Carrie A. Bellerby
Aew Capital Management L P
Assets Managed
$1.378B
Holdings
40
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
-0.26%(2Q avg: -11.65%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Aew Capital Management L P's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 40 positions.
Assets under management
The assets under management (AUM) of Aew Capital Management L P over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.378B in assets, with a quarterly growth rate of -0.26% and a 2-quarter average growth rate of -11.65%. The portfolio is managed by Carrie A. Bellerby, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
WELL Welltower Inc
| 15.27% | $210.345M 1.064M shares@ $197.72 avg price | Increased 9.32% |
PLD Prologis Inc
| 9.45% | $130.141M 984,575 shares@ $132.19 avg price | Increased 1.16% |
EQIX Equinix Inc
| 7.88% | $108.538M 110,726 shares@ $980.24 avg price | Decreased -7.91% |
AVB Avalonbay Communities Inc
| 6.23% | $85.815M 525,343 shares@ $163.35 avg price | Decreased -5.73% |
DLR Digital Realty Trust Inc
| 6.01% | $82.773M 459,315 shares@ $180.21 avg price | Decreased -16.43% |
CUBE Cubesmart
| 5.65% | $77.761M 2.122M shares@ $36.65 avg price | Increased 11319.41% |
ESS Essex Property Trust Inc
| 5.25% | $72.342M 298,934 shares@ $242.0 avg price | Increased 943.04% |
SPG Simon Property Group Inc
| 5.23% | $72.033M 386,175 shares@ $186.54 avg price | Decreased -12.02% |
BRX Brixmor Property Group Inc
| 4.62% | $63.638M 2.21M shares@ $28.81 avg price | Decreased -3.21% |
O Realty Income Corp
| 4.54% | $62.423M 1.02M shares@ $61.19 avg price | Decreased -45.42% |
1-10 of 40