MF · holdings as filed 2026-03-31

What's inside BREFX?

Baron Real Estate Fund
Holdings
39
positions in the fund
Top 10
43%
of fund assets
Expense ratio
1.31%
net, per year
Fund size
$2B
total net assets
Top 15 holdings
1
WELLWELLTOWER INC
7.04%
2
EQIXEQUINIX INC
6.77%
3
PLDPROLOGIS INC
4.73%
4
TOLTOLL BROTHERS INC
4.03%
5
BNBROOKFIELD CORP
3.99%
6
JLLJONES LANG LASALLE INC
3.35%
7
CBRECBRE GROUP INC - A
3.32%
8
WYNNWYNN RESORTS LTD
3.25%
9
ABNBAIRBNB INC-CLASS A
3.17%
10
SITESITEONE LANDSCAPE SUPPLY INC
3.12%
11
HLTHILTON WORLDWIDE HOLDINGS IN
3.09%
12
CRHCRH PLC
2.95%
13
DLRDIGITAL REALTY TRUST INC
2.93%
14
HHYATT HOTELS CORP - CL A
2.83%
15
MACMACERICH CO/THE
2.81%
Sectors
1Financials
38%
2Consumer Discretionary
20%
3Real Estate
11%
4Industrials
9%
5Materials
7%
6Information Technology
7%
7Communication Services
1%
Geography
1United States
86%
2Canada
5%
3Ireland
3%
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Data source: official SEC Form N-PORT filings (as of 2026-03-31); expense ratio from SEC prospectus (risk/return) filings. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.