0001104659-20-063527.txt : 20200519 0001104659-20-063527.hdr.sgml : 20200519 20200519093849 ACCESSION NUMBER: 0001104659-20-063527 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200519 DATE AS OF CHANGE: 20200519 EFFECTIVENESS DATE: 20200519 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-06538 FILM NUMBER: 20891970 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/A 1 primary_doc.xml 13F-HR/A LIVE 0001046187 XXXXXXXX 12-31-2019 12-31-2019 true 1 RESTATEMENT 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 37 2994500 false 1 0001042008 028-06536 AEW CAPITAL MANAGEMENT INC 2 0001053187 028-06808 Natixis Investment Managers, LLC INFORMATION TABLE 2 a20-20103_1informationtable.xml INFORMATION TABLE Acadia Realty Trust COM 004239109 29865 1151742 SH DFND 0102 1056542 0 95200 American Assets Trust Inc COM 024013104 63686 1387500 SH DFND 0102 1270710 0 116790 American Homes 4 Rent Cl A COM 02665T306 52198 1991511 SH DFND 0102 1829811 0 161700 Americold Realty Trust COM 03064D108 125041 3566483 SH DFND 0102 3282621 0 283862 AvalonBay Communities Inc COM 053484101 184263 878700 SH DFND 0102 808900 0 69800 Boston Properties Inc COM 101121101 126362 916600 SH DFND 0102 842900 0 73700 Brixmor Property Group Inc COM 11120U105 63376 2932700 SH DFND 0102 2688900 0 243800 Caretrust REIT Inc COM 14174T107 24927 1208300 SH DFND 0102 1107100 0 101200 Corporate Office Properties COM 22002T108 64501 2195400 SH DFND 0102 2014200 0 181200 Cousins Properties Inc COM 222795502 43849 1064300 SH DFND 0102 975500 0 88800 CubeSmart COM 229663109 80316 2551350 SH DFND 0102 2345950 0 205400 CyrusOne Inc COM 23283R100 42466 649037 SH DFND 0102 601310 0 47727 Digital Realty Trust Inc COM 253868103 115002 960432 SH DFND 0102 883704 0 76728 Douglas Emmett Inc COM 25960P109 77656 1768923 SH DFND 0102 1630123 0 138800 Duke Realty Corp COM 264411505 112178 3235600 SH DFND 0102 2981200 0 254400 Equinix Inc COM 292104106 17651 30240 SH DFND 0102 30240 0 0 Empire State Realty Trust Cl A COM 29444U700 30726 2201003 SH DFND 0102 2019003 0 182000 Equity Lifestyle Properties COM 29472R108 63935 908290 SH DFND 0102 834890 0 73400 Essex Property Trust Inc COM 297178105 98652 327900 SH DFND 0102 301300 0 26600 Federal Realty Invs Trust COM 313747206 58762 456474 SH DFND 0102 421474 0 35000 Healthcare Trust of America Inc Cl A COM 42225P501 78555 2594300 SH DFND 0102 2387900 0 206400 Healthpeak Properties Inc COM 42250P103 133988 3887100 SH DFND 0102 3575600 0 311500 Host Hotels & Resorts Inc COM 44107P104 98719 5321800 SH DFND 0102 4882300 0 439500 Invitation Homes Inc COM 46187W107 95808 3196800 SH DFND 0102 2951000 0 245800 Life Storage Inc COM 53223X107 59153 546300 SH DFND 0102 500800 0 45500 National Retail Properties COM 637417106 68135 1270700 SH DFND 0102 1158600 0 112100 Pebblebrook Hotel Trust COM 70509V100 45196 1685800 SH DFND 0102 1544600 0 141200 ProLogis Inc COM 74340W103 134753 1511700 SH DFND 0102 1387000 0 124700 Rexford Industrial Realty Inc COM 76169C100 85764 1877900 SH DFND 0102 1722700 0 155200 Seritage Growth Properties COM 74965L101 29916 746400 SH DFND 0102 684174 0 62226 Simon Property Group Inc COM 828806109 135658 910700 SH DFND 0102 835800 0 74900 Store Capital Corp COM 862121100 80041 2149334 SH DFND 0102 1972434 0 176900 Sun Communities Inc COM 866674104 40167 267600 SH DFND 0102 245300 0 22300 UDR Inc COM 902653104 110838 2373400 SH DFND 0102 2178700 0 194700 VEREIT Inc COM 92339V100 80559 8718500 SH DFND 0102 7970000 0 748500 Vici Properties Inc COM 925652109 122038 4776435 SH DFND 0102 4392335 0 384100 Welltower Inc COM 95040Q104 119800 1464900 SH DFND 0102 1343900 0 121000