AEW CAPITAL MANAGEMENT L P Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 49
New Positions 4
Increased Positions 31
Decreased Positions 18
Positions with Activity 49
Sold Out Positions 4
Total Mkt Value (in $ millions) 4,063

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

Sector Weighting

Basic Materials
Capital Goods 1.65%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 95.86%
Technology
Transportation
Utilities

49 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SIMON PPTY GROUP INC NEW COM 516,922 4,111 .80 3,043,225
BOSTON PROPERTIES INC COM 259,169 34,454 15.33 2,207,005
EQUITY RESIDENTIAL SH BEN INT 247,344 -4,330 (1.72) 4,301,642
PUBLIC STORAGE COM 238,668 -4,583 (1.88) 1,385,352
PROLOGIS INC COM 226,548 1,127 .50 5,486,754
AVALONBAY CMNTYS INC COM 195,470 6,121 3.23 1,462,661
HOST HOTELS & RESORTS INC COM 175,587 -426 (0.24) 8,369,244
HCP INC COM 170,528 6,007 3.65 4,207,457
VENTAS INC COM 170,070 5,158 3.13 2,611,237
FEDERAL REALTY INVT TR SH BEN INT NEW 153,793 4,092 2.73 1,334,085
KILROY RLTY CORP COM 136,555 6,037 4.63 2,325,126
VORNADO RLTY TR SH BEN INT 112,882 -16,515 (12.76) 1,122,979
HEALTH CARE REIT INC COM 104,690 911 .88 1,690,187
MACERICH CO COM 86,980 4,951 6.04 1,326,312
LIBERTY PPTY TR SH BEN INT 85,732 162 .19 2,278,892
ALEXANDRIA REAL ESTATE EQ INC COM 84,657 1,715 2.07 1,155,260
EXTRA SPACE STORAGE INC COM 79,077 839 1.07 1,582,496
EPR PPTYS COM SH BEN INT 74,489 2,062 2.85 1,376,621
FOREST CITY ENTERPRISES INC CL A 67,036 1,013 1.53 3,586,705
CAMDEN PPTY TR SH BEN INT 62,369 2,673 4.48 919,496