B&I Capital as of March 31, 2025
Portfolio Holdings for B&I Capital
B&I Capital holds 30 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Prologis (PLD) | 12.5 | $39M | 345k | 111.79 | |
| American Tower Reit (AMT) | 10.7 | $33M | 152k | 217.60 | |
| Equinix (EQIX) | 8.5 | $26M | 32k | 815.35 | |
| Welltower Inc Com reit (WELL) | 7.9 | $24M | 158k | 153.21 | |
| Public Storage (PSA) | 4.0 | $12M | 41k | 299.29 | |
| Cubesmart (CUBE) | 3.9 | $12M | 284k | 42.71 | |
| Kimco Realty Corporation (KIM) | 3.7 | $11M | 533k | 21.24 | |
| Udr (UDR) | 3.4 | $10M | 230k | 45.17 | |
| Simon Property (SPG) | 3.4 | $10M | 63k | 166.08 | |
| Ventas (VTR) | 3.2 | $9.8M | 143k | 68.76 | |
| Mid-America Apartment (MAA) | 3.1 | $9.5M | 57k | 167.58 | |
| Independence Realty Trust In (IRT) | 3.0 | $9.3M | 437k | 21.23 | |
| Phillips Edison & Co Common Stock (PECO) | 2.8 | $8.8M | 240k | 36.49 | |
| American Homes 4 Rent Cl A (AMH) | 2.6 | $7.9M | 210k | 37.81 | |
| Omega Healthcare Investors (OHI) | 2.5 | $7.8M | 205k | 38.08 | |
| Digital Realty Trust (DLR) | 2.5 | $7.7M | 54k | 143.29 | |
| Mack-Cali Realty (VRE) | 2.4 | $7.5M | 441k | 16.92 | |
| Macerich Company (MAC) | 2.4 | $7.4M | 429k | 17.17 | |
| Equity Lifestyle Properties (ELS) | 2.3 | $7.2M | 108k | 66.70 | |
| Iron Mountain (IRM) | 2.1 | $6.6M | 77k | 86.04 | |
| Four Corners Ppty Tr (FCPT) | 2.0 | $6.3M | 218k | 28.70 | |
| Getty Realty (GTY) | 2.0 | $6.0M | 193k | 31.18 | |
| Boston Properties (BXP) | 1.7 | $5.1M | 77k | 67.19 | |
| Highwoods Properties (HIW) | 1.6 | $5.0M | 168k | 29.64 | |
| Essential Properties Realty reit (EPRT) | 1.6 | $4.8M | 149k | 32.64 | |
| Safehold (SAFE) | 1.5 | $4.6M | 244k | 18.72 | |
| Alexandria Real Estate Equities (ARE) | 1.1 | $3.4M | 37k | 92.51 | |
| Vici Pptys (VICI) | 0.8 | $2.3M | 72k | 32.62 | |
| Service Corporation International (SCI) | 0.5 | $1.4M | 18k | 80.20 | |
| EastGroup Properties (EGP) | 0.3 | $915k | 5.2k | 176.15 |
