BR

Baron Real Estate Income Fund | BRIFX

Mutual Fund
BARON SELECT FUNDS
Last update 2025-03-01 25 Stocks (3 new)
Value $172.00 Mil Turnover 22 %
Countries:
Top Holdings: EQIX(10.93%)WELL(8.73%)EQR(6.84%)DLR(6.32%)VNO(6.17%)
Summary Stock Picks Current Portfolio
Baron Real Estate Income Fund Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EQIX 		Equinix Inc
19,939
18,800.3
+4.74%
10.930
+0.49%
0.020
-1.03%
-4.56%
87,106.8
REITs
WELL 		Welltower Inc
119,214
15,024.5
+1.65%
8.730
+0.14%
0.020
+1.58%
+24.28%
101,506.4
REITs
EQR 		Equity Residential
164,082
11,774.5
+99.28%
6.840
+3.41%
0.040
-4.79%
-0.66%
26,569.5
REITs
DLR 		Digital Realty Trust Inc
61,276
10,866.1
+8.47%
6.320
+0.49%
0.020
+11.42%
-1.78%
58,170.6
REITs
VNO 		Vornado Realty Trust
252,456
10,613.3
-1.57%
6.170
-0.09%
0.130
-10.23%
-10.23%
7,244.2
REITs
GDS 		GDS Holdings Ltd
441,208
10,483.1
+2.32%
6.090
+0.14%
0.230
-35.93%
+2.61%
4,523.2
Software
MAC 		Macerich Co
497,345
9,907.1
+19.84%
5.760
+0.95%
0.190
-9.53%
-18.07%
4,091.5
REITs
BN 		Brookfield Corp
145,265
8,345.5
+61.55%
4.850
+1.85%
0.010
-0.02%
+0.83%
88,486.2
Asset Management
VTR 		Ventas Inc
136,979
8,066.7
+7.83%
4.690
+0.34%
0.030
-6.71%
+9.60%
28,923.7
REITs
IRT 		Independence Realty Trust Inc
401,781
7,971.3
+152.30%
4.630
+2.79%
0.170
-14.67%
-6.24%
4,315.7
REITs

Baron Real Estate Income Fund's Historical Top Holdings Breakdowns

Baron Real Estate Income 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
PLD 		Prologis Inc2024-12-31Sold Out
-3.70%
●
101.4 ($114.78) 126.97
$108.75
-5.25%
Sold Out
0
-50,891
KRC 		Kilroy Realty Corp2024-12-31New Buy
+3.54%
●
37.51 ($40.4) 43.56
$32.26
-20.15%
New holding
150,427
150,427
EQR 		Equity Residential2024-12-31Add
+3.41%
●
69.12 ($73.45) 77.48
$69.93
-4.79%
Add 99.28%
164,082
81,744
AMT 		American Tower Corp2024-12-31Sold Out
-3.17%
●
179.4 ($206.81) 231.88
$214.11
3.53%
Sold Out
0
-23,670
IRT 		Independence Realty Trust Inc2024-12-31Add
+2.79%
●
18.78 ($20.42) 22.01
$18.46
-9.60%
Add 152.3%
401,781
242,532
SPG 		Simon Property Group Inc2024-12-31Add
+2.41%
●
167.23 ($175.6) 183.84
$162.91
-7.23%
Add 142.79%
40,900
24,054
REXR 		Rexford Industrial Realty Inc2024-12-31Sold Out
-2.28%
●
37.97 ($42.89) 49.41
$35.32
-17.65%
Sold Out
0
-78,776
AHR 		American Healthcare REIT Inc2024-12-31New Buy
+2.03%
●
24.2 ($26.92) 29.81
$35.05
30.20%
New holding
122,775
122,775
FR 		First Industrial Realty Trust Inc2024-12-31Sold Out
-1.89%
●
49.6 ($53.02) 55.9
$49.49
-6.66%
Sold Out
0
-58,770
BN 		Brookfield Corp2024-12-31Add
+1.85%
●
52.4 ($56.56) 61.51
$57.82
2.23%
Add 61.55%
145,265
55,348

Baron Real Estate Income Fund Total Holding History ($B)

To

Baron Real Estate Income Fund's Asset Allocation

To

Baron Real Estate Income Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Baron Real Estate Income Fund's Hypothetical Growth since 2024-12-31

Baron Real Estate Income Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Baron Real Estate Income Fund's Holdings Heat Map

Size field:

Baron Real Estate Income Fund's Holdings Bubble Chart

Baron Real Estate Income Fund News

  • 1

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