Industry deep-dive
REIT - Industrial
Every super-investor and insider move tracked across 17 tickers in this industry.
Tickers
17
Combined value
$14.72B
Insider net (30d)
$0
Congress trades (30d)
0
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest reit - industrial books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Norges Bank Norway SWF | $6.26B |
| 2 | T. Rowe Price | $4.14B |
| 3 | Wellington Management | $1.39B |
| 4 | AQR Capital Management | $659M |
| 5 | Ken Griffin Citadel Advisors | $522M |
| 6 | Izzy Englander Millennium Mgmt | $444M |
| 7 | First Eagle Investment Management | $332M |
| 8 | Dan Sundheim D1 Capital | $259M |
| 9 | Ron Baron Baron Capital / BAMCO | $169M |
| 10 | Baillie Gifford & Co | $103M |
| 11 | Steve Cohen Point72 | $96M |
| 12 | Two Sigma Investments | $86M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | PLD | PROLOGIS INC. | $4.04B |
| 2 | PSA | PUBLIC STORAGE | $2.37B |
| 3 | EXR | EXTRA SPACE STORAGE INC | $1.80B |
| 4 | REXR | REXFORD INDL RLTY INC | $1.33B |
| 5 | CUBE | CUBESMART | $1.11B |
| 6 | LINE | LINEAGE INC | $959.6M |
| 7 | EGP | EASTGROUP PPTYS INC | $665.2M |
| 8 | FR | FIRST INDL RLTY TR INC | $569.4M |
| 9 | TRNO | TERRENO RLTY CORP | $489.0M |
| 10 | STAG | STAG INDL INC | $439.4M |
| 11 | COLD | AMERICOLD RLTY TR | $284.7M |
| 12 | SMA | SMARTSTOP SELF STORAG REIT I | $241.4M |
| 13 | LXP | LXP INDUSTRIAL TRUST | $198.0M |
| 14 | NSA | NATIONAL STORAGE AFFILIATES | $97.6M |
| 15 | GRTUF | GRANITE REAL ESTATE INVT TR | $54.1M |
| 16 | IIPR | INNOVATIVE INDL PPTYS INC | $52.0M |
| 17 | ILPT | INDUSTRIAL LOGISTICS PPTYS T | $17.4M |