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Fox Run Management L.L.C. bought a new position in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 40,100 shares of the real estate investment trust's stock, valued
The REIT sector rebounded from a rough 2025 (-3.57%) by starting off 2026 in the black (+1.09%). Small-cap REITs (+3.27%) outperformed in January, followed by solid gains from mid-caps (+2.65%) and large caps (+2.35%). Microcaps, however, had a dismal start to the year with. 63.46% of REIT securities had a positive total return in January.
REITs, as measured by VNQ, have outperformed in 2026, emerging as a safe haven amid tech and market declines. REITs offer reliable, contractual cash flows and dividend yields (3.8%) far exceeding the S&P's 1.15%, with FFO yields at 7.24%. Current REIT valuations (13.8x FFO) are historically cheap relative to the S&P (29.3x earnings), creating a compelling cash flow yield spread.
The Federal Reserve's Chair Jerome Powell's term is expiring on May 15, 2026.
Americana Partners LLC reduced its stake in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 53.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,115 shares of the real estate investment trust's stock after selling 11,781 shares during
iShares U.S. Real Estate ETF (NYSEARCA:IYR - Get Free Report) was the recipient of a significant decrease in short interest in the month of December. As of December 31st, there was short interest totaling 8,507,202 shares, a decrease of 18.1% from the December 15th total of 10,390,452 shares. Approximately 18.6% of the shares of the
The REIT sector closed out 2025 with a tough December (-1.48%) and finishing the year with a -3.57% total return for 2025. Small caps (+0.51%) eked out a small gain in December, while mid caps (-1.77%), large caps (-2.55%) and micro caps (-3.88%) fell at the close of the year. 42.04% of REIT securities had a positive total return in December with only 38.36% in the black for the full year.
Everything says REITs should be soaring — but they aren't. A hidden headwind is quietly holding returns back. One overlooked niche is where I am pouring my REIT capital.
B. Riley Wealth Advisors Inc. purchased a new stake in iShares U.S. Real Estate ETF (NYSEARCA:IYR) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 10,486 shares of the real estate investment trust's stock, valued at approximately $994,000. A number
The REIT sector returned to positive territory in November (+1.02%) after back-to-back months in the red. Mid caps (+3.53%) led the REIT sector in November followed by small caps (+3.38%) and large caps (+0.32%); micro caps (-8.76%) badly underperformed. 68.15% of REIT securities had a positive total return in November.
Year-to-date returns across the REIT market varied remarkably, with large gains from non-U.S. REITs and U.S. healthcare REITs, while U.S. residential and data center sectors were notable laggards. In the last three years, there have been two major forces impacting the performance of equity markets and real estate. Today's public REIT market looks a lot different than what most investors expect. Sectors previously considered niche have grown to be essential in today's economy and society.
iShares U.S. Real Estate ETF is underperforming peers and the broader market, with a 3.4% decline over the last month and lagging the S&P 500 in 2025. IYR faces risks from rising Treasury yields, low credit spreads, and potential investor rotation back into bonds if yields rise further. REIT ETFs, including IYR, have enjoyed strong long-term returns but are now rolling over amid macroeconomic headwinds and sector underperformance.
The REIT sector has seen back-to-back tough months as it saw a modest average negative total return in September (-0.73%) and fell deeper into the red in October (-4.03%). Small cap REITs (-5.05%) had the worst performance in October. Micro caps (-2.81%), mid caps (-3.11%) and large caps (-4.45%) were also in negative territory albeit to a smaller degree. Only 21.66% of REIT securities had a positive total return in October.
Americana Partners LLC bought a new position in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 21,896 shares of the real estate investment trust's stock, valued at approximately $2,075,000. Americana Partners LLC
Bessemer Group Inc. reduced its position in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 54.1% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,993 shares of the real estate investment trust's stock after selling 5,878 shares
D.A. Davidson and CO. raised its stake in iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 11.0% in the undefined quarter, according to its most recent disclosure with the SEC. The fund owned 3,580 shares of the real estate investment trust's stock after purchasing an additional 355 shares during the quarter. D.A. Davidson
Brookstone Capital Management purchased a new stake in iShares U.S. Real Estate ETF (NYSEARCA:IYR) during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 2,965 shares of the real estate investment trust's stock, valued at approximately $281,000. Other institutional
Real estate earnings season kicks into gear this week, and over the next month, we'll hear results from 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies. One step forward, one back: Matching the stubborn performance pattern seen last year, REITs rallied ahead of the Fed's September rate cut but stumbled into the start of earnings season. In this report, we focus specifically on property-level fundamentals, previewing and forecasting REIT earnings performance based on an analysis of recent indicators across various sources.
Every month, we screen for high-yield dividend yields, but those that also deliver relatively consistent growth with regular dividend increases. The parameters of the screening also include dividend safety, which factors in payout ratios, debt and free cash flow as some key metrics. While these names screen highly, it is important to remember that it is only an initial dive; more due diligence is necessary before making any investment decision.
U.S. equity markets rebounded this past week as the White House resumed negotiations with China following a major tariff threat, while investors focused on bank earnings that raised some eyebrows. Consistent with the "risk-off" theme that has prevailed amid the ongoing federal government shutdown with no resolution in sight, short-term Treasury yields receded to the lowest levels in three years. Buoyed by a dip in benchmark rates, real estate equities led the rebound this week after REIT earnings season began on a positive note with surprisingly strong industrial REIT results.