StockDriftsStockDriftsTop 38 Aew Capital Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WELL | WELLTOWER INC | 15.26% | 1.06M | $210.3M | +9.32%(+90.67K) | $86.01(+155.93%) | 2026-03-31 | |
| PLD | PROLOGIS INC. | 9.44% | 984.6K | $130.1M | +1.16%(+11.27K) | $84.34(+68.36%) | 2026-03-31 | |
| EQIX | EQUINIX INC | 7.88% | 110.7K | $108.5M | -7.92%(-9.52K) | $693.27(+55.39%) | 2026-03-31 | |
| AVB | AVALONBAY CMNTYS INC | 6.23% | 525.3K | $85.8M | -5.74%(-31.98K) | $180.40(+3.36%) | 2026-03-31 | |
| DLR | DIGITAL RLTY TR INC | 6.01% | 459.3K | $82.8M | -16.44%(-90.35K) | $131.69(+46.80%) | 2026-03-31 | |
| CUBE | CUBESMART | 5.64% | 2.12M | $77.8M | +11319.40%(+2.10M) | $36.40(+9.58%) | 2026-03-31 | |
| ESS | ESSEX PPTY TR INC | 5.25% | 298.9K | $72.3M | +943.04%(+270.27K) | $250.92(+8.38%) | 2026-03-31 | |
| SPG | SIMON PPTY GROUP INC NEW | 5.23% | 386.2K | $72.0M | -12.03%(-52.79K) | $149.75(+33.93%) | 2026-03-31 | |
| BRX | BRIXMOR PPTY GROUP INC | 4.62% | 2.21M | $63.6M | -3.22%(-73.51K) | $23.80(+23.27%) | 2026-03-31 | |
| O | REALTY INCOME CORP | 4.53% | 1.02M | $62.4M | -45.43%(-849.32K) | $59.12(+4.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.87% | +18.65% |
| Top 20 Holdings Unweighted | +5.63% | +17.86% |
Sign up free to track Aew Capital Management L P, compare funds side by side, and get alerts the moment positions change.