Aew Capital Management L P Buys Life Storage Inc, Alexander & Baldwin Inc, Sun Communities Inc, Sells Public Storage, AvalonBay Communities Inc, Simon Property Group Inc

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May 05, 2020
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Boston, MA, based Investment company Aew Capital Management L P (Current Portfolio) buys Life Storage Inc, Alexander & Baldwin Inc, Sun Communities Inc, Empire State Realty Trust Inc, Prologis Inc, sells Public Storage, AvalonBay Communities Inc, Simon Property Group Inc, STORE Capital Corp, Duke Realty Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Aew Capital Management L P. As of 2020Q1, Aew Capital Management L P owns 37 stocks with a total value of $2.1 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) - 2,069,512 shares, 7.98% of the total portfolio. Shares added by 26.94%
  2. Digital Realty Trust Inc (DLR) - 993,050 shares, 6.62% of the total portfolio. Shares reduced by 16.17%
  3. Essex Property Trust Inc (ESS) - 455,116 shares, 4.81% of the total portfolio. Shares reduced by 4.59%
  4. AvalonBay Communities Inc (AVB) - 637,246 shares, 4.50% of the total portfolio. Shares reduced by 40.39%
  5. Americold Realty Trust (COLD) - 2,665,521 shares, 4.35% of the total portfolio. Shares reduced by 20.32%
New Purchase: Life Storage Inc (LSI)

Aew Capital Management L P initiated holding in Life Storage Inc. The purchase prices were between $70.39 and $119, with an estimated average price of $107.46. The stock is now traded at around $85.89. The impact to a portfolio due to this purchase was 3.15%. The holding were 695,542 shares as of .

New Purchase: Alexander & Baldwin Inc (ALEX)

Aew Capital Management L P initiated holding in Alexander & Baldwin Inc. The purchase prices were between $8.79 and $23.1, with an estimated average price of $18.89. The stock is now traded at around $12.00. The impact to a portfolio due to this purchase was 2.55%. The holding were 387,980 shares as of .

New Purchase: Sun Communities Inc (SUI)

Aew Capital Management L P initiated holding in Sun Communities Inc. The purchase prices were between $101.94 and $172.66, with an estimated average price of $151.32. The stock is now traded at around $133.96. The impact to a portfolio due to this purchase was 2.23%. The holding were 372,513 shares as of .

New Purchase: Cousins Properties Inc (CUZ)

Aew Capital Management L P initiated holding in Cousins Properties Inc. The purchase prices were between $22.7 and $42.76, with an estimated average price of $37.26. The stock is now traded at around $28.71. The impact to a portfolio due to this purchase was 1.44%. The holding were 1,028,637 shares as of .

New Purchase: Pebblebrook Hotel Trust (PEB)

Aew Capital Management L P initiated holding in Pebblebrook Hotel Trust. The purchase prices were between $6.2 and $26.81, with an estimated average price of $20.59. The stock is now traded at around $10.94. The impact to a portfolio due to this purchase was 0.86%. The holding were 1,642,568 shares as of .

New Purchase: SBA Communications Corp (SBAC)

Aew Capital Management L P initiated holding in SBA Communications Corp. The purchase prices were between $215.46 and $303.24, with an estimated average price of $263.78. The stock is now traded at around $294.00. The impact to a portfolio due to this purchase was 0.42%. The holding were 32,300 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 208.82%. The purchase prices were between $7.31 and $14.26, with an estimated average price of $12.31. The stock is now traded at around $8.20. The impact to a portfolio due to this purchase was 1.7%. The holding were 83,648 shares as of .

Added: Prologis Inc (PLD)

Aew Capital Management L P added to a holding in Prologis Inc by 26.94%. The purchase prices were between $62.82 and $99.23, with an estimated average price of $87.65. The stock is now traded at around $88.39. The impact to a portfolio due to this purchase was 1.69%. The holding were 2,069,512 shares as of .

Added: VEREIT Inc (VER)

Aew Capital Management L P added to a holding in VEREIT Inc by 127.81%. The purchase prices were between $3.98 and $10.12, with an estimated average price of $8.5. The stock is now traded at around $5.36. The impact to a portfolio due to this purchase was 1.09%. The holding were 8,281,646 shares as of .

Added: Equity Lifestyle Properties Inc (ELS)

Aew Capital Management L P added to a holding in Equity Lifestyle Properties Inc by 60.96%. The purchase prices were between $45.24 and $77.28, with an estimated average price of $68.39. The stock is now traded at around $60.98. The impact to a portfolio due to this purchase was 0.9%. The holding were 863,848 shares as of .

Sold Out: Public Storage (PSA)

Aew Capital Management L P sold out a holding in Public Storage. The sale prices were between $160.61 and $232.82, with an estimated average price of $214.57.

Sold Out: CyrusOne Inc (CONE)

Aew Capital Management L P sold out a holding in CyrusOne Inc. The sale prices were between $45.07 and $69.6, with an estimated average price of $61.27.

Sold Out: American Campus Communities Inc (ACC)

Aew Capital Management L P sold out a holding in American Campus Communities Inc. The sale prices were between $20.76 and $48.75, with an estimated average price of $42.04.

Sold Out: Piedmont Office Realty Trust Inc (PDM)

Aew Capital Management L P sold out a holding in Piedmont Office Realty Trust Inc. The sale prices were between $14.34 and $24.61, with an estimated average price of $21.64.

Sold Out: Extended Stay America Inc (STAY)

Aew Capital Management L P sold out a holding in Extended Stay America Inc. The sale prices were between $6.15 and $14.95, with an estimated average price of $11.61.

Sold Out: Equinix Inc (EQIX)

Aew Capital Management L P sold out a holding in Equinix Inc. The sale prices were between $489.14 and $655.99, with an estimated average price of $598.7.



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