BR
| |
Baron Real Estate Fund | BREFXMutual Fund | |
| BARON SELECT FUNDS | |
| Last update 2025-06-23 | 40 Stocks (11 new) |
| Value $1.88 Bil | Turnover 30 % |
Baron Real Estate 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 | 853,500 | 130,764.7 | +13.70% | 6.940 | +0.84% | 0.130 | +8.50% | +27.35% | 104,011.0 | REITs | |
AMT | American Tower Corp | 538,550 | 117,188.5 | New Holding | 6.220 | +6.22% | 0.120 | +1.74% | +24.53% | 105,223.4 | REITs | |
JLL | Jones Lang LaSalle Inc | 464,492 | 115,152.2 | +12.91% | 6.110 | +0.70% | 0.980 | +19.96% | +0.05% | 12,023.7 | Real Estate | |
CBRE | CBRE Group Inc | 779,900 | 101,995.3 | -3.38% | 5.410 | -0.18% | 0.260 | +18.58% | +6.23% | 41,576.7 | Real Estate | |
BN | Brookfield Corp | 1,526,075 | 79,981.6 | -16.66% | 4.250 | -0.88% | 0.100 | +35.56% | +17.49% | 103,059.8 | Asset Management | |
CSGP | CoStar Group Inc | 838,913 | 66,467.1 | +0.30% | 3.530 | +0.01% | 0.200 | +6.27% | +18.31% | 35,733.8 | Real Estate | |
PLD | Prologis Inc | 545,300 | 60,959.1 | New Holding | 3.240 | +3.24% | 0.060 | +5.58% | +2.89% | 99,083.9 | REITs | |
HLT | Hilton Worldwide Holdings Inc | 251,250 | 57,171.9 | -3.83% | 3.030 | -0.12% | 0.110 | +29.65% | +10.45% | 64,816.0 | Travel & Leisure | |
EQIX | Equinix Inc | 68,535 | 55,880.0 | -65.69% | 2.970 | -6.19% | 0.070 | -1.04% | -16.64% | 76,081.7 | REITs | |
EQR | Equity Residential | 759,702 | 54,379.5 | -5.30% | 2.890 | -0.15% | 0.200 | -0.57% | -3.62% | 25,520.8 | REITs |
Baron Real Estate Fund's Historical Top Holdings Breakdowns
Baron Real Estate Fund's Top Stock Picks
View Full List
| 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 | +6.22% | 173.46 ($196.17) 217.6 | $224.77 | 14.58% | New holding | 538,550 | 538,550 | |
EQIX | Equinix Inc | 2025-03-31 | Reduce Reduce | -6.19% | 803 ($898.89) 959.97 | $777.78 | -13.47% | Reduce -65.69% | 68,535 | -131,200 | |
GDS | GDS Holdings Ltd | 2025-03-31 | Reduce Reduce | -3.54% | 19.92 ($30.31) 48.5 | $37.58 | 23.99% | Reduce -66.93% | 1,469,225 | -2,973,273 | |
PLD | Prologis Inc | 2025-03-31 | New Buy New Buy | +3.24% | 103.59 ($115.69) 124.04 | $106.78 | -7.70% | New holding | 545,300 | 545,300 | |
DLR | Digital Realty Trust Inc | 2025-03-31 | Reduce Reduce | -3.17% | 142.1 ($162.65) 183.56 | $177.98 | 9.43% | Reduce -70.73% | 147,704 | -356,850 | |
WYNN | Wynn Resorts Ltd | 2025-03-31 | New Buy New Buy | +2.88% | 77 ($85.28) 93.47 | $106.77 | 25.20% | New holding | 648,978 | 648,978 | |
EXPE | Expedia Group Inc | 2025-03-31 | Reduce Reduce | -2.87% | 157.11 ($182.16) 206.52 | $184.93 | 1.52% | Reduce -73.8% | 109,250 | -307,800 | |
AMH | American Homes 4 Rent | 2025-03-31 | New Buy New Buy | +2.63% | 34.43 ($35.72) 37.81 | $36.15 | 1.20% | New holding | 1,309,893 | 1,309,893 | |
CRH | CRH PLC | 2025-03-31 | New Buy New Buy | +2.56% | 87.97 ($98.34) 110.51 | $94.06 | -4.35% | New holding | 547,900 | 547,900 | |
TMHC | Taylor Morrison Home Corp | 2025-03-31 | New Buy New Buy | +2.47% | 58.09 ($62.25) 67.02 | $62.65 | 0.64% | New holding | 775,450 | 775,450 |
Baron Real Estate Fund Total Holding History ($B)
Baron Real Estate Fund's Asset Allocation
Baron Real Estate 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 Fund's Hypothetical Growth since 2025-03-31
Baron Real Estate Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Baron Real Estate Fund's Holdings Heat Map
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Baron Real Estate Fund's Holdings Bubble Chart
Baron Real Estate Fund News
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