AEW CAPITAL MANAGEMENT L P
BOSTON MA · SEC CIK 0001046187
$16.73亿2026Q2 申报市值
39持仓数
68.8%前十大占比 · 第一大 15.7%
2 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BXDC 新建仓+$4,697.44万
WELL 加仓+$2,042.73万
PLD 加仓+$1,099.89万
EQIX 加仓+$924.50万
AVALONBAY CMNTYS 加仓+$753.82万
2026Q2 卖出最多 按季末市值估算
REXR 减仓-$1,315.78万
O 减仓-$1,087.58万
AMH 减仓-$494.87万
IRT 减仓-$281.89万
UDR 减仓-$144.11万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WELL | WELLTOWER INC | $2.62亿 | 15.65% | 1,153,905 | 90,000 | 8.5% | $2,042.73万 | 加仓 |
| PLD | PROLOGIS INC. | $1.44亿 | 8.63% | 1,065,766 | 81,191 | 8.2% | $1,099.89万 | 加仓 |
| EQIX | EQUINIX INC | $1.25亿 | 7.45% | 119,595 | 8,869 | 8.0% | $924.50万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $1.07亿 | 6.37% | 565,293 | 39,950 | 7.6% | $753.82万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $9,343.05万 | 5.58% | 417,753 | 31,578 | 8.2% | $706.24万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $9,149.72万 | 5.47% | 313,787 | 14,853 | 5.0% | $433.10万 | 加仓 |
| CUBE | CUBESMART | $9,118.10万 | 5.45% | 2,292,708 | 170,983 | 8.1% | $680.00万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $8,935.60万 | 5.34% | 497,583 | 38,268 | 8.3% | $687.22万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $7,526.57万 | 4.50% | 2,387,114 | 177,453 | 8.0% | $559.51万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $7,238.11万 | 4.33% | 2,399,904 | 171,665 | 7.7% | $517.74万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $6,741.67万 | 4.03% | 3,261,571 | 242,395 | 8.0% | $501.03万 | 加仓 |
| VICI | VICI PPTYS INC | $6,364.83万 | 3.80% | 2,397,300 | 180,655 | 8.1% | $479.64万 | 加仓 |
| CURB | CURBLINE PPTYS CORP | $5,816.77万 | 3.48% | 1,913,410 | 141,586 | 8.0% | $430.42万 | 加仓 |
| O | REALTY INCOME CORP | $5,234.29万 | 3.13% | 844,785 | -175,529 | -17.2% | -$1,087.58万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $5,071.20万 | 3.03% | 1,512,889 | -147,634 | -8.9% | -$494.87万 | 减仓 |
| BXDC | BLACKSTONE DIGITAL INFRASTRU | $4,697.44万 | 2.81% | 2,171,724 | 2,171,724 | — | $4,697.44万 | 新建仓 |
| — | LXP INDUSTRIAL TRUST | $4,255.76万 | 2.54% | 789,859 | 60,848 | 8.3% | $327.85万 | 加仓 |
| PSA | PUBLIC STORAGE | $3,786.01万 | 2.26% | 118,941 | 7,851 | 7.1% | $249.91万 | 加仓 |
| PEB | PEBBLEBROOK HOTEL TR | $3,349.76万 | 2.00% | 1,725,789 | 127,449 | 8.0% | $247.38万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $1,218.56万 | 0.73% | 179,384 | -90 | -0.1% | -$6,114 | 减仓 |
| INVH | INVITATION HOMES INC | $1,033.91万 | 0.62% | 342,241 | 9,720 | 2.9% | $29.36万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $973.21万 | 0.58% | 70,045 | 14,340 | 25.7% | $199.24万 | 加仓 |
| SUI | SUN CMNTYS INC | $934.30万 | 0.56% | 77,917 | 10,950 | 16.4% | $131.30万 | 加仓 |
| CPT | CAMDEN PPTY TR | $657.85万 | 0.39% | 57,459 | 8,080 | 16.4% | $92.51万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $642.63万 | 0.38% | 99,710 | 17,990 | 22.0% | $115.95万 | 加仓 |
| VTR | VENTAS INC | $535.72万 | 0.32% | 60,329 | 9,202 | 18.0% | $81.71万 | 加仓 |
| UDR | UDR INC | $497.96万 | 0.30% | 124,740 | -36,100 | -22.4% | -$144.11万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $128.25万 | 0.08% | 76,840 | -168,900 | -68.7% | -$281.89万 | 减仓 |
| JAN | JANUS LIVING INC | $56.38万 | 0.03% | 19,618 | 210 | 1.1% | $6,035 | 加仓 |
| VNO | VORNADO RLTY TR | $53.31万 | 0.03% | 13,566 | 410 | 3.1% | $1.61万 | 加仓 |
| KRC | KILROY REALTY CORP | $52.28万 | 0.03% | 13,953 | 6,920 | 98.4% | $25.93万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $44.37万 | 0.03% | 2,191 | -470 | -17.7% | -$9.52万 | 减仓 |
| IRM | IRON MTN INC DEL | $39.16万 | 0.02% | 3,100 | 3,100 | — | $39.16万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $32.55万 | 0.02% | 1,990 | -390 | -16.4% | -$6.38万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $21.58万 | 0.01% | 6,441 | -392,768 | -98.4% | -$1,315.78万 | 减仓 |
| SKT | TANGER INC | $9.32万 | 0.01% | 2,362 | 500 | 26.9% | $1.97万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $7.43万 | 0.00% | 1,952 | 400 | 25.8% | $1.52万 | 加仓 |
| — | PEBBLEBROOK HOTEL TR | $5.77万 | 0.00% | 2,960 | -560 | -15.9% | -$1.09万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $3.13万 | 0.00% | 600 | 100 | 20.0% | $5,215 | 加仓 |
| REG | REGENCY CTRS CORP | $0 | 0.00% | 0 | -1,797 | -100.0% | -$13.60万 | 清仓 |
| — | SILA REALTY TRUST INC | $0 | 0.00% | 0 | -923 | -100.0% | -$2.19万 | 清仓 |
| LINE | LINEAGE INC | $0 | 0.00% | 0 | -550 | -100.0% | -$1.80万 | 清仓 |