AEW CAPITAL MANAGEMENT L P Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 55
New Positions 2
Increased Positions 16
Decreased Positions 39
Positions with Activity 55
Sold Out Positions 7
Total Mkt Value (in $ millions) 4,963

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 0.73%
Healthcare
Services 93.89%
Technology
Transportation
Utilities

55 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SIMON PPTY GROUP INC NEW COM 606,931 -20,303 (3.24) 3,055,125
EQUITY RESIDENTIAL SH BEN INT 321,611 -19,348 (5.68) 4,143,942
BOSTON PROPERTIES INC COM 303,706 -11,784 (3.74) 2,188,083
AVALONBAY CMNTYS INC COM 280,189 14,898 5.62 1,619,684
PUBLIC STORAGE COM 269,397 -10,725 (3.83) 1,341,352
PROLOGIS INC COM 250,001 -6,708 (2.61) 5,538,354
HCP INC COM 203,317 -4,530 (2.18) 4,299,357
FEDERAL REALTY INVT TR SH BEN INT NEW 193,067 -3,709 (1.89) 1,342,885
VENTAS INC COM 191,134 -14,470 (7.04) 2,394,869
KILROY RLTY CORP COM 168,752 -8,839 (4.98) 2,275,826
HEALTH CARE REIT INC COM 161,055 -3,475 (2.11) 1,965,287
HOST HOTELS & RESORTS INC COM 144,718 -54,014 (27.18) 6,322,337
VORNADO RLTY TR SH BEN INT 116,978 -3,799 (3.15) 1,059,199
CAMDEN PPTY TR SH BEN INT 109,549 11,172 11.36 1,421,796
MACERICH CO COM 95,894 -18,105 (15.88) 1,114,912
EXTRA SPACE STORAGE INC COM 94,570 -5,557 (5.55) 1,432,885
FOREST CITY ENTERPRISES INC CL A 89,099 -4,371 (4.68) 3,636,704
LIBERTY PPTY TR SH BEN INT 85,146 -6,335 (6.93) 2,112,792
DUPONT FABROS TECHNOLOGY INC COM 79,864 -1,979 (2.42) 2,143,416
EQUITY LIFESTYLE PPTYS INC COM 76,364 -3,481 (4.36) 1,395,281


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