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 2025-06-30 (478 days), 74 trades recorded
- Returns: week n/a · month n/a · 90 days -3.5% · 6 months +4.9% · 1 year +3.3% · all +3.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- WELL · 15.7% · long · since 2025-06-30
- PLD · 8.6% · long · since 2025-06-30
- EQIX · 7.4% · long · since 2025-06-30
- 053484101 · 6.4% · long · since 2025-06-30
- 828806109 · 5.6% · long · since 2025-06-30
- 297178105 · 5.5% · long · since 2025-06-30
- CUBE · 5.4% · long · since 2025-06-30
- 253868103 · 5.3% · long · since 2025-06-30
- 11120U105 · 4.5% · long · since 2025-06-30
- HIW · 4.3% · long · since 2025-06-30
- BNL · 4.0% · long · since 2025-06-30
- VICI · 3.8% · long · since 2025-06-30