Real Estate Sector Portfolio Overlap
Shared Real Estate sector holdings among 40 institutional investors and superinvestors tracked by InsiderSet based on the latest publicly available SEC Form 13F filings for the quarter ended June 30, 2026.
This page analyzes overlapping Real Estate sector positions across major hedge funds, asset managers, and long-term institutional investors to identify consensus smart money holdings, shared portfolio exposure, and high-conviction investment themes.
Investors can compare pairwise portfolio overlap, explore stocks held by multiple institutional investors, analyze ownership concentration trends, and identify the most widely owned Real Estate sector companies among leading investment firms.
Consensus Real Estate Holdings
Stocks in Real Estate held by two or more tracked superinvestors (ranked by number of filers, then combined reported value).
| Stock | Superinvestors | Combined reported value |
|---|---|---|
| CBRE CBRE Group Inc | 8 | $468.69M |
| CSGP CoStar Group, Inc. | 7 | $851.15M |
| WY Weyerhaeuser Company | 6 | $1.29B |
| JLL Jones Lang LaSalle Incorporated | 6 | $477.19M |
| CIGI Colliers International Group In | 6 | $227.86M |
| HHH Howard Hughes Holdings Inc. | 4 | $1.27B |
| JOE St. Joe Company (The) | 4 | $1.14B |
| LAMR Lamar Advertising Company | 4 | $186.50M |
| FSV FirstService Corporation | 4 | $72.90M |
| AMT American Tower Corporation (REI | 4 | $7.69M |
| SUI Sun Communities, Inc. | 3 | $1.15B |
| O Realty Income Corporation | 3 | $731.41M |
| EQR Equity Residential | 3 | $679.03M |
| GLPI Gaming and Leisure Properties, | 3 | $669.19M |
| BXP BXP, Inc. | 3 | $653.09M |
| CPT Camden Property Trust | 3 | $563.01M |
| DLR Digital Realty Trust, Inc. | 3 | $422.09M |
| AVB AvalonBay Communities, Inc. | 3 | $282.88M |
| PK Park Hotels & Resorts Inc. | 3 | $224.26M |
| RYN Rayonier Inc. REIT | 3 | $219.35M |
| BEKE KE Holdings Inc | 3 | $193.26M |
| COLD Americold Realty Trust, Inc. | 3 | $122.17M |
| HR Healthcare Realty Trust Incorpo | 3 | $97.45M |
| CLDT Chatham Lodging Trust (REIT) | 3 | $64.37M |
| ESRT Empire State Realty Trust, Inc. | 3 | $50.55M |
| PLD Prologis, Inc. | 3 | $36.13M |
| WPC W. P. Carey Inc. REIT | 3 | $30.86M |
| SDHC Smith Douglas Homes Corp. | 3 | $28.98M |
| AMH American Homes 4 Rent | 3 | $27.71M |
| VICI VICI Properties Inc. | 3 | $24.32M |
| EQIX Equinix, Inc. | 3 | $22.13M |
| CTO CTO Realty Growth, Inc. | 3 | $14.80M |
| PEB Pebblebrook Hotel Trust | 3 | $10.87M |
| SVC Service Properties Trust - Shar | 3 | $8.73M |
| FRPH FRP Holdings, Inc. | 3 | $4.24M |
| INN Summit Hotel Properties, Inc. | 3 | $718,288 |
| SBAC SBA Communications Corporation | 2 | $2.17B |
| MAA Mid-America Apartment Communiti | 2 | $701.30M |
| EXR Extra Space Storage Inc | 2 | $564.05M |
| DEI Douglas Emmett, Inc. | 2 | $181.73M |
Highest Real Estate Portfolio Overlap (Pairs)
Top superinvestor pairs ranked by overlap score within Real Estate only (shared symbols and reported values in this sector).