Fund HoldingsB&I Capital AG

Total Portfolio Value
$45.33M
Total Bought
$4.01M
Total Sold
$252.75M
Net Transaction
-$248.74M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INVENTRUST PPTYS CORP(IVT)039,800+39,80001,4093.11%+1,409
COUSINS PPTYS INC(CUZ)021,370+21,37006411.41%+641
LXP INDUSTRIAL TRUST(LXP)08,050+8,05004340.96%+434
KILROY REALTY CORP(KRC)09,300+9,30003480.77%+348
EXTRA SPACE STORAGE INC(EXR)02,375+2,37503450.76%+345
BLACKSTONE DIGITAL INFRASTRU015,934+15,93403450.76%+345
AMERICOLD REALTY TRUST INC(COLD)018,450+18,45002900.64%+290
CBRE GROUP INC(CBRE)3,4504,962+1,5124676681.47%+201
VICI PPTYS INC(VICI)46,06026,560-19,5001,2587051.56%-553
SL GREEN RLTY CORP(SLG)104,50014,400-90,1003,8607451.64%-3,115
INDEPENDENCE RLTY TR INC(IRT)294,46049,680-244,7804,3858291.83%-3,555
COUSINS PPTYS INC(CUZ)162,8300-162,8303,6750-3,675
MACERICH CO(MAC)224,23212,032-212,2004,2383030.67%-3,935
AMERICAN HOMES 4 RENT(AMH)185,88030,030-155,8505,1901,0072.22%-4,183
MID-AMER APT CMNTYS INC(MAA)60,22510,825-49,4007,3551,5043.32%-5,851
EQUITY LIFESTYLE PROPERTIES(ELS)124,52217,142-107,3807,7731,1052.44%-6,668
ESSENTIAL PPTYS RLTY TR INC281,28437,600-243,6848,5401,1222.48%-7,417
FOUR CORNERS PPTY TR INC(FCPT)361,23744,130-317,1078,5431,0832.39%-7,460
AMERICAN HEALTHCARE REIT INC(AHR)249,77060,620-189,15011,7793,1616.97%-8,618
PHILLIPS EDISON & CO INC(PECO)277,93135,068-242,86310,4001,4603.22%-8,941
AVALONBAY CMNTYS INC68,53010,820-57,71011,1942,0424.50%-9,153
INVENTRUST PPTYS CORP(IVT)310,2500-310,2509,4500-9,450
CARETRUST REIT INC(CTRE)305,90031,400-274,50011,2111,2672.79%-9,944
IRON MTN INC DEL(IRM)116,46713,535-102,93211,8961,7103.77%-10,186
DIGITAL RLTY TR INC(DLR)66,6919,800-56,89112,0181,7603.88%-10,259
SIMON PPTY GROUP INC NEW(SPG)69,3859,445-59,94012,9422,1124.66%-10,830
PUBLIC STORAGE(PSA)74,40010,150-64,25020,1533,2317.13%-16,923
EQUINIX INC(EQIX)22,8603,704-19,15622,4083,8618.52%-18,547
AMERICAN TOWER CORP NEW(AMT)153,4880-153,48826,4890-26,489
WELLTOWER INC(WELL)176,35825,325-151,03334,8685,74812.68%-29,120
PROLOGIS INC.(PLD)332,72145,009-287,71243,9796,09713.45%-37,882
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