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Portfolio (Quarterly) Guide ↗

B&I Capital AG

· CIK 0001843527
13F Portfolio $294M AUM 24 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 12 Added 7 Reduced 4 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SLG SL GREEN RLTY CORP Real Estate 104,500.0 $3.9M 1.31% NEW $36.94 +36.9%
22 CUZ COUSINS PPTYS INC Real Estate 162,830.0 $3.7M 1.25% -44K -21.2% $22.57 +25.3%
23 VICI VICI PPTYS INC Real Estate 46,060.0 $1.3M 0.43% -5K -10.3% $27.32 -3.8%
24 CBRE CBRE GROUP INC Real Estate 3,450.0 $467K 0.16% NEW $135.46 -2.9%
Page 2 of 2  ·  24 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%