<PAGE>
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: December 31, 1999
Check here if Amendment [ ]; Amendment Number:
This Amendment (check only one): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: AEW Capital Management, L.P.
Address: 225 Franklin Street
Boston, MA 02110
13F File Number: 28-6538
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
Title: Vice President of AEW Capital Management, Inc., General Partner of AEW
Capital Management, L.P.
Phone: (617) 261-9324
Signature, Place and Date of Signing:
/s/ James J. Finnegan Boston, Massachusetts February 8, 2000
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[Signature] [City, State] [Date]
Report Type (Check only one.):
[ X ] 13F HOLDING REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
List of Other Managers Reporting for this Manager:
Form 13F File Number: Name
NONE
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FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 4
Form 13F Information Table Entry Total: 63
Form 13F Information Table Value Total: $978,835
List of Other Included Managers:
<TABLE>
<CAPTION>
No. Form 13 File Number Name
<S> <C> <C>
1 28-6536 AEW Capital Management, Inc.
2 28-5952 MetLife New England Holdings, Inc.
3 28-3714 Metropolitan Life Insurance Company
4 28-6808 Nvest Companies, L.P.
</TABLE>
<PAGE>
FORM 13 F INFORMATION TABLE
Name of Reporting Manager: AEW Capital Management, L.P.
<TABLE>
<CAPTION>
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VALUE SH of INVESTMENT OTHER
NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT DISCRETION MANAGERS
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<S> <C> <C> <C> <C> <C> <C>
AMB Property Corp Common Stock 00163T109 23,670 1,187,225 Defined 01 02 03 04
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Apartment Invt & Mgmt Common Stock 03748r101 73,629 1,849,388 Defined 01 02 03 04
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Archstone Communities Common Stock 039581103 39,007 1,902,787 Defined 01 02 03 04
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Arden Realty Common Stock 039793104 14,912 743,300 Defined 01 02 03 04
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Avalon Bay Communities Common Stock 053484101 28,354 818,900 Defined 01 02 03 04
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Beacon Capital Common Stock 073561102 1,413 119,300 Defined 01 02 03 04
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Boston Properties, Inc. Common Stock 101121101 38,870 1,248,850 Defined 01 02 03 04
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Bradley Realty Trust Common Stock 104580105 13,041 747,850 Defined 01 02 03 04
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Cabot Industrial Trust Common Stock 127072106 6,960 378,750 Defined 01 02 03 04
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Camden Property Trust Common Stock 133131102 20,296 731,373 Defined 01 02 03 04
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CarrAmerica Realty Common Stock 144418100 10,278 480,850 Defined 01 02 03 04
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Charles E. Smith Res. Common Stock 832197107 24,486 692,200 Defined 01 02 03 04
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Colonial Properties Trust Common Stock 195872106 478 20,600 Defined 01 02 03 04
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Cornerstone Pptys Inc. Common Stock 21922H103 38,545 2,635,550 Defined 01 02 03 04
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Cousins Properties Common Stock 222795106 5,116 150,750 Defined 01 02 03 04
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Crescent Real Estate Eqt Common Stock 225756105 12,015 653,900 Defined 01 02 03 04
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Developers Diversified Common Stock 251591103 21,796 1,692,897 Defined 01 02 03 04
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Developers Diversified Realty Preferred Stock 251591806 2,555 140,000 Defined 01 02 03 04
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Duke-Weeks Realty Corp. Common Stock 264411505 53,223 2,729,403 Defined 01 02 03 04
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Duke-Weeks Realty Corporation Preferred Stock 26441yaa 33,513 1,400,000 Defined 01 02 03 04
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Entertainment Pptys Tr Common Stock 29380T105 4,279 324,450 Defined 01 02 03 04
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Equity Office Properties Common Stock 294741103 48,791 1,981,366 Defined 01 02 03 04
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Equity Residential Common Stock 29476l107 26,982 632,084 Defined 01 02 03 04
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<CAPTION>
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VOTING AUTHORITY
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NAME OF ISSUER SOLE SHARED NONE
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<S> <C>
AMB Property Corp 1,187,225
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Apartment Invt & Mgmt 1,849,388
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Archstone Communities 1,902,787
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Arden Realty 743,300
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Avalon Bay Communities 818,900
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Beacon Capital 119,300
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Boston Properties, Inc. 1,248,850
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Bradley Realty Trust 747,850
