Aew Capital Management L P Portfolio Holdings

Aew Capital Management L P

  • $1.86 Billion
  • Q2 2025

Aew Capital Management L P has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.86 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Welltower Inc. with a value of $197M, Prologis, Inc. with a value of $179M, Equinix Inc with a value of $146M, Digital Realty Trust, Inc. with a value of $137M, and Public Storage with a value of $121M.

Examining the 13F form we can see an decrease of $137M in the current position value, from $2B to 1.86B.

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

Portfolio value $1.86 Billion
Real Estate: $1.86 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$83.8B
$197 Million 10.59% of portfolio
1,283,280
Q2 2025 Reduced 6.73%
$115B
$179 Million 9.61% of portfolio
1,702,123
Q2 2025 Reduced 4.5%
$75.9B
$146 Million 7.85% of portfolio
183,831
Q2 2025 Reduced 13.39%
$49.1B
$137 Million 7.33% of portfolio
783,175
Q2 2025 Reduced 6.17%
$49.3B
$121 Million 6.49% of portfolio
412,100
Q2 2025 Reduced 4.62%
$24.4B
$104 Million 5.6% of portfolio
512,948
Q2 2025 Reduced 8.43%
$35.8B
$85.3 Million 4.58% of portfolio
1,480,168
Q2 2025 Reduced 3.99%
$14.9B
$75.5 Million 4.05% of portfolio
510,094
Q2 2025 Reduced 18.86%
$29.4B
$63.6 Million 3.41% of portfolio
619,677
Q2 2025 Reduced 7.41%
$29.7B
$48.8 Million 2.62% of portfolio
772,146
Q2 2025 Reduced 13.82%
$11.2B
$47.7 Million 2.56% of portfolio
1,323,234
Q2 2025 Reduced 6.18%
$2.71B
$46.8 Million 2.51% of portfolio
5,670,611
Q2 2025 Added 0.16%
$56.7B
$44.6 Million 2.4% of portfolio
277,645
Q2 2025 Reduced 0.64%
$3.5B
$40.5 Million 2.17% of portfolio
2,522,109
Q2 2025 Reduced 17.75%
$11B
$38.6 Million 2.07% of portfolio
826,502
Q2 2025 Reduced 5.36%
$6.81B
$37.3 Million 2.0% of portfolio
1,641,088
Q2 2025 Reduced 7.75%
$3.53B
$34.1 Million 1.83% of portfolio
1,929,525
Q2 2025 Reduced 14.76%
$8.77B
$28 Million 1.5% of portfolio
658,740
Q2 2025 Added 164,585.0%
$22.8B
$26.4 Million 1.42% of portfolio
391,301
Q2 2025 Added 3.8%
$3.69B
$26.1 Million 1.4% of portfolio
1,614,716
Q2 2025 Reduced 21.7%
$15.2B
$26 Million 1.39% of portfolio
205,190
Q2 2025 Added 7.17%
$4.8B
$23.7 Million 1.27% of portfolio
1,046,248
Q2 2025 Reduced 12.4%
$3.41B
$23.6 Million 1.27% of portfolio
772,871
Q2 2025 Reduced 7.69%
$18.1B
$21.2 Million 1.14% of portfolio
143,719
Q2 2025 Reduced 3.79%
$17.4B
$21 Million 1.13% of portfolio
639,555
Q2 2025 Reduced 0.97%
$10.9B
$19.5 Million 1.05% of portfolio
478,348
Q2 2025 Added 80.56%
$7.18B
$18.9 Million 1.02% of portfolio
495,310
Q2 2025 Reduced 12.35%
$4.74B
$18.6 Million 1.0% of portfolio
188,824
Q2 2025 Reduced 9.64%
$3.96B
$17.6 Million 0.95% of portfolio
503,549
Q2 2025 Reduced 12.4%
$17.7B
$16.7 Million 0.89% of portfolio
61,081
Q2 2025 Added 0.49%
$4.84B
$15.6 Million 0.84% of portfolio
455,732
Q2 2025 Reduced 12.39%
$10.6B
$15.5 Million 0.83% of portfolio
137,225
Q2 2025 Reduced 14.19%
$7.65B
$15.2 Million 0.81% of portfolio
90,699
Q2 2025 Added 27.85%
$859M
$14.7 Million 0.79% of portfolio
1,696,500
Q2 2025 Reduced 14.64%
$11.3B
$10.9 Million 0.58% of portfolio
176,103
Q2 2025 Added 72.9%
$28.4B
$5.91 Million 0.32% of portfolio
181,230
Q2 2025 Added 1.23%
$7.58B
$4.29 Million 0.23% of portfolio
120,480
Q2 2025 New
$13.5B
$3.84 Million 0.21% of portfolio
61,560
Q2 2025 Reduced 55.92%
$10.2B
$2.41 Million 0.13% of portfolio
127,079
Q2 2025 Added 8.17%
$9.2B
$2.03 Million 0.11% of portfolio
27,910
Q2 2025 Added 8.14%
$2.09B
$206,000 0.01% of portfolio
29,820
Q4 2024 New
$6.91B
$130,000 0.01% of portfolio
3,600
Q1 2025 Added 12.5%
$11.9B
$106,000 0.01% of portfolio
1,500
Q1 2025 Reduced 16.67%
Curbline Pptys Corp
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 7.26%
$5.82B
$29,000 0.0% of portfolio
400
Q4 2024 Reduced 75.0%
Healthcare Rlty Tr
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 12.32%
$3.4B
$33,000 0.0% of portfolio
1,100
Q2 2025 Reduced 45.0%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $1.86 Billion
  • Prior Value $2 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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