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Sector theme

Real Estate

REITs, homebuilders, and the commercial-property complex.

Prologis, American Tower, Equinix, Public Storage — the landlords of the digital and physical economy.

Industry YTD
+6.3%
avg price move, equal-weighted (71 stocks)
Politicians YTD
Net selling $1.3M
$177K bought · $1.5M sold
90-day net
$5.2M
Volume
$12.9M
Trades
512
237 bought, 275 sold
Members
65
Year-to-date flow

Money flowing out

Weekly buys (green) and sells (red) for real estate since January 1. The accent-colored line tracks cumulative net flow — buys minus sells, running total. Hover any week for the dollar amounts. Same window as the “Politicians YTD” tile up top, so the story is consistent.

Live wire

Latest filings in real estate

Hot off the disclosure portals — most recent first. Amounts shown as the official disclosure range, not exact dollars.

≥ $50K disclosure range
Filed Jun 1, 2026·traded Feb 26, 2025
Daniel Webster
Daniel Webster
RHouse
R
Common Stock (REXR)sold$15K-$50K
Filed May 27, 2026·traded Apr 20, 2026
Jonathan L. Jackson
Jonathan L. Jackson
DHouse
Simon Property Group(SPG)bought$15K-$50K
-1.9%2.1% vs S&P 500
Filed May 15, 2026·traded May 11, 2026
Dwight Evans
Dwight Evans
DHouse
American Tower(AMT)sold$1K-$15K
Conflict
Filed May 12, 2026·traded Apr 17, 2026
Richard McCormick
Richard McCormick
RHouse
American Tower(AMT)sold$1K-$15K
+0.5% vs S&P 500
Filed May 8, 2026·traded Apr 14, 2026
Gilbert Ray Cisneros Jr.
Gilbert Ray Cisneros Jr.
DHouse
Alexandria Real Estate(ARE)bought$1K-$15K
+14.8%+11.9% vs S&P 500
Filed May 8, 2026·traded Apr 14, 2026
Gilbert Ray Cisneros Jr.
Gilbert Ray Cisneros Jr.
DHouse
Costar Group(CSGP)sold$1K-$15K
+2.9% vs S&P 500
Filed Apr 8, 2026·traded Mar 24, 2026
Josh Gottheimer
Josh Gottheimer
DHouse
Crown Castle(CCI)sold$1K-$15K
+11.0% vs S&P 500Conflict
Filed Apr 7, 2026·traded Mar 13, 2026
Gilbert Ray Cisneros Jr.
Gilbert Ray Cisneros Jr.
DHouse
Costar Group(CSGP)bought$1K-$15K
-24.7%30.5% vs S&P 500
Filed Apr 7, 2026·traded Mar 13, 2026
Gilbert Ray Cisneros Jr.
Gilbert Ray Cisneros Jr.
DHouse
VICI Properties(VICI)sold$1K-$15K
+5.8% vs S&P 500
Filed Apr 7, 2026·traded Mar 3, 2026
Gilbert Ray Cisneros Jr.
Gilbert Ray Cisneros Jr.
DHouse
Ryman Hospitality Properties(RHP)bought$1K-$15K
+13.0%+10.7% vs S&P 500
Filed Apr 6, 2026·traded Mar 13, 2026
April McClain Delaney
April McClain Delaney
DHouse
Jones Lang Lasalle(JLL)sold$1K-$15K
+5.8% vs S&P 500
Filed Apr 6, 2026·traded Mar 13, 2026
April McClain Delaney
April McClain Delaney
DHouse
Jones Lang Lasalle(JLL)sold$1K-$15K
+5.8% vs S&P 500
Filed Apr 3, 2026·traded Mar 20, 2026
