Titelia

Holdings of Baron Real Estate Income Fund

ISIN US06828M7368

BARON SELECT FUNDS · Original filing · Compare with another fund · Report an error

Net assets
264.5M $ including 249.2M $ in equities, 94.2 %
Positions
31 in 3 countries
Top ten
55.8 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Equinix Inc 26,63926.1M $9.87 %
2Welltower Inc 132,01926.1M $9.87 %
3Prologis Inc 188,04224.9M $9.40 %
4Ventas Inc 183,16015M $5.66 %
5EastGroup Properties Inc 56,44510.4M $3.95 %
6Macerich Co/The 551,78410.4M $3.94 %
7Digital Realty Trust Inc 53,7329.7M $3.66 %
8Host Hotels & Resorts Inc 462,3998.9M $3.35 %
9Essential Properties Realty Trust Inc 289,2668.8M $3.32 %
10Public Storage 26,8717.3M $2.75 %
11Weyerhaeuser Co 294,4137.2M $2.72 %
12Marriott Vacations Worldwide Corp 108,1407M $2.66 %
13American Healthcare REIT Inc 136,1756.4M $2.43 %
14GDS Holdings Ltd 156,2416.3M $2.38 %
15CRH PLC 56,9756M $2.26 %
16Wynn Resorts Ltd 58,3835.9M $2.24 %
17Iron Mountain Inc 56,6505.8M $2.19 %
18Pebblebrook Hotel Trust 445,6325.6M $2.13 %
19Simon Property Group Inc 29,1015.4M $2.05 %
20Extra Space Storage Inc 39,9605.2M $1.98 %
21Brookfield Corp 115,6634.7M $1.77 %
22CubeSmart 125,2714.6M $1.74 %
23Vail Resorts Inc 33,5734.3M $1.63 %
24Agree Realty Corp 55,4224.2M $1.58 %
25Blackstone Mortgage Trust Inc 217,7944.2M $1.58 %
26Equity Residential 67,3894M $1.51 %
27Janus Living Inc 149,8323.5M $1.34 %
28UDR Inc 95,8323.2M $1.22 %
29Terreno Realty Corp 44,5752.7M $1.04 %
30American Tower Corp 15,7982.7M $1.03 %
31Essex Property Trust Inc 10,7602.6M $0.98 %

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Sector breakdown

  • Real estate 49.1 %
  • Materials 5.3 %
  • Financials 1.9 %
  • Unattributed 43.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 95.6 %
  • Cayman Islands 2.5 %
  • Canada 1.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States29238.3M $95.60 %
2Cayman Islands16.3M $2.53 %
3Canada14.7M $1.88 %
Cite this page

Titelia. "Holdings of Baron Real Estate Income Fund". https://titelia.com/en/funds/S000060170