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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, 2000
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: Two Seaport Lane
Boston, MA 02210-2021
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:
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<S> <C> <C>
/s/JAMES J. FINNEGAN BOSTON, MASSACHUETTS NOVEMBER 30, 2000
[Signature] [City, State] [Date]
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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: 1,449,301
List of Other Included Managers:
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<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.
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FORM 13F INFORMATION TABLE
Name of Reporting Manager: AEW Capital Management, L.P.
<TABLE>
<CAPTION>
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VALUE SH or INVESTMENT
NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT DISCRETION
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<S> <C> <C> <C> <C> <C>
AMB Property Corp Common Stock 00163T109 29,075 1,183,700 Shared-Defined
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AMB(Restricted shares) Common Stock 00163T109 5,643 229,725 Shared-Defined
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Apartment Invt & Mgmt Common Stock 03748r101 121,142 2,629,940 Shared-Defined
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Archstone Communities Common Stock 039581103 43,683 1,778,437 Shared-Defined
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Arden Realty Common Stock 039793104 21,933 818,000 Shared-Defined
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Avalon Bay Communities Common Stock 053484101 44,203 926,930 Shared-Defined
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Beacon Capital Common Stock 073561102 12,654 1,488,725 Shared-Defined
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Boston Properties, Inc. Common Stock 101121101 72,704 1,693,250 Shared-Defined
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BRE Properties - Cl A Common Stock 05564e106 6 200 Shared-Defined
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Brookfield Properties Corp. Common Stock 112900105 5,151 318,200 Shared-Defined
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Cabot Industrial Trust Common Stock 127072106 8,499 426,300 Shared-Defined
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Camden Property Trust Common Stock 133131102 28,264 911,756 Shared-Defined
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CarrAmerica Realty Common Stock 144418100 18,988 627,700 Shared-Defined
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Catellus Development Common Stock 149111106 1,345 76,850 Shared-Defined
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Charles E. Smith Res. Common Stock 832197107 39,329 866,750 Shared-Defined
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Chelsea GCA Realty Inc Common Stock 163262108 17,468 497,300 Shared-Defined
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Cousins Properties Common Stock 222795106 6,866 159,450 Shared-Defined
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Crescent Real Estate Eqt Common Stock 225756105 15,638 700,850 Shared-Defined
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Crown Castle Int. Common Stock 228227104 6,528 210,165 Shared-Defined
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Cypress Communications Inc. Common Stock 232743104 3,202 1,205,484 Shared-Defined
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Developers Diversified Common Stock 251591103 22,189 1,723,447 Shared-Defined
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Duke-Weeks Realty Corp. Common Stock 264411505 75,673 3,136,722 Shared-Defined
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Equity Office Properties Common Stock 294741103 96,464 3,105,483 Shared-Defined
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</TABLE>
<TABLE>
<CAPTION>
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VOTING AUTHORITY
OTHER -----------------------------------------
NAME OF ISSUER MANAGERS SOLE SHARED NONE
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<S> <C> <C> <C> <C>
AMB Property Corp 01 02 03 04 1,183,700
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AMB(Restricted shares) 01 02 03 04 229,725
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Apartment Invt & Mgmt 01 02 03 04 2,629,940
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Archstone Communities 01 02 03 04 1,778,437
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Arden Realty 01 02 03 04 818,000
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Avalon Bay Communities 01 02 03 04 926,930
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Beacon Capital 01 02 03 04 1,488,725
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Boston Properties, Inc. 01 02 03 04 1,693,250
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BRE Properties - Cl A 01 02 03 04 200
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Brookfield Properties Corp 01 02 03 04 318,200
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Cabot Industrial Trust 01 02 03 04 426,300
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Camden Property Trust 01 02 03 04 911,756
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CarrAmerica Realty 01 02 03 04 627,700
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Catellus Development 01 02 03 04 76,850
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Charles E. Smith Res. 01 02 03 04 866,750
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Chelsea GCA Realty Inc 01 02 03 04 497,300
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Cousins Properties 01 02 03 04 159,450
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Crescent Real Estate Eqt 01 02 03 04 700,850
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Crown Castle Int. 01 02 03 04 210,165
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Cypress Communications Inc 01 02 03 04 1,205,484
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Developers Diversified 01 02 03 04 1,723,447
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Duke-Weeks Realty Corp. 01 02 03 04 3,136,722
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Equity Office Properties 01 02 03 04 3,105,483
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</TABLE>
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FORM 13F INFORMATION TABLE
Name of Reporting Manager: AEW Capital Management, L.P.
