Baron Real Estate Income Fund Q1 2026 Shareholder Letter
The Baron Real Estate Income Fund reported a return of 1.12% for the first quarter of 2026, which was below the performance of the MSCI US REIT Index. Key contributors to this performance included Equinix, Welltower, and Prologis, while the main detractors were Jones Lang LaSalle, UWM Holdings, and American Tower. The report provides insights into the fund's investment strategy and market positioning.
- ▪Baron Real Estate Income Fund returned 1.12% for Q1 2026.
- ▪The fund's performance lagged behind the MSCI US REIT Index.
- ▪Top contributors included Equinix, Welltower, and Prologis.
- ▪Top detractors were Jones Lang LaSalle, UWM Holdings, and American Tower.
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