Real estate investment trusts
Definition
SIC 6798.
A standard grouping: SIC 6798.
Q2 2026 against Q1 2026
- Reported value
- $178bn
- +$19.7bn on the quarter before
- Managers listing any
- 66
- +1 on the quarter before
- Stocks listed
- 134
- -1 on the quarter before
- Buyers
- 1,805
- manager-stock pairs opening or adding
- Sellers
- 1,587
- manager-stock pairs trimming or exiting
value over 8 quartersNet buying actions by quarter: +132 · +122 · +249 · +156 · +178 · +90 · +236 · +218
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 (135 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 | |
| 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 | |
| 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 | |
| HHHHoward Hughes ca | 20 | $2.1bn | 15 | 8 | |
| AHRAmerican Healthcare REIT Inc | 32 | $2.1bn | 23 | 8 | |
| GLPIGaming & Leisure Pptys Inc | 32 | $2.1bn | 20 | 13 | |
| MAAMid-america Apartment Communities Inc | 24 | $2.1bn | 9 | 21 | |
| ELSEquity Lifestyle Pptys Inc | 23 | $2.0bn | 10 | 16 | |
| ESSEssex Property Trust Inc | 20 | $1.9bn | 12 | 16 |
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)9 of 15 · $17.8bn
- T. Rowe Price Associates Inc11 of 15 · $14.1bn
- Wellington Management Group LLP9 of 15 · $10.7bn
- Capital World Investors6 of 15 · $9.7bn
- Invesco Ltd11 of 15 · $8.8bn
- Capital Research Global Investors9 of 15 · $6.6bn
- MFS Investment Management8 of 15 · $3.3bn
- Dodge & Cox2 of 15 · $3.3bn
- Arrowstreet Capital LP10 of 15 · $2.7bn
- First Eagle Investment Management LLC4 of 15 · $2.4bn
- AllianceBernstein LP9 of 15 · $1.9bn
- AQR Capital Management LLC5 of 15 · $1.5bn
- Coatue Management LLC1 of 15 · $1.3bn
- Millennium Management LLC7 of 15 · $1.3bn
- Neuberger Berman Group LLC7 of 15 · $1.0bn
- D. E. Shaw & Co.4 of 15 · $934m
- Janus Henderson Group Ltd7 of 15 · $880m
- Marshall Wace LLP6 of 15 · $790m
- Two Sigma Investments LP3 of 15 · $760m
- Acadian Asset Management LLC4 of 15 · $731m