B&I Capital AG — 13F holdings

B&I Capital AG reported 28 holdings worth $45.3M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. PLD PROLOGIS INC. — $6.10M (13.5%)
2. WELL Welltower Inc — $5.75M (12.7%)
3. EQIX EQUINIX INC — $3.86M (8.5%)
4. PSA PUBLIC STORAGE OPER CO — $3.23M (7.1%)
5. AHR AMERICAN HEALTHCARE REIT INC — $3.16M (7.0%)
6. SPG SIMON PPTY GROUP INC NEW — $2.11M (4.7%)
7. AVALONBAY CMNTYS INC — $2.04M (4.5%)
8. DLR DIGITAL RLTY TR INC — $1.76M (3.9%)
9. IRM IRON MTN INC DEL — $1.71M (3.8%)
10. MAA MID-AMER APT CMNTYS INC — $1.50M (3.3%)