Aew Capital Management L P Buys Alexandria Real Estate Equities Inc, Equinix Inc, Extra Space Storage Inc, Sells Alexander & Baldwin Inc, Empire State Realty Trust Inc, CubeSmart

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Aug 05, 2020
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Boston, MA, based Investment company Aew Capital Management L P (Current Portfolio) buys Alexandria Real Estate Equities Inc, Equinix Inc, Extra Space Storage Inc, Spirit Realty Capital Inc, Welltower Inc, sells Alexander & Baldwin Inc, Empire State Realty Trust Inc, CubeSmart, Douglas Emmett Inc, National Retail Properties Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Aew Capital Management L P. As of 2020Q2, Aew Capital Management L P owns 36 stocks with a total value of $2.2 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. Prologis Inc (PLD) - 2,165,712 shares, 9.32% of the total portfolio. Shares added by 4.65%
  2. Digital Realty Trust Inc (DLR) - 933,950 shares, 6.12% of the total portfolio. Shares reduced by 5.95%
  3. Welltower Inc (WELL) - 2,014,807 shares, 4.81% of the total portfolio. Shares added by 43.44%
  4. Essex Property Trust Inc (ESS) - 423,366 shares, 4.47% of the total portfolio. Shares reduced by 6.98%
  5. Healthpeak Properties Inc (PEAK) - 3,368,850 shares, 4.28% of the total portfolio. Shares reduced by 9.2%
New Purchase: Alexandria Real Estate Equities Inc (ARE)

Aew Capital Management L P initiated holding in Alexandria Real Estate Equities Inc. The purchase prices were between $129.99 and $170.93, with an estimated average price of $152.59. The stock is now traded at around $176.49. The impact to a portfolio due to this purchase was 4.08%. The holding were 545,980 shares as of .

New Purchase: Equinix Inc (EQIX)

Aew Capital Management L P initiated holding in Equinix Inc. The purchase prices were between $595.46 and $711.43, with an estimated average price of $675.72. The stock is now traded at around $793.43. The impact to a portfolio due to this purchase was 2.97%. The holding were 91,798 shares as of .

New Purchase: Extra Space Storage Inc (EXR)

Aew Capital Management L P initiated holding in Extra Space Storage Inc. The purchase prices were between $81.81 and $104.56, with an estimated average price of $93.05. The stock is now traded at around $105.12. The impact to a portfolio due to this purchase was 2.39%. The holding were 560,000 shares as of .

New Purchase: Spirit Realty Capital Inc (SRC)

Aew Capital Management L P initiated holding in Spirit Realty Capital Inc. The purchase prices were between $22.25 and $39.94, with an estimated average price of $30.2. The stock is now traded at around $34.82. The impact to a portfolio due to this purchase was 1.89%. The holding were 1,174,000 shares as of .

New Purchase: Independence Realty Trust Inc (IRT)

Aew Capital Management L P initiated holding in Independence Realty Trust Inc. The purchase prices were between $7.04 and $12.19, with an estimated average price of $9.95. The stock is now traded at around $11.36. The impact to a portfolio due to this purchase was 0.97%. The holding were 1,825,100 shares as of .

New Purchase: Seritage Growth Properties (SRG)

Aew Capital Management L P initiated holding in Seritage Growth Properties. The purchase prices were between $6.67 and $21.24, with an estimated average price of $10.04. The stock is now traded at around $9.53. The impact to a portfolio due to this purchase was 0.33%. The holding were 622,599 shares as of .

Added: Welltower Inc (WELL)

Aew Capital Management L P added to a holding in Welltower Inc by 43.44%. The purchase prices were between $37.26 and $61.65, with an estimated average price of $49.19. The stock is now traded at around $53.29. The impact to a portfolio due to this purchase was 1.46%. The holding were 2,014,807 shares as of .

Added: Brixmor Property Group Inc (BRX)

Aew Capital Management L P added to a holding in Brixmor Property Group Inc by 70.13%. The purchase prices were between $7.87 and $16.04, with an estimated average price of $11.27. The stock is now traded at around $12.00. The impact to a portfolio due to this purchase was 1.15%. The holding were 4,744,706 shares as of .

Added: Sun Communities Inc (SUI)

Aew Capital Management L P added to a holding in Sun Communities Inc by 28.13%. The purchase prices were between $106.75 and $147.74, with an estimated average price of $132.62. The stock is now traded at around $145.85. The impact to a portfolio due to this purchase was 0.66%. The holding were 477,313 shares as of .

Added: Acadia Realty Trust (AKR)

Aew Capital Management L P added to a holding in Acadia Realty Trust by 76.27%. The purchase prices were between $10.24 and $16.73, with an estimated average price of $12.46. The stock is now traded at around $12.27. The impact to a portfolio due to this purchase was 0.5%. The holding were 1,923,312 shares as of .

Added: SBA Communications Corp (SBAC)

Aew Capital Management L P added to a holding in SBA Communications Corp by 101.86%. The purchase prices were between $260.47 and $318.26, with an estimated average price of $294.87. The stock is now traded at around $310.31. The impact to a portfolio due to this purchase was 0.45%. The holding were 65,200 shares as of .

Added: Sunstone Hotel Investors Inc (SHO)

Aew Capital Management L P added to a holding in Sunstone Hotel Investors Inc by 52.33%. The purchase prices were between $7.04 and $10.65, with an estimated average price of $8.69. The stock is now traded at around $7.66. The impact to a portfolio due to this purchase was 0.03%. The holding were 277,400 shares as of .

Sold Out: Alexander & Baldwin Inc (ALEX)

Aew Capital Management L P sold out a holding in Alexander & Baldwin Inc. The sale prices were between $9.45 and $15.49, with an estimated average price of $11.8.

Sold Out: Empire State Realty Trust Inc (ESRT)

Aew Capital Management L P sold out a holding in Empire State Realty Trust Inc. The sale prices were between $6.47 and $9.62, with an estimated average price of $7.75.

Sold Out: CubeSmart (CUBE)

Aew Capital Management L P sold out a holding in CubeSmart. The sale prices were between $23.48 and $29.54, with an estimated average price of $26.43.

Sold Out: Douglas Emmett Inc (DEI)

Aew Capital Management L P sold out a holding in Douglas Emmett Inc. The sale prices were between $25.34 and $34.94, with an estimated average price of $30.

Sold Out: National Retail Properties Inc (NNN)

Aew Capital Management L P sold out a holding in National Retail Properties Inc. The sale prices were between $26.46 and $40.45, with an estimated average price of $32.7.

Sold Out: STORE Capital Corp (STOR)

Aew Capital Management L P sold out a holding in STORE Capital Corp. The sale prices were between $14.58 and $26.58, with an estimated average price of $19.93.



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