- New Purchases: UDR, BRX, VER,
- Added Positions: OFC, VICI, PLD, DLR, HST, COLD, AVB, DRE, DEI, STOR, NNN, PEAK, ESRT, HTA, AMH, INVH, STAY, ESS, AAT, PSA, FRT, CUBE, CTRE, PDM, AKR,
- Reduced Positions: SPG, ELS, BXP, RLJ, HHC, REXR, ACC, CONE, EQIX, TCO,
- Sold Out: CPT, RPAI, VNO, DEA,
For the details of AEW CAPITAL MANAGEMENT L P's stock buys and sells, go to https://www.gurufocus.com/guru/aew+capital+management+l+p/current-portfolio/portfolio
These are the top 5 holdings of AEW CAPITAL MANAGEMENT L P- AvalonBay Communities Inc (AVB) - 1,069,000 shares, 6.36% of the total portfolio. Shares added by 2.88%
- Simon Property Group Inc (SPG) - 1,191,100 shares, 5.13% of the total portfolio. Shares reduced by 18.45%
- Welltower Inc (WELL) - 1,813,000 shares, 4.54% of the total portfolio. Shares added by 0.35%
- Healthpeak Properties Inc (PEAK) - 4,600,300 shares, 4.53% of the total portfolio. Shares added by 3.04%
- Essex Property Trust Inc (ESS) - 477,000 shares, 4.31% of the total portfolio. Shares added by 1.58%
Aew Capital Management L P initiated holding in UDR Inc. The purchase prices were between $45.71 and $50.36, with an estimated average price of $48.01. The stock is now traded at around $48.52. The impact to a portfolio due to this purchase was 3.18%. The holding were 2,374,100 shares as of .
New Purchase: Brixmor Property Group Inc (BRX)Aew Capital Management L P initiated holding in Brixmor Property Group Inc. The purchase prices were between $19.96 and $22.71, with an estimated average price of $21.39. The stock is now traded at around $20.56. The impact to a portfolio due to this purchase was 1.93%. The holding were 3,439,300 shares as of .
New Purchase: VEREIT Inc (VER)Aew Capital Management L P initiated holding in VEREIT Inc. The purchase prices were between $9.09 and $10.05, with an estimated average price of $9.58. The stock is now traded at around $9.75. The impact to a portfolio due to this purchase was 0.98%. The holding were 3,635,300 shares as of .
Added: Corporate Office Properties Trust (OFC)Aew Capital Management L P added to a holding in Corporate Office Properties Trust by 54.10%. The purchase prices were between $27.93 and $30.13, with an estimated average price of $29.19. The stock is now traded at around $30.41. The impact to a portfolio due to this purchase was 0.77%. The holding were 2,656,500 shares as of .
Added: VICI Properties Inc (VICI)Aew Capital Management L P added to a holding in VICI Properties Inc by 29.98%. The purchase prices were between $22.61 and $25.55, with an estimated average price of $24.23. The stock is now traded at around $27.03. The impact to a portfolio due to this purchase was 0.64%. The holding were 4,413,635 shares as of .
Added: Empire State Realty Trust Inc (ESRT)Aew Capital Management L P added to a holding in Empire State Realty Trust Inc by 39.00%. The purchase prices were between $13.64 and $14.78, with an estimated average price of $14.04. The stock is now traded at around $13.81. The impact to a portfolio due to this purchase was 0.12%. The holding were 27,086 shares as of .
Sold Out: Camden Property Trust (CPT)Aew Capital Management L P sold out a holding in Camden Property Trust. The sale prices were between $104.53 and $114.96, with an estimated average price of $110.74.
Sold Out: Retail Properties of America Inc (RPAI)Aew Capital Management L P sold out a holding in Retail Properties of America Inc. The sale prices were between $12.4 and $14.23, with an estimated average price of $13.47.
Sold Out: Vornado Realty Trust (VNO)Aew Capital Management L P sold out a holding in Vornado Realty Trust. The sale prices were between $62.19 and $67.91, with an estimated average price of $64.74.
Sold Out: Easterly Government Properties Inc (DEA)Aew Capital Management L P sold out a holding in Easterly Government Properties Inc. The sale prices were between $21.47 and $23.73, with an estimated average price of $22.61.
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