account_balance
Investment manager · 13F filer · SEC CIK 1843527
B&I Capital AG
Reported value$41.9Mas of Sep 30, 2026
Positions29 4 new, 3 sold out
Top 10 weight68.8%PLD alone is 14%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PLDPrologis, Inc.
14.0%
WELLWelltower Inc.
13.4%Trimmed −4%
EQIXEquinix Inc
8.9%
AHRAmerican Healthcare REIT, Inc.
7.2%Trimmed −3%
PSAPublic Storage
5.9%Trimmed −14%
SPGSimon Property Group Inc.
4.5%
VMRKVivmark Residential
4.4%New
DLRDigital Realty Trust, Inc.
4.2%Added +2%
IRMIron Mountain Inc
3.2%−11%
PECOPhillips Edison & Company, Inc.
3.1%
MAAMid America Apartment Communities Inc.
3.0%
IVTInvenTrust Properties Corp.
2.9%
PLDPrologis, Inc.
14.0%
WELLWelltower Inc.
13.4%Trimmed −4%
EQIXEquinix Inc
8.9%
AHRAmerican Healthcare REIT, Inc.
7.2%−3%
PSAPublic Storage
5.9%−14%
SPGSimon Property Group Inc.
4.5%
VMRKVivmark Residential
4.4%
DLRDigital Realty Trust, Inc.
4.2%
IRM3.2%PECOMAA3.0%IVT2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PLD Prologis, Inc. 14.0% HeldWELL Welltower Inc. 13.4% Trimmed −4%EQIX Equinix Inc 8.9% HeldAHR American Healthcare REIT, Inc. 7.2% Trimmed −3%PSA Public Storage 5.9% Trimmed −14%SPG Simon Property Group Inc. 4.5% HeldVMRK Vivmark Residential 4.4% NewDLR Digital Realty Trust, Inc. 4.2% Added +2%IRM Iron Mountain Inc 3.2% Trimmed −11%PECO Phillips Edison & Company, Inc. 3.1% HeldMAA Mid America Apartment Communities Inc. 3.0% HeldIVT InvenTrust Properties Corp. 2.9% Held
What changed
Biggest moves since Jun 30, 2026
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