StockDriftsStockDriftsTop 24 B&I Capital AG Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PLD | PROLOGIS INC. | 14.96% | 332.7K | $44.0M | +11.76%(+35.00K) | $128.47(+8.53%) | 2026-03-31 | |
| WELL | WELLTOWER INC | 11.86% | 176.4K | $34.9M | -3.01%(-5.48K) | $96.73(+144.03%) | 2026-03-31 | |
| AMT | AMERICAN TOWER CORP NEW | 9.01% | 153.5K | $26.5M | -14.28%(-25.57K) | $208.00(-20.18%) | 2026-03-31 | |
| EQIX | EQUINIX INC | 7.62% | 22.9K | $22.4M | +6.52%(+1.40K) | $754.59(+32.79%) | 2026-03-31 | |
| PSA | PUBLIC STORAGE OPER CO | 6.85% | 74.4K | $20.2M | +90.77%(+35.40K) | $295.70(+11.48%) | 2026-03-31 | |
| SPG | SIMON PPTY GROUP INC NEW | 4.4% | 69.4K | $12.9M | +0.00%(+0) | $148.17(+52.57%) | 2026-03-31 | |
| DLR | DIGITAL RLTY TR INC | 4.09% | 66.7K | $12.0M | -4.71%(-3.30K) | $164.30(+5.48%) | 2026-03-31 | |
| IRM | IRON MTN INC DEL | 4.05% | 116.5K | $11.9M | +1.52%(+1.75K) | $96.58(+21.31%) | 2026-03-31 | |
| AHR | AMERICAN HEALTHCARE REIT INC | 4.01% | 249.8K | $11.8M | +10.24%(+23.20K) | $44.77(+22.93%) | 2026-03-31 | |
| CTRE | CARETRUST REIT INC | 3.81% | 305.9K | $11.2M | +0.66%(+2.00K) | $35.43(+17.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.69% | +5.16% |
| Top 20 Holdings Unweighted | -1.36% | -4.04% |
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