BR
| |
Baron Real Estate Income Fund | BRIFXMutual Fund | |
| BARON SELECT FUNDS | |
| Last update 2025-06-23 | 31 Stocks (10 new) |
| Value $214.00 Mil | Turnover 48 % |
Baron Real Estate Income Fund Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WELL | Welltower Inc | 152,349 | 23,341.4 | +27.79% | 10.910 | +2.37% | 0.020 | +9.38% | +28.80% | 105,197.9 | REITs | |
AMT | American Tower Corp | 106,731 | 23,224.7 | New Holding | 10.850 | +10.85% | 0.020 | +9.52% | +26.98% | 107,290.3 | REITs | |
PLD | Prologis Inc | 167,284 | 18,700.7 | New Holding | 8.740 | +8.74% | 0.020 | +7.40% | +5.96% | 102,034.7 | REITs | |
VTR | Ventas Inc | 161,679 | 11,117.0 | +18.03% | 5.190 | +0.79% | 0.040 | -1.20% | +15.58% | 30,276.1 | REITs | |
IRT | Independence Realty Trust Inc | 523,518 | 11,114.3 | +30.30% | 5.190 | +1.21% | 0.220 | -9.21% | -10.49% | 4,080.7 | REITs | |
EGP | EastGroup Properties Inc | 57,645 | 10,154.2 | New Holding | 4.740 | +4.74% | 0.110 | +3.81% | +6.23% | 8,945.0 | REITs | |
EQR | Equity Residential | 131,018 | 9,378.3 | -20.15% | 4.380 | -1.38% | 0.030 | -1.14% | -2.67% | 25,771.6 | REITs | |
AMH | American Homes 4 Rent | 221,982 | 8,393.1 | +107.65% | 3.920 | +2.03% | 0.060 | -0.51% | -0.90% | 13,496.1 | REITs | |
WY | Weyerhaeuser Co | 238,135 | 6,972.6 | +572.03% | 3.260 | +2.77% | 0.030 | +1.98% | -6.97% | 18,708.4 | REITs | |
SPG | Simon Property Group Inc | 41,400 | 6,875.7 | +1.22% | 3.210 | +0.04% | 0.010 | +8.02% | -0.81% | 54,362.8 | REITs |
Baron Real Estate Income Fund's Historical Top Holdings Breakdowns
Baron Real Estate Income Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMT | American Tower Corp | 2025-03-31 | New Buy New Buy | +10.85% | 173.46 ($196.17) 217.6 | $229.19 | 16.83% | New holding | 106,731 | 106,731 | |
PLD | Prologis Inc | 2025-03-31 | New Buy New Buy | +8.74% | 103.59 ($115.69) 124.04 | $109.96 | -4.95% | New holding | 167,284 | 167,284 | |
EQIX | Equinix Inc | 2025-03-31 | Reduce Reduce | -6.38% | 803 ($898.89) 959.97 | $790.14 | -12.10% | Reduce -58.33% | 8,308 | -11,631 | |
EGP | EastGroup Properties Inc | 2025-03-31 | New Buy New Buy | +4.74% | 155.63 ($174.01) 187.46 | $167.72 | -3.62% | New holding | 57,645 | 57,645 | |
GDS | GDS Holdings Ltd | 2025-03-31 | Reduce Reduce | -4.41% | 19.92 ($30.31) 48.5 | $36.48 | 20.37% | Reduce -72.43% | 121,621 | -319,587 | |
DLR | Digital Realty Trust Inc | 2025-03-31 | Reduce Reduce | -4.35% | 142.1 ($162.65) 183.56 | $180.31 | 10.86% | Reduce -68.89% | 19,066 | -42,210 | |
MAC | Macerich Co | 2025-03-31 | Reduce Reduce | -3.37% | 15.88 ($19.13) 20.87 | $17.80 | -6.95% | Reduce -58.45% | 206,624 | -290,721 | |
WY | Weyerhaeuser Co | 2025-03-31 | Add Add | +2.77% | 27.29 ($29.76) 31.39 | $25.80 | -13.32% | Add 572.03% | 238,135 | 202,700 | |
CCI | Crown Castle Inc | 2025-03-31 | New Buy New Buy | +2.73% | 84.33 ($93.37) 106.39 | $112.90 | 20.92% | New holding | 56,071 | 56,071 | |
PK | Park Hotels & Resorts Inc | 2025-03-31 | Sold Out Sold Out | -2.72% | 10.68 ($12.66) 14.19 | $11.26 | -11.10% | Sold Out | 0 | -332,317 |
Baron Real Estate Income Fund Total Holding History ($B)
Baron Real Estate Income Fund's Asset Allocation
Baron Real Estate Income Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Baron Real Estate Income Fund's Hypothetical Growth since 2025-03-31
Baron Real Estate Income Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Baron Real Estate Income Fund's Holdings Heat Map
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Baron Real Estate Income Fund's Holdings Bubble Chart
Baron Real Estate Income Fund News
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