Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
B&I Capital AG (CIK 1843527) reported $294.1M across 24 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PLD ($44.0M, 14.96%), WELL ($34.9M, 11.86%), AMT ($26.5M, 9.01%), EQIX ($22.4M, 7.62%), PSA ($20.2M, 6.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PLD | PROLOGIS INC. | $44.0M | 14.96% | 332,721 | Added |
| 2 | WELL | WELLTOWER INC | $34.9M | 11.86% | 176,358 | Trimmed |
| 3 | AMT | AMERICAN TOWER CORP NEW | $26.5M | 9.01% | 153,488 | Trimmed |
| 4 | EQIX | EQUINIX INC | $22.4M | 7.62% | 22,860 | Added |
| 5 | PSA | PUBLIC STORAGE OPER CO | $20.2M | 6.85% | 74,400 | Added |
| 6 | SPG | SIMON PPTY GROUP INC NEW | $12.9M | 4.40% | 69,385 | Hold |
| 7 | DLR | DIGITAL RLTY TR INC | $12.0M | 4.09% | 66,691 | Trimmed |
| 8 | IRM | IRON MTN INC DEL | $11.9M | 4.05% | 116,467 | Added |
| 9 | AHR | AMERICAN HEALTHCARE REIT INC | $11.8M | 4.01% | 249,770 | Added |
| 10 | CTRE | CARETRUST REIT INC | $11.2M | 3.81% | 305,900 | Added |
| 11 | AVB | AVALONBAY CMNTYS INC | $11.2M | 3.81% | 68,530 | New |
| 12 | PECO | PHILLIPS EDISON & CO INC | $10.4M | 3.54% | 277,931 | Hold |
| 13 | IVT | INVENTRUST PPTYS CORP | $9.5M | 3.21% | 310,250 | Added |
| 14 | FCPT | FOUR CORNERS PPTY TR INC | $8.5M | 2.91% | 361,237 | Added |
| 15 | EPRT | ESSENTIAL PPTYS RLTY TR INC | $8.5M | 2.90% | 281,284 | Added |
| 16 | ELS | EQUITY LIFESTYLE PPTYS INC | $7.8M | 2.64% | 124,522 | Added |
| 17 | MAA | MID-AMER APT CMNTYS INC | $7.4M | 2.50% | 60,225 | Added |
| 18 | AMH | AMERICAN HOMES 4 RENT | $5.2M | 1.76% | 185,880 | Trimmed |
| 19 | IRT | INDEPENDENCE RLTY TR INC | $4.4M | 1.49% | 294,460 | Trimmed |
| 20 | MAC | MACERICH CO | $4.2M | 1.44% | 224,232 | Added |
| 21 | SLG | SL GREEN RLTY CORP | $3.9M | 1.31% | 104,500 | New |
| 22 | CUZ | COUSINS PPTYS INC | $3.7M | 1.25% | 162,830 | Trimmed |
| 23 | VICI | VICI PPTYS INC | $1.3M | 0.43% | 46,060 | Trimmed |
| 24 | CBRE | CBRE GROUP INC | $467,337 | 0.16% | 3,450 | New |
| 25 | CUBE | CUBESMART | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31