AEW CAPITAL MANAGEMENT L P

Q1 2014 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2014
Date filed
5/15/2014
Form type
13F-HR
Num holdings
48
Total value ($000)
$4,080,315
Net value change ($000)
+439,309 (12.1%)
New positions
3
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/14/2014 Next filing: 8/6/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPG 43,346 9.4%
BXP 32,557 14.7%
EQR 28,356 12.7%
AVB 25,594 14.8%
PLD 25,355 12.5%
PSA 23,850 11.4%
KRC 21,089 18.1%
FRT 19,901 14.7%
HCP Inc 12,949 8.5%
HEALTH CARE REIT INC COM 12,308 13.6%
Top Reduces (Value $000, Stocks/ETFs)
FIRST POTOMAC RLTY TR COM -4,379 -25.7%
GENERAL GROWTH PPTYS INC NEW -2,067 -100.0%
AHH -1,758 -18.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type