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Portfolio (Quarterly) Guide ↗

B&I Capital AG

· CIK 0001843527
13F Portfolio $281M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CUZ COUSINS PPTYS INC Real Estate 206,730.0 $5.3M 1.90% NEW $25.78 +9.7%
22 HIW HIGHWOODS PPTYS INC Real Estate 190,820.0 $4.9M 1.75% NEW $25.82 +13.4%
23 MAC MACERICH CO Real Estate 209,232.0 $3.9M 1.37% NEW $18.46 +28.0%
24 VRE VERIS RESIDENTIAL INC Real Estate 184,640.0 $2.7M 0.98% NEW $14.88 +27.6%
25 VICI VICI PPTYS INC Real Estate 51,360.0 $1.4M 0.51% NEW $28.12 -6.5%
Page 2 of 2  ·  25 positions

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%