iShares U.S. Real Estate ETF (IYR)
Fifth Third Bancorp Buys 23,877 Shares of iShares U.S. Real Estate ETF $IYR
Fifth Third Bancorp boosted its stake in iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 5,939.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 24,279 shares of the real estate investment trust's stock after purchasing an additional 23,877 shares during the
U.S. Equity REIT Average Short Interest Edges Higher In May
The average short interest in US equity real estate investment trusts grew in May compared with the prior month. US equity REITs' average short interest rose 5 basis points from April to about 5.0% of shares outstanding in May, according to an S&P Global Market Intelligence analysis. Farmland REITs posted the largest month-over-month increase in average short interest in May, rising 89 basis points to 5.6% of shares outstanding.
REITs: Cheap, Unloved, And Finally Showing Life
REITs have refused to break in 2026 despite oil-driven inflation pressure, rising Treasury yields, and a Fed narrative that flipped from multiple rate cuts to potential hikes. The “Rates Up, REITs Down” regime has weakened, with REIT-rate correlations falling sharply as fundamentals, strategy, capital allocation, and valuation catalysts increasingly drive performance. M&A has helped break the rate-driven narrative, validating public-market discounts to NAV and proving that REITs can unlock value through consolidation, privatizations, and strategic alternatives.
The REIT Rally
Hoya Capital's David Auerbach talks solid REIT fundamentals despite elevated interest rates and macro volatility. Dividends rising and M&A activity intensifying, especially among small and mid-cap names.
U.S. REIT Same-Store Net Operating Income Growth Holds Steady In Q1 2026
US equity real estate investment trusts, excluding hotel-focused REITs, posted median year-over-year same-store net operating income growth of 2.6% in the first quarter. Same-store occupancy fell to a median of 93.9%, compared with 94.2% in the fourth quarter of 2025 and 94.1% in the first quarter of 2025. Data center REITs outpaced all other subsectors tracked in Market Intelligence's analysis, achieving the highest year-over-year same-store NOI growth in the first quarter at a median of 9.5%.
The REIT Bear Case Is Breaking Down
REITs are finally shaking off their bear thesis. Oversupply is turning into a future tailwind. AI may push more capital toward real assets.
Farther Finance Advisors LLC Sells 7,980 Shares of iShares U.S. Real Estate ETF $IYR
Farther Finance Advisors LLC reduced its position in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 60.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 5,210 shares of the real estate investment trust's stock after selling 7,980 shares during
The Biggest Misconception About REITs
REITs, including Vanguard REIT ETF (VNQ), have underperformed recently due to multiple compression and the impact of rising interest rates. Historically, REITs have delivered returns comparable to the S&P 500, with recent underperformance mostly driven by valuation adjustments rather than fundamental weakness. The transition from rising to stable high interest rates is now a tailwind for REITs, supporting higher forward growth rates and improved acquisition economics.
Short Interest in iShares U.S. Real Estate ETF (NYSEARCA:IYR) Decreases By 12.0%
iShares U.S. Real Estate ETF (NYSEARCA:IYR - Get Free Report) saw a large drop in short interest during the month of February. As of February 27th, there was short interest totaling 7,855,291 shares, a drop of 12.0% from the February 12th total of 8,922,427 shares. Based on an average daily volume of 6,930,363 shares, the
Crossingbridge Advisors LLC Has $243,000 Holdings in iShares U.S. Real Estate ETF $IYR
Crossingbridge Advisors LLC decreased its position in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 87.5% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,500 shares of the real estate investment trust's stock after
How REITs Became The Safe Haven Trade In The Tech Wreck
REITs, as measured by VNQ, have outperformed in 2026, emerging as a safe haven amid tech and market declines. REITs offer reliable, contractual cash flows and dividend yields (3.8%) far exceeding the S&P's 1.15%, with FFO yields at 7.24%. Current REIT valuations (13.8x FFO) are historically cheap relative to the S&P (29.3x earnings), creating a compelling cash flow yield spread.
10,486 Shares in iShares U.S. Real Estate ETF $IYR Purchased by B. Riley Wealth Advisors Inc.
B. Riley Wealth Advisors Inc. purchased a new stake in iShares U.S. Real Estate ETF (NYSEARCA:IYR) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 10,486 shares of the real estate investment trust's stock, valued at approximately $994,000. A number
IYR: Sell Your REIT ETFs
iShares U.S. Real Estate ETF is underperforming peers and the broader market, with a 3.4% decline over the last month and lagging the S&P 500 in 2025. IYR faces risks from rising Treasury yields, low credit spreads, and potential investor rotation back into bonds if yields rise further. REIT ETFs, including IYR, have enjoyed strong long-term returns but are now rolling over amid macroeconomic headwinds and sector underperformance.
21,896 Shares in iShares U.S. Real Estate ETF $IYR Acquired by Americana Partners LLC
Americana Partners LLC bought a new position in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 21,896 shares of the real estate investment trust's stock, valued at approximately $2,075,000. Americana Partners LLC
Bessemer Group Inc. Has $473,000 Stake in iShares U.S. Real Estate ETF $IYR
Bessemer Group Inc. reduced its position in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 54.1% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,993 shares of the real estate investment trust's stock after selling 5,878 shares
D.A. Davidson & CO. Raises Stake in iShares U.S. Real Estate ETF $IYR
D.A. Davidson and CO. raised its stake in iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 11.0% in the undefined quarter, according to its most recent disclosure with the SEC. The fund owned 3,580 shares of the real estate investment trust's stock after purchasing an additional 355 shares during the quarter. D.A. Davidson
2,965 Shares in iShares U.S. Real Estate ETF $IYR Purchased by Brookstone Capital Management
Brookstone Capital Management purchased a new stake in iShares U.S. Real Estate ETF (NYSEARCA:IYR) during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 2,965 shares of the real estate investment trust's stock, valued at approximately $281,000. Other institutional
IYR Vs. IYRI: Enhanced Income ETF Gets A Buy Rating
Neos Real Estate High Income ETF offers an income-enhanced alternative to iShares U.S. Real Estate ETF, using an options overlay to boost yield while tracking the same REIT index. IYRI's 11% yield far exceeds IYR's 2.4%, but comes with higher fees (68bps vs. 38bps) and potential NAV erosion from the options strategy. Most of IYRI's distributions are classified as Return of Capital, which can be tax-advantaged for investors, especially in taxable accounts.
IYR: Betting On REITs' Recovery
I rate IYR ETF a buy due to its balanced portfolio: one-third leverages megatrends, while two-thirds provide stability and defensive exposure. The macroeconomic environment is turning favorable for REITs, with expected rate cuts and resilient consumer spending supporting a sector recovery. IYR is well-positioned to benefit from growth in data centers, 5G infrastructure, and industrial real estate, while maintaining diversification and stability.
IYR: Cool Inflation Prints Bode Well For Real Estate Stocks
Inflation data came in below expectations, supporting the case for lower Treasury yields, which is typically positive for real estate stocks and IYR. Despite recent underperformance and tepid momentum, I see IYR's current weakness as a buying opportunity given potential easing in interest rates. IYR offers portfolio diversification, a solid 2.5% yield, and trades at a reasonable valuation relative to historical averages and the S&P 500.