Aew Capital Management L P In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Aew Capital Management L P reported 38 stock positions worth $1.7 billion . Its top holding was Welltower (WELL) at 15.7% of the portfolio, followed by Prologis (PLD, 8.6% ) and Equinix (EQIX, 7.5% ). Compared with Q1 2026, it opened 2 new positions, sold out of 3, added to 28 and reduced 8. The biggest buy was a new position in Blackstone Digital Infrastru (BXDC) and the biggest sale Realty Income (O, shares −17% ).
Location BOSTON, MA
CIK 0001046187
Portfolio Value $1.7B (Q2 2026) Holdings 38 stocks · $1.7B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 WELL Welltower Inc. 1,153,905 $261.9M Add +8.5% PLD Prologis Inc. 1,065,766 $144.4M Add +8.3% EQIX Equinix Inc. 119,595 $124.7M Add +8.0% AVB Avalonbay Communities Inc. 565,293 $106.7M Add +7.6% SPG Simon Property Group Inc. 417,753 $93.4M Add +8.2% ESS Essex Property Trust Inc. 313,787 $91.5M Add +5.0% CUBE Cubesmart 2,292,708 $91.2M Add +8.1% DLR Digital Realty Trust Inc. 497,583 $89.4M Add +8.3% BRX Brixmor Property Group Inc. 2,387,114 $75.3M Add +8.0% HIW Highwoods Properties Inc. 2,399,904 $72.4M Add +7.7% BNL Broadstone Net Lease Inc. 3,261,571 $67.4M Add +8.0% VICI Vici Properties Inc. filed as VICI PPTYS INC 2,397,300 $63.6M Add +8.2% CURB Curbline Properties Corp. 1,913,410 $58.2M Add +8.0% O Realty Income Corp. 844,785 $52.3M Reduce -17.2% AMH American Homes 4 Rent- A 1,512,889 $50.7M Reduce -8.9% BXDC Blackstone Digital Infrastru 2,171,724 $47.0M New LXP LXP Industrial Trust 789,859 $42.6M Add +8.3% PSA Public Storage 118,941 $37.9M Add +7.1% PEB Pebblebrook Hotel Trust 1,725,789 $33.5M Add +8.0% VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 179,384 $12.2M Reduce -0.1% INVH Invitation Homes Inc. 342,241 $10.3M Add +2.9% MAA Mid-America Apartment Comm 70,045 $9.7M Add +25.7% SUI Sun Communities Inc. filed as SUN CMNTYS INC 77,917 $9.3M Add +16.4% CPT Camden Property Trust 57,459 $6.6M Add +16.4% ELS Equity Lifestyle Properties 99,710 $6.4M Add +22.0% VTR Ventas Inc. 60,329 $5.4M Add +18.0% UDR Udr Inc. 124,740 $5.0M Reduce -22.4% IRT Independence Realty Trust Inc. 76,840 $1.3M Reduce -68.7% JAN Janus Living Inc. Class-A-1 19,618 $564K Add +1.1% VNO Vornado Realty Trust 13,566 $533K Add +3.1% KRC Kilroy Realty Corp. 13,953 $523K Add +98.4% EGP Eastgroup Properties Inc. 2,191 $444K Reduce -17.7% IRM Iron Mountain Inc. filed as IRON MTN INC DEL 3,100 $392K New AMT American Tower Corp. 1,990 $326K Reduce -16.4% REXR Rexford Industrial Realty Inc. 6,441 $216K Reduce -98.4% SKT Tanger Inc. 2,362 $93K Add +26.9% STAG Stag Industrial Inc. 1,952 $74K Add +25.8% AHR American Healthcare REIT Inc. 600 $31K Add +20.0%
Other holdings (1): bonds, preferreds, convertibles and warrants · $58K (not counted above) Total filed on the 13F, all lines: $1.7B.
