What this page tells you: how the Real Estate sector ranks vs the US equity market, how healthy the move is inside, and which stocks are leading it.
Laggard. Real Estate is the 7th-strongest US sector, trailing SPY by -4.8pp on a 12-month performance score that leans toward recent action. The sector has fallen 2 ranks in the last 21 trading days — momentum is fading. Use the panels below to confirm whether the move is broad or narrow, where the heaviest volume is flowing, and which stocks sit at the front of the move.
Real Estate Select Sector SPDR (XLRE) is drifting sideways — down 0.1% over the past 50 trading days — and sits at its 12-month peak. Daily swings average 1.17%, so the tape is normal. (As of August 24, 2026.)
Of the 37 stocks in Real Estate, 56% trade above their 50-day average and 74% above their 200-day. 47% sit within 10% of a fresh 52-week high. 1 new 20-day highs against 1 new lows today.
Real Estate leads inside Real Estate, running +5.4pp ahead of SPY over the past 3 months. Fresh leadership — its 6-month picture is still negative at -6.8pp.
| Industry | 3m excess | 6m excess | Names | Top constituents |
|---|---|---|---|---|
| Real Estate | +5.4pp | -6.8pp | 36 | VACCOMPJLL |
Real Estate traded $1.03B today — trading normal at 0.83× the 30-day average — capturing 0.2% of all market volume. 0 accumulation days against 0 distribution days lately, an accum/dist ratio of 1.00.
Composite RS uses IBD-style multi-horizon weights (3m / 6m / 9m / 12m at 0.4 / 0.2 / 0.2 / 0.2, recency-weighted). Per-horizon RS is each sector ETF's excess return vs SPY over that lookback, from daily price history. Leader counts cross-reference the daily stock RS leaderboard with each sector's GICS membership. Ranks are recomputed every trading day. Read how to read sector rotation, or hunt one level down on industries and leaders.