Real Estate Sector Portfolio Overlap
Shared Real Estate sector holdings among 42 institutional investors and superinvestors tracked by InsiderSet based on the latest publicly available SEC Form 13F filings for the quarter ended March 31, 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 |
|---|---|---|
| CSGP CoStar Group, Inc. | 8 | $1.24B |
| CBRE CBRE Group Inc | 8 | $851.46M |
| JLL Jones Lang LaSalle Incorporated | 8 | $431.65M |
| CIGI Colliers International Group In | 7 | $430.83M |
| WY Weyerhaeuser Company | 6 | $1.17B |
| AMT American Tower Corporation (REI | 5 | $289.63M |
| SUI Sun Communities, Inc. | 4 | $1.81B |
| HHH Howard Hughes Holdings Inc. | 4 | $1.27B |
| JOE St. Joe Company (The) | 4 | $1.21B |
| O Realty Income Corporation | 4 | $879.14M |
| PK Park Hotels & Resorts Inc. | 4 | $192.11M |
| LAMR Lamar Advertising Company | 4 | $151.22M |
| GLPI Gaming and Leisure Properties, | 3 | $652.97M |
| MAA Mid-America Apartment Communiti | 3 | $601.17M |
| EQR Equity Residential | 3 | $595.61M |
| CPT Camden Property Trust | 3 | $506.46M |
| RYN Rayonier Inc. REIT | 3 | $244.99M |
| RLJ RLJ Lodging Trust | 3 | $113.63M |
| CBL CBL & Associates Properties, In | 3 | $99.23M |
| FSV FirstService Corporation | 3 | $76.87M |
| HR Healthcare Realty Trust Incorpo | 3 | $64.89M |
| OPEN Opendoor Technologies Inc | 3 | $55.42M |
| CLDT Chatham Lodging Trust (REIT) | 3 | $44.00M |
| PLD Prologis, Inc. | 3 | $37.94M |
| ESRT Empire State Realty Trust, Inc. | 3 | $35.61M |
| SDHC Smith Douglas Homes Corp. | 3 | $23.46M |
| COLD Americold Realty Trust, Inc. | 3 | $19.50M |
| WPC W. P. Carey Inc. REIT | 3 | $15.28M |
| CTO CTO Realty Growth, Inc. | 3 | $14.40M |
| FR First Industrial Realty Trust, | 3 | $5.42M |
| FRPH FRP Holdings, Inc. | 3 | $4.53M |
| EQIX Equinix, Inc. | 3 | $2.98M |
| SBAC SBA Communications Corporation | 2 | $2.08B |
| BXP BXP, Inc. | 2 | $504.74M |
| EXR Extra Space Storage Inc | 2 | $504.08M |
| KW Kennedy-Wilson Holdings Inc. | 2 | $147.97M |
| BEKE KE Holdings Inc | 2 | $73.26M |
| CCI Crown Castle Inc. | 2 | $70.19M |
| VTR Ventas, Inc. | 2 | $67.34M |
| MMI Marcus & Millichap, Inc. | 2 | $59.36M |
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).