B&I Capital Ag has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $290 Million distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Tower Corp with a value of $34.3M, Prologis, Inc. with a value of $29.5M, Welltower Inc. with a value of $23.5M, Equinix Inc with a value of $20.1M, and Digital Realty Trust, Inc. with a value of $15.1M.

Examining the 13F form we can see an decrease of $12.5M in the current position value, from $303M to 290M.

Below you can find more details about B&I Capital Ag portfolio as well as his latest detailed transactions.

Portfolio value $290 Million
Real Estate: $289 Million
Consumer Cyclical: $1.01 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $290 Million
  • Prior Value $303 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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