Industry deep-dive
REIT - Specialty
Every super-investor and insider move tracked across 16 tickers in this industry.
Tickers
16
Combined value
$27.13B
Insider net (30d)
−$12.3M
Congress trades (30d)
1
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest reit - specialty books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Norges Bank Norway SWF | $8.04B |
| 2 | T. Rowe Price | $3.83B |
| 3 | Wellington Management | $3.82B |
| 4 | Dodge & Cox | $2.93B |
| 5 | Ken Griffin Citadel Advisors | $1.43B |
| 6 | AQR Capital Management | $1.06B |
| 7 | First Eagle Investment Management | $910M |
| 8 | Ken Fisher Fisher Asset Mgmt | $813M |
| 9 | Steve Cohen Point72 | $757M |
| 10 | Izzy Englander Millennium Mgmt | $661M |
| 11 | Paul Singer Elliott Mgmt | $637M |
| 12 | Two Sigma Investments | $626M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | EQIX | EQUINIX INC | $4.65B |
| 2 | DLR | DIGITAL RLTY TR INC | $4.42B |
| 3 | AMT | AMERICAN TOWER CORP NEW | $3.78B |
| 4 | SBAC | SBA COMMUNICATIONS CORP NEW | $3.07B |
| 5 | WY | WEYERHAEUSER CO MTN BE | $3.00B |
| 6 | CCI | CROWN CASTLE INTL CORP NEW | $2.89B |
| 7 | GLPI | GAMING & LEISURE PPTYS INC | $1.89B |
| 8 | LAMR | LAMAR ADVERTISING CO NEW | $863.4M |
| 9 | RYN | RAYONIER INC | $773.5M |
| 10 | IRM | IRON MTN INC NEW | $730.2M |
| 11 | UNIT | UNITI GROUP LLC | $435.4M |
| 12 | EPR | EPR PPTYS | $299.5M |
| 13 | OUT | OUTFRONT MEDIA INC | $252.4M |
| 14 | FRMI | FERMI INC | $61.9M |
| 15 | FPI | FARMLAND PARTNERS INC | $21.4M |
| 16 | LAND | GLADSTONE LD CORP | $6.9M |