<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: September 30, 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, Massachuetts November 5, 1999
- ---------------------- --------------------- -----------------
[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: 66
Form 13F Information Table Value Total: $967,265
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 13F INFORMATION TABLE
NAME OF REPORTING MANAGER: AEW CAPITAL MANAGEMENT, L.P.
<TABLE>
<CAPTION>
VALUE SH of
NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT
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<S> <C> <C> <C> <C>
AMB Property Corp Common Stock 00163T109 24,819 1,171,385
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American Real Estate Inv Corp Common Stock 029166105 20,000 1,212,121
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Apartment Invt & Mgmt Common Stock 03748r101 68,746 1,797,288
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Archstone Communities Common Stock 039581103 37,934 1,920,687
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Arden Realty Common Stock 039793104 15,551 715,000
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Avalon Bay Communities Common Stock 053484101 27,740 818,900
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Beacon Capital Common Stock 073561102 1,481 125,000
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Boston Properties, Inc. Common Stock 101121101 29,020 945,650
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Bradley Realty Trust Common Stock 104580105 14,587 793,850
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Cabot Industrial Trust Common Stock 127072106 6,502 337,750
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Camden Property Trust Common Stock 133131102 22,252 827,973
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CarrAmerica Realty Common Stock 144418100 10,204 465,150
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Catellus Development Common Stock 149111106 51 4,300
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Charles E. Smith Res. Common Stock 832197107 22,950 671,300
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Colonial Properties Trust Common Stock 195872106 572 21,400
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Commercial Net Lease Common Stock 202218103 998 93,900
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Cornerstone Pptys Inc. Common Stock 21922H103 39,457 2,613,350
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Cousins Properties Common Stock 222795106 4,777 140,750
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Crescent Real Estate Eqt Common Stock 225756105 11,770 653,900
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Developers Diversified Common Stock 251591103 23,701 1,692,897
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Developers Diversified Realty(P) Preferred Stock 251591806 2,905 140,000
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Duke-Weeks Realty Corp. Common Stock 264411505 47,785 2,450,503
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Duke-Weeks Realty Corporation(Preferred) Preferred Stock 26441yaa 33,513 1,400,000
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<CAPTION>
VOTING AUTHORITY
INVESTMENT OTHER --------------------------------
NAME OF ISSUER DISCRETION MANAGERS SOLE SHARED NONE
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<S> <C> <C> <C> <C> <C>
AMB Property Corp Defined 01 02 03 04 1,171,385
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American Real Estate Inv Corp Defined 01 02 03 04 1,212,121
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Apartment Invt & Mgmt Defined 01 02 03 04 1,797,288
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Archstone Communities Defined 01 02 03 04 1,920,687
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Arden Realty Defined 01 02 03 04 715,000
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Avalon Bay Communities Defined 01 02 03 04 818,900
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Beacon Capital Defined 01 02 03 04 125,000
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Boston Properties, Inc. Defined 01 02 03 04 945,650
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Bradley Realty Trust Defined 01 02 03 04 793,850
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Cabot Industrial Trust Defined 01 02 03 04 337,750
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Camden Property Trust Defined 01 02 03 04 827,973
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CarrAmerica Realty Defined 01 02 03 04 465,150
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Catellus Development Defined 01 02 03 04 4,300
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Charles E. Smith Res. Defined 01 02 03 04 671,300
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Colonial Properties Trust Defined 01 02 03 04 21,400
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Commercial Net Lease Defined 01 02 03 04 93,900
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Cornerstone Pptys Inc. Defined 01 02 03 04 2,613,350
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Cousins Properties Defined 01 02 03 04 140,750
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Crescent Real Estate Eqt Defined 01 02 03 04 653,900
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Developers Diversified Defined 01 02 03 04 1,692,897
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Developers Diversified Realty(P) Defined 01 02 03 04 140,000
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Duke-Weeks Realty Corp. Defined 01 02 03 04 2,450,503
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Duke-Weeks Realty Corporation(Preferred) Defined 01 02 03 04 1,400,000
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</TABLE>
<PAGE>
FORM 13F INFORMATION TABLE
NAME OF REPORTING MANAGER: AEW CAPITAL MANAGEMENT, L.P.
