AEW CAPITAL MANAGEMENT L P Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 49
New Positions 3
Increased Positions 38
Decreased Positions 11
Positions with Activity 49
Sold Out Positions 1
Total Mkt Value (in $ millions) 4,408

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

Sector Weighting

Basic Materials
Capital Goods 1.69%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 94.83%
Technology
Transportation
Utilities

49 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SIMON PPTY GROUP INC NEW COM 528,111 7,628 1.47 3,087,825
EQUITY RESIDENTIAL SH BEN INT 281,014 2,268 .81 4,336,642
BOSTON PROPERTIES INC COM 269,958 1,387 .52 2,218,405
PUBLIC STORAGE COM 238,883 -1,074 (0.45) 1,379,152
PROLOGIS INC COM 233,007 4,154 1.82 5,586,354
AVALONBAY CMNTYS INC COM 222,713 7,233 3.36 1,511,761
HOST HOTELS & RESORTS INC COM 198,302 5,391 2.80 8,603,144
HCP INC COM 180,250 2,780 1.57 4,273,357
VENTAS INC COM 172,437 3,411 2.02 2,663,937
FEDERAL REALTY INVT TR SH BEN INT NEW 168,043 2,323 1.40 1,352,785
KILROY RLTY CORP COM 148,441 1,679 1.14 2,351,726
VORNADO RLTY TR SH BEN INT 116,990 -3,708 (3.07) 1,088,479
HEALTH CARE REIT INC COM 110,944 2,282 2.10 1,725,687
MACERICH CO COM 99,079 8,346 9.20 1,448,312
ALEXANDRIA REAL ESTATE EQ INC COM 92,993 2,108 2.32 1,182,060
EXTRA SPACE STORAGE INC COM 86,747 1,688 1.98 1,613,896
LIBERTY PPTY TR SH BEN INT 85,936 -1,551 (1.77) 2,238,492
EPR PPTYS COM SH BEN INT 82,708 4,241 5.41 1,451,021
FOREST CITY ENTERPRISES INC CL A 74,662 3,430 4.82 3,759,405
CAMDEN PPTY TR SH BEN INT 68,753 1,492 2.22 939,896