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AEW Capital Management Holdings in 2nd Quarter: 13F Alert

The following is an analysis of AEW Capital Management LP as of June 30, according to a filing with the U.S. Securities and Exchange Commission on 08/09/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Simon Property Group Inc     SPG US       415,547,704    3,575,219     -393,349
Equity Residential           EQR US       273,462,000    4,557,700     -516,706
Boston Properties Inc        BXP US       240,080,840    2,261,500     -212,107
AvalonBay Communities Inc    AVB US       210,579,595    1,640,028     -137,404
Public Storage               PSA US       197,556,528    1,732,800     -101,947
Vornado Realty Trust         VNO US       177,238,610    1,902,110     -155,999
HCP Inc                      HCP US       166,216,707    4,530,300     -384,993
Federal Realty Invs Trust    FRT US       138,451,572    1,625,400     -144,465
Prologis Inc                 PLD US       135,908,864    3,792,100      486,074
Host Hotels & Resorts Inc    HST US       128,240,920    7,565,836   -1,274,746
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
RLJ Lodging Trust            RLJ US        23,152,473    1,332,900    1,332,900
Brookfield Residential Prope BRP US         1,286,693      129,707      129,707 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Excel Trust Inc              EXL US        -2,636,244            0     -223,600
Plum Creek Timber Co         PCL US        -1,155,665            0      -26,500 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Prologis Inc                 PLD US        16,991,109    3,792,100      486,074
Health Care REIT Inc         HCN US         2,516,792      630,600       48,114
Alexandria Real Estate Equit ARE US           952,411      798,400       17,847
Developers Diversified Rlty  DDR US           390,960    3,223,600        4,900
Retail Opportunity Investmen ROIC US          -27,754    2,779,300       43,192
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Host Hotels & Resorts Inc    HST US       -27,441,729    7,565,836   -1,274,746
HCP Inc                      HCP US       -20,269,509    4,530,300     -384,993
Liberty Property Trust       LRY US       -15,792,697    3,420,900     -446,748
Digital Realty Trust Inc     DLR US       -14,008,718      309,100     -260,300
Equity Residential           EQR US       -12,785,242    4,557,700     -516,706
 
 
SOURCE: SEC 13F-HR 
FILER: AEW Capital Management LP 
QUARTER ENDED: 06/30/2011 
SEC RECEIVED: 08/09/2011 

To contact the reporter on this story: Chris Cappucci in Princeton at ccappucci1@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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