B&I Capital AG 13F 持仓 · 2026年Q2
B&I Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 28 只证券，申报市值合计 4,533.26 万美元。前几大持仓：PLD（13.45%）、WELL（12.68%）、EQIX（8.52%）。本季前 25 大持仓中：新建仓 3 只、增持 1 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PLD | PROLOGIS INC. | $6.1M | 13.45% | 45,009 | 减持 |
| 2 | WELL | WELLTOWER INC | $5.7M | 12.68% | 25,325 | 减持 |
| 3 | EQIX | EQUINIX INC | $3.9M | 8.52% | 3,704 | 减持 |
| 4 | PSA | PUBLIC STORAGE | $3.2M | 7.13% | 10,150 | 减持 |
| 5 | AHR | AMERICAN HEALTHCARE REIT INC | $3.2M | 6.97% | 60,620 | 减持 |
| 6 | SPG | SIMON PPTY GROUP INC NEW | $2.1M | 4.66% | 9,445 | 减持 |
| 7 | AVB | AVALONBAY CMNTYS INC | $2.0M | 4.50% | 10,820 | 减持 |
| 8 | DLR | DIGITAL RLTY TR INC | $1.8M | 3.88% | 9,800 | 减持 |
| 9 | IRM | IRON MTN INC DEL | $1.7M | 3.77% | 13,535 | 减持 |
| 10 | MAA | MID-AMER APT CMNTYS INC | $1.5M | 3.32% | 10,825 | 减持 |
| 11 | PECO | PHILLIPS EDISON & CO INC | $1.5M | 3.22% | 35,068 | 减持 |
| 12 | IVT | INVENTRUST PPTYS CORP | $1.4M | 3.11% | 39,800 | 减持 |
| 13 | CTRE | CARETRUST REIT INC | $1.3M | 2.79% | 31,400 | 减持 |
| 14 | EPRT | ESSENTIAL PPTYS RLTY TR INC | $1.1M | 2.48% | 37,600 | 减持 |
| 15 | ELS | EQUITY LIFESTYLE PROPERTIES | $1.1M | 2.44% | 17,142 | 减持 |
| 16 | FCPT | FOUR CORNERS PPTY TR INC | $1.1M | 2.39% | 44,130 | 减持 |
| 17 | AMH | AMERICAN HOMES 4 RENT | $1.0M | 2.22% | 30,030 | 减持 |
| 18 | IRT | INDEPENDENCE RLTY TR INC | $829,159 | 1.83% | 49,680 | 减持 |
| 19 | SLG | SL GREEN RLTY CORP | $745,488 | 1.64% | 14,400 | 减持 |
| 20 | VICI | VICI PPTYS INC | $705,168 | 1.56% | 26,560 | 减持 |
| 21 | CBRE | CBRE GROUP INC | $668,332 | 1.47% | 4,962 | 增持 |
| 22 | CUZ | COUSINS PPTYS INC | $640,673 | 1.41% | 21,370 | 减持 |
| 23 | LXP | LXP INDUSTRIAL TRUST | $433,734 | 0.96% | 8,050 | 新建仓 |
| 24 | KRC | KILROY REALTY CORP | $348,471 | 0.77% | 9,300 | 新建仓 |
| 25 | BXDC | BLACKSTONE DIGITAL INFRASTRU | $344,652 | 0.76% | 15,934 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR