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Size ($ in 1000's)
At 03/31/2024: $315,597
At 12/31/2023: $317,570
B&I Capital AG holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from B&I Capital AG 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the B&I Capital AG top holdings by largest position size, as per the latest 13f filing made by B&I Capital AG.
In the B&I Capital AG-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by B&I Capital AG in that top holding, then the share count change between reporting periods, and finally the B&I Capital AG top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| EQUINIX INC |
47,377 |
+3,870 |
$39,102 | | EQIX | 47,377 | +3,870 | $39,102 | | PROLOGIS INC. |
293,331 |
+9,080 |
$38,198 | | PLD | 293,331 | +9,080 | $38,198 | | WELLTOWER INC |
284,250 |
+9,400 |
$26,560 | | WELL | 284,250 | +9,400 | $26,560 | | CROWN CASTLE INC |
216,210 |
-2,750 |
$22,882 | | CCI | 216,210 | -2,750 | $22,882 | | NATIONAL STORAGE AFFILIATES |
529,569 |
+105,750 |
$20,738 | | NSA | 529,569 | +105,750 | $20,738 | | SIMON PPTY GROUP INC NEW |
108,230 |
-10,750 |
$16,937 | | SPG | 108,230 | -10,750 | $16,937 | | ALEXANDRIA REAL ESTATE EQ IN |
104,467 |
-13,750 |
$13,467 | | ARE | 104,467 | -13,750 | $13,467 | | SBA COMMUNICATIONS CORP NEW |
56,379 |
+2,700 |
$12,217 | | SBAC | 56,379 | +2,700 | $12,217 | | AMERICAN HOMES 4 RENT |
312,958 |
+39,825 |
$11,511 | | AMH | 312,958 | +39,825 | $11,511 | | SUN CMNTYS INC |
88,998 |
+3,000 |
$11,443 | | SUI | 88,998 | +3,000 | $11,443 | | REXFORD INDL RLTY INC |
224,286 |
+5,700 |
$11,282 | | REXR | 224,286 | +5,700 | $11,282 | | CUBESMART |
205,440 |
+57,400 |
$9,290 | | CUBE | 205,440 | +57,400 | $9,290 | | KIMCO RLTY CORP |
466,530 |
+13,600 |
$9,149 | | KIM | 466,530 | +13,600 | $9,149 | | HUDSON PAC PPTYS INC |
1,377,250 |
+996,500 |
$8,883 | | HPP | 1,377,250 | +996,500 | $8,883 | | APARTMENT INCOME REIT CORP |
254,846 |
-1,650 |
$8,275 | | AIRC | 254,846 | -1,650 | $8,275 | | UDR INC |
218,270 |
-8,950 |
$8,165 | | UDR | 218,270 | -8,950 | $8,165 | | SAFEHOLD INC |
395,486 |
-6,200 |
$8,147 | | SAFE | 395,486 | -6,200 | $8,147 | | PHILLIPS EDISON & CO INC |
222,795 |
UNCH |
$7,992 | | PECO | 222,795 | UNCH | $7,992 | | OMEGA HEALTHCARE INVS INC |
213,990 |
+8,800 |
$6,777 | | OHI | 213,990 | +8,800 | $6,777 | | VERIS RESIDENTIAL INC |
412,290 |
UNCH |
$6,271 | | VRE | 412,290 | UNCH | $6,271 | | FOUR CORNERS PPTY TR INC |
180,000 |
UNCH |
$4,405 | | FCPT | 180,000 | UNCH | $4,405 | | GETTY RLTY CORP NEW |
155,730 |
+4,750 |
$4,259 | | GTY | 155,730 | +4,750 | $4,259 | | ESSENTIAL PPTYS RLTY TR INC |
159,144 |
-82,160 |
$4,243 | | EPRT | 159,144 | -82,160 | $4,243 | | VICI PPTYS INC |
131,700 |
+39,200 |
$3,923 | | VICI | 131,700 | +39,200 | $3,923 |
See Full List: All Stocks Held By B&I Capital AG
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By B&I Capital AG
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