AEW CAPITAL MANAGEMENT L P Information

TWO SEAPORT LANE, BOSTON, Massachusetts, 02210-2021, (617) 262-9324

Report Date: 03/31/2015

Position Statistics

Total Positions 49
New Positions 2
Increased Positions 19
Decreased Positions 30
Positions with Activity 49
Sold Out Positions 1
Total Mkt Value (in $ millions) 4,734

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 1.8%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 0.95%
Healthcare
Services 91.67%
Technology
Transportation
Utilities

49 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SIMON PPTY GROUP INC NEW COM 554,340 -27,013 (4.65) 3,010,425
EQUITY RESIDENTIAL SH BEN INT 316,567 -6,509 (2.02) 4,216,392
BOSTON PROPERTIES INC COM 292,648 -3,903 (1.32) 2,219,383
PUBLIC STORAGE COM 278,262 1,912 .69 1,418,400
AVALONBAY CMNTYS INC COM 275,855 -4,086 (1.46) 1,647,484
PROLOGIS INC COM 232,287 -2,862 (1.22) 5,753,954
FEDERAL REALTY INVT TR SH BEN INT NEW 183,139 -5,206 (2.76) 1,350,785
HCP INC COM 166,335 -3,042 (1.8) 4,216,357
VENTAS INC COM 164,587 -2,116 (1.27) 2,426,469
HEALTH CARE REIT INC COM 153,426 3,890 2.60 2,157,287
KILROY RLTY CORP COM 129,163 -33,768 (20.73) 1,828,726
HOST HOTELS & RESORTS INC COM 129,129 1,318 1.03 6,398,837
CAMDEN PPTY TR SH BEN INT 114,852 311 .27 1,516,396
TAUBMAN CTRS INC COM 102,630 8,863 9.45 1,367,483
EXTRA SPACE STORAGE INC COM 85,591 -15,597 (15.41) 1,206,185
FOREST CITY ENTERPRISES INC CL A 85,043 -4,822 (5.37) 3,628,104
VORNADO RLTY TR SH BEN INT 80,007 -3,526 (4.22) 784,999
DUPONT FABROS TECHNOLOGY INC COM 78,005 5,312 7.31 2,386,216
EQUITY LIFESTYLE PPTYS INC COM 77,604 -454 (0.58) 1,417,681
DDR CORP COM 71,757 599 .84 4,169,477