REITs and Real Estate
Listed equity REITs and the two public services firms that sit next to them. The page is organized by how the buildings earn rent: towers and logistics, healthcare and housing, retail and office, then CBRE and CoStar. Equinix, Digital Realty, and Iron Mountain stay on Data Centers. American Tower, Crown Castle, and SBA are here.
The REITs and Real Estate sector on Sterling tracks 27 companies.
Four Numbers That Frame Listed REITs
Equity Market Cap by Property Type
Listed REIT Equity Market Cap
10-Year Treasury Yield
Roster Roles
| Company | Ticker | Vertical | Sourced print | Why it is here |
|---|---|---|---|---|
| American Tower | AMT | Towers | 149,686 sites; $10.645B revenue | Global tower landlord. 42,224 sites in US and Canada. Also 30 US data centers, which are not the Data Centers roster. |
| Crown Castle | CCI | Towers | More than 40,000 US towers | US-only tower REIT. Selling fiber and small cells for $8.5B (signed March 13, 2025). |
| SBA Communications | SBAC | Towers | 46,328 towers; 17,394 in the US | Third public tower. Site leasing was 97.9% of 2025 segment operating profit. |
| Prologis | PLD | Industrial | 1.3B sq ft; 95.8% period-end occupancy | Logistics landlord. 2025 lease rollovers lifted net effective rent about 50% on Prologis share. |
| Welltower | WELL | Healthcare | SHO SSNOI +20.4% in Q4 2025 | Seniors-housing operator REIT. Occupancy +400 bps and RevPOR +4.7% in the same-store SHO book. |
| Ventas | VTR | Healthcare | SHOP occupancy 90.1%; +300 bps | SHOP plus medical office. Same-store SHOP cash NOI +15% in Q4 2025. |
| Vivmark Residential | VMRK | Apartments | 184,000+ apartments at close | Equity Residential plus AvalonBay, closed August 17, 2026. Trading as VMRK from August 18. |
| Invitation Homes | INVH | Single-family | 96.8% FY same-store occupancy | Build-to-rent adjacent single-family landlord. 76,819 homes in the 2025 same-store set. |
| Simon Property Group | SPG | Malls | 96.4% occupancy; $799 sales/sf | US malls and Premium Outlets. Base minimum rent $60.97 per square foot at year-end 2025. |
| Kimco Realty | KIM | Shopping centers | 96.4% pro-rata occupancy | Grocery-anchored open-air. 565 US assets and 100 million square feet at year-end 2025. |
| Realty Income | O | Net lease | 15,511 properties; 98.9% occupancy | Triple-net. Retail was 79.1% of annualized rent at December 31, 2025. |
| BXP | BXP | Office | 86.7% occupied; 89.4% leased | Gateway office. CBD book ended 2025 89.8% occupied and 92.5% leased. |
| CBRE Group | CBRE | Services | $40.55B 2025 revenue | Largest public CRE services firm on 2025 revenue. Not a landlord REIT. |
| CoStar Group | CSGP | Services | $3.247B 2025 revenue | CRE data and marketplaces. Residential (Homes.com) was $1.460B of the 2025 mix. |
Companies in the REITs and Real Estate sector (27)
- Healthpeak Properties
- Ventas
- Welltower
- Host Hotels & Resorts
- Vici Properties
- Prologis
- Camden Property Trust
- Essex Property Trust
- Mid-America Apartment Communities
- UDR, Inc.
- Vivmark Residential
- Alexandria Real Estate Equities
- BXP, Inc.
- CBRE Group
- CoStar Group
- Federal Realty Investment Trust
- Kimco Realty
- Realty Income
- Regency Centers
- Simon Property Group
- Extra Space Storage
- Public Storage
- Invitation Homes
- American Tower
- Crown Castle
- SBA Communications
- Weyerhaeuser
Frequently asked questions
What is the REITs and Real Estate sector?
Listed equity REITs and the two public services firms that sit next to them. The page is organized by how the buildings earn rent: towers and logistics, healthcare and housing, retail and office, then CBRE and CoStar. Equinix, Digital Realty, and Iron Mountain stay on Data Centers. American Tower, Crown Castle, and SBA are here.
Which companies lead the REITs and Real Estate sector?
Sterling tracks 27 companies in REITs and Real Estate, led by Healthpeak Properties (DOC), Ventas (VTR), Welltower (WELL), Host Hotels & Resorts (HST), Vici Properties (VICI) and Prologis (PLD).
How can I invest in the REITs and Real Estate sector?
Publicly traded names in REITs and Real Estate include Healthpeak Properties (DOC), Ventas (VTR), Welltower (WELL), Host Hotels & Resorts (HST) and Vici Properties (VICI). Compare them side by side on Sterling.
