Baron Real Estate Income Fund's Institutional Shares dropped 7.58% in the third quarter, underperforming the MSCI US REIT Index, which fell 6.33%. Key holdings include Welltower, a major senior housing REIT, and a new position in AAON, Inc. despite its recent earnings miss. The Macerich Company showed positive management execution, exceeding targets in leasing and debt reduction. This performance highlights challenges in the real estate sector but also strategic moves by the fund's management.
Welltower Inc. trades at USD 240.05 with a 1.15% gain as of Oct 26, 2026 21:01 WIB on Pluang, showing resilience despite the fund's overall decline. Macerich Company shares are also up 0.62% at USD 24.25, reflecting ongoing investor interest in key real estate holdings. These figures provide a snapshot of how major assets in the Baron Real Estate Income Fund are performing in the current market environment.
