0001104659-23-011229.txt : 20230206 0001104659-23-011229.hdr.sgml : 20230206 20230206164314 ACCESSION NUMBER: 0001104659-23-011229 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230206 DATE AS OF CHANGE: 20230206 EFFECTIVENESS DATE: 20230206 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: 23591236 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 12-31-2022 12-31-2022 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 02-03-2023 3 46 2553204420 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 REALTY CORP COM 008492100 31281549 441020 SH DFND 01,02,03 371440 0 69580 ALEXANDRIA REAL ESTATE EQUITIES, INC. COM 015271109 20975752 143995 SH DFND 01,02,03 128475 0 15520 AMERICAN HOMES 4 RENT COM 02665T306 72034268 2389989 SH DFND 01,02,03 1936513 0 453476 AMERICAN TOWER CORP COM 03027X100 24323223 114808 SH DFND 01,02,03 114808 0 0 AMERICOLD REALTY TRUST COM 03064D108 50971023 1800460 SH DFND 01,02,03 1619200 0 181260 AVALONBAY COMMUNITIES, INC. COM 053484101 123549555 764918 SH DFND 01,02,03 608429 0 156489 BOSTON PROPERTIES, INC. COM 101121101 16534055 244659 SH DFND 01,02,03 207320 0 37339 BRIXMOR PROPERTY GROUP INC COM 11120U105 79599879 3511243 SH DFND 01,02,03 2987853 0 523390 BROADSTONE NET LEASE INC COM 11135E203 5152997 317890 SH DFND 01,02,03 317890 0 0 CAMDEN PROPERTY TRUST COM 133131102 20793457 185855 SH DFND 01,02,03 130325 0 55530 CORPORATE OFFICE PROPERTIES TRUST COM 22002T108 14303057 551390 SH DFND 01,02,03 462910 0 88480 COUSINS PROPERTIES INCORPORATED COM 222795502 27694067 1095060 SH DFND 01,02,03 924740 0 170320 CUBESMART L.P. COM 229663109 76295163 1895532 SH DFND 01,02,03 1713442 0 182090 DIGITAL REALTY TRUST INC COM 253868103 54886394 547386 SH DFND 01,02,03 504196 0 43190 EASTGROUP PROPERTIES, INC. COM 277276101 57650122 389370 SH DFND 01,02,03 349160 0 40210 EQUINIX, INC. COM 29444U700 230844363 352418 SH DFND 01,02,03 316808 0 35610 EQUITY LIFESTYLE PROPERTIES INC COM 29472R108 17080434 264403 SH DFND 01,02,03 206363 0 58040 EQUITY RESIDENTIAL COM 29476L107 32252409 546651 SH DFND 01,02,03 404821 0 141830 ESSEX PROPERTY TRUST, INC. COM 297178105 93703607 442165 SH DFND 01,02,03 359025 0 83140 EXTRA SPACE STORAGE INC. COM 30225T102 72999661 495989 SH DFND 01,02,03 455719 0 40270 FIRST INDUSTRIAL REALTY TRUST, INC. COM 32054K103 21115198 437530 SH DFND 01,02,03 437530 0 0 GAMING AND LEISURE PROPERTIES INC COM 36467J108 2343529 44990 SH DFND 01,02,03 44990 0 0 HEALTHCARE REALTY TRUST INCORPORATED COM 42226K105 33498968 1738400 SH DFND 01,02,03 1512060 0 226340 HEALTHPEAK PPTYS INC COM 42250P103 16221293 647040 SH DFND 01,02,03 567360 0 79680 INDEPENDENCE REALTY TRUST INC COM 45378A106 25126576 1490307 SH DFND 01,02,03 1232782 0 257525 INVITATION HOMES INC COM 46187W107 75904809 2560891 SH DFND 01,02,03 2071781 0 489110 IRON MOUNTAIN INCORPORATED COM 46284V101 6063256 121630 SH DFND 01,02,03 121630 0 0 MID-AMER APT CMNTYS INC COM 59522J103 27587225 175726 SH DFND 01,02,03 132796 0 42930 NETSTREIT CORP COM 64119V303 34921216 1905140 SH DFND 01,02,03 1622980 0 282160 PHYSICIANS REALTY TR COM 71943U104 10011359 691870 SH DFND 01,02,03 599650 0 92220 PROLOGIS INC. COM 74340W103 316028409 2803410 SH DFND 01,02,03 2574473 0 228937 PUBLIC STORAGE COM 74460D109 128270982 457800 SH DFND 01,02,03 428420 0 29380 REALTY INCOME CORPORATION COM 756109104 26497248 417740 SH DFND 01,02,03 351650 0 66090 REGENCY CENTERS COM 758849103 24130000 386080 SH DFND 01,02,03 324710 0 61370 RETAIL OPPORTUNITY INVESTMENTS CORP COM 76131N101 26493576 1762713 SH DFND 01,02,03 1480673 0 282040 REXFORD INDUSTRIAL REALTY, INC. COM 76169C100 49319430 902625 SH DFND 01,02,03 826195 0 76430 RYMAN HOSPITALITY PROPERTIES INC COM 78377T107 32562015 398166 SH DFND 01,02,03 337646 0 60520 SIMON PROPERTY GRP INC COM 828806109 59180550 503750 SH DFND 01,02,03 427960 0 75790 SUN COMMUNITIES INC COM 866674104 109373693 764851 SH DFND 01,02,03 620583 0 144268 TANGER FACTORY OUTLET CENTERS, INC. COM 875465106 8092555 451090 SH DFND 01,02,03 377820 0 73270 UDR INC COM 902653104 89168273 2302305 SH DFND 01,02,03 1860605 0 441700 VENTAS INC. COM 92276F100 111767924 2480975 SH DFND 01,02,03 2220185 0 260790 VERIS RESIDENTIAL, INC. COM 554489104 8800369 552440 SH DFND 01,02,03 465530 0 86910 VICI PROPERTIES INC COM 925652109 115552364 3566431 SH DFND 01,02,03 3087625 0 478806 W. P. CAREY INC COM 92936U109 6436434 82360 SH DFND 01,02,03 82360 0 0 WELLTOWER INC COM 95040Q104 65812134 1003999 SH DFND 01,02,03 925103 0 78896