Real Estate Operators (except Developers) And Lessors - Investment Trends

This page shows the overall investment trends by institutions in companies categorized in this industry.

To create this report, we combined institutional holdings listed in 13F's with SIC codes self-reported by companies in their 10-Q's.

Period Owners Total Shares Percent Change
in Shares
Fair Market Value (USD) Percent Change
in Value
2026-Q1 1,325 2,240,083,485 -5.80 73,509,932,452,000 -15.56
2025-Q4 1,386 2,378,116,612 32.07 87,051,371,655,000 3.76
2025-Q3 1,325 1,800,674,524 -2.94 83,892,850,431,000 3.22
2025-Q2 1,302 1,855,290,632 0.26 81,278,236,153,000 11.17
2025-Q1 1,259 1,850,466,992 -1.40 73,109,068,698,000 -5.57
2024-Q4 1,256 1,876,681,096 0.32 77,423,368,552,000 3.39
2024-Q3 1,194 1,870,718,755 0.13 74,887,751,397,000 21.44
2024-Q2 1,160 1,868,276,119 -0.92 61,664,473,238,000 0.09
2024-Q1 1,166 1,885,655,192 -6.87 61,609,639,084,000 -5.07
2023-Q4 1,239 2,024,859,745 -1.12 64,903,011,206,000 22.63
2023-Q3 1,155 2,047,840,012 -47.30 52,927,150,187,000 -8.50
2023-Q2 1,217 3,885,543,748 45.15 57,843,523,222,000 5.29
2023-Q1 1,206 2,676,923,417 1.35 54,937,138,079,000 9.59
2022-Q4 1,209 2,641,305,422 50.64 50,131,509,919,000 2,463.04
2022-Q3 904 1,753,349,744 2.26 1,955,938,812,000 5.47
2022-Q2 905 1,714,558,187 2.62 1,854,503,311,000 -1.74
2022-Q1 920 1,670,859,853 3.25 1,887,295,371,000 83.14
2021-Q4 921 1,618,193,154 47.67 1,030,513,807,000 103.39
2021-Q3 877 1,095,846,696 2.66 506,672,973,000 -7.37
2021-Q2 845 1,067,433,207 -6.47 546,974,653,000 -3.02
2021-Q1 806 1,141,331,966 -0.87 564,021,222,000 33.88
2020-Q4 811 1,151,304,772 14.11 421,276,473,000 58.34
2020-Q3 745 1,008,930,070 5.08 266,056,743,000 17.07
2020-Q2 689 960,142,410 2.35 227,263,891,000 17.53
2020-Q1 705 938,115,260 1.82 193,365,844,000 -27.41
2019-Q4 751 921,390,506 0.67 266,380,742,000 13.94
2019-Q3 721 915,298,952 -4.02 233,798,365,000 12.43
2019-Q2 728 953,673,377 -2.66 207,945,790,000 20.19
2019-Q1 684 979,760,066 0.04 173,012,619,000 23.12
2018-Q4 658 979,413,358 -24.31 140,526,599,000 -95.14
2018-Q3 665 1,294,051,695 2.43 2,893,253,884,000 -22.25
2018-Q2 648 1,263,380,005 -2.09 3,721,034,381,000 2,272.31
2018-Q1 680 1,290,316,098 -1.94 156,852,894,000 8.02
2017-Q4 677 1,315,804,676 16.84 145,200,580,000 53.87
2017-Q3 588 1,126,128,857 3.14 94,365,858,000 -2.74
2017-Q2 589 1,091,896,891 3.37 97,021,789,000 -0.11
2017-Q1 570 1,056,257,485 43.24 97,128,709,000 82.85
2016-Q4 533 737,405,584 -0.82 53,118,884,000 11.16
2016-Q3 515 743,470,068 2.21 47,784,751,000 7.92
2016-Q2 512 727,406,633 7.27 44,276,116,000 -17.03
2016-Q1 509 678,114,985 1.76 53,364,788,000 -3.95
2015-Q4 512 666,378,250 0.14 55,560,131,000 21.73
2015-Q3 529 665,464,187 -1.36 45,641,767,000 5.90
2015-Q2 494 674,671,651 -0.30 43,098,392,000 -11.44
2015-Q1 485 676,702,789 0.00 48,666,619,000 0.00