053484101 230188 1069000 SH DFND 01,02 833300 0 235700 Boston Properties Inc COM 101121101 146218 1127700 SH DFND 01,02 882300 0 245400 Brixmor Property Group Inc COM 11120U105 69783 3439300 SH DFND 01,02 2647700 0 791600 Caretrust REIT Inc COM 14174T107 28878 1228600 SH DFND 01,02 1127400 0 101200 Corporate Office Properties COM 22002T108 79111 2656500 SH DFND 01,02 2064100 0 592400 CubeSmart COM 229663109 105805 3031650 SH DFND 01,02 2345350 0 686300 CyrusOne Inc COM 23283R100 51253 647946 SH DFND 01,02 514019 0 133927 Digital Realty Trust Inc COM 253868103 153777 1184632 SH DFND 01,02 902304 0 282328 Douglas Emmett Inc COM 25960P109 91105 2127123 SH DFND 01,02 1665123 0 462000 Duke Realty Corp COM 264411505 146774 4320700 SH DFND 01,02 3283200 0 1037500 Equinix Inc COM 292104106 15623 27086 SH DFND 01,02 27086 0 0 Empire State Realty Trust Cl A COM 29444U700 39477 2766403 SH DFND 01,02 2094103 0 672300 Equity Lifestyle Properties COM 29472R108 71702 536695 SH DFND 01,02 429195 0 107500 Essex Property Trust Inc COM 297178105 155812 477000 SH DFND 01,02 366300 0 110700 Extended Stay America Inc COM 30224P200 40225 2747592 SH DFND 01,02 2518692 0 228900 Federal Realty Invs Trust COM 313747206 73390 539074 SH DFND 01,02 421774 0 117300 HCP Inc COM 40414L109 163909 4600300 SH DFND 01,02 3549000 0 1051300 Healthcare Trust of America Inc Cl A COM 42225P501 92165 3137000 SH DFND 01,02 2474500 0 662500 Host Hotels & Resorts Inc COM 44107P104 92662 5359300 SH DFND 01,02 4930700 0 428600 Howard Hughes Corp COM 44267D107 16735 129125 SH DFND 01,02 116949 0 12176 Invitation Homes Inc COM 46187W107 107606 3634100 SH DFND 01,02 2875200 0 758900 National Retail Properties COM 637417106 107092 1898800 SH DFND 01,02 1462700 0 436100 Piedmont Office Realty Trust COM 720190206 43915 2103200 SH DFND 01,02 1593500 0 509700 ProLogis Inc COM 74340W103 138934 1630300 SH DFND 01,02 1191500 0 438800 Public Storage COM 74460D109 115571 471200 SH DFND 01,02 365200 0 106000 Rexford Industrial Realty Inc COM 76169C100 111300 2528400 SH DFND 01,02 1942500 0 585900 Seritage Growth Properties COM 74965L101 34829 819700 SH DFND 01,02 644200 0 175500 Simon Property Group Inc COM 828806109 185395 1191100 SH DFND 01,02 925700 0 265400 Store Capital Corp COM 862121100 114334 3056242 SH DFND 01,02 2377342 0 678900 Taubman Centers Inc COM 876664103 24056 589166 SH DFND 01,02 448866 0 140300 UDR Inc COM 902653104 115096 2374100 SH DFND 2,02 1842900 0 531200 VEREIT Inc COM 92339V100 35553 3635300 SH DFND 3,02 2812900 0 822400 Vici Properties Inc COM 925652109 99969 4413635 SH DFND 01,02 4067935 0 345700 Welltower Inc COM 95040Q104 164348 1813000 SH DFND 01,02 1389300 0 423700