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Portfolio (Quarterly) Guide ↗

B&I Capital AG

· CIK 0001843527
13F Portfolio $45M AUM 28 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 1 Added 22 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LXP INDUSTRIAL TRUST 8,050.0 $434K 0.96% NEW $53.88
2 KRC KILROY REALTY CORP Real Estate 9,300.0 $348K 0.77% NEW $37.47 -2.4%
3 EXR EXTRA SPACE STORAGE INC Real Estate 2,375.0 $345K 0.76% NEW $145.30 +1.0%
4 BLACKSTONE DIGITAL INFRASTRU 15,934.0 $345K 0.76% NEW $21.63
5 COLD AMERICOLD REALTY TRUST INC Real Estate 18,450.0 $290K 0.64% NEW $15.72 -3.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 100.0%