B&I Capital AG
B&I Capital AG reported 28 stocks worth $45.3M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are PLD (13.4%), WELL (12.7%) and EQIX (8.5%). Compared with Q1 2026, the fund opened new positions in KRC, EXR and BXDC, added to CBRE, trimmed PLD, WELL and EQIX and sold out of AMT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PLD Prologis Inc. | $6.1M | 13.4% | 45K | −288K (−86%) | 8 of 8 | |
| 2 |  WELL Welltower Inc | $5.7M | 12.7% | 25K | −151K (−86%) | 8 of 8 | |
| 3 |  EQIX Equinix Inc | $3.9M | 8.5% | 3,704 | −19K (−84%) | 8 of 8 | |
| 4 |  PSA Public Storage | $3.2M | 7.1% | 10K | −64K (−86%) | 8 of 8 | |
| 5 |  AHR American Healthcare REIT Inc | $3.2M | 7.0% | 61K | −189K (−76%) | 3 of 8 | |
| 6 |  SPG Simon Ppty Group Inc New | $2.1M | 4.7% | 9,445 | −60K (−86%) | 8 of 8 | |
| 7 | AVALONBAY CMNTYS INC | $2M | 4.5% | 11K | −58K (−84%) | 2 of 8 | |
| 8 |  DLR Digital Rlty TR Inc | $1.8M | 3.9% | 9,800 | −57K (−85%) | 7 of 8 | |
| 9 |  IRM Iron Mtn Inc New | $1.7M | 3.8% | 14K | −103K (−88%) | 6 of 8 | |
| 10 |  MAA Mid-Amer Apt Cmntys Inc | $1.5M | 3.3% | 11K | −49K (−82%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AMT American Tower Corp New | $26.5M | 153K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →B&I Capital AG 13F FAQ
What does B&I Capital AG own?
B&I Capital AG reported 28 stocks worth $45.3M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are PLD (13.4%), WELL (12.7%) and EQIX (8.5%). The table above lists every position in the filing (the top 10 without an account).
What did B&I Capital AG buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 1 added to, 22 trimmed and 1 sold out. New positions include KRC, EXR and BXDC. It sold all of AMT.
When will B&I Capital AG file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is B&I Capital AG's portfolio worth?
The Q2 2026 filing reports $45.3M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.