Kevin Hern
Kevin Hern
RHouse
Prologis(PLD)sold$50K-$100K
+10.2% vs S&P 500Conflict
Filed Apr 3, 2026·traded Mar 18, 2026
Kevin Hern
Kevin Hern
RHouse
Smartstop Self Storage Reit(SMA)sold$500K-$1M
+6.4% vs S&P 500Conflict
Filed Apr 3, 2026·traded Mar 17, 2026
Kevin Hern
Kevin Hern
RHouse
Blackrock Muniassets Fund(MUA)sold$50K-$100K
+4.7% vs S&P 500Conflict
Filed Mar 12, 2026·traded Feb 12, 2026
Julia Letlow
Julia Letlow
RHouse
Extra Space Storage(EXR)bought$1K-$15K
-0.3%4.6% vs S&P 500
Filed Mar 12, 2026·traded Feb 11, 2026
Jonathan L. Jackson
Jonathan L. Jackson
DHouse
Welltower(WELL)bought$1K-$15K
+0.5%3.9% vs S&P 500
Filed Mar 12, 2026·traded Feb 2, 2026
Julia Letlow
Julia Letlow
RHouse
Boston Properties(BXP)bought$1K-$15K
-5.1%14.3% vs S&P 500
Filed Mar 10, 2026·traded Feb 27, 2026
April McClain Delaney
April McClain Delaney
DHouse
Jones Lang Lasalle(JLL)sold$1K-$15K
+2.0% vs S&P 500
Filed Mar 10, 2026·traded Feb 24, 2026
April McClain Delaney
April McClain Delaney
DHouse
Jones Lang Lasalle(JLL)sold$1K-$15K
+2.2% vs S&P 500
Filed Mar 10, 2026·traded Feb 23, 2026
April McClain Delaney
April McClain Delaney
DHouse
Jones Lang Lasalle(JLL)sold$1K-$15K
+2.5% vs S&P 500
Filed Mar 10, 2026·traded Feb 18, 2026
April McClain Delaney
April McClain Delaney
DHouse
Jones Lang Lasalle(JLL)sold$1K-$15K
+3.1% vs S&P 500
Filed Mar 10, 2026·traded Feb 11, 2026
April McClain Delaney
April McClain Delaney
DHouse
Jones Lang Lasalle(JLL)sold$15K-$50K
+4.5% vs S&P 500
Filed Mar 9, 2026·traded Feb 10, 2026
Gilbert Ray Cisneros Jr.
Gilbert Ray Cisneros Jr.
DHouse
Healthpeak Properties(DOC)sold$1K-$15K
+4.4% vs S&P 500
Filed Mar 9, 2026·traded Feb 10, 2026
Gilbert Ray Cisneros Jr.
Gilbert Ray Cisneros Jr.
DHouse
Invitation Homes(INVH)sold$1K-$15K
+4.4% vs S&P 500
Filed Mar 6, 2026·traded Feb 26, 2026
David J. Taylor
David J. Taylor
RHouse
Prologis(PLD)sold$1K-$15K
+2.5% vs S&P 500
Filed Mar 2, 2026·traded Feb 4, 2026
Markwayne Mullin
Markwayne Mullin
RSenate
Iron Mountain(IRM)sold$1K-$15K
+7.8% vs S&P 500
Filed Feb 15, 2026·traded Jan 23, 2026
John Boozman
John Boozman
RSenate
Vanguard Global ex-U.S. Real Estate ETF(VNQI)bought$1K-$15K
Conflict
Filed Feb 13, 2026·traded Jan 30, 2026
Gilbert Ray Cisneros Jr.
Gilbert Ray Cisneros Jr.
DHouse
Ryman Hospitality Properties(RHP)sold$250K-$500K
+7.9% vs S&P 500
Filed Feb 13, 2026·traded Jan 28, 2026
Gilbert Ray Cisneros Jr.
Gilbert Ray Cisneros Jr.
DHouse
Costar Group(CSGP)bought$1K-$15K
-49.6%59.0% vs S&P 500
Filed Feb 13, 2026·traded Jan 15, 2026
Gilbert Ray Cisneros Jr.
Gilbert Ray Cisneros Jr.
DHouse
Independence Realty Trust(IRT)bought$1K-$15K
-3.9%11.1% vs S&P 500
Filed Feb 13, 2026·traded Jan 15, 2026
