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 PSA LXP CUBE EXR EGP REXR STAG 8 stocks	$415,441 22.31% of portfolio	4	3	1	-	0 Calls 0 Puts
REIT—Residential \| Real Estate AVB MAA AMH IRT EQR SUI INVH UDR 12 stocks	$412,275 22.14% of portfolio	5	7	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX DLR IRM GLPI 4 stocks	$384,903 20.67% of portfolio	-	4	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL VTR CTRE PEAK GMRE 5 stocks	$272,304 14.62% of portfolio	1	3	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O SPG BRX MAC KRG PECO REG SKT 9 stocks	$234,837 12.61% of portfolio	-	7	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate HIW VNO KRC ARE 4 stocks	$73,897 3.97% of portfolio	2	2	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate BNL VICI WPC 3 stocks	$50,227 2.7% of portfolio	1	2	-	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate RHP 1 stocks	$18,631 1.0% of portfolio	-	1	-	-	0 Calls 0 Puts

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