B&I Capital Ag Top Holdings and 13F Report (2025) About B&I Capital AgInvestment ActivityB&I Capital Ag has $306.94 million in total holdings as of December 31, 2024.B&I Capital Ag owns shares of 27 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 29.00% of the portfolio was purchased this quarter.About 36.13% of the portfolio was sold this quarter.This quarter, B&I Capital Ag has purchased 27 new stocks and bought additional shares in 7 stocks.B&I Capital Ag sold shares of 11 stocks and completely divested from 7 stocks this quarter.Largest Holdings Prologis $37,569,057Equinix $35,110,395American Tower $28,887,075Welltower $19,007,845Simon Property Group $15,619,447 Largest New Holdings this Quarter American Tower $28,887,075 HoldingDigital Realty Trust $8,086,248 HoldingBoston Properties $7,825,646 HoldingEquity LifeStyle Properties $7,577,748 HoldingMacerich $7,379,364 Holding Largest Purchases this Quarter American Tower 157,500 shares (about $28.89M)Digital Realty Trust 45,600 shares (about $8.09M)Boston Properties 105,240 shares (about $7.83M)Equity LifeStyle Properties 113,780 shares (about $7.58M)Macerich 370,450 shares (about $7.38M) Largest Sales this Quarter Welltower 89,480 shares (about $11.28M)American Homes 4 Rent 192,858 shares (about $7.22M)Equinix 2,740 shares (about $2.58M)Simon Property Group 14,830 shares (about $2.55M)Independence Realty Trust 73,500 shares (about $1.46M) 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$37,569,057$6,373,710 ▲20.4%355,43112.2%FinanceEQIXEquinix$35,110,395$2,583,519 ▼-6.9%37,23711.4%FinanceAMTAmerican Tower$28,887,075$28,887,075 ▲New Holding157,5009.4%FinanceWELLWelltower$19,007,845$11,277,165 ▼-37.2%150,8206.2%FinanceSPGSimon Property Group$15,619,447$2,553,874 ▼-14.1%90,7005.1%FinanceCUBECubeSmart$14,671,412$3,920,775 ▲36.5%342,3904.8%FinancePSAPublic Storage$14,087,155$220,088 ▼-1.5%47,0454.6%FinanceKIMKimco Realty$11,945,317$1,455,003 ▲13.9%509,8303.9%FinanceUDRUDR$10,150,126$640,297 ▼-5.9%233,8203.3%FinanceOHIOmega Healthcare Investors$9,964,770$1,437,543 ▲16.9%263,2703.2%FinanceMAAMid-America Apartment Communities$9,802,057$1,239,651 ▼-11.2%63,4153.2%FinanceIRTIndependence Realty Trust$9,800,166$1,458,240 ▼-13.0%493,9603.2%FinancePECOPhillips Edison & Company, Inc.$9,703,826$1,741,890 ▲21.9%259,0453.2%FinanceDLRDigital Realty Trust$8,086,248$8,086,248 ▲New Holding45,6002.6%FinanceHIWHighwoods Properties$8,027,250$4,235,330 ▲111.7%262,5002.6%FinanceBXPBoston Properties$7,825,646$7,825,646 ▲New Holding105,2402.5%FinanceVREVeris Residential$7,732,617$883,219 ▼-10.3%464,9802.5%FinanceSAFESafehold$7,715,455$3,314,868 ▲75.3%417,5032.5%FinanceELSEquity LifeStyle Properties$7,577,748$7,577,748 ▲New Holding113,7802.5%FinanceMACMacerich$7,379,364$7,379,364 ▲New Holding370,4502.4%FinanceVTRVentas$5,447,325$5,447,325 ▲New Holding92,5001.8%FinanceAMHAmerican Homes 4 Rent$4,916,988$7,216,746 ▼-59.5%131,4001.6%FinanceGTYGetty Realty$4,074,4800.0%135,2301.3%FinanceFCPTFour Corners Property Trust$4,024,8620.0%148,3001.3%FinanceEPRTEssential Properties Realty Trust$3,770,616$350,336 ▼-8.5%120,5441.2%FinanceVICIVICI Properties$2,716,238$669,201 ▼-19.8%92,9900.9%FinanceSCIService Co. International$1,330,599$1,330,599 ▲New Holding16,6700.4%Consumer StaplesCCICrown Castle$0$25,501,891 ▼-100.0%00.0%FinanceSBACSBA Communications$0$13,570,425 ▼-100.0%00.0%FinanceSUISun Communities$0$11,595,600 ▼-100.0%00.0%FinanceREXRRexford Industrial Realty$0$11,049,887 ▼-100.0%00.0%FinanceAREAlexandria Real Estate Equities$0$10,339,206 ▼-100.0%00.0%FinanceHPPHudson Pacific Properties$0$7,900,303 ▼-100.0%00.0%FinanceIIPRInnovative Industrial Properties$0$1,854,115 ▼-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. 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