UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2013
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Check Here if Amendment / /; Amendment Number:
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This Amendment (Check only one.): / / is a restatement.
/ / adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: AEW Capital Management, L.P.
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Address: Two Seaport Lane
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Boston, MA 02210-2021
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Form 13F File Number: 028-06538
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The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: James J. Finnegan
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Title: Vice President of AEW Capital Management, Inc., General Partner of AEW
Capital Management, L.P.
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Phone: (617) 261-9000
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Signature, Place, and Date of Signing:
/s/ James J. Finnegan Boston, Massachusetts May 14, 2013
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[Signature] [City, State] [Date]
Report Type (Check only one.):
/ / 13F HOLDINGS REPORT. (Check here if all holdings of this reporting
manager are reported in this report.)
/ / 13F NOTICE. (Check here if no holdings reported are in this report,
and all holdings are reported by other reporting manager(s).)
/X/ 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported by
other reporting manager(s).)
List of Other Managers Reporting for this Manager:
Form 13F File Number Name
028-04037 Pioneer Investment Management, Inc.
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FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 2
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Form 13F Information Table Entry Total: 43
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Form 13F Information Table Value Total: 4,018,843
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(thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
No. Form 13F File Number Name
1 028-06536 AEW Capital Management, Inc.
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2 028-06808 Natixis Global Asset Management, L.P.
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FORM 13F INFORMATION TABLE
NAME OF REPORTING MANAGER: AEW CAPITAL MANAGEMENT, L.P.
3/31/2013
VOTING AUTHORITY
TITLE VALUE SH or SH/ PUT/ INVESTMENT OTHER -----------------------------
NAME OF ISSUER OF CLASS CUSIP (X$1000) PRN AMT PRN Call DISCRETION MANAGERS SOLE SHARED NONE
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Alexandria R.E. Equities COM 015271109 78,071 1,099,900 SH Shared-Defined 01 02 904,800 - 195,100
American Assets Trust COM 024013104 43,522 1,359,640 SH Shared-Defined 01 02 1,210,507 - 149,133
American Campus Communities COM 024835100 37,174 819,900 SH Shared-Defined 01 02 753,700 - 66,200
Avalon Bay Communities COM 053484101 180,553 1,425,377 SH Shared-Defined 01 02 1,199,077 - 226,300
AVIV REIT Inc. COM 05381L101 5,950 247,300 SH Shared-Defined 01 02 223,900 - 23,400
Biomed Realty Trust Inc. COM 09063H107 63,044 2,918,700 SH Shared-Defined 01 02 2,622,500 - 296,200
Boston Properties Inc. COM 101121101 209,447 2,072,500 SH Shared-Defined 01 02 1,703,500 - 369,000
BRE Properties - Cl A COM 05564E106 67,943 1,395,700 SH Shared-Defined 01 02 1,165,400 - 230,300
Brookfield Office Properties
Inc. COM 112900105 17,196 1,001,500 SH Shared-Defined 01 02 880,500 - 121,000
Camden Property Trust COM 133131102 80,376 1,170,300 SH Shared-Defined 01 02 996,800 - 173,500
CubeSmart COM 229663109 26,591 1,683,000 SH Shared-Defined 01 02 1,489,800 - 193,200
DDR Corp COM 251591103 66,774 3,833,200 SH Shared-Defined 01 02 3,408,700 - 424,500
Douglas Emmett Inc. COM 25960P109 13,958 559,900 SH Shared-Defined 01 02 497,500 - 62,400
Dupont Fabros Technology COM 26613Q106 61,833 2,547,700 SH Shared-Defined 01 02 2,177,900 - 369,800
EPR Properties COM 26884U109 74,353 1,428,500 SH Shared-Defined 01 02 1,210,700 - 217,800
Equity Lifestyle Properties COM 29472R108 58,068 756,100 SH Shared-Defined 01 02 646,300 - 109,800
Equity Residential COM 29476L107 241,422 4,384,700 SH Shared-Defined 01 02 3,730,900 - 653,800
Extra Space Storage Inc. COM 30225T102 71,683 1,825,400 SH Shared-Defined 01 02 1,626,000 - 199,400
Federal Realty Invs Trust COM 313747206 143,682 1,329,900 SH Shared-Defined 01 02 1,076,600 - 253,300
First Potomac Realty Trust COM 33610F109 28,095 1,894,500 SH Shared-Defined 01 02 1,681,800 - 212,700
Forest City Enterprises -
Class A COM 345550107 61,932 3,485,200 SH Shared-Defined 01 02 2,926,100 - 559,100
General Growth Properties COM 370023103 3,320 167,000 SH Shared-Defined 01 02 167,000 - -
HCP Inc. COM 40414L109 206,874 4,149,100 SH Shared-Defined 01 02 3,487,200 - 661,900
Health Care Reit Inc. COM 42217K106 85,859 1,264,300 SH Shared-Defined 01 02 1,125,000 - 139,300
Host Hotels & Resorts COM 44107P104 158,062 9,037,307 SH Shared-Defined 01 02 7,483,607 - 1,553,700
Kilroy Realty Corp. COM 49427F108 112,335 2,143,800 SH Shared-Defined 01 02 1,852,200 - 291,600
Liberty Property Trust COM 531172104 90,841 2,285,300 SH Shared-Defined 01 02 1,885,500 - 399,800
Macerich Company COM 554382101 135,159 2,099,400 SH Shared-Defined 01 02 1,816,000 - 283,400
National Retail Properties COM 637417106 36,839 1,018,500 SH Shared-Defined 01 02 902,500 - 116,000
Omega Healthcare Investors COM 681936100 16,631 547,800 SH Shared-Defined 01 02 485,300 - 62,500
Pebblebrook Hotel Trust COM 70509V100 12,990 503,700 SH Shared-Defined 01 02 441,700 - 62,000
Piedmont Office Realty Trust COM 720190206 22,591 1,153,200 SH Shared-Defined 01 02 1,030,000 123,200
ProLogis Inc COM 74340W103 213,161 5,331,700 SH Shared-Defined 01 02 4,478,700 853,000
Public Storage Inc. COM 74460D109 230,430 1,512,800 SH Shared-Defined 01 02 1,268,100 - 244,700
Ramco Gershenson Properties COM 751452202 15,733 936,500 SH Shared-Defined 01 02 884,400 - 52,100
Regency Centers Corp. COM 758849103 60,534 1,144,100 SH Shared-Defined 01 02 1,028,200 - 115,900
Retail Opportunity
Investments Corp. COM 76131N101 30,655 2,188,100 SH Shared-Defined 01 02 1,938,000 - 250,100
Retail Properties of America
Inc. COM 76131V202 18,729 1,265,500 SH Shared-Defined 01 02 1,121,100 - 144,400
RLJ Lodging Trust COM 74965L101 41,546 1,825,400 SH Shared-Defined 01 02 1,617,400 208,000
Simon Property Group COM 828806109 508,486 3,206,900 SH Shared-Defined 01 02 2,714,700 - 492,200
Starwood Hotels & Resorts COM 85590A401 44,541 698,900 SH Shared-Defined 01 02 622,300 - 76,600
Ventas Inc. COM 92276F100 203,921 2,785,802 SH Shared-Defined 01 02 2,340,702 - 445,100
Vornado Realty Trust COM 929042109 137,939 1,649,200 SH Shared-Defined 01 02 1,416,800 - 232,400
Column Totals 4,018,843 84,153,226 72,239,393 - 11,913,833