TL;DR
The Real Estate sector (XLRE) is up 6.4% YTD. Active narrative: May 2026 Home Sales Fall Below Year-Ago Levels With Mortgage Rates Anchored Near 7 Percent. Top holdings include PLD, AMT, EQIX.
Top holdings · click for live
Active narratives · Real Estate
People also ask
What is the Real Estate sector?
REITs across data centers, residential, industrial, retail. Rate-sensitive with structural AI tailwind.
Is the Real Estate sector up or down today?
XLRE live data is unavailable; refresh shortly.
What are the biggest stocks in the Real Estate sector?
The top holdings in XLRE are Prologis (PLD), American Tower (AMT), Equinix (EQIX), Welltower (WELL), Digital Realty (DLR).
What's the next catalyst for the Real Estate sector?
The most active narrative is: Zillow's June 4 report confirmed the early-2024 rebound is stalling, with payment-to-income ratios at multi-decade highs locking out entry-level and move-up buyers while luxury markets hold firm. XLRE underperformance persists until Fed rate cuts compress mortgage rates by at least 50 basis points, keeping HD and LOW r
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