Industry deep-dive
REIT - Specialty
Every super-investor and insider move tracked across 16 tickers in this industry.
Tickers
16
Combined value
$10.31T
Insider net (30d)
−$12.3M
Congress trades (30d)
1
Sector consensus moves
Latest 13F · 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 | Wellington Management | $3.82B |
| 3 | Dodge & Cox | $2.93B |
| 4 | Ken Griffin Citadel Advisors | $1.87B |
| 5 | AQR Capital Management | $1.06B |
| 6 | First Eagle Investment Management | $910M |
| 7 | Ken Fisher Fisher Asset Mgmt | $813M |
| 8 | Steve Cohen Point72 | $808M |
| 9 | Paul Singer Elliott Mgmt | $792M |
| 10 | Izzy Englander Millennium Mgmt | $691M |
| 11 | Two Sigma Investments | $626M |
| 12 | D.E. Shaw & Co. | $453M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | AMT | AMERICAN TOWER CORP NEW | $2.45T |
| 2 | CCI | CROWN CASTLE INTL CORP NEW | $1.63T |
| 3 | EQIX | EQUINIX INC | $1.58T |
| 4 | WY | WEYERHAEUSER CO MTN BE | $1.40T |
| 5 | DLR | DIGITAL RLTY TR INC | $1.05T |
| 6 | SBAC | SBA COMMUNICATIONS CORP NEW | $677.48B |
| 7 | RYN | RAYONIER INC | $627.59B |
| 8 | IRM | IRON MTN INC NEW | $315.37B |
| 9 | GLPI | GAMING & LEISURE PPTYS INC | $275.08B |
| 10 | LAMR | LAMAR ADVERTISING CO NEW | $195.17B |
| 11 | EPR | EPR PPTYS | $96.97B |
| 12 | FPI | FARMLAND PARTNERS INC | $978.8M |
| 13 | LAND | GLADSTONE LD CORP | $964.3M |
| 14 | UNIT | UNITI GROUP LLC | $826.6M |
| 15 | OUT | OUTFRONT MEDIA INC | $631.6M |
| 16 | FRMI | FERMI INC | $65.9M |