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ O Realty Income Corp. Reduce -17.2% 3.13% −1.40 REXR Rexford Industrial Realty Inc. Reduce -98.4% 0.01% −0.94 AMH American Homes 4 Rent- A Reduce -8.9% 3.03% −0.33 IRT Independence Realty Trust Inc. Reduce -68.7% 0.08% −0.19 UDR Udr Inc. Reduce -22.4% 0.30% −0.10 VMRK Vivmark Residential Reduce -0.1% 0.73% −0.04 AMT American Tower Corp. Reduce -16.4% 0.02% −0.01 REG Regency Centers Corp. Sold out 0.00% −0.01 EGP Eastgroup Properties Inc. Reduce -17.7% 0.03% −0.01 SILA Sila Realty Trust Inc. Sold out 0.00% −0.00 LINE Lineage Inc. Sold out 0.00% −0.00
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ BXDC Blackstone Digital Infrastru New 2.81% +2.81 HIW Highwoods Properties Inc. Add +7.7% 4.33% +0.86 PEB Pebblebrook Hotel Trust Add +8.0% 2.00% +0.54 WELL Welltower Inc. Add +8.5% 15.65% +0.39 SPG Simon Property Group Inc. Add +8.2% 5.58% +0.36 ESS Essex Property Trust Inc. Add +5.0% 5.47% +0.22 CURB Curbline Properties Corp. Add +8.0% 3.48% +0.16 AVB Avalonbay Communities Inc. Add +7.6% 6.37% +0.15 LXP LXP Industrial Trust Add +8.3% 2.54% +0.10 MAA Mid-America Apartment Comm Add +25.7% 0.58% +0.09 PSA Public Storage Add +7.1% 2.26% +0.08 CPT Camden Property Trust Add +16.4% 0.39% +0.04 BNL Broadstone Net Lease Inc. Add +8.0% 4.03% +0.03 IRM Iron Mountain Inc. New 0.02% +0.02 INVH Invitation Homes Inc. Add +2.9% 0.62% +0.02 KRC Kilroy Realty Corp. Add +98.4% 0.03% +0.02 VTR Ventas Inc. Add +18.0% 0.32% +0.02 ELS Equity Lifestyle Properties Add +22.0% 0.38% +0.01 VNO Vornado Realty Trust Add +3.1% 0.03% +0.01 SKT Tanger Inc. Add +26.9% 0.01% +0.00 JAN Janus Living Inc. Class-A-1 Add +1.1% 0.03% +0.00 STAG Stag Industrial Inc. Add +25.8% 0.00% +0.00 AHR American Healthcare REIT Inc. Add +20.0% 0.00% +0.00 SUI Sun Communities Inc. Add +16.4% 0.56% −0.05 BRX Brixmor Property Group Inc. Add +8.0% 4.50% −0.12 CUBE Cubesmart Add +8.1% 5.45% −0.19 EQIX Equinix Inc. Add +8.0% 7.45% −0.43 VICI Vici Properties Inc. Add +8.2% 3.80% −0.59 DLR Digital Realty Trust Inc. Add +8.3% 5.34% −0.67 PLD Prologis Inc. Add +8.3% 8.63% −0.82
Notes & Other Activity Q1 2026 → Q2 2026 Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 38 $1.7B WELL, PLD, EQIX, AVB, SPG Q1 2026 39 $1.4B WELL, PLD, EQIX, AVB, DLR Q4 2025 37 $1.4B WELL, PLD, O, AVB, EQIX Q3 2025 43 $1.8B WELL, AVB, O, PLD, EQIX Q2 2025 48 $1.9B WELL, PLD, EQIX, DLR, PSA Q1 2025 48 $2.0B WELL, PLD, EQIX, PSA, AVB Q4 2024 47 $2.1B EQIX, PLD, WELL, DLR, PSA Q3 2024 48 $2.3B PLD, EQIX, WELL, AVB, DLR Q2 2024 45 $2.1B PLD, EQIX, WELL, AVB, DLR Q1 2024 46 $2.1B PLD, EQIX, WELL, AVB, VICI