<TABLE>
<CAPTION>
VALUE SH of
NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT
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<S> <C> <C> <C> <C>
Entertainment Pptys Tr Common Stock 29380T105 4,438 303,450
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Equity Office Properties Common Stock 294741103 45,910 1,974,616
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Equity Residential Common Stock 29476l107 26,145 616,984
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Federal Realty Invs Trust Common Stock 313747206 1,987 94,900
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Felcor Lodging Trust Inc Common Stock 31430f101 3,926 224,350
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Franchise Finance Corp Of Am Common Stock 351807102 3,901 166,900
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General Growth Prop Common Stock 370021107 10,008 317,700
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Glimcher Realty Trust Common Stock 379302102 7,775 529,350
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Golf Trust Of America Common Stock 38168b103 19,213 972,804
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Highwoods Properties Common Stock 431284108 17,792 687,620
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Hospitality Properties Common Stock 44106m102 23,832 1,074,100
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Host Marriott Corp. Common Stock 44107p104 11,303 1,189,841
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JP Realty Inc. Common Stock 46624a106 2,019 117,900
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Kilroy Realty Corp. Common Stock 49427f108 11,627 550,400
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Kimco Realty Corp. Common Stock 49446r109 7,951 222,400
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LaSalle Hotel Properties Common Stock 517942108 202 15,600
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Liberty Property Trust Common Stock 531172104 7,743 341,300
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Macerich Company (the) Common Stock 554382101 10,372 448,500
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Mack Cali Realty Corp Common Stock 554489104 2,150 80,200
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Philips Int'l Realty Common Stock 718333107 5,605 355,900
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Post Properties, Inc. Common Stock 737464107 37,260 947,796
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Prentiss Properties Common Stock 740706106 10,644 479,750
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Prime Retail Inc. Common Stock 741570105 5,593 758,400
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Prison Realty Trust Inc. Common Stock 74264N105 7,813 726,800
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<CAPTION>
VOTING AUTHORITY
INVESTMENT OTHER --------------------------------
NAME OF ISSUER DISCRETION MANAGERS SOLE SHARED NONE
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<S> <C> <C> <C> <C> <C>
Entertainment Pptys Tr Defined 01 02 03 04 303,450
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Equity Office Properties Defined 01 02 03 04 1,974,616
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Equity Residential Defined 01 02 03 04 616,984
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Federal Realty Invs Trust Defined 01 02 03 04 94,900
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Felcor Lodging Trust Inc Defined 01 02 03 04 224,350
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Franchise Finance Corp Of Am Defined 01 02 03 04 166,900
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General Growth Prop Defined 01 02 03 04 317,700
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Glimcher Realty Trust Defined 01 02 03 04 529,350
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Golf Trust Of America Defined 01 02 03 04 972,804
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Highwoods Properties Defined 01 02 03 04 687,620
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Hospitality Properties Defined 01 02 03 04 1,074,100
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Host Marriott Corp. Defined 01 02 03 04 1,189,841
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JP Realty Inc. Defined 01 02 03 04 117,900
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Kilroy Realty Corp. Defined 01 02 03 04 550,400
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Kimco Realty Corp. Defined 01 02 03 04 222,400
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LaSalle Hotel Properties Defined 01 02 03 04 15,600
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Liberty Property Trust Defined 01 02 03 04 341,300
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Macerich Company (the) Defined 01 02 03 04 448,500
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Mack Cali Realty Corp Defined 01 02 03 04 80,200
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Philips Int'l Realty Defined 01 02 03 04 355,900
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Post Properties, Inc. Defined 01 02 03 04 947,796
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Prentiss Properties Defined 01 02 03 04 479,750
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Prime Retail Inc. Defined 01 02 03 04 758,400
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Prison Realty Trust Inc. Defined 01 02 03 04 726,800
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</TABLE>
<PAGE>
FORM 13F INFORMATION TABLE
NAME OF REPORTING MANAGER: AEW CAPITAL MANAGEMENT, L.P.
<TABLE>
<CAPTION>
VALUE SH of
NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT
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<S> <C> <C> <C> <C>
Prologis Trust Common Stock 743410102 17,689 937,169
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Public Storage Inc. Common Stock 74460d109 35,011 1,390,028
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Regency Realty Corp. Common Stock 758939102 14,145 673,550
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Rouse Co. Common Stock 779273101 8,742 380,100
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Shurgard Storage Ctrs Common Stock 82567d104 6,853 276,900
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Simon Property Group Common Stock 828806109 30,454 1,357,270
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SL Green Realty Corp Common Stock 78440x101 113 5,500
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SL Green Realty Preferred A Preferred Stock 78440X200 4,936 220,000
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Spieker Properties Inc. Common Stock 848497103 25,700 740,900
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Starwood Hotels & Resorts Common Stock 85590A203 10,516 471,300
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Summit Properties Common Stock 866239106 10,018 502,450
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Sun Communities Inc. Common Stock 866674104 4,168 126,050
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Tanger Factory Outlets Common Stock 875465106 5,644 247,400
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Taubman Centers, Inc. Common Stock 876664103 8,798 765,050
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Trinet Corporate Rlty Common Stock 896287109 1,919 80,600
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Trizec Hahn Corp. Common Stock 896938107 6,025 318,150
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Urban Shopping Ctrs Common Stock 917060105 6,185 212,350
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Vornado Realty Trust. Common Stock 929042109 13,514 415,800
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Wyndham International Common Stock 983101106 4,314 1,643,500
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Column Totals 967,265 44,974,682
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<CAPTION>
VOTING AUTHORITY
INVESTMENT OTHER --------------------------------
NAME OF ISSUER DISCRETION MANAGERS SOLE SHARED NONE
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<S> <C> <C> <C> <C> <C>
Prologis Trust Defined 01 02 03 04 937,169
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Public Storage Inc. Defined 01 02 03 04 1,390,028
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Regency Realty Corp. Defined 01 02 03 04 673,550
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Rouse Co. Defined 01 02 03 04 380,100
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Shurgard Storage Ctrs Defined 01 02 03 04 276,900
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Simon Property Group Defined 01 02 03 04 1,357,270
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SL Green Realty Corp Defined 01 02 03 04 5,500
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SL Green Realty Preferred A Defined 01 02 03 04 220,000
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Spieker Properties Inc. Defined 01 02 03 04 740,900
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Starwood Hotels & Resorts Defined 01 02 03 04 471,300
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Summit Properties Defined 01 02 03 04 502,450
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Sun Communities Inc. Defined 01 02 03 04 126,050
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Tanger Factory Outlets Defined 01 02 03 04 247,400
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Taubman Centers, Inc. Defined 01 02 03 04 765,050
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Trinet Corporate Rlty Defined 01 02 03 04 80,600
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Trizec Hahn Corp. Defined 01 02 03 04 318,150
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Urban Shopping Ctrs Defined 01 02 03 04 212,350
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Vornado Realty Trust. Defined 01 02 03 04 415,800
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Wyndham International Defined 01 02 03 04 1,643,500
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Column Totals 44,974,682
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</TABLE>
