Real estate in 2026 is heavily influenced by rates, refinancing windows, and property fundamentals. The sector recovers quickly when rate pressure eases, but separate structurally healthy property types from those facing weak occupancy or supply issues.
Sector AnalysisETF: XLREUpdated Jul 8, 2026
Real Estate REITs & Stocks: Performance, Valuations & Industry Comps
Highly sensitive to interest rates, REIT leaders like Prologis, American Tower, and Equinix offer high dividend yields. This dashboard tracks valuation trends, equal-weight performance, and sector component data across all 300+ listed REITs.
Sector Market Cap
$1.22T
Tracks 288 stocks · top 50 by market cap
Median YTD Return
+11.6%
Screener universe · median stock return
Median P/E
31.5x
Screener stocks · excludes outliers
Median Dividend Yield
3.85%
Screener stocks · excludes zeros
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Sector Screener
Rank the Real Estate with daily updated market and fundamental data
Scan the sector leaders, compare valuations and fundamentals, then open the full screener to refine your criteria.
Filter by:
| Ticker | Company | Price | Mkt Cap | P/E | ROE | Div Yield | |
|---|---|---|---|---|---|---|---|
| Welltower Inc. | $237.59 | $166.46B | 170.9 | 2.5% | 1.2% | ||
| Prologis, Inc. | $143.61 | $133.89B | 40.6 | 5.9% | 2.7% | ||
| Equinix, Inc. | $1022.93 | $100.89B | 74.3 | 9.7% | 1.8% | ||
| American Tower Corporation | $165.25 | $76.99B | 30.7 | 25.3% | 4.1% | ||
| Simon Property Group, Inc. | $227.19 | $73.8B | 16.1 | 89.6% | 3.8% | ||
| Digital Realty Trust, Inc. | $174.90 | $61.46B | 48.9 | 5.5% | 2.8% | ||
| Realty Income Corporation | $64.01 | $59.69B | 54.7 | 2.7% | 5% | ||
| Public Storage | $328.69 | $57.7B | 36.5 | 18.6% | 4% | ||
| Ventas, Inc. | $94.07 | $44.73B | 174.2 | 2.1% | 2% | ||
| CBRE Group, Inc. | $143.73 | $42.13B | 37.3 | 12.3% | — | ||
| Iron Mountain Incorporated | $115.75 | $34.43B | 236.2 | — | 2.7% | ||
| Crown Castle Inc. | $77.22 | $33.7B | 75.7 | — | 6.2% | ||
| Extra Space Storage Inc. | $147.73 | $31.21B | 32.2 | 6.7% | 4.4% | ||
| VICI Properties Inc. | $26.77 | $28.62B | 10.3 | 10.1% | 6.5% | ||
| AvalonBay Communities, Inc. | $195.39 | $27.72B | 26.4 | 8.9% | 3.6% | ||
| Equity Residential | $70.15 | $26.28B | 24.1 | 9.7% | 3.8% | ||
| SBA Communications Corporation | $183.23 | $19.43B | 18.7 | — | 2.4% | ||
| Essex Property Trust, Inc. | $298.32 | $19.23B | 28.7 | 11.7% | 3.4% | ||
| Invitation Homes Inc. | $30.20 | $18.1B | 31.5 | 6.1% | 3.8% | ||
| Kimco Realty Corporation | $25.29 | $17.06B | 30.5 | 5.5% | 4.2% | ||
| Weyerhaeuser Company | $23.29 | $16.79B | 51.8 | 3.4% | 3.6% | ||
| Annaly Capital Management, Inc. | $22.69 | $16.63B | 7.8 | 14.1% | 12.9% | ||
| KE Holdings Inc. | $14.86 | $16.52B | 40.1 | 4.3% | 2.4% | ||
| Mid-America Apartment Communities, Inc. | $141.71 | $16.49B | 37.5 | 7.5% | 4.3% | ||
| Lamar Advertising Company | $160.08 | $16.24B | 27.7 | 56.7% | 4% | ||
| Host Hotels & Resorts, Inc. | $23.35 | $16.05B | 21.2 | 11.3% | 3.8% | ||
| W. P. Carey Inc. | $71.24 | $15.62B | 33.8 | 5.6% | 5% | ||
| Jones Lang LaSalle Incorporated | $332.57 | $15.43B | 20.3 | 10.9% | — | ||
| Healthpeak Properties, Inc. | $21.93 | $15.25B | 219.3 | 0.8% | 5.6% | ||
| Sun Communities, Inc. | $120.78 | $14.88B | 11.1 | 19.1% | 6.9% |
WELLWelltower Inc.
$237.59Price
Mkt Cap$166.46B
P/E170.9
ROE2.5%
Div Yield1.2%
PLDPrologis, Inc.
$143.61Price
Mkt Cap$133.89B
P/E40.6
ROE5.9%
Div Yield2.7%
EQIXEquinix, Inc.
$1022.93Price
Mkt Cap$100.89B
P/E74.3
ROE9.7%
Div Yield1.8%
AMTAmerican Tower Corporation
$165.25Price
Mkt Cap$76.99B
P/E30.7
ROE25.3%
Div Yield4.1%
SPGSimon Property Group, Inc.
