Baron Real Estate Fund
Registrant
BARON SELECT FUNDS
Class tickers
BREFX
BREIX
BREUX
Net Assets
$2,294,064,363
Holdings
41
Latest Report
Jun 30, 2026
Net Assets Over Time
Holdings · 41
Export CSV
Portfolio coverage: 41 of
44 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| Welltower Inc | WELL | 600,513 | $136,298,436 | 5.94% | Long | EC | |
| Equinix Inc | EQIX | 118,815 | $123,851,568 | 5.40% | Long | EC | |
| Toll Brothers Inc | TOL | 711,600 | $117,236,100 | 5.11% | Long | EC | |
| Macerich Co/The | MAC | 3,860,008 | $97,233,602 | 4.24% | Long | EC | |
| Meritage Homes Corp | MTH | 1,148,300 | $96,284,955 | 4.20% | Long | EC | |
| Hyatt Hotels Corp | H | 394,600 | $76,489,264 | 3.33% | Long | EC | |
| Brookfield Corp | BN | 1,703,000 | $72,530,770 | 3.16% | Long | EC | |
| Prologis Inc | PLD | 526,250 | $71,291,088 | 3.11% | Long | EC | |
| Hilton Worldwide Holdings Inc | HLT | 210,200 | $69,462,692 | 3.03% | Long | EC | |
| Blackstone Digital Infrastructure Trust Inc | BXDC | 3,038,673 | $65,726,497 | 2.87% | Long | EC | |
| SiteOne Landscape Supply Inc | SITE | 559,535 | $64,016,399 | 2.79% | Long | EC | |
| Public Storage | PSA | 192,950 | $61,417,915 | 2.68% | Long | EC | |
| CBRE Group Inc | CBRE | 442,298 | $59,573,118 | 2.60% | Long | EC | |
| Airbnb Inc | ABNB | 415,116 | $59,403,100 | 2.59% | Long | EC | |
| Blackstone Inc | BX | 502,750 | $59,158,593 | 2.58% | Long | EC | |
| Penn Entertainment Inc | PENN | 2,697,350 | $57,615,396 | 2.51% | Long | EC | |
| Advanced Drainage Systems Inc | WMS | 343,700 | $53,947,152 | 2.35% | Long | EC | |
| Fortune Brands Innovations Inc | FBIN | 931,150 | $51,120,135 | 2.23% | Long | EC | |
| Caesars Entertainment Inc | CZR | 1,617,000 | $48,801,060 | 2.13% | Long | EC | |
| Red Rock Resorts Inc | RRR | 720,649 | $46,885,424 | 2.04% | Long | EC | |
| Home Depot Inc/The | HD | 131,650 | $46,430,322 | 2.02% | Long | EC | |
| Jones Lang LaSalle Inc | JLL | 148,492 | $46,025,095 | 2.01% | Long | EC | |
| PulteGroup Inc | PHM | 324,200 | $44,483,482 | 1.94% | Long | EC | |
| Madison Air Solutions Corp | MAIR | 1,129,771 | $44,061,069 | 1.92% | Long | EC | |
| AAON Inc | AAON | 327,850 | $41,591,051 | 1.81% | Long | EC | |
| Digital Realty Trust Inc | DLR | 224,601 | $40,333,848 | 1.76% | Long | EC | |
| Iron Mountain Inc | IRM | 319,300 | $40,330,783 | 1.76% | Long | EC | |
| Lowe's Cos Inc | LOW | 182,766 | $40,298,075 | 1.76% | Long | EC | |
| KB Home | KBH | 588,900 | $36,859,251 | 1.61% | Long | EC | |
| Rocket Cos Inc | RKT | 2,226,850 | $35,072,888 | 1.53% | Long | EC | |
| Boyd Gaming Corp | BYD | 380,050 | $33,569,817 | 1.46% | Long | EC | |
| Simon Property Group Inc | SPG | 120,500 | $26,949,825 | 1.17% | Long | EC | |
| Wynn Resorts Ltd | WYNN | 263,028 | $25,537,389 | 1.11% | Long | EC | |
| Ventas Inc | VTR | 276,750 | $24,575,400 | 1.07% | Long | EC | |
| GDS Holdings Ltd | GDS | 797,175 | $23,939,165 | 1.04% | Long | EC | |
| MGM Resorts International | MGM | 395,850 | $18,925,589 | 0.82% | Long | EC | |
| Vulcan Materials Co | VMC | 41,495 | $12,241,440 | 0.53% | Long | EC | |
| Las Vegas Sands Corp | LVS | 211,500 | $9,769,185 | 0.43% | Long | EC | |
| Brookfield Asset Management Ltd | BAM | 100,710 | $4,516,844 | 0.20% | Long | EC | |
| Blackstone Mortgage Trust Inc | BXMT | 136,533 | $2,314,234 | 0.10% | Long | EC | |
| Procore Technologies Inc | PCOR | 51,723 | $2,100,988 | 0.09% | Long | EC |