B&I Capital Ag Top Holdings and 13F Report (2025) About B&I Capital AgInvestment ActivityB&I Capital Ag has $293.97 million in total holdings as of June 30, 2025.B&I Capital Ag owns shares of 31 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 8.37% of the portfolio was purchased this quarter.About 9.60% of the portfolio was sold this quarter.This quarter, B&I Capital Ag has purchased 30 new stocks and bought additional shares in 11 stocks.B&I Capital Ag sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings American Tower $34,311,145Prologis $29,454,729Welltower $23,488,407Equinix $20,111,073Digital Realty Trust $15,116,329 Largest New Holdings this Quarter 222795502 - Cousins Properties $6,305,099 Holding024013104 - American Assets Trust $5,838,495 Holding Largest Purchases this Quarter Cousins Properties 209,960 shares (about $6.31M)American Assets Trust 295,620 shares (about $5.84M)Digital Realty Trust 32,991 shares (about $5.75M)Essential Properties Realty Trust 55,500 shares (about $1.77M)Alexandria Real Estate Equities 16,068 shares (about $1.17M) Largest Sales this Quarter Prologis 64,250 shares (about $6.75M)Equinix 6,905 shares (about $5.49M)Kimco Realty 102,350 shares (about $2.15M)United Dominion Realty Trust 41,850 shares (about $1.71M)Public Storage 3,400 shares (about $997.63K) 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 PortfolioSectorAMTAmerican Tower$34,311,145$791,252 ▲2.4%155,24011.7%FinancePLDPrologis$29,454,729$6,753,960 ▼-18.7%280,20110.0%FinanceWELLWelltower$23,488,407$737,904 ▼-3.0%152,7908.0%FinanceEQIXEquinix$20,111,073$5,492,720 ▼-21.5%25,2826.8%FinanceDLRDigital Realty Trust$15,116,329$5,751,321 ▲61.4%86,7115.1%FinanceCUBECubeSmart$11,629,700$442,000 ▼-3.7%273,6404.0%FinancePSAPublic Storage$10,931,362$997,628 ▼-8.4%37,2553.7%FinanceVTRVentas$9,485,130$464,153 ▲5.1%150,2003.2%FinanceSPGSimon Property Group$9,283,086$766,825 ▼-7.6%57,7453.2%FinanceKIMKimco Realty$9,054,996$2,151,397 ▼-19.2%430,7803.1%FinanceIRMIron Mountain$8,067,643$204,627 ▲2.6%78,6552.7%Business ServicesMAAMid-America Apartment Communities$8,046,564$318,222 ▼-3.8%54,3652.7%FinancePECOPhillips Edison & Company, Inc.$7,962,144$446,633 ▼-5.3%227,2952.7%FinanceOHIOmega Healthcare Investors$7,711,893$207,073 ▲2.8%210,4202.6%FinanceUDRUnited Dominion Realty Trust$7,695,230$1,708,735 ▼-18.2%188,4702.6%FinanceIRTIndependence Realty Trust$7,544,077$179,553 ▼-2.3%426,4602.6%FinanceAMHAmerican Homes 4 Rent$7,413,828$158,708 ▼-2.1%205,5402.5%FinanceELSEquity Lifestyle Properties$7,279,650$622,867 ▲9.4%118,0422.5%FinanceVREVeris Residential$6,776,141$209,949 ▲3.2%455,0802.3%FinanceEPRTEssential Properties Realty Trust$6,511,044$1,771,005 ▲37.4%204,0442.2%FinanceHIWHighwoods Properties$6,358,216$1,133,541 ▲21.7%204,5102.2%FinanceCUZCousins Properties$6,305,099$6,305,099 ▲New Holding209,9602.1%FinanceMACMacerich$6,076,723$859,643 ▼-12.4%375,5702.1%FinanceFCPTFour Corners Property Trust$6,003,621$137,241 ▲2.3%223,1002.0%FinanceAATAmerican Assets Trust$5,838,495$5,838,495 ▲New Holding295,6202.0%FinanceGTYGetty Realty$4,735,561$590,114 ▼-11.1%171,3301.6%FinanceAREAlexandria Real Estate Equities$3,819,830$1,167,019 ▲44.0%52,5931.3%FinanceSAFESafehold$3,516,295$286,615 ▼-7.5%225,9831.2%FinanceVICIVICI Properties$1,791,044$552,570 ▼-23.6%54,9400.6%FinanceSCIService Corporation International$1,011,802$421,652 ▼-29.4%12,4300.3%Consumer StaplesEGPEastGroup Properties$639,234$228,954 ▼-26.4%3,8250.2%FinanceBXPBXP$0$5,138,691 ▼-100.0%00.0%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. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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