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As of the latest SEC filings, BARON REAL ESTATE FUND (BREIX) is held by 2 institutional funds. The largest fund shareholder is Baron WealthBuilder Fund (BWBTX), holding an estimated $30,573,227.14 in market value, representing 6.11% of its portfolio.

Funds holding BARON REAL ESTATE FUND (BREIX)

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
BREIX
CIK:
2 results
Fund Type Manager Weight Market Value Shares
Report Date
Filing Date
BWBTX
Baron WealthBuilder Fund
 MF Independent / Boutique 6.11% $30,573,227.14 795,763 Mar 31, 2026 May 22, 2026
CONWX
Concorde Wealth Management Fund
 MF Independent / Boutique 0.70% $312,630.57 8,137 Mar 31, 2026 May 27, 2026
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