Aew Capital Management L P Portfolio Holdings

Aew Capital Management L P

  • $2 Billion
  • Q1 2025

Aew Capital Management L P has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2 Billion distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Welltower Inc. with a value of $211M, Prologis, Inc. with a value of $199M, Equinix Inc with a value of $173M, Public Storage with a value of $129M, and Avalonbay Communities Inc with a value of $120M.

Examining the 13F form we can see an decrease of $28.2M in the current position value, from $2.03B to 2B.

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

Portfolio value $2 Billion
Real Estate: $2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$73B
$211 Million 10.54% of portfolio
1,375,868
Q1 2025 Reduced 2.32%
$98.3B
$199 Million 9.96% of portfolio
1,782,371
Q1 2025 Reduced 2.45%
$70.6B
$173 Million 8.66% of portfolio
212,261
Q1 2025 Reduced 7.13%
$49.8B
$129 Million 6.47% of portfolio
432,080
Q1 2025 Reduced 1.67%
$28.3B
$120 Million 6.01% of portfolio
560,196
Q1 2025 Reduced 3.48%
$50.8B
$120 Million 5.98% of portfolio
834,705
Q1 2025 Added 5.43%
$17.4B
$105 Million 5.27% of portfolio
628,644
Q1 2025 Reduced 0.37%
$34.8B
$89.4 Million 4.47% of portfolio
1,541,738
Q1 2025 Reduced 3.87%
$26.1B
$61.6 Million 3.08% of portfolio
895,976
Q1 2025 Reduced 9.33%
$28.7B
$57.6 Million 2.88% of portfolio
669,267
Q1 2025 Reduced 1.42%
$12.6B
$53.3 Million 2.67% of portfolio
1,410,361
Q1 2025 Reduced 16.1%
$2.93B
$52.3 Million 2.61% of portfolio
3,066,439
Q1 2025 Reduced 2.22%
$2.32B
$49 Million 2.45% of portfolio
5,661,321
Q1 2025 Reduced 2.66%
$3.87B
$48.1 Million 2.4% of portfolio
2,263,715
Q1 2025 Reduced 2.3%
$53.3B
$46.4 Million 2.32% of portfolio
279,435
Q1 2025 Added 20.6%
$12.2B
$44.4 Million 2.22% of portfolio
873,270
Q1 2025 Added 14.66%
$3.57B
$35.4 Million 1.77% of portfolio
2,062,206
Q1 2025 Reduced 4.97%
$3.19B
$34.3 Million 1.72% of portfolio
1,158,110
Q1 2025 Added 13.33%
$25.4B
$27 Million 1.35% of portfolio
376,991
Q1 2025 Added 12.63%
$4.95B
$26.7 Million 1.34% of portfolio
1,194,368
Q1 2025 Reduced 4.79%
$15.4B
$24.6 Million 1.23% of portfolio
191,460
Q1 2025 Reduced 0.1%
$2.94B
$23.9 Million 1.2% of portfolio
837,292
Q1 2025 Reduced 14.1%
$19.7B
$22.5 Million 1.13% of portfolio
645,845
Q1 2025 Reduced 15.01%
$19.7B
$22.2 Million 1.11% of portfolio
149,379
Q4 2024 Reduced 74.32%
$7.35B
$20.9 Million 1.05% of portfolio
565,080
Q1 2025 Added 15.32%
$4.09B
$21 Million 1.05% of portfolio
574,819
Q1 2025 Reduced 8.45%
$12.2B
$19.6 Million 0.98% of portfolio
159,915
Q1 2025 Added 0.92%
$5.57B
$19.1 Million 0.96% of portfolio
208,966
Q1 2025 Reduced 8.29%
$1.32B
$17.5 Million 0.87% of portfolio
1,987,570
Q1 2025 New
$4.29B
$17 Million 0.85% of portfolio
520,199
Q1 2025 Reduced 8.61%
$17.7B
$16.6 Million 0.83% of portfolio
60,781
Q1 2025 Added 1.66%
$7.07B
$12.5 Million 0.62% of portfolio
70,939
Q1 2025 Added 0.28%
$13.2B
$12 Million 0.6% of portfolio
264,928
Q1 2025 Added 8.86%
$12.7B
$8.81 Million 0.44% of portfolio
139,640
Q3 2024 Reduced 35.47%
$11.5B
$6.79 Million 0.34% of portfolio
101,853
Q1 2025 Reduced 34.8%
$31.6B
$5.84 Million 0.29% of portfolio
179,030
Q4 2024 Reduced 90.93%
$12.9B
$2.39 Million 0.12% of portfolio
25,810
Q4 2024 Reduced 4.55%
$10.2B
$2.23 Million 0.11% of portfolio
117,479
Q4 2024 Reduced 95.7%
$12B
$110,000 0.01% of portfolio
1,500
Q1 2025 Reduced 16.67%
$6.32B
$130,000 0.01% of portfolio
3,600
Q1 2025 Added 12.5%
$469M
$260,000 0.01% of portfolio
29,820
Q4 2024 New
$9.17B
$17,000 0.0% of portfolio
400
Q4 2024 Reduced 69.23%
$5.74B
$30,000 0.0% of portfolio
400
Q4 2024 Reduced 75.0%
$3.32B
$67,000 0.0% of portfolio
2,000
Q1 2025 Reduced 28.57%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $2 Billion
  • Prior Value $2.03 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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