Caspar Lagler

B&i Capital Ag

Assets Managed

$294.073M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 18d ago

Growth Rate

4.58%(2Q avg: 0.96%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in B&i Capital Ag's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 24 positions.

Assets under management

The assets under management (AUM) of B&i Capital Ag over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 294.073M in assets, with a quarterly growth rate of 4.58% and a 2-quarter average growth rate of 0.96%. The portfolio is managed by Caspar Lagler, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
PLD Prologis Inc Recent Activity Increased 11.76%	14.96%	$43.979M 332,721 shares@ $132.19 avg price	Increased 11.76%
WELL Welltower Inc Recent Activity Decreased -3.01%	11.86%	$34.868M 176,358 shares@ $197.71 avg price	Decreased -3.01%
AMT American Tower Corp Recent Activity Decreased -14.28%	9.01%	$26.489M 153,488 shares@ $172.58 avg price	Decreased -14.28%
EQIX Equinix Inc Recent Activity Increased 6.53%	7.62%	$22.408M 22,860 shares@ $980.24 avg price	Increased 6.53%
PSA Public Storage Recent Activity Increased 90.77%	6.86%	$20.153M 74,400 shares@ $270.88 avg price	Increased 90.77%
SPG Simon Property Group Inc Recent Activity	4.41%	$12.942M 69,385 shares@ $186.53 avg price
DLR Digital Realty Trust Inc Recent Activity Decreased -4.71%	4.09%	$12.018M 66,691 shares@ $180.21 avg price	Decreased -4.71%
IRM Iron Mountain Inc Recent Activity Increased 1.53%	4.05%	$11.896M 116,467 shares@ $102.14 avg price	Increased 1.53%
AHR American Healthcare Reit Inc Recent Activity Increased 10.24%	4.01%	$11.779M 249,770 shares@ $47.16 avg price	Increased 10.24%
CTRE Caretrust Reit Inc Recent Activity Increased 0.66%	3.82%	$11.211M 305,900 shares@ $36.65 avg price	Increased 0.66%

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