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← Who reports today

Real Estate

Share of the S&P 500 — 1.7% by market cap · 30 companies, sorted by weight. “deep dive →” marks a full earnings card.

Companies: index weight and revenue growth

Sector revenue growth y/y (weighted by index share): +13%

Specialized REITsEQIX · Equinix — revenue y/y: +16% · quarter ended 06/30/2026; 8.3% of the sector · 0.14% of the indexEQIX+16%AMT · American Tower — revenue y/y: −13% · quarter ended 06/30/2026; 6.5% of the sector · 0.11% of the indexAMT−13%DLR · Digital Realty Trust, Inc. — revenue y/y: +16% · quarter ended 03/31/2026; 5.7% of the sector · 0.10% of the indexDLR+16%PSA · Public Storage — revenue y/y: +2.6% · quarter ended 06/30/2026; 4.8% of the sector · 0.08% of the indexPSA+2.6%IRM · Iron Mountain Incorporated — revenue y/y: +19% · quarter ended 06/30/2026; 2.9% of the sector · 0.05% of the indexIRM+19%CCI · Crown Castle Inc. — revenue y/y: −21% · quarter ended 06/30/2026; 2.5% of the sector · 0.04% of the indexCCI−21%EXR · Extra Space Storage Inc. — revenue y/y: +8.9% · quarter ended 06/30/2026; 2.5% of the sector · 0.04% of the indexEXR+8.9%SBAC · SBA Communications Corporation — revenue y/y: −24% · quarter ended 06/30/2026; 1.5% of the sector · 0.03% of the indexSBAC−24%WY · Weyerhaeuser Company — revenue y/y: −0.9% · quarter ended 06/30/2026; 1.4% of the sector · 0.02% of the indexWY−0.9%Health Care REITsWELL · Welltower — revenue y/y: +39% · Q2 2026; 13.6% of the sector · 0.23% of the indexWELL+39%VTR · Ventas, Inc. — revenue y/y: +22% · quarter ended 06/30/2026; 3.8% of the sector · 0.06% of the indexVTR+22%DOC · Healthpeak Properties, Inc. — revenue y/y: +45% · quarter ended 06/30/2026; 1.2% of the sector · 0.02% of the indexDOC+45%Retail REITsSPG · Simon Property Group — revenue y/y: +19% · quarter ended 06/30/2026; 6.6% of the sector · 0.11% of the indexSPG+19%O · Realty Income Corporation — revenue y/y: +9.7% · quarter ended 06/30/2026; 4.7% of the sector · 0.08% of the indexO+9.7%KIM · Kimco Realty Corporation — revenue y/y: +4.9% · quarter ended 06/30/2026; 1.3% of the sector · 0.02% of the indexKIM+4.9%REG · Regency Centers Corporation — revenue y/y: +8.3% · quarter ended 03/31/2026; 1.1% of the sector · 0.02% of the indexREG+8.3%FRT · Federal Realty Investment Trust — revenue y/y: +10% · quarter ended 03/31/2026; 0.8% of the sector · 0.01% of the indexFRT+10%Industrial REITsPLD · Prologis — revenue y/y: +7.4% · quarter ended 03/31/2026; 10.9% of the sector · 0.19% of the indexPLD+7.4%Residential REITsVMRK · Vivmark Residential — revenue y/y: no data; 4.1% of the sector · 0.07% of the indexVMRKESS · Essex Property Trust, Inc. — revenue y/y: +4.3% · quarter ended 06/30/2026; 1.5% of the sector · 0.03% of the indexESS+4.3%INVH · Invitation Homes Inc. — revenue y/y: +9.7% · quarter ended 06/30/2026; 1.4% of the sector · 0.02% of the indexINVH+9.7%MAA · Mid-America Apartment Communities, Inc. — revenue y/y: +0.8% · quarter ended 03/31/2026; 1.2% of the sector · 0.02% of the indexMAA+0.8%UDR · UDR, Inc. — revenue y/y: +2.8% · quarter ended 06/30/2026; 1% of the sector · 0.02% of the indexUDR+2.8%CPT · Camden Property Trust — revenue y/y: +19% · quarter ended 06/30/2026; 0.9% of the sector · 0.02% of the indexCPTReal Esta…CBRE · CBRE Group, Inc. — revenue y/y: +16% · quarter ended 06/30/2026; 3.4% of the sector · 0.06% of the indexCBRE+16%CSGP · CoStar Group, Inc. — revenue y/y: +18% · quarter ended 06/30/2026; 1.1% of the sector · 0.02% of the indexCSGPHotel REITsVICI · VICI Properties Inc. — revenue y/y: +5.7% · quarter ended 06/30/2026; 2.3% of the sector · 0.04% of the indexVICI+5.7%HST · Host Hotels & Resorts, Inc. — revenue y/y: +3.4% · quarter ended 06/30/2026; 1.3% of the sector · 0.02% of the indexHST+3.4%Office REITsBXP · BXP, Inc. — revenue y/y: +3.1% · quarter ended 06/30/2026; 1% of the sector · 0.02% of the indexBXP+3.1%ARE · Alexandria Real Estate Equities, Inc. — revenue y/y: −13% · quarter ended 06/30/2026; 0.7% of the sector · 0.01% of the indexARE−13%WELL · Welltower — revenue y/y: +39% · Q2 2026; 13.6% of the sector · 0.23% of