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 REXR EGP CUBE LXP 8 stocks	$485,748 23.98% of portfolio	1	7	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate AVB UDR SUI AMH AIRC CPT EQR INVH 13 stocks	$469,339 23.17% of portfolio	3	10	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX DLR AMT IRM GLPI 5 stocks	$332,819 16.43% of portfolio	-	5	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O REG SPG BRX SKT ADC 6 stocks	$252,035 12.44% of portfolio	2	4	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL PEAK CTRE VTR 4 stocks	$192,069 9.48% of portfolio	3	1	1	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate VICI EPRT BNL WPC 4 stocks	$161,752 7.99% of portfolio	-	4	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate BXP KRC ARE 3 stocks	$69,780 3.44% of portfolio	2	1	2	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate RHP 1 stocks	$62,104 3.07% of portfolio	-	1	-	-	0 Calls 0 Puts

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