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 11 Sept 2026
US Real Estate is underperforming the S&P 500 and losing ground (the lagging zone of the rotation chart). It is down 6.5% over the past month but up 3.3% year to date. 1 of 20 stocks are above their 50-day average, with only a minority participating. On 3-month relative strength, WELL.US, VTR.US and CBRE.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
- AMT.US+2.82%+0.14%
- CCI.US+2.37%+0.12%
- SBAC.US+2.23%+0.11%
Top 3 account for 39% of the total move.
Contribution is each holding's weight times its one-day move.
Emerging leaders (3-month rank)
- 1WELL.US+15
- 2VTR.US+18
- 3CBRE.US+14
- 4DLR.US+8
- 5O.US+14
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 | $177.85 | +2.82% | 5.0% | +0.14% |
AVB.US | AvalonBay Communities Inc | $68.14 | - | 5.0% | - |
CBRE.US | CBRE Group Inc Class A | $140.51 | +1.83% | 5.0% | +0.09% |
CCI.US | Crown Castle | $75.62 | +2.37% | 5.0% | +0.12% |
DLR.US | Digital Realty Trust Inc | $188.58 | +1.73% | 5.0% | +0.09% |
EQIX.US | Equinix Inc | $1,037.72 | +1.36% | 5.0% | +0.07% |
EQR.US | Equity ResidentialData pending | - | - | 5.0% | - |
ESS.US | Essex Property Trust Inc | $272.91 | +0.57% | 5.0% | +0.03% |
EXR.US | Extra Space Storage Inc | $137.64 | +0.87% | 5.0% | +0.04% |
INVH.US | Invitation Homes Inc | $27.54 | -0.07% | 5.0% | -0.00% |
IRM.US | Iron Mountain Incorporated | $115.18 | +2.02% | 5.0% | +0.10% |
O.US | Realty Income Corporation | $59.50 | -0.12% | 5.0% | -0.01% |
PLD.US | Prologis Inc | $135.75 | +1.00% | 5.0% | +0.05% |
PSA.US | Public Storage | $296.50 | +0.64% | 5.0% | +0.03% |
SBAC.US | SBA Communications Corp | $185.47 | +2.23% | 5.0% | +0.11% |
SPG.US | Simon Property Group Inc | $204.83 | +0.08% | 5.0% | +0.00% |
VICI.US | VICI Properties Inc | $24.83 | +0.40% | 5.0% | +0.02% |
VTR.US | Ventas Inc | $89.99 | -0.50% | 5.0% | -0.02% |
WELL.US | Welltower Inc | $235.62 | -0.04% | 5.0% | -0.00% |
WY.US | Weyerhaeuser Company | $22.06 | +0.32% | 5.0% | +0.02% |
AMT.US
American Tower Corp
- Last
- $177.85
- 1D
- +2.82%
- Weight
- 5.0%
- Contribution
- +0.14%
AVB.US
AvalonBay Communities Inc
- Last
- $68.14
- 1D
- -
- Weight
- 5.0%
- Contribution
- -
CBRE.US
CBRE Group Inc Class A
- Last
- $140.51
- 1D
- +1.83%
- Weight
- 5.0%
- Contribution
- +0.09%
CCI.US
Crown Castle
- Last
- $75.62
- 1D
- +2.37%
- Weight
- 5.0%
- Contribution
- +0.12%
DLR.US
Digital Realty Trust Inc
- Last
- $188.58
- 1D
- +1.73%
- Weight
- 5.0%
- Contribution
- +0.09%
EQIX.US
Equinix Inc
- Last
- $1,037.72
- 1D
- +1.36%
- Weight
- 5.0%
- Contribution
- +0.07%
EQR.US
Equity Residential
- Last
- -
- 1D
- -
- Weight
- 5.0%
- Contribution
- -
Data pending
ESS.US
Essex Property Trust Inc
- Last
- $272.91
- 1D
- +0.57%
- Weight
- 5.0%
- Contribution
- +0.03%
EXR.US
Extra Space Storage Inc
- Last
- $137.64
- 1D
- +0.87%
- Weight
- 5.0%
- Contribution
- +0.04%
INVH.US
Invitation Homes Inc
- Last
- $27.54
- 1D
- -0.07%
- Weight
- 5.0%
- Contribution
- -0.00%
IRM.US
Iron Mountain Incorporated
- Last
- $115.18
- 1D
- +2.02%
- Weight
- 5.0%
- Contribution
- +0.10%
O.US
Realty Income Corporation
- Last
- $59.50
- 1D
- -0.12%
- Weight
- 5.0%
- Contribution
- -0.01%
PLD.US
Prologis Inc
- Last
- $135.75
- 1D
- +1.00%
- Weight
- 5.0%
- Contribution
- +0.05%
PSA.US
Public Storage
- Last
- $296.50
- 1D
- +0.64%
- Weight
- 5.0%
- Contribution
- +0.03%
SBAC.US
SBA Communications Corp
- Last
- $185.47
- 1D
- +2.23%
- Weight
- 5.0%
- Contribution
- +0.11%
SPG.US
Simon Property Group Inc
- Last
- $204.83
- 1D
- +0.08%
- Weight
- 5.0%
- Contribution
- +0.00%
VICI.US
VICI Properties Inc
- Last
- $24.83
- 1D
- +0.40%
- Weight
- 5.0%
- Contribution
- +0.02%
VTR.US
Ventas Inc
- Last
- $89.99
- 1D
- -0.50%
- Weight
- 5.0%
- Contribution
- -0.02%
WELL.US
Welltower Inc
- Last
- $235.62
- 1D
- -0.04%
- Weight
- 5.0%
- Contribution
- -0.00%
WY.US
Weyerhaeuser Company
- Last
- $22.06
- 1D
- +0.32%
- 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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Back to all US sectorsMethodology
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.