Real estate
Definition
Companies whose SEC Standard Industrial Classification code falls in 6500 to 6599, 6798, as EDGAR assigns them.
Q2 2026 against Q1 2026
- Reported value
- $209bn
- +$21.4bn on the quarter before
- Managers listing any
- 70
- +0 on the quarter before
- Stocks listed
- 171
- +0 on the quarter before
- Buyers
- 2,223
- manager-stock pairs opening or adding
- Sellers
- 1,978
- manager-stock pairs trimming or exiting
value over 8 quartersNet buying actions by quarter: +130 · +148 · +289 · +160 · +199 · +139 · +307 · +245
See it in the heatmap, ranked by breadth →
Managers listing any counts distinct comparable managers. Buyers and sellers count actions by comparable managers, once for each stock a manager moved in. Value moves with prices as well as with buying.
Largest stocks (173 in all)
By combined reported value at Q2 2026. Holders are at least counts, among listed positions.
| Stock | Holders | Value | Buyers | Sellers | Holders, 8 quarters |
|---|---|---|---|---|---|
| WELLWelltower Inc | 30 | $21.6bn | 13 | 20 | |
| EQIXEquinix Inc | 36 | $13.0bn | 18 | 21 | |
| BNBrookfield Corp | 34 | $11.6bn | 16 | 21 | |
| PLDPrologis Inc. | 34 | $11.3bn | 20 | 17 | |
| AMTAmerican Tower Corp | 40 | $8.9bn | 23 | 18 | |
| SPGSimon Ppty Group Inc New | 25 | $8.7bn | 17 | 15 | |
| VTRVentas Inc | 23 | $6.3bn | 11 | 18 | |
| CBRECbre Group Inc | 38 | $6.3bn | 27 | 14 | |
| PSAPublic Storage | 24 | $4.9bn | 13 | 16 | |
| EXRExtra Space Storage Inc | 31 | $4.8bn | 24 | 8 | |
| DLRDigital Realty Trust Inc | 36 | $4.8bn | 26 | 13 | |
| SUISun Communities Inc | 29 | $3.8bn | 18 | 12 | |
| SBACSba Communications Corp | 34 | $3.7bn | 16 | 19 | |
| WYWeyerhaeuser Co | 28 | $3.3bn | 20 | 12 | |
| VICIVici Pptys Inc | 36 | $3.3bn | 17 | 21 | |
| VMRKEquity Residential | 28 | $3.2bn | 18 | 17 | |
| CCICrown Castle Intl Corp | 31 | $3.1bn | 20 | 16 | |
| UDRUdr Inc | 29 | $2.9bn | 18 | 14 | |
| CPTCamden Ppty TR | 28 | $2.6bn | 13 | 20 | |
| LAMRLamar Advertising Co | 32 | $2.5bn | 16 | 14 | |
| IRMIron MTN Inc Del | 28 | $2.4bn | 13 | 17 | |
| JLLJones Lang Lasalle Inc | 26 | $2.4bn | 12 | 20 | |
| COMPCompass Inc | 31 | $2.3bn | 15 | 18 | |
| INVHInvitation Homes Inc | 34 | $2.2bn | 24 | 11 | |
| HHHHoward Hughes ca | 20 | $2.1bn | 15 | 8 |
Managers holding its largest names
Across the 15 largest stocks above at Q2 2026: how many of them each manager lists, and their combined value. A manager can hold others below its listed range.
- Fidelity (FMR LLC)10 of 15 · $18.5bn
- T. Rowe Price Associates Inc11 of 15 · $13.2bn
- Capital World Investors6 of 15 · $13.0bn
- Wellington Management Group LLP8 of 15 · $9.4bn
- Invesco Ltd11 of 15 · $9.0bn
- Capital Research Global Investors10 of 15 · $6.7bn
- Dodge & Cox3 of 15 · $5.9bn
- MFS Investment Management9 of 15 · $3.5bn
- Arrowstreet Capital LP9 of 15 · $2.6bn
- Pershing Square Capital Management LP1 of 15 · $2.4bn
- AllianceBernstein LP10 of 15 · $2.1bn
- AQR Capital Management LLC6 of 15 · $1.8bn
- First Eagle Investment Management LLC3 of 15 · $1.8bn
- Millennium Management LLC7 of 15 · $1.6bn
- Neuberger Berman Group LLC8 of 15 · $1.3bn
- Coatue Management LLC1 of 15 · $1.3bn
- D. E. Shaw & Co.6 of 15 · $1.3bn
- Janus Henderson Group Ltd8 of 15 · $1.1bn
- Marshall Wace LLP7 of 15 · $947m
- Harris Associates LP1 of 15 · $810m
2.7% of the value at Q2 2026 sits in stocks with no SIC code on file, counted as unclassified rather than placed in a sector.