What does Baron Real Estate Fd Insti Shs do?

Baron Real Estate Fd Insti Shs (BREIX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.

What is BREIX's market cap?

Baron Real Estate Fd Insti Shs (BREIX) has a market capitalization of approximately $2.32 billion, as of July 24, 2026, based on the most recent share price and shares outstanding.

Does BREIX pay a dividend?

Yes — Baron Real Estate Fd Insti Shs (BREIX) pays a dividend semi-annually, with a trailing-twelve-month yield of 3.66%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

BREIX

Baron Real Estate Fd Insti Shs

NASDAQ·Asset Management · Financial Services

$42.10$0.80+1.94%

Market cap$2.32B·Market closed·Jul 24 8:00 PM UTC

Price Chart

$42.10+$0.80 (+1.94%)today

+2.16%CAGR +0.43%

Select date range

FromTo

Dec 31, 2009Jul 24, 2021 → Jul 24, 2026· 5.0 yrsJul 24, 2026

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)3.43%

Annual Dividend (FWD)$1.44

Dividend Growth (5Y)−14.4%

Dividend Safety—

Payout Ratio114.8%

FCF Payout Ratio—

Most Recent Dividend$0.722

Ex-Dividend DateDec 16

Payment DateDec 17

EarningsEarnings Tab

EPS (FWD)—

P/E Ratio (FWD)—

EPS Growth (1Y)—

EPS Growth (3Y)—

EPS Growth (5Y)—

Next Earnings Date—

Last Report Date—

Reported vs Estimate—

Earnings Surprise—

Income Statement Flow

PRO

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About Baron Real Estate Fd Insti Shs

The fund's primary objective is to achieve capital appreciation. To meet this goal, it typically commits at least 80% of its net assets for the long term to common stock. These investments are in U.S. and international companies engaged in the real estate sector or related activities, encompassing businesses of any market capitalization. This also extends to companies that the investment adviser deems to possess significant real estate holdings. A defining feature of the fund's strategy is its concentration, with over 25% of its net assets consistently allocated to the broader real estate industry.

Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
Website: www.baroncapitalgroup.com/product-detail/baron-real-estate-fund-breix

Peers

Peers Tab

PGEOX

George Putnam Balanced Class A

Cap

$2.4B

IALAX

Transamerica Capital Growth A

Cap

$1.8B

SWMCX

Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund

Cap

$2.8B

Latest News

News Tab

No recent news available.

Frequently Asked Questions About BREIX

What does Baron Real Estate Fd Insti Shs do?: Baron Real Estate Fd Insti Shs (BREIX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.
What is BREIX's market cap?: Baron Real Estate Fd Insti Shs (BREIX) has a market capitalization of approximately $2.32 billion, as of July 24, 2026, based on the most recent share price and shares outstanding.
Does BREIX pay a dividend?: Yes — Baron Real Estate Fd Insti Shs (BREIX) pays a dividend semi-annually, with a trailing-twelve-month yield of 3.66%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.