AlgovestIQ · Sector Intelligence
Real Estate Sector Performance Today
Real Estate sector price performance from XLRE, with the AIQ breadth reading that shows how broadly covered real estate stocks are participating in the move.
AIQ participation
Confirmed weaknessReal Estate is lagging the S&P 500 with fewer than half of its stocks improving — price and participation agree. It sits at -8.84 percentage points versus the S&P 500 with 43% of its covered stocks improving over the past week. This describes the current relationship between price and participation; it is not a forecast.
Real Estate stocks by AIQ signal
Highest AIQ Edge Scores
Strongest current evidence in the sector.
| Symbol | Company | AIQ Edge (1–10) |
|---|---|---|
| JLL | Jones Lang LaSalle Incorporated | 10 |
| SPG | Simon Property Group, Inc. | 10 |
| DRH | DiamondRock Hospitality Company | 10 |
| PSA | Public Storage | 9 |
| CUZ | Cousins Properties Incorporated | 9 |
| LTC | LTC Properties, Inc. | 9 |
| HST | Host Hotels & Resorts, Inc. | 9 |
| RHP | Ryman Hospitality Properties, Inc. | 9 |
| SHO | Sunstone Hotel Investors, Inc. | 9 |
| AMT | American Tower Corporation | 9 |
Improving fastest
Largest AIQ gains over the past 7 days.
| Symbol | Company | AIQ Score 7d (0–100) |
|---|---|---|
| JLL | Jones Lang LaSalle Incorporated | +9 |
| MRP | Millrose Properties, Inc. | +7 |
| DHC | Diversified Healthcare Trust | +6 |
| PSA | Public Storage | +6 |
| SPG | Simon Property Group, Inc. | +6 |
| KIM | Kimco Realty Corporation | +6 |
| CUBE | CubeSmart | +6 |
| CUZ | Cousins Properties Incorporated | +5 |
| KRC | Kilroy Realty Corporation | +5 |
| HPP | Hudson Pacific Properties, Inc. | +4 |
Weakening fastest
Largest AIQ declines over the past 7 days.
| Symbol | Company | AIQ Score 7d (0–100) |
|---|---|---|
| CSGP | CoStar Group, Inc. | -11 |
| WELL | Welltower Inc. | -6 |
| SUI | Sun Communities, Inc. | -6 |
| ESS | Essex Property Trust, Inc. | -6 |
| CBRE | CBRE Group, Inc. | -6 |
| PDM | Piedmont Office Realty Trust, Inc. | -3 |
| VTR | Ventas, Inc. | -3 |
| IRT | Independence Realty Trust, Inc. | -3 |
| ELS | Equity LifeStyle Properties, Inc. | -3 |
| TRNO | Terreno Realty Corporation | -3 |
Compare the sector's two strongest names side by side: JLL vs SPG, or open any symbol above for its full technicals and fundamentals.
Themes concentrated in real estate
Themes are selective baskets built around a single driver, and can draw members from several sectors at once. These draw at least a third of their constituents from real estate:
- AI Infrastructure — Power & Data Centers5 of 12 constituents
Methodology
Real Estate sector performance is represented by XLRE, the Select Sector SPDR fund, and reflects price return, not total return — dividends are excluded. The fund holds S&P 500 constituents, so it describes large-cap real estate exposure rather than every listed company in the sector.
AIQ breadth is the share of covered real estate stocks with an AIQ Edge Score of 7 or higher on the 1–10 scale — a level reading. Improving is the share whose underlying AIQ Score rose over the past seven days — a change reading. The AIQ Score runs 0–100 with 50 neutral, so the two figures are related but sit on different scales and should not be read as one number. Funds are excluded from both, so an ETF's holdings are never counted twice. The state label is derived from the benchmark-relative return and the improving share alone, using the same rule as the sector hub.
Data as of 2026-10-28, market close.
Real Estate sector — frequently asked questions
How is the real estate sector performing today?
Real Estate is +4.41% over the year to date, measured by XLRE, the Select Sector SPDR fund for the sector. The full return set is -0.73% over one day, +0.17% over one week, +2.98% over one month, -7.00% over three months and +4.41% year to date. These are price returns and exclude dividends.
Which ETF tracks the real estate sector?
XLRE, the Select Sector SPDR fund, is used on this page as the real estate sector benchmark. It holds the S&P 500 constituents assigned to the sector, weighted by market capitalisation, so it represents large-cap sector exposure rather than every listed company in the sector.
How many real estate stocks are participating?
30% of covered real estate stocks currently carry an AIQ Edge Score of 7 or higher on the 1 to 10 scale, and 43% saw their underlying 0 to 100 AIQ Score rise over the past seven days. The first is a level reading of how much of the sector is in constructive shape; the second is a change reading, so the two sit on different scales. Funds are excluded from both so their holdings are not counted twice.
What does "Confirmed weakness" mean?
Real Estate is lagging the S&P 500 with fewer than half of its stocks improving — price and participation agree. It sits at -8.84 percentage points versus the S&P 500 with 43% of its covered stocks improving over the past week. This describes the current relationship between price and participation; it is not a forecast.