Aew Capital Management L P Buys UDR Inc, Brixmor Property Group Inc, VEREIT Inc, Sells Camden Property Trust, Retail Properties of America Inc, Equity Lifestyle Properties Inc

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Feb 04, 2020
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Boston, MA, based Investment company Aew Capital Management L P (Current Portfolio) buys UDR Inc, Brixmor Property Group Inc, VEREIT Inc, Corporate Office Properties Trust, VICI Properties Inc, sells Camden Property Trust, Retail Properties of America Inc, Equity Lifestyle Properties Inc, Vornado Realty Trust, RLJ Lodging Trust during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Aew Capital Management L P. As of 2019Q4, Aew Capital Management L P owns 39 stocks with a total value of $3.6 billion. These are the details of the buys and sells.

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
  1. AvalonBay Communities Inc (AVB) - 1,069,000 shares, 6.36% of the total portfolio. Shares added by 2.88%
  2. Simon Property Group Inc (SPG) - 1,191,100 shares, 5.13% of the total portfolio. Shares reduced by 18.45%
  3. Welltower Inc (WELL) - 1,813,000 shares, 4.54% of the total portfolio. Shares added by 0.35%
  4. Healthpeak Properties Inc (PEAK) - 4,600,300 shares, 4.53% of the total portfolio. Shares added by 3.04%
  5. Essex Property Trust Inc (ESS) - 477,000 shares, 4.31% of the total portfolio. Shares added by 1.58%
New Purchase: UDR Inc (UDR)

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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