Gilbert Ray Cisneros Jr.
Gilbert Ray Cisneros Jr.
DHouse
Agree Realty(ADC)sold$15K-$50K
+7.2% vs S&P 500
Filed Feb 13, 2026·traded Jan 9, 2026
Gilbert Ray Cisneros Jr.
Gilbert Ray Cisneros Jr.
DHouse
Host Hotels & Resorts(HST)bought$1K-$15K
+17.6%+7.2% vs S&P 500
Filed Feb 13, 2026·traded Jan 9, 2026
Gilbert Ray Cisneros Jr.
Gilbert Ray Cisneros Jr.
DHouse
VICI Properties(VICI)bought$1K-$15K
+3.2%7.2% vs S&P 500
Filed Feb 13, 2026·traded Jan 9, 2026
Gilbert Ray Cisneros Jr.
Gilbert Ray Cisneros Jr.
DHouse
Ventas(VTR)sold$1K-$15K
+10.4% vs S&P 500
Filed Feb 13, 2026·traded Jan 9, 2026
Gilbert Ray Cisneros Jr.
Gilbert Ray Cisneros Jr.
DHouse
Healthpeak Properties(DOC)bought$1K-$15K
+16.7%+6.3% vs S&P 500
Filed Feb 13, 2026·traded Jan 9, 2026
Gilbert Ray Cisneros Jr.
Gilbert Ray Cisneros Jr.
DHouse
Regency Centers(REG)bought$1K-$15K
+13.4%+3.0% vs S&P 500
Filed Feb 6, 2026·traded Jan 12, 2026
Virginia Foxx
Virginia Foxx
RHouse
Public Storage(PSA)sold$1K-$15K
+10.1% vs S&P 500
Filed Feb 2, 2026·traded Jan 29, 2026
David J. Taylor
David J. Taylor
RHouse
Prologis(PLD)bought$1K-$15K
+12.7%+4.6% vs S&P 500
Filed Feb 2, 2026·traded Jan 16, 2026
David J. Taylor
David J. Taylor
RHouse
Prologis(PLD)sold$1K-$15K
+5.9% vs S&P 500
Filed Jan 20, 2026·traded Jan 12, 2026
Gary C. Peters
Gary C. Peters
DSenate
W. P. Carey(WPC)bought$15K-$50K
+9.5%0.6% vs S&P 500
Filed Jan 14, 2026·traded Jan 7, 2026
Rick Larsen
Rick Larsen
DHouse
Essex Property Trust(ESS)sold$1K-$15K
+11.4% vs S&P 500
Filed Jan 13, 2026·traded Dec 18, 2025
Markwayne Mullin
Markwayne Mullin
RSenate
Iron Mountain(IRM)sold$15K-$50K
+10.4% vs S&P 500
Filed Jan 13, 2026·traded Dec 18, 2025
Markwayne Mullin
Markwayne Mullin
RSenate
Iron Mountain(IRM)sold$1K-$15K
+10.4% vs S&P 500
Filed Jan 13, 2026·traded Nov 3, 2025
Julia Letlow
Julia Letlow
RHouse
Extra Space Storage(EXR)sold$1K-$15K
+9.5% vs S&P 500
Filed Jan 13, 2026·traded Apr 14, 2025
Julia Letlow
Julia Letlow
RHouse
Boston Properties(BXP)bought$1K-$15K
-4.8%17.2% vs S&P 500
Filed Jan 13, 2026·traded Feb 7, 2025
Julia Letlow
Julia Letlow
RHouse
Extra Space Storage(EXR)bought$1K-$15K
-7.8%14.3% vs S&P 500
Filed Jan 12, 2026·traded Dec 19, 2025
Gilbert Ray Cisneros Jr.
Gilbert Ray Cisneros Jr.
DHouse
Invitation Homes(INVH)bought$1K-$15K
+6.2%4.6% vs S&P 500
Filed Jan 12, 2026·traded Dec 19, 2025
Gilbert Ray Cisneros Jr.
Gilbert Ray Cisneros Jr.
DHouse
VICI Properties(VICI)bought$1K-$15K
+3.4%7.4% vs S&P 500
Filed Jan 12, 2026·traded Dec 19, 2025
Gilbert Ray Cisneros Jr.
Gilbert Ray Cisneros Jr.
DHouse
Crown Castle(CCI)sold$1K-$15K
+10.9% vs S&P 500

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