Soumya Eswaran
3 min read
In This Article:
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q1 2025, stocks were sold due to economic growth slowdown, inflation, and policymaking issues, including Baron Real Estate Fund®, without considering value. The fund declined 6.69% (Institutional Shares) in the quarter compared to a 3.11% decline for the MSCI USA IMI Extended Real Estate Index (the MSCI Real Estate Index) and a 0.76% gain for the MSCI US REIT Index (the REIT Index). In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its first-quarter 2025 investor letter, Baron Real Estate Fund highlighted stocks such as Equinix, Inc. (NASDAQ:EQIX). Equinix, Inc. (NASDAQ:EQIX) is a digital infrastructure company. The one-month return of Equinix, Inc. (NASDAQ:EQIX) is 8.74%, and its shares gained 7.47% of their value over the last 52 weeks. On May 14, 2025, Equinix, Inc. (NASDAQ:EQIX) stock closed at $859.21 per share with a market capitalization of $84.047 billion.
Baron Real Estate Fund stated the following regarding Equinix, Inc. (NASDAQ:EQIX) in its Q1 2025 investor letter:
"Equinix, Inc. (NASDAQ:EQIX) is the premier global carrier and cloud-neutral data center operator with 270 data centers in 74 metropolitan areas and 35 countries.
