This tracks how US Real Estate is performing against the S&P 500: the relative-strength read traders use to find sectors gaining momentum and the strongest stocks within them. Look for three things: whether it is gaining or losing ground on the index, whether the move is broad or led by a few large names, and which stocks lead on relative strength.
Current read · as at 15 Oct 2026
US Real Estate is underperforming the S&P 500 but gaining ground (the improving zone of the rotation chart). It is down 3.1% over the past month and little changed year to date. 3 of 20 stocks are above their 50-day average, with only a minority participating. On 3-month relative strength, AMT.US, CCI.US and WELL.US lead the sector.
Relative strength is measured against S&P 500, centred at 100. Above 100 means it outpaced the benchmark.
Performance charts
Rebased to 100 vs S&P 500
End of day
Equal-weight tracks the typical stock (sector breadth); Cap-weight is driven by the largest names. The gap between them shows how broad the move is.
US Real Estate vs S&P 500
Rising = outperforming
100 = matches benchmark. Above = outpacing it; below = lagging.
Equal-weight minus cap-weight
Participation, not a forecast
Above zero = broad participation (typical stock leading the largest names); below zero = narrow, megacap-driven.
What's underneath the leaders
End of day
Latest-day drivers
- DLR.US-3.40%-0.17%
- IRM.US-3.26%-0.16%
- PLD.US-2.31%-0.12%
Top 3 account for 51% of the total move.
Contribution is each holding's weight times its one-day move.
Emerging leaders (3-month rank)
- 1AMT.US+15
- 2CCI.US+17
- 3WELL.US0
- 4DLR.US+14
- 5EQIX.US+9
Rank 1 = strongest 3-month move. Delta is the rank change; positive means improving.
Breadth and Effective N measure how widely the basket is moving right now — a participation gauge, not a forecast.
Constituents
Weights and contribution to the basket move
AMT.US | American Tower Corp | $179.40 | -0.02% | 5.0% | -0.00% |
AVB.US | AvalonBay Communities IncData pending | - | - | 5.0% | - |
CBRE.US | CBRE Group Inc Class A | $128.87 | -0.62% | 5.0% | -0.03% |
CCI.US | Crown Castle | $79.38 | -0.23% | 5.0% | -0.01% |
DLR.US | Digital Realty Trust Inc | $172.09 | -3.40% | 5.0% | -0.17% |
EQIX.US | Equinix Inc | $995.90 | -2.31% | 5.0% | -0.12% |
EQR.US | Equity ResidentialData pending | - | - | 5.0% | - |
ESS.US | Essex Property Trust Inc | $269.37 | -0.92% | 5.0% | -0.05% |
EXR.US | Extra Space Storage Inc | $134.08 | +0.25% | 5.0% | +0.01% |
INVH.US | Invitation Homes Inc | $26.54 | -0.19% | 5.0% | -0.01% |
IRM.US | Iron Mountain Incorporated | $110.86 | -3.26% | 5.0% | -0.16% |
O.US | Realty Income Corporation | $55.17 | +0.33% | 5.0% | +0.02% |
PLD.US | Prologis Inc | $130.46 | -2.31% | 5.0% | -0.12% |
PSA.US | Public Storage | $288.76 | +0.13% | 5.0% | +0.01% |
SBAC.US | SBA Communications Corp | $180.71 | -0.62% | 5.0% | -0.03% |
SPG.US | Simon Property Group Inc | $198.70 | -0.97% | 5.0% | -0.05% |
VICI.US | VICI Properties Inc | $22.94 | +0.13% | 5.0% | +0.01% |
VTR.US | Ventas Inc | $84.31 | +0.55% | 5.0% | +0.03% |
WELL.US | Welltower Inc | $232.17 | +0.88% | 5.0% | +0.04% |
WY.US | Weyerhaeuser Company | $18.90 | -0.37% | 5.0% | -0.02% |
AMT.US
American Tower Corp
- Last
- $179.40
- 1D
- -0.02%
- Weight
- 5.0%
- Contribution
- -0.00%
AVB.US
AvalonBay Communities Inc
- Last
- -
- 1D
- -
- Weight
- 5.0%
- Contribution
- -
Data pending
CBRE.US
CBRE Group Inc Class A
- Last
- $128.87
- 1D
- -0.62%
- Weight
- 5.0%
- Contribution
- -0.03%
CCI.US
Crown Castle
- Last
- $79.38
- 1D
- -0.23%
- Weight
- 5.0%
- Contribution
- -0.01%
DLR.US
Digital Realty Trust Inc
- Last
- $172.09
- 1D
- -3.40%
- Weight
- 5.0%
- Contribution
- -0.17%
EQIX.US
Equinix Inc
- Last
- $995.90
- 1D
- -2.31%
- Weight
- 5.0%
- Contribution
- -0.12%
EQR.US
Equity Residential
- Last
- -
- 1D
- -
- Weight
- 5.0%
- Contribution
- -
Data pending
ESS.US
Essex Property Trust Inc
- Last
- $269.37
- 1D
- -0.92%
- Weight
- 5.0%
- Contribution
- -0.05%
EXR.US
Extra Space Storage Inc
- Last
- $134.08
- 1D
- +0.25%
- Weight
- 5.0%
- Contribution
- +0.01%
INVH.US
Invitation Homes Inc
- Last
- $26.54
- 1D
- -0.19%
- Weight
- 5.0%
- Contribution
- -0.01%
IRM.US
Iron Mountain Incorporated
- Last
- $110.86
- 1D
- -3.26%
- Weight
- 5.0%
- Contribution
- -0.16%
O.US
Realty Income Corporation
- Last
- $55.17
- 1D
- +0.33%
- Weight
- 5.0%
- Contribution
- +0.02%
PLD.US
Prologis Inc
- Last
- $130.46
- 1D
- -2.31%
- Weight
- 5.0%
- Contribution
- -0.12%
PSA.US
Public Storage
- Last
- $288.76
- 1D
- +0.13%
- Weight
- 5.0%
- Contribution
- +0.01%
SBAC.US
SBA Communications Corp
- Last
- $180.71
- 1D
- -0.62%
- Weight
- 5.0%
- Contribution
- -0.03%
SPG.US
Simon Property Group Inc
- Last
- $198.70
- 1D
- -0.97%
- Weight
- 5.0%
- Contribution
- -0.05%
VICI.US
VICI Properties Inc
- Last
- $22.94
- 1D
- +0.13%
- Weight
- 5.0%
- Contribution
- +0.01%
VTR.US
Ventas Inc
- Last
- $84.31
- 1D
- +0.55%
- Weight
- 5.0%
- Contribution
- +0.03%
WELL.US
Welltower Inc
- Last
- $232.17
- 1D
- +0.88%
- Weight
- 5.0%
- Contribution
- +0.04%
WY.US
Weyerhaeuser Company
- Last
- $18.90
- 1D
- -0.37%
- Weight
- 5.0%
- Contribution
- -0.02%
Last price shown at full precision. Contribution is each holding's weight times its one-day move. A dash marks data pending after the latest end-of-day refresh.
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Equal weighted. Membership is recalculated nightly from end-of-day data: active US common stocks in the Real Estate sector with a market cap of at least USD 1 billion and a 90-day average daily value traded of at least USD 5 million, ranked by market cap, top 20. The published index is equal-weighted, tracking the typical stock; a market-cap-weighted companion line (capped at 20% per stock) is shown for comparison. The gap between the two is a participation gauge, not a forecast.