Aew Capital Management L P Portfolio Holdings by Sector

Aew Capital Management L P

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
REIT—Industrial \| Real Estate PLD EXR PSA COLD LXP EGP STAG CUBE 9 stocks	$523,010 23.21% of portfolio	3	5	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate AVB UDR AMH IRT SUI EQR INVH ESS 11 stocks	$453,232 20.11% of portfolio	3	8	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX DLR IRM AMT GLPI 5 stocks	$419,005 18.6% of portfolio	1	3	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O BRX REG SPG MAC SKT PECO ADC 8 stocks	$311,322 13.82% of portfolio	4	3	2	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL PEAK VTR CTRE 4 stocks	$293,439 13.02% of portfolio	2	2	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate VICI BNL ESRT WPC 4 stocks	$149,252 6.62% of portfolio	2	2	1	-	0 Calls 0 Puts
REIT—Office \| Real Estate BXP KRC ARE 3 stocks	$66,354 2.94% of portfolio	1	2	-	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate RHP 1 stocks	$37,676 1.67% of portfolio	-	1	-	-	0 Calls 0 Puts

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