Fund HoldingsB&I Capital AG

Total Portfolio Value
$345.00M
Total Bought
$35.15M
Total Sold
$41.30M
Net Transaction
-$6.15M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
PUBLIC STORAGE OPER CO(PSA)047,780+47,780017,3865.04%+17,386
MID-AMER APT CMNTYS INC(MAA)38,59571,435+32,8405,50411,3513.29%+5,847
CUBESMART(CUBE)189,490250,890+61,4008,55913,5053.91%+4,946
CROWN CASTLE INC(CCI)216,210214,970-1,24021,12425,5027.39%+4,378
HIGHWOODS PPTYS INC(HIW)0124,000+124,00004,1551.20%+4,155
WELLTOWER INC(WELL)255,750240,300-15,45026,66230,7668.92%+4,104
SBA COMMUNICATIONS CORP NEW(SBAC)56,37956,379011,06713,5703.93%+2,503
OMEGA HEALTHCARE INVS INC(OHI)209,390225,290+15,9007,1729,1692.66%+1,998
SIMON PPTY GROUP INC NEW(SPG)108,630105,530-3,10016,49017,8375.17%+1,347
KIMCO RLTY CORP(KIM)466,530447,730-18,8009,07910,3963.01%+1,318
VERIS RESIDENTIAL INC539,390518,090-21,3008,0919,2532.68%+1,162
SUN CMNTYS INC(SUI)88,99885,798-3,20010,71011,5963.36%+886
AMERICAN HOMES 4 RENT(AMH)312,958324,258+11,30011,63012,4483.61%+819
INDEPENDENCE RLTY TR INC(IRT)581,660567,460-14,20010,90011,6333.37%+733
PHILLIPS EDISON & CO INC(PECO)222,795212,545-10,2507,2888,0152.32%+727
UDR INC(UDR)256,770248,570-8,20010,56611,2703.27%+704
SAFEHOLD INC(SAFE)289,427238,127-51,3005,5836,2461.81%+663
GETTY RLTY CORP NEW(GTY)139,730135,230-4,5003,7254,3021.25%+576
ESSENTIAL PPTYS RLTY TR INC145,344131,744-13,6004,0274,4991.30%+472
FOUR CORNERS PPTY TR INC(FCPT)162,600148,300-14,3004,0114,3471.26%+335
REXFORD INDL RLTY INC(REXR)243,336219,636-23,70010,85011,0503.20%+200
INNOVATIVE INDL PPTYS INC(IIPR)15,16013,775-1,3851,6561,8540.54%+198
PROLOGIS INC.(PLD)330,931295,131-35,80037,16737,26910.80%+102
VICI PPTYS INC(VICI)131,700115,900-15,8003,7723,8611.12%+89
EQUINIX INC(EQIX)46,88739,977-6,91035,47535,48510.29%+10
HUDSON PAC PPTYS INC1,699,2831,652,783-46,5008,1747,9002.29%-273
ALEXANDRIA REAL ESTATE EQ IN92,66787,067-5,60010,83910,3393.00%-500
VESTA REAL ESTATE CORP(VTMX)90,8000-90,8002,7230-2,723
NATIONAL STORAGE AFFILIATES(NSA)480,2690-480,26919,7970-19,797
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