0001104659-21-100552.txt : 20210805 0001104659-21-100552.hdr.sgml : 20210805 20210805105822 ACCESSION NUMBER: 0001104659-21-100552 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210805 DATE AS OF CHANGE: 20210805 EFFECTIVENESS DATE: 20210805 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: 211146953 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 06-30-2021 06-30-2021 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 08-04-2021 3 44 3380433 false 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 a21-24124_1informationtable.xml INFORMATION TABLE AGREE REALTY CORP COM 008492100 70093 994365 SH DFND 01,02,03 883283 0 111082 ALEXANDRIA REAL ESTATE EQUITIES, INC. COM 015271109 45095 247855 SH DFND 01,02,03 222355 0 25500 AMERICAN CAMPUS COMMUNITIES, INC. COM 024835100 17819 381400 SH DFND 01,02,03 381400 0 0 AMERICAN HOMES 4 RENT COM 02665T306 45184 1163031 SH DFND 01,02,03 1107231 0 55800 AMERICOLD REALTY TRUST COM 03064D108 79822 2108908 SH DFND 01,02,03 1911526 0 197382 AVALONBAY COMMUNITIES, INC. COM 053484101 122873 588782 SH DFND 01,02,03 550473 0 38309 BOSTON PROPERTIES, INC. COM 101121101 41436 361601 SH DFND 01,02,03 318201 0 43400 BRIXMOR PROPERTY GROUP INC COM 11120U105 108831 4754506 SH DFND 01,02,03 4223406 0 531100 CAMDEN PROPERTY TRUST COM 133131102 41910 315900 SH DFND 01,02,03 315900 0 0 DIAMONDROCK HOSPITALITY COMPANY COM 252784301 29419 3032900 SH DFND 01,02,03 2675100 0 357800 DIGITAL REALTY TRUST INC COM 253868103 68405 454636 SH DFND 01,02,03 368308 0 86328 EASTGROUP PROPERTIES, INC. COM 277276101 99457 604784 SH DFND 01,02,03 548784 0 56000 EMPIRE STATE REALTY TRUST INC COM 292104106 35558 2963200 SH DFND 01,02,03 2602800 0 360400 EQUINIX, INC. COM 29444U700 121606 151515 SH DFND 01,02,03 151515 0 0 EQUITY LIFESTYLE PROPERTIES INC COM 29472R108 78869 1061348 SH DFND 01,02,03 986748 0 74600 EQUITY RESIDENTIAL PROPERTIES TRUST COM 29476L107 55078 715300 SH DFND 01,02,03 715300 0 0 ESSEX PROPERTY TRUST, INC. COM 297178105 178608 595341 SH DFND 01,02,03 554641 0 40700 EXTRA SPACE STORAGE INC. COM 30225T102 129586 791025 SH DFND 01,02,03 722225 0 68800 FEDERAL REALTY INVESTMENT TRUST COM 313747206 43862 374347 SH DFND 01,02,03 327847 0 46500 GLOBAL MEDICAL REIT INC COM 37954A204 41882 2837500 SH DFND 01,02,03 2536000 0 301500 HEALTHCARE TRUST OF AMERICA INC COM 42225P501 34886 1306594 SH DFND 01,02,03 1162494 0 144100 HEALTHPEAK PPTYS INC COM 42250P103 37315 1120900 SH DFND 01,02,03 1120900 0 0 HOST HOTELS & RESORTS INC COM 44107P104 78308 4582120 SH DFND 01,02,03 4072620 0 509500 INDEPENDENCE REALTY TRUST INC COM 45378A106 41178 2258800 SH DFND 01,02,03 2068500 0 190300 INVITATION HOMES INC COM 46187W107 141997 3807906 SH DFND 01,02,03 3559006 0 248900 KILROY REALTY CORPORATION COM 49427F108 61053 876700 SH DFND 01,02,03 779500 0 97200 KITE REALTY GROUP TRUST COM 49803T300 24006 1090700 SH DFND 01,02,03 954700 0 136000 LIFE STORAGE INC COM 53223X107 80264 747685 SH DFND 01,02,03 676385 0 71300 MID-AMER APT CMNTYS INC COM 59522J103 50762 301400 SH DFND 01,02,03 301400 0 0 PARAMOUNT GROUP INC COM 69924R108 43742 4343800 SH DFND 01,02,03 3877200 0 466600 PROLOGIS INC. COM 74340W103 265675 2222662 SH DFND 01,02,03 2029975 0 192687 PUBLIC STORAGE COM 74460D109 28385 94400 SH DFND 01,02,03 94400 0 0 QTS REALTY TRUST INC COM 74736A103 73949 956650 SH DFND 01,02,03 823550 0 133100 REXFORD INDUSTRIAL REALTY, INC. COM 76169C100 12597 221200 SH DFND 01,02,03 221200 0 0 SBA COMMUNICATIONS CORPORATION COM 78410G104 44570 139850 SH DFND 01,02,03 139850 0 0 SPIRIT REALTY CAPITAL INC COM 84860W300 31306 654400 SH DFND 01,02,03 578600 0 75800 SUN COMMUNITIES, INC. COM 866674104 117604 686138 SH DFND 01,02,03 642503 0 43635 TERRENO RLTY CORP COM COM 88146M101 32505 503800 SH DFND 01,02,03 447600 0 56200 THE MACERICH COMPANY COM 554382101 93352 5115200 SH DFND 01,02,03 4539900 0 575300 UDR INC COM 902653104 128720 2628020 SH DFND 01,02,03 2434020 0 194000 VENTAS INC. COM 92276F100 176967 3099250 SH DFND 01,02,03 2864150 0 235100 VEREIT INCORPORATION COM 92339V308 39564 861400 SH DFND 01,02,03 759200 0 102200 VICI PROPERTIES INC COM 925652109 144458 4656917 SH DFND 01,02,03 4172784 0 484133 WELLTOWER INC COM 95040Q104 141877 1707307 SH DFND 01,02,03 1624907 0 82400