Fund HoldingsB&I Capital AG

Total Portfolio Value
$281.20M
Total Bought
$57.37M
Total Sold
$61.53M
Net Transaction
-$4.16M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
CARETRUST REIT INC(CTRE)0303,900+303,900010,9893.91%+10,989
AMERICAN HEALTHCARE REIT INC(AHR)0226,570+226,570010,6623.79%+10,662
INVENTRUST PPTYS CORP(IVT)0299,250+299,25008,4423.00%+8,442
PROLOGIS INC.(PLD)278,811297,721+18,91031,92938,00713.52%+6,078
COUSINS PPTYS INC(CUZ)0206,730+206,73005,3291.90%+5,329
WELLTOWER INC(WELL)161,440181,840+20,40028,75933,75112.00%+4,992
SIMON PPTY GROUP INC NEW(SPG)54,03569,385+15,35010,14112,8444.57%+2,703
PHILLIPS EDISON & CO INC(PECO)231,831277,931+46,1007,9599,8863.52%+1,927
INDEPENDENCE RLTY TR INC(IRT)478,360510,860+32,5007,8408,9303.18%+1,090
FOUR CORNERS PPTY TR INC(FCPT)268,787321,787+53,0006,5587,4202.64%+862
ESSENTIAL PPTYS RLTY TR INC226,784253,484+26,7006,7497,5182.67%+769
MID-AMER APT CMNTYS INC(MAA)49,47554,975+5,5006,9137,6372.72%+723
DIGITAL RLTY TR INC(DLR)59,34169,991+10,65010,25910,8283.85%+569
UDR INC(UDR)155,770171,870+16,1005,8046,3042.24%+500
EQUITY LIFESTYLE PPTYS INC(ELS)114,872115,022+1506,9736,9712.48%-1
VERIS RESIDENTIAL INC184,640184,64002,8072,7470.98%-59
VICI PPTYS INC(VICI)47,96051,360+3,4001,5641,4440.51%-120
AMERICAN HOMES 4 RENT(AMH)206,980199,180-7,8006,8826,3942.27%-488
PUBLIC STORAGE OPER CO(PSA)37,21539,000+1,78510,75010,1213.60%-629
SERVICE CORP INTL(SCI)11,0800-11,0809220-922
IRON MTN INC DEL(IRM)102,970114,720+11,75010,4979,5163.38%-981
HIGHWOODS PPTYS INC(HIW)212,920190,820-22,1006,7754,9271.75%-1,848
SAFEHOLD INC(SAFE)126,1740-126,1741,9540-1,954
EQUINIX INC(EQIX)23,89021,460-2,43018,71216,4425.85%-2,270
CUBESMART(CUBE)276,190243,840-32,35011,2308,7903.13%-2,439
MACERICH CO(MAC)388,432209,232-179,2007,0693,8621.37%-3,207
AMERICAN TOWER CORP NEW(AMT)180,758179,058-1,70034,76331,43711.18%-3,326
AMERICAN ASSETS TR INC285,9960-285,9965,8110-5,811
COUSINS PPTYS INC(CUZ)209,9800-209,9806,0770-6,077
ALEXANDRIA REAL ESTATE EQ IN78,4730-78,4736,5400-6,540
OMEGA HEALTHCARE INVS INC(OHI)186,2400-186,2407,8630-7,863
KIMCO RLTY CORP(KIM)398,0420-398,0428,6970-8,697
VENTAS INC(VTR)144,1050-144,10510,0860-10,086
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