$227.19Price
Mkt Cap$73.8B
P/E16.1
ROE89.6%
Div Yield3.8%
DLRDigital Realty Trust, Inc.
$174.90Price
Mkt Cap$61.46B
P/E48.9
ROE5.5%
Div Yield2.8%
ORealty Income Corporation
$64.01Price
Mkt Cap$59.69B
P/E54.7
ROE2.7%
Div Yield5%
PSAPublic Storage
$328.69Price
Mkt Cap$57.7B
P/E36.5
ROE18.6%
Div Yield4%
VTRVentas, Inc.
$94.07Price
Mkt Cap$44.73B
P/E174.2
ROE2.1%
Div Yield2%
CBRECBRE Group, Inc.
$143.73Price
Mkt Cap$42.13B
P/E37.3
ROE12.3%
Div Yield—
IRMIron Mountain Incorporated
$115.75Price
Mkt Cap$34.43B
P/E236.2
ROE—
Div Yield2.7%
CCICrown Castle Inc.
$77.22Price
Mkt Cap$33.7B
P/E75.7
ROE—
Div Yield6.2%
EXRExtra Space Storage Inc.
$147.73Price
Mkt Cap$31.21B
P/E32.2
ROE6.7%
Div Yield4.4%
VICIVICI Properties Inc.
$26.77Price
Mkt Cap$28.62B
P/E10.3
ROE10.1%
Div Yield6.5%
AVBAvalonBay Communities, Inc.
$195.39Price
Mkt Cap$27.72B
P/E26.4
ROE8.9%
Div Yield3.6%
EQREquity Residential
$70.15Price
Mkt Cap$26.28B
P/E24.1
ROE9.7%
Div Yield3.8%
SBACSBA Communications Corporation
$183.23Price
Mkt Cap$19.43B
P/E18.7
ROE—
Div Yield2.4%
ESSEssex Property Trust, Inc.
$298.32Price
Mkt Cap$19.23B
P/E28.7
ROE11.7%
Div Yield3.4%
INVHInvitation Homes Inc.
$30.20Price
Mkt Cap$18.1B
P/E31.5
ROE6.1%
Div Yield3.8%
KIMKimco Realty Corporation
$25.29Price
Mkt Cap$17.06B
P/E30.5
ROE5.5%
Div Yield4.2%
WYWeyerhaeuser Company
$23.29Price
Mkt Cap$16.79B
P/E51.8
ROE3.4%
Div Yield3.6%
NLYAnnaly Capital Management, Inc.
$22.69Price
Mkt Cap$16.63B
P/E7.8
ROE14.1%
Div Yield12.9%
BEKEKE Holdings Inc.
$14.86Price
Mkt Cap$16.52B
P/E40.1
ROE4.3%
Div Yield2.4%
MAAMid-America Apartment Communities, Inc.
$141.71Price
Mkt Cap$16.49B
P/E37.5
ROE7.5%
Div Yield4.3%
LAMRLamar Advertising Company
$160.08Price
Mkt Cap$16.24B
P/E27.7
ROE56.7%
Div Yield4%
HSTHost Hotels & Resorts, Inc.
$23.35Price
Mkt Cap$16.05B
P/E21.2
ROE11.3%
Div Yield3.8%
WPCW. P. Carey Inc.
$71.24Price
Mkt Cap$15.62B
P/E33.8
ROE5.6%
Div Yield5%
JLLJones Lang LaSalle Incorporated
$332.57Price
Mkt Cap$15.43B
P/E20.3
ROE10.9%
Div Yield—
DOCHealthpeak Properties, Inc.
$21.93Price
Mkt Cap$15.25B
P/E219.3
ROE0.8%
Div Yield5.6%
SUISun Communities, Inc.
$120.78Price
Mkt Cap$14.88B
P/E11.1
ROE19.1%
Div Yield6.9%
Sector Outlook
Real Estate Sector Outlook - Q1 2026
Updated Q1 2026
Industrial logistics, cell towers, and data center real estate continue to attract interest where long-term demand is clearer. More challenged categories need stronger balance sheet scrutiny.
Quality is best judged through cash flow durability and financing flexibility, not the stated dividend yield.
Learn
Understanding the Real Estate Sector
What Is the Real Estate Sector?
Real Estate primarily consists of REITs and listed property companies — industrial warehouses, apartments, shopping centers, hotels, self-storage, cell towers, and data centers.
Although the sector often trades as a rates proxy, the underlying businesses aren't uniform. Occupancy, lease duration, tenant quality, and capex intensity vary widely by property type.
Analyze by sub-sector and cash flow durability, not headline yield alone. A high yield can signal distress as easily as value.
How to Invest in Real Estate Stocks
XLRE offers broad large-cap real estate exposure, but stock selection matters more here because property type drives results. Industrial, residential, tower, office, and data center REITs trade on different fundamentals.
Key risks: higher rates, refinancing pressure, weaker occupancy, tenant stress, and supply imbalances. Compare valuation against cash flow quality, lease structure, and balance sheet flexibility — not just yield.
The screener helps compare across the sector universe. Pair it with property-type analysis for the best results.
Explore Further
Related Themes & Screens in Real Estate
Frequently Asked Questions
REITs and listed property companies across industrial, residential, retail, office, data center, tower, lodging, and other categories. The screener above shows the sector list.
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