B&I Capital as of Dec. 31, 2025
Portfolio Holdings for B&I Capital
B&I Capital holds 25 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Prologis (PLD) | 13.5 | $38M | 298k | 127.66 | |
| Welltower Inc Com reit (WELL) | 12.0 | $34M | 182k | 185.61 | |
| American Tower Reit (AMT) | 11.2 | $31M | 179k | 175.57 | |
| Equinix (EQIX) | 5.8 | $16M | 22k | 766.16 | |
| Simon Property (SPG) | 4.6 | $13M | 69k | 185.11 | |
| Caretrust Reit (CTRE) | 3.9 | $11M | 304k | 36.16 | |
| Digital Realty Trust (DLR) | 3.9 | $11M | 70k | 154.71 | |
| American Healthcare Reit Com Shs (AHR) | 3.8 | $11M | 227k | 47.06 | |
| Public Storage (PSA) | 3.6 | $10M | 39k | 259.50 | |
| Phillips Edison & Co Common Stock (PECO) | 3.5 | $9.9M | 278k | 35.57 | |
| Iron Mountain (IRM) | 3.4 | $9.5M | 115k | 82.95 | |
| Independence Realty Trust In (IRT) | 3.2 | $8.9M | 511k | 17.48 | |
| Cubesmart (CUBE) | 3.1 | $8.8M | 244k | 36.05 | |
| InvenTrust Properties Corp (IVT) | 3.0 | $8.4M | 299k | 28.21 | |
| Mid-America Apartment (MAA) | 2.7 | $7.6M | 55k | 138.91 | |
| Essential Properties Realty reit (EPRT) | 2.7 | $7.5M | 254k | 29.66 | |
| Four Corners Ppty Tr (FCPT) | 2.6 | $7.4M | 322k | 23.06 | |
| Equity Lifestyle Properties (ELS) | 2.5 | $7.0M | 115k | 60.61 | |
| American Homes 4 Rent Cl A (AMH) | 2.3 | $6.4M | 199k | 32.10 | |
| Udr (UDR) | 2.2 | $6.3M | 172k | 36.68 | |
| Cousins Properties (CUZ) | 1.9 | $5.3M | 207k | 25.78 | |
| Highwoods Properties (HIW) | 1.8 | $4.9M | 191k | 25.82 | |
| Macerich Company (MAC) | 1.4 | $3.9M | 209k | 18.46 | |
| Mack-Cali Realty (VRE) | 1.0 | $2.7M | 185k | 14.88 | |
| Vici Pptys (VICI) | 0.5 | $1.4M | 51k | 28.12 |
