Industry deep-dive
REIT - Industrial
Every super-investor and insider move tracked across 17 tickers in this industry.
Tickers
17
Combined value
$7.12T
Insider net (30d)
$0
Congress trades (30d)
0
Sector consensus moves
Latest 13F · 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 | Wellington Management | $1.39B |
| 3 | Ken Griffin Citadel Advisors | $702M |
| 4 | AQR Capital Management | $659M |
| 5 | Izzy Englander Millennium Mgmt | $462M |
| 6 | First Eagle Investment Management | $332M |
| 7 | Dan Sundheim D1 Capital | $259M |
| 8 | Ron Baron Baron Capital / BAMCO | $169M |
| 9 | Steve Cohen Point72 | $108M |
| 10 | Baillie Gifford & Co | $103M |
| 11 | Two Sigma Investments | $86M |
| 12 | Paul Tudor Jones Tudor Investment | $63M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | PLD | PROLOGIS INC. | $2.04T |
| 2 | PSA | PUBLIC STORAGE | $1.65T |
| 3 | EXR | EXTRA SPACE STORAGE INC | $875.71B |
| 4 | COLD | AMERICOLD RLTY TR | $735.66B |
| 5 | REXR | REXFORD INDL RLTY INC | $652.26B |
| 6 | CUBE | CUBESMART | $401.19B |
| 7 | EGP | EASTGROUP PPTYS INC | $184.50B |
| 8 | FR | FIRST INDL RLTY TR INC | $158.02B |
| 9 | STAG | STAG INDL INC | $136.55B |
| 10 | TRNO | TERRENO RLTY CORP | $120.17B |
| 11 | NSA | NATIONAL STORAGE AFFILIATES | $105.36B |
| 12 | IIPR | INNOVATIVE INDL PPTYS INC | $56.26B |
| 13 | LINE | LINEAGE INC | $5.41B |
| 14 | ILPT | INDUSTRIAL LOGISTICS PPTYS T | $3.62B |
| 15 | SMA | SMARTSTOP SELF STORAG REIT I | $275.3M |
| 16 | LXP | LXP INDUSTRIAL TRUST | $195.6M |
| 17 | GRTUF | GRANITE REAL ESTATE INVT TR | $148.4M |