Fund Holdings — B&I Capital AG

Total Portfolio Value
$288.88M
Total Bought
$14.53M
Total Sold
$25.46M
Net Transaction
-$10.93M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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WELLTOWER INC(WELL)152,790161,440+8,65023,48828,7599.96%+5,271
ALEXANDRIA REAL ESTATE EQ IN52,59378,473+25,8803,8206,5402.26%+2,720
PROLOGIS INC.(PLD)280,201278,811-1,39029,45531,92911.05%+2,475
IRON MTN INC DEL(IRM)78,655102,970+24,3158,06810,4973.63%+2,429
MACERICH CO(MAC)375,570388,432+12,8626,0777,0692.45%+993
SIMON PPTY GROUP INC NEW(SPG)57,74554,035-3,7109,28310,1413.51%+858
VENTAS INC(VTR)150,200144,105-6,0959,48510,0863.49%+601
FOUR CORNERS PPTY TR INC(FCPT)223,100268,787+45,6876,0046,5582.27%+555
AMERICAN TOWER CORP NEW(AMT)155,240180,758+25,51834,31134,76312.03%+452
HIGHWOODS PPTYS INC(HIW)204,510212,920+8,4106,3586,7752.35%+417
INDEPENDENCE RLTY TR INC(IRT)426,460478,360+51,9007,5447,8402.71%+296
ESSENTIAL PPTYS RLTY TR INC204,044226,784+22,7406,5116,7492.34%+238
OMEGA HEALTHCARE INVS INC(OHI)210,420186,240-24,1807,7127,8632.72%+151
PHILLIPS EDISON & CO INC(PECO)227,295231,831+4,5367,9627,9592.76%-3
AMERICAN ASSETS TR INC295,620285,996-9,6245,8385,8112.01%-27
SERVICE CORP INTL(SCI)12,43011,080-1,3501,0129220.32%-90
PUBLIC STORAGE(PSA)37,25537,215-4010,93110,7503.72%-182
VICI PPTYS INC(VICI)54,94047,960-6,9801,7911,5640.54%-227
COUSINS PPTYS INC(CUZ)209,960209,980+206,3056,0772.10%-228
EQUITY LIFESTYLE PPTYS INC(ELS)118,042114,872-3,1707,2806,9732.41%-307
KIMCO RLTY CORP(KIM)430,780398,042-32,7389,0558,6973.01%-358
CUBESMART(CUBE)273,640276,190+2,55011,63011,2303.89%-400
AMERICAN HOMES 4 RENT(AMH)205,540206,980+1,4407,4146,8822.38%-532
EASTGROUP PPTYS INC(EGP)3,8250-3,8256390—-639
MID-AMER APT CMNTYS INC(MAA)54,36549,475-4,8908,0476,9132.39%-1,133
EQUINIX INC(EQIX)25,28223,890-1,39220,11118,7126.48%-1,399
SAFEHOLD INC(SAFE)225,983126,174-99,8093,5161,9540.68%-1,562
UDR INC(UDR)188,470155,770-32,7007,6955,8042.01%-1,891
VERIS RESIDENTIAL INC455,080184,640-270,4406,7762,8070.97%-3,970
GETTY RLTY CORP NEW(GTY)171,3300-171,3304,7360—-4,736
DIGITAL RLTY TR INC(DLR)86,71159,341-27,37015,11610,2593.55%-4,857
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B&I Capital AG — 13F Holdings — Q3 2025 | TickerTrail