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Cabot Industrial Trust 378,750
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Camden Property Trust 731,373
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CarrAmerica Realty 480,850
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Charles E. Smith Res. 692,200
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Colonial Properties Trust 20,600
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Cornerstone Pptys Inc. 2,635,550
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Cousins Properties 150,750
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Crescent Real Estate Eqt 653,900
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Developers Diversified 1,692,897
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Developers Diversified Realty 140,000
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Duke-Weeks Realty Corp. 2,729,403
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Duke-Weeks Realty Corporation 1,400,000
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Entertainment Pptys Tr 324,450
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Equity Office Properties 1,981,366
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Equity Residential 632,084
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</TABLE>
<PAGE>
FORM 13 F INFORMATION TABLE
Name of Reporting Manager: AEW Capital Management, L.P.
<TABLE>
<CAPTION>
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VALUE SH of INVESTMENT OTHER
NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT DISCRETION MANAGERS
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<S> <C> <C> <C> <C> <C> <C>
Federal Realty Invs Trust Common Stock 313747206 1,785 94,900 Defined 01 02 03 04
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Felcor Lodging Trust Inc Common Stock 31430f101 1,162 66,400 Defined 01 02 03 04
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Franchise Finance Corp Of Am Common Stock 351807102 6,808 284,400 Defined 01 02 03 04
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General Growth Prop Common Stock 370021107 7,313 261,200 Defined 01 02 03 04
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Glimcher Realty Trust Common Stock 379302102 6,540 507,950 Defined 01 02 03 04
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Golf Trust Of America Common Stock 38168b103 16,165 954,404 Defined 01 02 03 04
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Highwoods Properties Common Stock 431284108 11,997 507,820 Defined 01 02 03 04
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Hospitality Properties Common Stock 44106m102 23,756 1,246,200 Defined 01 02 03 04
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Host Marriott Corp. Common Stock 44107p104 8,302 1,006,341 Defined 01 02 03 04
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JDN Realty Corp. Common Stock 465917102 2,577 159,800 Defined 01 02 03 04
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JP Realty Inc. Common Stock 46624a106 1,842 117,900 Defined 01 02 03 04
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Keystone Property Trust Common Stock 493596100 18,788 1,212,121 Defined 01 02 03 04
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Kilroy Realty Corp. Common Stock 49427f108 12,899 576,500 Defined 01 02 03 04
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Kimco Realty Corp. Common Stock 49446r109 10,694 315,700 Defined 01 02 03 04
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Liberty Property Trust Common Stock 531172104 8,321 336,200 Defined 01 02 03 04
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Macerich Company (the) Common Stock 554382101 10,148 487,600 Defined 01 02 03 04
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Mack Cali Realty Corp Common Stock 554489104 266 10,200 Defined 01 02 03 04
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Philips Int'l Realty Common Stock 718333107 5,998 364,900 Defined 01 02 03 04
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Post Properties, Inc. Common Stock 737464107 36,603 956,946 Defined 01 02 03 04
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Prentiss Properties Common Stock 740706106 12,992 607,800 Defined 01 02 03 04
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Prime Retail Inc. Common Stock 741570105 4,017 714,100 Defined 01 02 03 04
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Prison Realty Trust Inc. Common Stock 74264N105 506 100,000 Defined 01 02 03 04
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Prologis Trust Common Stock 743410102 19,700 1,023,369 Defined 01 02 03 04
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Public Storage Inc. Common Stock 74460d109 33,916 1,494,928 Defined 01 02 03 04
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<CAPTION>
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VOTING AUTHORITY
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NAME OF ISSUER SOLE SHARED NONE
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<S> <C>
Federal Realty Invs Trust 94,900
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Felcor Lodging Trust Inc 66,400
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Franchise Finance Corp Of Am 284,400
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General Growth Prop 261,200
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Glimcher Realty Trust 507,950
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Golf Trust Of America 954,404
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Highwoods Properties 507,820
