AEW Makes Significant REIT Positioning Changes in Q2
PorAinvest
martes, 19 de agosto de 2025, 1:55 pm ET1 min de lectura
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According to S&P Global Market Intelligence, AEW's REIT holdings declined by 7.1% quarter-over-quarter to approximately $1.90 billion as of June 30, 2025 [1]. The firm sold 300 shares of Lineage, which it had held at the end of the first quarter, and reduced its stake in W. P. Carey from 139,640 shares to 61,560 shares. AEW also decreased its position in Tanger (SKT) by 45% to 1,100 shares, Extra Space Storage (EXR) by 3.79% to 143,719 shares, and Macerich (MAC) by 10.54% to 1,380,906 shares.
Meanwhile, AEW took a new stake in Rexford Industrial Realty during Q2, acquiring 120,480 shares in the industrial REIT. The investment manager also increased its holdings in 12 REITs, including CubeSmart, Healthpeak Properties (DOC), VICI Properties (VICI), Vornado Realty Trust (VNO), and Phillips Edison (PECO). AEW's position in CubeSmart grew from 400 shares to 587,000 shares at June 30, 2025.
These portfolio changes reflect AEW's ongoing efforts to optimize its REIT portfolio and adapt to changing market conditions. The firm's strategic adjustments indicate a focus on industrial and self-storage REITs, as well as a reduction in exposure to certain sectors like net lease and shopping center REITs.
References:
[1] https://seekingalpha.com/news/4487101-aew-exits-lineage-more-than-halves-stake-in-w-p-carey-among-q2-reit-positioning-changes
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AEW Capital Management made significant changes to its REIT portfolio in Q2. The firm exited Lineage, added Rexford Industrial Realty, reduced its stake in W.P. Carey by more than half, and significantly increased its position in CubeSmart. These moves reflect the firm's ongoing efforts to optimize its portfolio and adapt to changing market conditions.
AEW Capital Management, one of the world's largest real estate investment managers, made significant adjustments to its REIT portfolio during the second quarter of 2025. The firm exited its position in Lineage (NASDAQ:LINE), added Rexford Industrial Realty (REXR), reduced its stake in W. P. Carey (NYSE:WPC) by more than half, and significantly increased its position in CubeSmart (CUBE).According to S&P Global Market Intelligence, AEW's REIT holdings declined by 7.1% quarter-over-quarter to approximately $1.90 billion as of June 30, 2025 [1]. The firm sold 300 shares of Lineage, which it had held at the end of the first quarter, and reduced its stake in W. P. Carey from 139,640 shares to 61,560 shares. AEW also decreased its position in Tanger (SKT) by 45% to 1,100 shares, Extra Space Storage (EXR) by 3.79% to 143,719 shares, and Macerich (MAC) by 10.54% to 1,380,906 shares.
Meanwhile, AEW took a new stake in Rexford Industrial Realty during Q2, acquiring 120,480 shares in the industrial REIT. The investment manager also increased its holdings in 12 REITs, including CubeSmart, Healthpeak Properties (DOC), VICI Properties (VICI), Vornado Realty Trust (VNO), and Phillips Edison (PECO). AEW's position in CubeSmart grew from 400 shares to 587,000 shares at June 30, 2025.
These portfolio changes reflect AEW's ongoing efforts to optimize its REIT portfolio and adapt to changing market conditions. The firm's strategic adjustments indicate a focus on industrial and self-storage REITs, as well as a reduction in exposure to certain sectors like net lease and shopping center REITs.
References:
[1] https://seekingalpha.com/news/4487101-aew-exits-lineage-more-than-halves-stake-in-w-p-carey-among-q2-reit-positioning-changes
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