Aew Capital Management L P - Q42025 Holdings

Aew Capital Management L P holds 37 stocks with a total portfolio value of $ 1.38B as of Q42025. In Q42025, Aew Capital Management L P added 2 new positions, increased stakes in 8 stocks, reduced 26 holdings, and fully exited 8 positions. The largest holding is Welltower Inc (WELL), representing 13.07% of the total portfolio.