1y return+17.5%S&P 500 +20.9%
3y return+27.1%S&P 500 +68.5%
5y return+11.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $135 against $232 in the S&P 500.2
Aew Capital Management L PS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| WELLWelltower Inc | $261.9M | 15.7% | +8.5% |
| PLDPrologis Inc. | $144.4M | 8.6% | +8.2% |
| EQIXEquinix Inc | $124.7M | 7.4% | +8.0% |
| Avalonbay Cmntys IncCUSIP 053484101 | $106.7M | 6.4% | +7.6% |
| SPGSimon Ppty Group Inc New | $93.4M | 5.6% | +8.2% |
| ESSEssex Ppty Tr Inc | $91.5M | 5.5% | +5.0% |
| CUBECubesmart | $91.2M | 5.4% | +8.1% |
| DLRDigital Rlty Tr Inc | $89.4M | 5.3% | +8.3% |
| BRXBrixmor Ppty Group Inc | $75.3M | 4.5% | +8.0% |
| HIWHighwoods Pptys Inc | $72.4M | 4.3% | +7.7% |
| BNLBroadstone Net Lease Inc | $67.4M | 4.0% | +8.0% |
| VICIVici Pptys Inc | $63.6M | 3.8% | +8.1% |
| CURBCurbline Pptys Corp | $58.2M | 3.5% | +8.0% |
| ORealty Income Corp | $52.3M | 3.1% | −17.2% |
| AMHAmerican Homes 4 Rent | $50.7M | 3.0% | −8.9% |
| BXDCBlackstone Digital Infrastru | $47.0M | 2.8% | New |
| LXPLxp Industrial Trust | $42.6M | 2.5% | +8.3% |
| PSAPublic Storage | $37.9M | 2.3% | +7.1% |
| PEBPebblebrook Hotel Tr | $33.5M | 2.0% | +8.0% |
| VMRKEquity Residential | $12.2M | 0.7% | |
| INVHInvitation Homes Inc | $10.3M | 0.6% | +2.9% |
| MAAMid-amer Apt Cmntys Inc | $9.7M | 0.6% | +25.7% |
| SUISun Cmntys Inc | $9.3M | 0.6% | +16.4% |
| CPTCamden Ppty Tr | $6.6M | 0.4% | +16.4% |
| ELSEquity Lifestyle Properties | $6.4M | 0.4% | +22.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WELLWelltower Inc | June 30, 2020 | +338.6% | $261.9M |
| SPGSimon Ppty Group Inc New | September 30, 2022 | +149.2% | $93.4M |
| BRXBrixmor Ppty Group Inc | June 30, 2020 | +145.9% | $75.3M |
| VTRVentas Inc | September 30, 2020 | +111.6% | $5.4M |
| EGPEastgroup Pptys Inc | September 30, 2020 | +56.6% | $444K |
| PEBPebblebrook Hotel Tr | March 31, 2026 | +53.7% | $33.5M |
| EQIXEquinix Inc | June 30, 2020 | +48.4% | $124.7M |
| PLDPrologis Inc. | June 30, 2020 | +45.2% | $144.4M |
| PSAPublic Storage | September 30, 2020 | +42.9% | $37.9M |
| VMRKEquity Residential | September 30, 2020 | +32.3% | $12.2M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.2% | +14.8% |
| March 31, 2026 | +2.7% | −4.6% |
| December 31, 2025 | −1.0% | +2.4% |
| September 30, 2025 | +3.0% | +7.8% |
| June 30, 2025 | −1.7% | +10.5% |
| March 31, 2025 | +0.1% | −4.6% |
| December 31, 2024 | −7.1% | +2.1% |
| September 30, 2024 | +15.4% | +5.4% |
| June 30, 2024 | −0.8% | +4.0% |
| March 31, 2024 | −1.8% | +10.0% |
| December 31, 2023 | +15.1% | +11.2% |
| September 30, 2023 | −8.5% | −3.6% |
| June 30, 2023 | +3.1% | +8.3% |
| March 31, 2023 | +3.6% | +7.0% |
| December 31, 2022 | +2.4% | +7.1% |
| September 30, 2022 | −10.2% | −5.3% |
| June 30, 2022 | −19.2% | −16.5% |
| March 31, 2022 | −4.9% | −4.9% |
| December 31, 2021 | +15.2% | +10.7% |
| September 30, 2021 | +0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Aew Capital Management L P Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1046187&type=13F-HR&dateb=&owner=include&count=40CIK 1046187
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1046187/000110465926090151/Filed August 4, 2026 · accession 0001104659-26-090151