B&I Capital Ag Top Holdings and 13F Report (2025) About B&I Capital AgInvestment ActivityB&I Capital Ag has $307.54 million in total holdings as of March 31, 2025.B&I Capital Ag owns shares of 30 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 8.39% of the portfolio was purchased this quarter.About 9.95% of the portfolio was sold this quarter.This quarter, B&I Capital Ag has purchased 27 new stocks and bought additional shares in 10 stocks.B&I Capital Ag sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings Prologis $38,506,177American Tower $33,001,216Equinix $26,243,670Welltower $24,144,364Public Storage $12,167,635 Largest New Holdings this Quarter 46284V101 - Iron Mountain $6,595,826 Holding015271109 - Alexandria Real Estate Equities $3,378,928 Holding277276101 - EastGroup Properties $915,099 Holding Largest Purchases this Quarter Iron Mountain 76,660 shares (about $6.60M)Ventas 50,350 shares (about $3.46M)Alexandria Real Estate Equities 36,525 shares (about $3.38M)American Homes 4 Rent 78,540 shares (about $2.97M)Four Corners Property Trust 69,700 shares (about $2.00M) Largest Sales this Quarter Simon Property Group 28,185 shares (about $4.68M)Equinix 5,050 shares (about $4.12M)Safehold 173,100 shares (about $3.24M)Highwoods Properties 94,450 shares (about $2.80M)CubeSmart 58,350 shares (about $2.49M) Sector Allocation Over TimeMap of 500 Largest Holdings ofB&I Capital Ag Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPLDPrologis$38,506,177$1,227,454 ▼-3.1%344,45112.5%FinanceAMTAmerican Tower$33,001,216$1,270,784 ▼-3.7%151,66010.7%FinanceEQIXEquinix$26,243,670$4,117,517 ▼-13.6%32,1878.5%FinanceWELLWelltower$24,144,364$1,037,232 ▲4.5%157,5907.9%FinancePSAPublic Storage$12,167,635$1,912,463 ▼-13.6%40,6554.0%FinanceCUBECubeSmart$12,131,348$2,492,128 ▼-17.0%284,0403.9%FinanceKIMKimco Realty$11,323,681$494,892 ▲4.6%533,1303.7%FinanceUDRUDR$10,403,554$158,095 ▼-1.5%230,3203.4%FinanceSPGSimon Property Group$10,382,491$4,680,965 ▼-31.1%62,5153.4%FinanceVTRVentas$9,822,366$3,462,066 ▲54.4%142,8503.2%FinanceMAAMid-America Apartment Communities$9,470,784$1,156,302 ▼-10.9%56,5153.1%FinanceIRTIndependence Realty Trust$9,269,230$1,217,540 ▼-11.6%436,6103.0%FinancePECOPhillips Edison & Company, Inc.$8,759,242$693,310 ▼-7.3%240,0452.8%FinanceAMHAmerican Homes 4 Rent$7,937,831$2,969,597 ▲59.8%209,9402.6%FinanceOHIOmega Healthcare Investors$7,797,642$2,227,680 ▼-22.2%204,7702.5%FinanceDLRDigital Realty Trust$7,697,539$1,163,515 ▲17.8%53,7202.5%FinanceVREVeris Residential$7,461,382$406,080 ▼-5.2%440,9802.4%FinanceMACMacerich$7,360,779$1,000,153 ▲15.7%428,7002.4%FinanceELSEquity LifeStyle Properties$7,199,731$389,395 ▼-5.1%107,9422.3%FinanceIRMIron Mountain$6,595,826$6,595,826 ▲New Holding76,6602.1%Business ServicesFCPTFour Corners Property Trust$6,256,600$2,000,390 ▲47.0%218,0002.0%FinanceGTYGetty Realty$6,007,762$1,791,291 ▲42.5%192,6802.0%FinanceBXPBoston Properties$5,138,691$1,932,384 ▼-27.3%76,4801.7%FinanceHIWHighwoods Properties$4,981,002$2,799,498 ▼-36.0%168,0501.6%FinanceEPRTEssential Properties Realty Trust$4,848,476$913,920 ▲23.2%148,5441.6%FinanceSAFESafehold$4,575,224$3,240,432 ▼-41.5%244,4031.5%FinanceAREAlexandria Real Estate Equities$3,378,928$3,378,928 ▲New Holding36,5251.1%FinanceVICIVICI Properties$2,345,052$688,282 ▼-22.7%71,8900.8%FinanceSCIService Co. International$1,412,322$75,388 ▲5.6%17,6100.5%Consumer StaplesEGPEastGroup Properties$915,099$915,099 ▲New Holding5,1950.3%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. 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