GuruTrackHoldings radar

Real Estate

sector

Updated from quarterly filings · as of 2026-06-30

Summary

In the Real Estate sector, tracked hedge-fund managers hold 19 stocks, a combined reported value of ~$10.47B; most concentrated in SBAC, EQIX, MAA. 12 managers hold positions here. From public SEC 13F filings, delayed up to ~45 days.

Constituents

19stocks

Tracked gurus

12(13F)

Board total value

$10.47B

Largest holding

SBACSBA COMMUNICATIONS CORP

Data delay: 13F filings lag up to ~45 days and cover only some long positions. For research only.

Stocks in this boardranked by tracked-guru holding value

1

SBACSBA COMMUNICATIONS CORP$2.56B

2

EQIXEQUINIX INC$2.06B

3

MAAMID-AMERICA APARTMENT COMM$869.92M

4

AMTAMERICAN TOWER CORP$803.40M

5

DLRDIGITAL REALTY TRUST INC$720.57M

6

EXREXTRA SPACE STORAGE INC$565.57M

7

AVBAVALONBAY COMMUNITIES INC$529.98M

8

CCICROWN CASTLE INC$461.67M

9

INVHINVITATION HOMES INC$373.53M

10

PLDPROLOGIS INC$348.64M

11

WELLWELLTOWER INC$299.21M

12

VTRVENTAS INC$290.87M

13

VICIVICI PROPERTIES INC$151.36M

14

PSAPUBLIC STORAGE$102.37M

15

SPGSIMON PROPERTY GROUP INC$98.30M

16

OREALTY INCOME CORP$82.38M

17

AREALEXANDRIA REAL ESTATE EQUIT$55.43M

18

KIMKIMCO REALTY CORP$52.78M

19

ESSESSEX PROPERTY TRUST INC$48.97M

Gurus most invested in this boardby value held in this board

1Dodge & Cox1 stocks$2.17B 2

Ken Griffin19 stocks$1.83B 3

Izzy Englander19 stocks$1.77B 4

Andreas Halvorsen3 stocks$1.37B 5

Philippe Laffont1 stocks$1.33B 6

Steven Cohen11 stocks$708.22M 7

Joel Greenblatt19 stocks$579.23M 8

Renaissance Technologies8 stocks$222.98M 9

Paul Singer1 stocks$156.36M 10Paul Tudor Jones10 stocks$136.31M 11

George Soros1 stocks$96.90M 12Davidson Kempner2 stocks$53.02M

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.