Aew Capital Management L P - Q12026 Holdings

Aew Capital Management L P holds 40 stocks with a total portfolio value of $ 1.38B as of Q12026. In Q12026, Aew Capital Management L P added 5 new positions, increased stakes in 12 stocks, reduced 23 holdings, and fully exited 2 positions. The largest holding is Welltower Inc (WELL), representing 15.26% of the total portfolio.