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Home > Institutional Investor > B&i Capital Ag > Profile

Instuitional Investor - B&i Capital Ag

Fund Profile
Filing Period:
Fund Name: B&i Capital Ag
Portfolio Value $281,200,856
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Prologis Inc.
 PLD 297,721 $38,007,063 13.52%
2.
Welltower Inc.
 WELL 181,840 $33,751,322 12%
3.
American Tower Corp
 AMT 179,058 $31,437,213 11.18%
4.
Equinix Inc
 EQIX 21,460 $16,441,794 5.85%
5.
Simon Property Group Inc.
 SPG 69,385 $12,843,857 4.57%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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