<TABLE>
<CAPTION>
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VALUE SH or INVESTMENT
NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT DISCRETION
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<S> <C> <C> <C> <C> <C>
Equity Residential Common Stock 29476l107 47,765 995,113 Shared-Defined
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Federal Realty Invs Trust Common Stock 313747206 1,123 58,700 Shared-Defined
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Felcor Lodging Trust Inc Common Stock 31430f101 1,050 45,400 Shared-Defined
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Franchise Finance Corp Of Am Common Stock 351807102 8,350 371,100 Shared-Defined
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General Growth Prop Common Stock 370021107 31,409 975,803 Shared-Defined
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Glimcher Realty Trust Common Stock 379302102 491 32,850 Shared-Defined
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Golf Trust Of America Common Stock 38168b103 10,837 802,704 Shared-Defined
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Great Lakes Reit, Inc. Common Stock 390752103 231 13,300 Shared-Defined
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Highwoods Properties Common Stock 431284108 11,631 492,320 Shared-Defined
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Home Properties of NY Inc Common Stock 437306103 9,876 330,579 Shared-Defined
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Hospitality Properties Common Stock 44106m102 31,332 1,340,400 Shared-Defined
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Host Marriott Corp. Common Stock 44107p104 14,428 1,282,491 Shared-Defined
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Internap Network Services Common Stock 45885A102 42,413 1,312,583 Shared-Defined
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JP Realty Inc. Common Stock 46624a106 1,677 92,850 Shared-Defined
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Keystone Property Trust Common Stock 493596100 19,120 1,529,582 Shared-Defined
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Kilroy Realty Corp. Common Stock 49427f108 21,986 823,850 Shared-Defined
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Kimco Realty Corp. Common Stock 49446r109 22,155 524,375 Shared-Defined
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Liberty Property Trust Common Stock 531172104 11,776 428,200 Shared-Defined
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Macerich Company (the) Common Stock 554382101 9,741 458,400 Shared-Defined
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Pacific Gulf Properties Common Stock 694396102 16,041 599,650 Shared-Defined
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Pan Pacific Retail
Properties, Inc. Common Stock 69806L104 6,314 315,700 Shared-Defined
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Philips Int'l Realty Common Stock 718333107 6,309 365,750 Shared-Defined
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Pinnacle Holdings Inc Common Stock 72346N101 1,713 64,356 Shared-Defined
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Post Properties, Inc. Common Stock 737464107 50,596 1,161,468 Shared-Defined
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</TABLE>
<TABLE>
<CAPTION>
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VOTING AUTHORITY
OTHER -----------------------------------------
NAME OF ISSUER MANAGERS SOLE SHARED NONE
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<S> <C> <C> <C> <C>
Equity Residential 01 02 03 04 995,113
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Federal Realty Invs Trust 01 02 03 04 58,700
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Felcor Lodging Trust Inc 01 02 03 04 45,400
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Franchise Finance Corp Of Am 01 02 03 04 371,100
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General Growth Prop 01 02 03 04 975,803
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Glimcher Realty Trust 01 02 03 04 32,850
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Golf Trust Of America 01 02 03 04 802,704
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Great Lakes Reit, Inc. 01 02 03 04 13,300
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Highwoods Properties 01 02 03 04 492,320
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Home Properties of NY Inc 01 02 03 04 330,579
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Hospitality Properties 01 02 03 04 1,340,400
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Host Marriott Corp. 01 02 03 04 1,282,491
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Internap Network Services 01 02 03 04 1,312,583
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JP Realty Inc. 01 02 03 04 92,850
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Keystone Property Trust 01 02 03 04 1,529,582
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Kilroy Realty Corp. 01 02 03 04 823,850
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Kimco Realty Corp. 01 02 03 04 524,375
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Liberty Property Trust 01 02 03 04 428,200
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Macerich Company (the) 01 02 03 04 458,400
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Pacific Gulf Properties 01 02 03 04 599,650
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Pan Pacific Retail
Properties, Inc. 01 02 03 04 315,700
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Philips Int'l Realty 01 02 03 04 365,750
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Pinnacle Holdings Inc 01 02 03 04 64,356
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Post Properties, Inc. 01 02 03 04 1,161,468
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</TABLE>
<PAGE>
FORM 13F INFORMATION TABLE
Name of Reporting Manager: AEW Capital Management, L.P.
