Investor

B&I Capital AG

Portfolio Total Value

$388,740,000.00

Number of Stocks

34

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
PLD $37,569,000.0 12.24%
Added 20.43%
355,431 $105.7 $145.03
Added 37.21%
$100.82 $135.76
EQIX $35,110,000.0 11.44%
Reduced 6.85%
37,237 $942.89 $1,103.97
Added 17.08%
$684.14 $994.03
AMT $28,887,000.0 9.41%
No Change
157,500 $183.41 $181.66
Reduced 0.95%
$170.46 $243.56
CCI $25,501,000.0 7.39%
No Change
214,970 $118.63 $87.56
Reduced 26.19%
$84.2 $120.92
WELL $19,007,000.0 6.19%
Reduced 37.24%
150,820 $126.03 $209.45
Added 66.19%
$85.4 $140.75
SPG $15,619,000.0 5.09%
Reduced 14.05%
90,700 $172.21 $207.56
Added 20.53%
$135.15 $186.0
CUBE $14,671,000.0 4.78%
Added 36.47%
342,390 $42.85 $40.25
Reduced 6.07%
$39.8 $55.14
PSA $14,087,000.0 4.59%
Reduced 1.54%
47,045 $299.44 $312.17
Added 4.25%
$256.31 $369.99
SBAC $13,570,000.0 3.93%
No Change
56,379 $240.7 $220.41
Reduced 8.43%
$183.64 $252.64
KIM $11,945,000.0 3.89%
Added 13.87%
509,830 $23.43 $24.06
Added 2.69%
$17.57 $25.83
SUI $11,595,000.0 3.36%
No Change
85,798 $135.15 $130.25
Reduced 3.63%
$110.98 $147.83
UDR $10,150,000.0 3.31%
Reduced 5.93%
233,820 $43.41 $35.79
Reduced 17.55%
$34.19 $47.55
OHI $9,964,000.0 3.25%
Added 16.86%
263,270 $37.85 $46.51
Added 22.88%
$27.53 $44.42
REXR $11,049,000.0 3.2%
No Change
219,636 $50.31 $37.44
Reduced 25.58%
$36.92 $55.6
MAA $9,802,000.0 3.19%
Reduced 11.23%
63,415 $154.57 $129.47
Reduced 16.24%
$121.51 $167.39
IRT $9,800,000.0 3.19%
Reduced 12.95%
493,960 $19.84 $16.21
Reduced 18.3%
$14.08 $22.26
PECO $9,703,000.0 3.16%
Added 21.88%
259,045 $37.46 $39.33
Added 4.99%
$30.62 $40.12
ARE $10,339,000.0 3.0%
No Change
87,067 $118.75 $48.98
Reduced 58.75%
$94.35 $130.14
DLR $8,086,000.0 2.63%
No Change
45,600 $177.33 $203.91
Added 14.99%
$131.42 $198.0
HIW $8,027,000.0 2.62%
Added 111.69%
262,500 $30.58 $24.1
Reduced 21.19%
$21.46 $36.78
BXP $7,825,000.0 2.55%
No Change
105,240 $74.36 $58.91
Reduced 20.78%
$56.46 $90.11
VRE $7,732,000.0 2.52%
Reduced 10.25%
464,980 $16.63 $18.9
Added 13.65%
$13.84 $18.85
$7,715,000.0 2.51%
Added 75.33%
417,503 $18.48 $nan
Reduced nan%
$nan $nan
ELS $7,577,000.0 2.47%
No Change
113,780 $66.6 $66.01
Reduced 0.89%
$59.82 $76.6
MAC $7,379,000.0 2.4%
No Change
370,450 $19.92 $21.96
Added 10.24%
$12.99 $22.27
HPP $7,900,000.0 2.29%
No Change
1,652,783 $4.78 $8.51
Added 78.03%
$2.39 $9.06
VTR $5,447,000.0 1.77%
No Change
92,500 $58.89 $84.65
Added 43.74%
$41.45 $67.61
AMH $4,916,000.0 1.6%
Reduced 59.48%
131,400 $37.42 $31.1
Reduced 16.89%
$33.75 $41.41
GTY $4,074,000.0 1.33%
No Change
135,230 $30.13 $34.13
Added 13.28%
$25.7 $33.85
FCPT $4,024,000.0 1.31%
No Change
148,300 $27.14 $25.41
Reduced 6.37%
$22.38 $30.93
EPRT $3,770,000.0 1.23%
Reduced 8.5%
120,544 $31.28 $33.3
Added 6.46%
$23.58 $34.88
VICI $2,716,000.0 0.88%
Reduced 19.77%
92,990 $29.21 $28.78
Reduced 1.47%
$27.08 $34.29
IIPR $1,854,000.0 0.54%
No Change
13,775 $134.6 $53.18
Reduced 60.49%
$62.45 $138.35
SCI $1,330,000.0 0.43%
No Change
16,670 $79.82 $83.41
Added 4.5%
$64.1 $89.37