StockDriftsStockDriftsTop 36 Aew Capital Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WELL | WELLTOWER INC | 17.19% | 1.16M | $268.0M | new | $228.61(+7.18%) | 2026-09-30 | |
| PLD | PROLOGIS INC. | 8.75% | 1.05M | $136.4M | new | $132.65(-4.29%) | 2026-09-30 | |
| EQIX | EQUINIX INC | 7.74% | 119.3K | $120.7M | new | $1026.99(-1.39%) | 2026-09-30 | |
| EQR | VIVMARK RESIDENTIAL | 6.78% | 1.74M | $105.7M | new | $66.64(-1.94%) | 2026-09-30 | |
| DLR | DIGITAL RLTY TR INC | 5.53% | 490.8K | $86.2M | new | $177.56(-1.89%) | 2026-09-30 | |
| CUBE | CUBESMART | 5.45% | 2.26M | $85.1M | new | $38.68(+16.41%) | 2026-09-30 | |
| ESS | ESSEX PPTY TR INC | 5.37% | 310.8K | $83.7M | new | $280.49(-2.96%) | 2026-09-30 | |
| SPG | SIMON PPTY GROUP INC NEW | 5.31% | 412.1K | $82.7M | new | $212.20(+7.64%) | 2026-09-30 | |
| BRX | BRIXMOR PPTY GROUP INC | 4.15% | 2.35M | $64.8M | new | $29.57(+1.27%) | 2026-09-30 | |
| BNL | BROADSTONE NET LEASE INC | 3.81% | 3.21M | $59.3M | new | $19.59(-9.47%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Aew Capital Management INC reports $1.56B in US-listed equity holdings across 38 positions in its most recent 13F filing. Its largest disclosed positions are WELL (17.2%), PLD (8.8%) and EQIX (7.7%). The top 20 holdings account for 95.02% of reported assets. Figures reflect the Q3 2026 filing.
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Holdings on this page are parsed from Aew Capital Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1042008). View Aew Capital Management INC’s 13F filings on SEC