0001104659-24-058518.txt : 20240508 0001104659-24-058518.hdr.sgml : 20240508 20240508104548 ACCESSION NUMBER: 0001104659-24-058518 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240508 DATE AS OF CHANGE: 20240508 EFFECTIVENESS DATE: 20240508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AEW CAPITAL MANAGEMENT L P CENTRAL INDEX KEY: 0001046187 ORGANIZATION NAME: 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: 24924730 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 03-31-2024 03-31-2024 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 05-07-2024 3 46 2051140035 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 RLTY CORP COM 008492100 79968 1400 SH DFND 1, 2, 3 1400 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 3485726 27040 SH DFND 1, 2, 3 27040 0 0 AMERICAN HOMES 4 RENT COM 02665T306 58682858 1595510 SH DFND 1, 2, 3 1389120 0 206390 AMERICAN TOWER CORP NEW COM 03027X100 46202075 233828 SH DFND 1, 2, 3 233828 0 0 AMERICOLD REALTY TRUST INC COM 03064D108 33486474 1343759 SH DFND 1, 2, 3 1343759 0 0 APARTMENT INCOME REIT CORP COM 03750L109 29330800 903320 SH DFND 1, 2, 3 802840 0 100480 AVALONBAY CMNTYS INC COM 053484101 116871069 629829 SH DFND 1, 2, 3 544069 0 85760 BOSTON PROPERTIES INC COM 101121101 34776269 532480 SH DFND 1, 2, 3 532480 0 0 BRIXMOR PPTY GROUP INC COM 11120U105 46025268 1962698 SH DFND 1, 2, 3 1962698 0 0 BROADSTONE NET LEASE INC COM 11135E203 29361976 1873770 SH DFND 1, 2, 3 1873770 0 0 CAMDEN PPTY TR COM 133131102 28163556 286215 SH DFND 1, 2, 3 216845 0 69370 CARETRUST REIT INC COM 14174T107 12725892 522195 SH DFND 1, 2, 3 522195 0 0 CUBESMART COM 229663109 3343205 73932 SH DFND 1, 2, 3 73932 0 0 DIGITAL RLTY TR INC COM 253868103 82225954 570855 SH DFND 1, 2, 3 570855 0 0 EASTGROUP PPTYS INC COM 277276101 8655746 48149 SH DFND 1, 2, 3 48149 0 0 EQUINIX INC COM 29444U700 192022103 232661 SH DFND 1, 2, 3 232661 0 0 EQUITY LIFESTYLE PPTYS INC COM 29472R108 7987081 124023 SH DFND 1, 2, 3 68933 0 55090 EQUITY RESIDENTIAL COM 29476L107 21283280 337241 SH DFND 1, 2, 3 188471 0 148770 ESSENTIAL PPTYS RLTY TR INC COM 29670E107 31541553 1183104 SH DFND 1, 2, 3 1183104 0 0 ESSEX PPTY TR INC COM 297178105 18167595 74211 SH DFND 1, 2, 3 44281 0 29930 EXTRA SPACE STORAGE INC COM 30225T102 83946114 571062 SH DFND 1, 2, 3 571062 0 0 GAMING & LEISURE PPTYS INC COM 36467J108 1773234 38490 SH DFND 1, 2, 3 38490 0 0 HEALTHCARE RLTY TR COM 42226K105 991491 70070 SH DFND 1, 2, 3 70070 0 0 HEALTHPEAK PROPERTIES INC COM 42250P103 46279669 2468249 SH DFND 1, 2, 3 2468249 0 0 INDEPENDENCE RLTY TR INC COM 45378A106 706171 43780 SH DFND 1, 2, 3 0 0 43780 INVITATION HOMES INC COM 46187W107 20322449 570695 SH DFND 1, 2, 3 330635 0 240060 IRON MTN INC DEL COM 46284V101 10597345 132120 SH DFND 1, 2, 3 132120 0 0 KILROY RLTY CORP COM 49427F108 31519236 865200 SH DFND 1, 2, 3 865200 0 0 LXP INDUSTRIAL TRUST COM 529043101 3081683 341650 SH DFND 1, 2, 3 341650 0 0 VERIS RESIDENTIAL INC COM 554489104 15397691 1012340 SH DFND 1, 2, 3 889810 0 122530 MID0AMER APT CMNTYS INC COM 59522J103 12539048 95296 SH DFND 1, 2, 3 52526 0 42770 PROLOGIS INC. COM 74340W103 254170819 1951857 SH DFND 1, 2, 3 1951857 0 0 PUBLIC STORAGE COM 74460D109 67159042 231535 SH DFND 1, 2, 3 231535 0 0 REALTY INCOME CORP COM 756109104 78073225 1443128 SH DFND 1, 2, 3 1443128 0 0 REGENCY CTRS CORP COM 758849103 63007230 1040410 SH DFND 1, 2, 3 1040410 0 0 REXFORD INDL RLTY INC COM 76169C100 31908006 634354 SH DFND 1, 2, 3 634354 0 0 RYMAN HOSPITALITY PPTYS INC COM 78377T107 62104998 537194 SH DFND 1, 2, 3 537194 0 0 SAFEHOLD INC COM 78646V107 24481926 1188443 SH DFND 1, 2, 3 1188443 0 0 SIMON PPTY GROUP INC NEW COM 828806109 47708324 304865 SH DFND 1, 2, 3 304865 0 0 SUN CMNTYS INC COM 866674104 63079034 490582 SH DFND 1, 2, 3 410702 0 79880 TANGER INC COM 875465106 17143464 580544 SH DFND 1, 2, 3 580544 0 0 UDR INC COM 902653104 76813616 2053291 SH DFND 1, 2, 3 1816441 0 236850 VENTAS INC COM 92276F100 12508432 287286 SH DFND 1, 2, 3 287286 0 0 VICI PPTYS INC COM 925652109 88637941 2975426 SH DFND 1, 2, 3 2975426 0 0 WP CAREY INC COM 92936U109 12213616 216400 SH DFND 1, 2, 3 216400 0 0 WELLTOWER INC COM 95040Q104 120557783 1290216 SH DFND 1, 2, 3 1290216 0 0