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Hospitality Properties 1,246,200
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Host Marriott Corp. 1,006,341
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JDN Realty Corp. 159,800
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JP Realty Inc. 117,900
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Keystone Property Trust 1,212,121
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Kilroy Realty Corp. 576,500
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Kimco Realty Corp. 315,700
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Liberty Property Trust 336,200
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Macerich Company (the) 487,600
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Mack Cali Realty Corp 10,200
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Philips Int'l Realty 364,900
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Post Properties, Inc. 956,946
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Prentiss Properties 607,800
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Prime Retail Inc. 714,100
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Prison Realty Trust Inc. 100,000
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Prologis Trust 1,023,369
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Public Storage Inc. 1,494,928
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</TABLE>
<PAGE>
FORM 13 F INFORMATION TABLE
Name of Reporting Manager: AEW Capital Management, L.P.
<TABLE>
<CAPTION>
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VALUE SH of INVESTMENT OTHER
NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT DISCRETION MANAGERS
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<S> <C> <C> <C> <C> <C> <C>
Regency Realty Corp. Common Stock 758939102 13,977 698,850 Defined 01 02 03 04
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Rouse Co. Common Stock 779273101 7,690 361,900 Defined 01 02 03 04
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Shurgard Storage Ctrs Common Stock 82567d104 5,992 258,400 Defined 01 02 03 04
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Simon Property Group Common Stock 828806109 32,174 1,402,670 Defined 01 02 03 04
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SL Green Realty Corp Common Stock 78440x101 65 3,000 Defined 01 02 03 04
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SL Green Realty Preferred A Preferred Stock 78440X200 7,600 320,000 Defined 01 02 03 04
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Spieker Properties Inc. Common Stock 848497103 29,666 814,150 Defined 01 02 03 04
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Starwood Hotels & Resorts Common Stock 85590A203 10,989 467,600 Defined 01 02 03 04
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Summit Properties Common Stock 866239106 9,534 533,350 Defined 01 02 03 04
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Sun Communities Inc. Common Stock 866674104 7,762 241,150 Defined 01 02 03 04
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Tanger Factory Outlets Common Stock 875465106 3,702 178,400 Defined 01 02 03 04
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Taubman Centers, Inc. Common Stock 876664103 9,297 864,850 Defined 01 02 03 04
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Trizec Hahn Corp. Common Stock 896938107 6,790 402,350 Defined 01 02 03 04
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Urban Shopping Ctrs Common Stock 917060105 8,548 315,150 Defined 01 02 03 04
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Vornado Realty Trust. Common Stock 929042109 14,609 449,500 Defined 01 02 03 04
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Wyndham International Common Stock 983101106 5,136 1,748,500 Defined 01 02 03 04
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Column Totals 978,835 45,729,272
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<CAPTION>
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VOTING AUTHORITY
-----------------------------------
NAME OF ISSUER SOLE SHARED NONE
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<S> <C>
Regency Realty Corp. 698,850
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Rouse Co. 361,900
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Shurgard Storage Ctrs 258,400
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Simon Property Group 1,402,670
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SL Green Realty Corp 3,000
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SL Green Realty Preferred A 320,000
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Spieker Properties Inc. 814,150
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Starwood Hotels & Resorts 467,600
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Summit Properties 533,350
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Sun Communities Inc. 241,150
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Tanger Factory Outlets 178,400
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Taubman Centers, Inc. 864,850
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Trizec Hahn Corp. 402,350
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Urban Shopping Ctrs 315,150
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Vornado Realty Trust. 449,500
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Wyndham International 1,748,500
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Column Totals 45,729,272
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</TABLE>