the indexWELL+39%PLD · Prologis — revenue y/y: +7.4% · quarter ended 03/31/2026; 10.9% of the sector · 0.19% of the indexPLD+7.4%EQIX · Equinix — revenue y/y: +16% · quarter ended 06/30/2026; 8.3% of the sector · 0.14% of the indexEQIX+16%SPG · Simon Property Group — revenue y/y: +19% · quarter ended 06/30/2026; 6.6% of the sector · 0.11% of the indexSPG+19%AMT · American Tower — revenue y/y: −13% · quarter ended 06/30/2026; 6.5% of the sector · 0.11% of the indexAMT−13%DLR · Digital Realty Trust, Inc. — revenue y/y: +16% · quarter ended 03/31/2026; 5.7% of the sector · 0.10% of the indexDLR+16%PSA · Public Storage — revenue y/y: +2.6% · quarter ended 06/30/2026; 4.8% of the sector · 0.08% of the indexPSA+2.6%O · Realty Income Corporation — revenue y/y: +9.7% · quarter ended 06/30/2026; 4.7% of the sector · 0.08% of the indexO+9.7%VMRK · Vivmark Residential — revenue y/y: no data; 4.1% of the sector · 0.07% of the indexVMRKVTR · Ventas, Inc. — revenue y/y: +22% · quarter ended 06/30/2026; 3.8% of the sector · 0.06% of the indexVTR+22%CBRE · CBRE Group, Inc. — revenue y/y: +16% · quarter ended 06/30/2026; 3.4% of the sector · 0.06% of the indexCBRE+16%IRM · Iron Mountain Incorporated — revenue y/y: +19% · quarter ended 06/30/2026; 2.9% of the sector · 0.05% of the indexIRM+19%CCI · Crown Castle Inc. — revenue y/y: −21% · quarter ended 06/30/2026; 2.5% of the sector · 0.04% of the indexCCI−21%EXR · Extra Space Storage Inc. — revenue y/y: +8.9% · quarter ended 06/30/2026; 2.5% of the sector · 0.04% of the indexEXR+8.9%VICI · VICI Properties Inc. — revenue y/y: +5.7% · quarter ended 06/30/2026; 2.3% of the sector · 0.04% of the indexVICI+5.7%SBAC · SBA Communications Corporation — revenue y/y: −24% · quarter ended 06/30/2026; 1.5% of the sector · 0.03% of the indexSBAC−24%ESS · Essex Property Trust, Inc. — revenue y/y: +4.3% · quarter ended 06/30/2026; 1.5% of the sector · 0.03% of the indexESS+4.3%INVH · Invitation Homes Inc. — revenue y/y: +9.7% · quarter ended 06/30/2026; 1.4% of the sector · 0.02% of the indexINVHWY · Weyerhaeuser Company — revenue y/y: −0.9% · quarter ended 06/30/2026; 1.4% of the sector · 0.02% of the indexWYKIM · Kimco Realty Corporation — revenue y/y: +4.9% · quarter ended 06/30/2026; 1.3% of the sector · 0.02% of the indexKIMHST · Host Hotels & Resorts, Inc. — revenue y/y: +3.4% · quarter ended 06/30/2026; 1.3% of the sector · 0.02% of the indexHST+3.4%MAA · Mid-America Apartment Communities, Inc. — revenue y/y: +0.8% · quarter ended 03/31/2026; 1.2% of the sector · 0.02% of the indexMAA+0.8%DOC · Healthpeak Properties, Inc. — revenue y/y: +45% · quarter ended 06/30/2026; 1.2% of the sector · 0.02% of the indexDOCREG · Regency Centers Corporation — revenue y/y: +8.3% · quarter ended 03/31/2026; 1.1% of the sector · 0.02% of the indexREGCSGP · CoStar Group, Inc. — revenue y/y: +18% · quarter ended 06/30/2026; 1.1% of the sector · 0.02% of the indexCSGPUDR · UDR, Inc. — revenue y/y: +2.8% · quarter ended 06/30/2026; 1% of the sector · 0.02% of the indexUDRBXP · BXP, Inc. — revenue y/y: +3.1% · quarter ended 06/30/2026; 1% of the sector · 0.02% of the indexBXPCPT · Camden Property Trust — revenue y/y: +19% · quarter ended 06/30/2026; 0.9% of the sector · 0.02% of the indexCPTFRT · Federal Realty Investment Trust — revenue y/y: +10% · quarter ended 03/31/2026; 0.8% of the sector · 0.01% of the indexFRTARE · Alexandria Real Estate Equities, Inc. — revenue y/y: −13% · quarter ended 06/30/2026; 0.7% of the sector · 0.01% of the indexARE
Color scale
Revenue growth y/y, %no data
As a list: all 30 companies
  1. WELL13.6%+39%
  2. PLD10.9%+7.4%
  3. EQIX8.3%+16%
  4. SPG6.6%+19%
  5. AMT6.5%−13%
  6. DLR5.7%+16%
  7. PSA4.8%+2.6%
  8. O4.7%+9.7%
  9. VMRK4.1%—
  10. VTR3.8%+22%
  11. CBRE3.4%+16%
  12. IRM2.9%+19%
  13. CCI2.5%−21%
  14. EXR2.5%+8.9%
  15. VICI2.3%+5.7%
  16. SBAC1.5%−24%
  17. ESS1.5%+4.3%
  18. INVH1.4%+9.7%
  19. WY1.4%−0.9%
  20. KIM1.3%+4.9%
  21. HST1.3%+3.4%
  22. MAA1.2%+0.8%
  23. DOC1.2%+45%
  24. REG1.1%+8.3%
  25. CSGP1.1%+18%
  26. UDR1%+2.8%
  27. BXP1%+3.1%
  28. CPT0.9%+19%
  29. FRT0.8%+10%
  30. ARE0.7%−13%

