B&I Capital Ag Top Holdings and 13F Report (2024) → Stock-Picking AI Predicts #1 Stock of 2024 (From Altimetry) (Ad) About B&I Capital AgInvestment ActivityB&I Capital Ag has $315.60 million in total holdings as of March 31, 2024.B&I Capital Ag owns shares of 25 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 7.28% of the portfolio was purchased this quarter.About 5.34% of the portfolio was sold this quarter.This quarter, B&I Capital Ag has purchased 27 new stocks and bought additional shares in 14 stocks.B&I Capital Ag sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Equinix $39,101,659Prologis $38,197,563Welltower $26,560,320Crown Castle $22,881,504National Storage Affiliates Trust $20,737,922 Largest Purchases this Quarter Hudson Pacific Properties 996,500 shares (about $6.43M)National Storage Affiliates Trust 105,750 shares (about $4.14M)Equinix 3,870 shares (about $3.19M)CubeSmart 57,400 shares (about $2.60M)American Homes 4 Rent 39,825 shares (about $1.46M) Largest Sales this Quarter Essential Properties Realty Trust 82,160 shares (about $2.19M)Alexandria Real Estate Equities 13,750 shares (about $1.77M)Simon Property Group 10,750 shares (about $1.68M)UDR 8,950 shares (about $334.82K)Crown Castle 2,750 shares (about $291.03K) 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 PortfolioSectorEQIXEquinix$39,101,659$3,194,027 ▲8.9%47,37712.4%FinancePLDPrologis$38,197,563$1,182,398 ▲3.2%293,33112.1%FinanceWELLWelltower$26,560,320$878,336 ▲3.4%284,2508.4%FinanceCCICrown Castle$22,881,504$291,032 ▼-1.3%216,2107.3%FinanceNSANational Storage Affiliates Trust$20,737,922$4,141,170 ▲25.0%529,5696.6%FinanceSPGSimon Property Group$16,936,913$1,682,268 ▼-9.0%108,2305.4%FinanceAREAlexandria Real Estate Equities$13,466,841$1,772,513 ▼-11.6%104,4674.3%FinanceSBACSBA Communications$12,217,329$585,090 ▲5.0%56,3793.9%FinanceAMHAmerican Homes 4 Rent$11,510,595$1,464,763 ▲14.6%312,9583.6%FinanceSUISun Communities$11,443,363$385,740 ▲3.5%88,9983.6%FinanceREXRRexford Industrial Realty$11,281,586$286,710 ▲2.6%224,2863.6%FinanceCUBECubeSmart$9,289,997$2,595,628 ▲38.8%205,4402.9%FinanceKIMKimco Realty$9,148,653$266,696 ▲3.0%466,5302.9%FinanceHPPHudson Pacific Properties$8,883,263$6,427,425 ▲261.7%1,377,2502.8%FinanceAIRCApartment Income REIT$8,274,850$53,576 ▼-0.6%254,8462.6%FinanceUDRUDR$8,165,481$334,820 ▼-3.9%218,2702.6%FinanceSAFESafehold$8,147,012$127,720 ▼-1.5%395,4862.6%FinancePECOPhillips Edison & Company, Inc.$7,991,6570.0%222,7952.5%FinanceOHIOmega Healthcare Investors$6,777,063$278,696 ▲4.3%213,9902.1%FinanceVREVeris Residential$6,270,9310.0%412,2902.0%FinanceFCPTFour Corners Property Trust$4,404,6000.0%180,0001.4%FinanceGTYGetty Realty$4,259,216$129,913 ▲3.1%155,7301.3%FinanceEPRTEssential Properties Realty Trust$4,242,779$2,190,386 ▼-34.0%159,1441.3%FinanceVICIVICI Properties$3,923,343$1,167,768 ▲42.4%131,7001.2%FinanceIIPRInnovative Industrial Properties$1,480,622$193,102 ▼-11.5%14,3000.5%FinanceBXPBoston Properties$0$6,481,603 ▼-100.0%00.0%FinanceLANDGladstone Land$0$3,739,472 ▼-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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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