Aew Capital Management L P Portfolio Holdings

Aew Capital Management L P

  • $1.75 Billion
  • Q3 2025

Aew Capital Management L P has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.75 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Welltower Inc. with a value of $215M, Avalonbay Communities Inc with a value of $132M, Realty Income Corp with a value of $130M, Prologis, Inc. with a value of $127M, and Equinix Inc with a value of $123M.

Examining the 13F form we can see an decrease of $117M in the current position value, from $1.86B to 1.75B.

Below you can find more details about Aew Capital Management L P portfolio as well as his latest detailed transactions.

Portfolio value $1.75 Billion
Real Estate: $1.75 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.8B
$215 Million 12.3% of portfolio
1,205,060
Q3 2025 Reduced 6.1%
$24.8B
$132 Million 7.58% of portfolio
684,898
Q3 2025 Added 33.52%
$35.1B
$130 Million 7.45% of portfolio
2,139,078
Q3 2025 Added 44.52%
$114B
$127 Million 7.3% of portfolio
1,112,083
Q3 2025 Reduced 34.66%
$71.5B
$123 Million 7.02% of portfolio
156,531
Q3 2025 Reduced 14.85%
$48.1B
$119 Million 6.82% of portfolio
412,340
Q3 2025 Added 0.06%
$45.5B
$113 Million 6.5% of portfolio
655,925
Q3 2025 Reduced 16.25%
$59.8B
$99.5 Million 5.7% of portfolio
530,155
Q3 2025 Added 90.95%
$15.1B
$86.3 Million 4.94% of portfolio
617,474
Q3 2025 Added 21.05%
$12.9B
$81.9 Million 4.69% of portfolio
9,135,734
Q3 2025 Added 61.11%
$3.07B
$74.6 Million 4.27% of portfolio
2,344,571
Q3 2025 Added 95.45%
$11.1B
$68.6 Million 3.93% of portfolio
2,064,622
Q3 2025 Added 56.03%
$6.81B
$65.5 Million 3.75% of portfolio
2,882,414
Q3 2025 Added 75.64%
$3.41B
$65.1 Million 3.73% of portfolio
3,644,233
Q3 2025 Added 44.49%
$3.48B
$38.1 Million 2.18% of portfolio
1,097,481
Q3 2025 Added 42.0%
$26.6B
$32.1 Million 1.84% of portfolio
315,257
Q3 2025 Reduced 49.13%
$84B
$12.1 Million 0.7% of portfolio
63,110
Q3 2025 New
$22.5B
$11.7 Million 0.67% of portfolio
181,420
Q3 2025 Reduced 53.64%
$3.71B
$9.9 Million 0.57% of portfolio
603,967
Q3 2025 Reduced 68.7%
$3.7B
$9.59 Million 0.55% of portfolio
526,746
Q3 2025 Reduced 67.38%
$4.93B
$9.09 Million 0.52% of portfolio
407,520
Q3 2025 Reduced 61.05%
$11.5B
$9.09 Million 0.52% of portfolio
194,982
Q3 2025 Reduced 76.41%
$6.61B
$8.74 Million 0.5% of portfolio
215,560
Q3 2025 Reduced 56.48%
$4.77B
$8.47 Million 0.49% of portfolio
200,537
Q3 2025 Reduced 56.0%
$4.04B
$8.58 Million 0.49% of portfolio
249,810
Q3 2025 Reduced 50.39%
$11.3B
$8.17 Million 0.47% of portfolio
219,300
Q3 2025 Reduced 54.15%
$17.4B
$8.27 Million 0.47% of portfolio
281,960
Q3 2025 Reduced 55.91%
$17.7B
$7.82 Million 0.45% of portfolio
28,660
Q3 2025 Reduced 53.08%
$11.6B
$7.7 Million 0.44% of portfolio
126,810
Q3 2025 Reduced 27.99%
$31.2B
$7.74 Million 0.44% of portfolio
110,560
Q3 2025 Reduced 85.68%
$15.7B
$6.88 Million 0.39% of portfolio
53,350
Q3 2025 Reduced 74.0%
$10.9B
$5.68 Million 0.33% of portfolio
53,150
Q3 2025 Reduced 61.27%
$8.22B
$5.77 Million 0.33% of portfolio
141,870
Q3 2025 Reduced 78.46%
$861M
$440,000 0.03% of portfolio
55,610
Q3 2025 Reduced 96.72%
$11.9B
$131,000 0.01% of portfolio
1,800
Q3 2025 Added 20.0%
$6.89B
$151,000 0.01% of portfolio
4,300
Q3 2025 Added 19.44%
$7.7B
$135,000 0.01% of portfolio
800
Q3 2025 Reduced 99.12%
Curbline Pptys Corp
-
$0 0.0% of portfolio
-
Q3 2025 Added 111.22%
$3.54B
$43,000 0.0% of portfolio
1,300
Q3 2025 Added 18.18%
$7.52B
$61,000 0.0% of portfolio
1,500
Q3 2025 Reduced 98.75%
Healthcare Rlty Tr
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 91.29%
$5.89B
$35,000 0.0% of portfolio
500
Q3 2025 Added 25.0%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $1.75 Billion
  • Prior Value $1.86 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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