<TABLE>
<CAPTION>
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VALUE SH or INVESTMENT
NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT DISCRETION
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<S> <C> <C> <C> <C> <C>
Prentiss Properties Common Stock 740706106 32,669 1,250,500 Shared-Defined
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Prologis Trust Common Stock 743410102 39,349 1,656,811 Shared-Defined
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Public Storage Inc. Common Stock 74460d109 45,259 1,890,711 Shared-Defined
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Reckson Assoc. Rlty Common Stock 75621k106 2,641 103,572 Shared-Defined
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Regency Realty Corp. Common Stock 758939102 20,723 903,450 Shared-Defined
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Rouse Co. Common Stock 779273101 11,380 456,350 Shared-Defined
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Shurgard Storage Ctrs Common Stock 82567d104 5,723 253,650 Shared-Defined
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Simon Property Group Common Stock 828806109 33,322 1,421,732 Shared-Defined
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SL Green Realty Corp Common Stock 78440x101 9,741 347,147 Shared-Defined
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Spieker Properties Inc. Common Stock 848497103 55,559 965,200 Shared-Defined
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Starwood Hotels & Resorts Common Stock 85590A203 20,369 651,800 Shared-Defined
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Summit Properties Common Stock 866239106 14,121 586,850 Shared-Defined
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Sun Communities Inc. Common Stock 866674104 10,857 343,300 Shared-Defined
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Taubman Centers, Inc. Common Stock 876664103 4,660 403,050 Shared-Defined
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Trizec Hahn Corp. Common Stock 896938107 5,675 337,550 Shared-Defined
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Urban Shopping Ctrs Common Stock 917060105 23,197 488,350 Shared-Defined
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Vornado Realty Trust. Common Stock 929042109 37,026 997,326 Shared-Defined
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Weingarten Realty Investors Common Stock 948741103 297 7,300 Shared-Defined
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Wyndham International Common Stock 983101106 1,722 950,300 Shared-Defined
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Column Totals 1,449,301 53,147,837
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</TABLE>
<TABLE>
<CAPTION>
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VOTING AUTHORITY
OTHER -----------------------------------------
NAME OF ISSUER MANAGERS SOLE SHARED NONE
- ---------------------------------------------------------------------------------------
<S> <C> <C> <C> <C>
Prentiss Properties 01 02 03 04 1,250,500
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Prologis Trust 01 02 03 04 1,656,811
- ---------------------------------------------------------------------------------------
Public Storage Inc. 01 02 03 04 1,890,711
- ---------------------------------------------------------------------------------------
Reckson Assoc. Rlty 01 02 03 04 103,572
- ---------------------------------------------------------------------------------------
Regency Realty Corp. 01 02 03 04 903,450
- ---------------------------------------------------------------------------------------
Rouse Co. 01 02 03 04 456,350
- ---------------------------------------------------------------------------------------
Shurgard Storage Ctrs 01 02 03 04 253,650
- ---------------------------------------------------------------------------------------
Simon Property Group 01 02 03 04 1,421,732
- ---------------------------------------------------------------------------------------
SL Green Realty Corp 01 02 03 04 347,147
- ---------------------------------------------------------------------------------------
Spieker Properties Inc. 01 02 03 04 965,200
- ---------------------------------------------------------------------------------------
Starwood Hotels & Resorts 01 02 03 04 651,800
- ---------------------------------------------------------------------------------------
Summit Properties 01 02 03 04 586,850
- ---------------------------------------------------------------------------------------
Sun Communities Inc. 01 02 03 04 343,300
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Taubman Centers, Inc. 01 02 03 04 403,050
- ---------------------------------------------------------------------------------------
Trizec Hahn Corp. 01 02 03 04 337,550
- ---------------------------------------------------------------------------------------
Urban Shopping Ctrs 01 02 03 04 488,350
- ---------------------------------------------------------------------------------------
Vornado Realty Trust. 01 02 03 04 997,326
- ---------------------------------------------------------------------------------------
Weingarten Realty Investors 01 02 03 04 7,300
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Wyndham International 01 02 03 04 950,300
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Column Totals 53,147,837
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</TABLE>