Bar — the company’s share of the sector; right — revenue growth y/y.

How to read the map

Rectangle size is the company’s share of the S&P 500; together they make up the whole sector. On a wide screen companies are grouped by GICS industry, labelled above each group. The tiniest ones are combined into a “+N” tile.

Color is revenue growth y/y in the latest report: red — revenue fell, green — it grew (darker is stronger), light — roughly flat (±1%), hatched — no data.

Map as an image (PNG)

Revenue: company filings with the SEC (XBRL) and our report cards. Tap a tile to open the report; if the ticker didn’t fit on the tile or there is no report yet, we show the name and numbers.

The latest reports of 5 companies in the sector at a glance. Fastest revenue growth: Welltower (+39.1%); slowest: American Tower (+5%). Largest net income: Prologis. Full comparison below.

WELLWelltower13.6% of sector · 0.23% of indexdeep dive →
PLDPrologis10.9% of sector · 0.19% of indexdeep dive →
EQIXEquinix8.3% of sector · 0.14% of indexdeep dive →
SPGSimon Property Group6.6% of sector · 0.11% of indexdeep dive →
AMTAmerican Tower6.5% of sector · 0.11% of indexdeep dive →
DLRDigital Realty Trust5.7% of sector · 0.10% of index
PSAPublic Storage4.8% of sector · 0.08% of index
ORealty Income4.7% of sector · 0.08% of index
VMRKVivmark Residential4.1% of sector · 0.07% of index
VTRVentas3.8% of sector · 0.06% of index
CBRECBRE3.4% of sector · 0.06% of index
IRMIron Mountain2.9% of sector · 0.05% of index
CCICrown Castle2.5% of sector · 0.04% of index
EXRExtra Space Storage2.5% of sector · 0.04% of index
VICIVICI Properties2.3% of sector · 0.04% of index
SBACSBA Communications1.5% of sector · 0.03% of index
ESSEssex Property Trust1.5% of sector · 0.03% of index
INVHInvitation Homes1.4% of sector · 0.02% of index
WYWeyerhaeuser1.4% of sector · 0.02% of index
KIMKimco Realty1.3% of sector · 0.02% of index
HSTHost Hotels & Resorts1.3% of sector · 0.02% of index
MAAMid-America Apartment Communities1.2% of sector · 0.02% of index
DOCHealthpeak Properties1.2% of sector · 0.02% of index
REGRegency Centers1.1% of sector · 0.02% of index
CSGPCoStar1.1% of sector · 0.02% of index
UDRUDR1.0% of sector · 0.02% of index
BXPBXP1.0% of sector · 0.02% of index
CPTCamden Property Trust0.9% of sector · 0.02% of index
FRTFederal Realty Investment Trust0.8% of sector · 0.01% of index
AREAlexandria Real Estate Equities0.7% of sector · 0.01% of index

Latest earnings: Real Estate compared

WelltowerQ2 2026$3,545+39.1%$463+52.0%Jul 27, 2026
PrologisQ2 2026$2,425+11.1%$1,124+80.6%Jul 16, 2026
EquinixQ2 2026$2,625+16.4%$479+30.2%Jul 29, 2026
Simon Property GroupQ2 2026$1,791+19.5%—Aug 10, 2026
American TowerQ2 2026$2,749+5%$868+136%Jul 28, 2026

Amounts in $ millions; changes vs the same period a year earlier. Figures come from our verified earnings breakdowns; fiscal periods differ between companies.

Other sectors

Information Technology 33.5% · Communication Services 15.7% · Financials 11.9% · Consumer Discretionary 9.3% · Health Care 8.8% · Industrials 7.9% · Consumer Staples 4.8% · Energy 3.1% · Utilities 1.8% · Materials 1.7%

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