B&I Capital Ag Top Holdings and 13F Report (2026) About B&I Capital AgInvestment ActivityB&I Capital Ag has $45.33 million in total holdings as of June 30, 2026.B&I Capital Ag owns shares of 28 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 4.34% of the portfolio was purchased this quarter.About 620.35% of the portfolio was sold this quarter.This quarter, B&I Capital Ag has purchased 24 new stocks and bought additional shares in 1 stock.B&I Capital Ag sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings Prologis $6,097,369Welltower $5,748,015Equinix $3,861,013Public Storage $3,230,847AMERICAN HEALTHCARE REIT INC $3,161,333 Largest New Holdings this Quarter 529043408 - LXP INDUSTRIAL TRUST $433,734 Holding49427F108 - Kilroy Realty $348,471 Holding30225T102 - Extra Space Storage $345,088 Holding09264B107 - BLACKSTONE DIGITAL INFRASTRU $344,652 Holding03064D108 - Americold Realty Trust $290,034 Holding Largest Purchases this Quarter LXP INDUSTRIAL TRUST 8,050 shares (about $433.73K)Kilroy Realty 9,300 shares (about $348.47K)Extra Space Storage 2,375 shares (about $345.09K)BLACKSTONE DIGITAL INFRASTRU 15,934 shares (about $344.65K)Americold Realty Trust 18,450 shares (about $290.03K) Largest Sales this Quarter Prologis 287,712 shares (about $38.98M)Welltower 151,033 shares (about $34.28M)Public Storage 64,250 shares (about $20.45M)Equinix 19,156 shares (about $19.97M)Simon Property Group 59,940 shares (about $13.41M) 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$6,097,369$38,976,343 â–¼-86.5%45,00913.5%Real EstateWELLWelltower$5,748,015$34,279,959 â–¼-85.6%25,32512.7%Real EstateEQIXEquinix$3,861,013$19,968,025 â–¼-83.8%3,7048.5%Real EstatePSAPublic Storage$3,230,847$20,451,421 â–¼-86.4%10,1507.1%Real EstateAMERICAN HEALTHCARE REIT INC$3,161,333$9,864,173 â–¼-75.7%60,6207.0%COM SHSSPGSimon Property Group$2,112,374$13,405,579 â–¼-86.4%9,4454.7%Real EstateAVBAvalonBay Communities$2,041,626$10,889,301 â–¼-84.2%10,8204.5%Real EstateDLRDigital Realty Trust$1,759,884$10,216,486 â–¼-85.3%9,8003.9%Real EstateIRMIron Mountain$1,709,606$13,001,342 â–¼-88.4%13,5353.8%Real EstateMAAMid-America Apartment Communities$1,504,026$6,863,638 â–¼-82.0%10,8253.3%Real EstatePECOPhillips Edison & Company, Inc.$1,459,530$10,107,957 â–¼-87.4%35,0683.2%Real EstateIVTInvenTrust Properties$1,408,920$9,573,930 â–¼-87.2%39,8003.1%Real EstateCARETRUST REIT INC$1,266,990$11,076,075 â–¼-89.7%31,4002.8%COMEPRTEssential Properties Realty Trust$1,122,360$7,273,967 â–¼-86.6%37,6002.5%Real EstateELSEquity Lifestyle Properties$1,104,802$6,920,642 â–¼-86.2%17,1422.4%Real EstateFCPTFour Corners Property Trust$1,083,392$7,784,980 â–¼-87.8%44,1302.4%Real EstateAMHAmerican Homes 4 Rent$1,006,606$5,224,094 â–¼-83.8%30,0302.2%Real EstateIRTIndependence Realty Trust$829,159$4,085,377 â–¼-83.1%49,6801.8%Real EstateSLGSL Green Realty$745,488$4,664,477 â–¼-86.2%14,4001.6%Real EstateVICIVICI Properties$705,168$517,725 â–¼-42.3%26,5601.6%Real EstateCBRECBRE Group$668,332$203,651 â–²43.8%4,9621.5%Real EstateCUZCousins Properties$640,673$4,240,973 â–¼-86.9%21,3701.4%Real EstateLXP INDUSTRIAL TRUST$433,734$433,734 â–²New Holding8,0501.0%COMKRCKilroy Realty$348,471$348,471 â–²New Holding9,3000.8%Real EstateEXRExtra Space Storage$345,088$345,088 â–²New Holding2,3750.8%Real EstateBLACKSTONE DIGITAL INFRASTRU$344,652$344,652 â–²New Holding15,9340.8%COMMON STOCKMACMacerich$303,086$5,345,317 â–¼-94.6%12,0320.7%Real EstateCOLDAmericold Realty Trust$290,034$290,034 â–²New Holding18,4500.6%Real EstateAMTAmerican Tower$0$26,488,959 â–¼-100.0%00.0%Real EstateShowing largest 100 holdings. 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