Long-term investor

Aew Capital Management L P @aewcapitalmanagementlp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001046187).

Record

  • Tracked since 2025-12-31 (249 days), 22 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.2% · 6 months n/a · 1 year n/a · all +15.3%
  • Max drawdown n/a · win rate 40% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • WELL · 15.7% · long · since 2025-12-31
  • PLD · 8.6% · long · since 2025-12-31
  • EQIX · 7.4% · long · since 2025-12-31
  • 053484101 · 6.4% · long · since 2025-12-31
  • 828806109 · 5.6% · long · since 2025-12-31
  • 297178105 · 5.5% · long · since 2025-12-31
  • CUBE · 5.4% · long · since 2025-12-31
  • 253868103 · 5.3% · long · since 2025-12-31
  • 11120U105 · 4.5% · long · since 2025-12-31
  • HIW · 4.3% · long · since 2025-12-31
  • BNL · 4.0% · long · since 2025-12-31
  • VICI · 3.8% · long · since 2026-03-31

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