account_balance
Investment manager · 13F filer · SEC CIK 1046187
Aew Capital Management L P
Reported value$1.56Bas of Sep 30, 2026
Positions38 1 new, 2 sold out
Top 10 weight70.1%WELL alone is 17%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
WELLWelltower Inc.
17.2%
PLDPrologis, Inc.
8.7%
EQIXEquinix Inc
7.7%
VMRKVivmark Residential
6.8%Added +869%
DLRDigital Realty Trust, Inc.
5.5%
CUBECubeSmart
5.5%
ESSEssex Property Trust, Inc.
5.4%
SPGSimon Property Group Inc.
5.3%
BRXBrixmor Property Group Inc.
4.2%
BNLBroadstone Net Lease, Inc.
3.8%
VICIVICI Properties Inc.
3.5%
CURBCurbline Properties Corp.
3.4%
WELLWelltower Inc.
17.2%
PLDPrologis, Inc.
8.7%
EQIXEquinix Inc
7.7%
VMRKVivmark Residential
6.8%+869%
DLRDigital Realty Trust, Inc.
5.5%
CUBECubeSmart
5.5%
ESSEssex Property Trust, Inc.
5.4%
SPGSimon Property Group Inc.
5.3%
BRXBrixmor Property Group Inc.
4.2%
BNL3.8%VICI3.5%CURB3.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WELL Welltower Inc. 17.2% HeldPLD Prologis, Inc. 8.7% HeldEQIX Equinix Inc 7.7% HeldVMRK Vivmark Residential 6.8% Added +869%DLR Digital Realty Trust, Inc. 5.5% HeldCUBE CubeSmart 5.5% HeldESS Essex Property Trust, Inc. 5.4% HeldSPG Simon Property Group Inc. 5.3% HeldBRX Brixmor Property Group Inc. 4.2% HeldBNL Broadstone Net Lease, Inc. 3.8% HeldVICI VICI Properties Inc. 3.5% HeldCURB Curbline Properties Corp. 3.4% Held
What changed
Biggest moves since Jun 30, 2026
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