Filing Flows › Industries › Real Estate › Real Estate Investment Trusts
Real Estate Investment Trusts SIC 6798
216 companies filing with the SEC under SIC 6798. Median revenue growth +6% year on year in Q3 2026 (middle half +1% to +13%, 143 companies). The growth model expects the industry's combined revenue to grow +12% in Q3 2026. 58 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- SBAC → TMUS 78% of the supplier's revenue, $2.2B
- AMT → TMUS 18% of the supplier's revenue, $1.9B
- AMT → T 17% of the supplier's revenue, $1.8B
- CCI → TMUS 40% of the supplier's revenue, $1.7B
- VICI → MGM 38% of the supplier's revenue, $1.5B
- Vici Properties L.P. → MGM 38% of the supplier's revenue, $1.5B
- VICI → CZR 36% of the supplier's revenue, $1.4B
- Vici Properties L.P. → CZR 36% of the supplier's revenue, $1.4B
- CCI → T 27% of the supplier's revenue, $1.2B
- CDP → U.S. government 26% of the supplier's revenue, $199M
- DOC → HCA 7% of the supplier's revenue, $198M
- PFSI → PMT 9% of the supplier's revenue, $184M
- VTR → BKD 3% of the supplier's revenue, $152M
- HST → DIS 2% of the supplier's revenue, $122M
- DOC → Medicare & Medicaid 3% of the supplier's revenue, $84.7M
- JBGS → U.S. government 11% of the supplier's revenue, $56.8M
- Ares Industrial Real Estate Income Trust Inc. → AMZN 8% of the supplier's revenue, $45.0M
- UHT → UHS 40% of the supplier's revenue, $39.7M
- NTST → DG 12% of the supplier's revenue, $22.4M
- BMNM → ORC 70% of the supplier's revenue, $16.6M
- NLOP → JPM 13% of the supplier's revenue, $15.1M
- NLCP → CRLBF 14% of the supplier's revenue, $7.1M
- PINE → DKS 11% of the supplier's revenue, $6.7M
- PINE → LOW 10% of the supplier's revenue, $6.1M
- Rreef Property Trust, Inc. → PFGC 15% of the supplier's revenue, $6.0M
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +12.2% | $67.9B | $65.3B – $70.5B |
| Q4 2026 | +13.0% | $69.1B | $66.2B – $72.0B |
| Q1 2027 | +13.0% | $70.5B | $67.4B – $73.5B |
| Q2 2027 | +12.5% | $71.4B | $68.3B – $74.5B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| WELL Welltower | $3.7B | +38% | transition |
| AMT American Tower | $2.8B | +3% | mature |
| EQIX Equinix | $2.6B | +11% | deceleration |
| PLD Prologis | $2.3B | — | mature |
| IRM Iron Mountain | $2.0B | +13% | deceleration |
| DLR Digital Realty Trust | $1.9B | +21% | deceleration |
| WY Weyerhaeuser | $1.9B | +8% | reacceleration |
| VTR Ventas | $1.8B | +23% | expansion |
| SPG Simon Property Group | $1.8B | +13% | deceleration |
| BSTT Blackstone Real Estate Income Trust | $1.8B | -8% | contraction |
| RITM Rithm Capital | $1.8B | +59% | reacceleration |
| O Realty Income | $1.6B | +10% | transition |
| PSA Public Storage | $1.4B | +12% | reacceleration |
| LINE Lineage | $1.4B | — | mature |
| HST Host Hotels & Resorts | $1.3B | +1% | mature |
| Vici Properties L.P. | $1.1B | +6% | mature |
| VICI Vici Properties | $1.1B | +6% | mature |
| Howard Hughes | $1.0B | — | expansion |
| CCI Crown Castle | $995M | -7% | contraction |
| Boston Properties Ltd Partnership | $911M | +5% | mature |
| EXR Extra Space Storage | $890M | +4% | mature |
| DOC Healthpeak Properties | $821M | +16% | expansion |
| Avalonbay Communities | $778M | — | mature |
| CXW CoreCivic | $744M | +28% | expansion |
| AHR American Healthcare REIT | $742M | +30% | expansion |
| SBAC SBA Communications | $714M | -3% | mature |
| COLD Americold Realty Trust | $692M | +4% | mature |
| ARE Alexandria Real Estate Equities | $671M | -11% | transition |
| RHP Ryman Hospitality Properties | $656M | +11% | transition |
| HHH Howard Hughes Holdings | $636M | +63% | deceleration |
| LAMR Lamar Advertising | $624M | +7% | mature |
| Rayonier, L.P. | $566M | +219% | deceleration |
| Mid-America Apartments, L.P. | $560M | +1% | mature |
| SUI Sun Communities | $558M | -20% | transition |
| MAA Mid America Apartment Communities | $554M | — | mature |
| KIM Kimco Realty | $551M | — | mature |
| Kimco Realty OP, LLC | $546M | +2% | mature |
| STWD Starwood Property Trust | $546M | +12% | transition |
| OUT Outfront Media | $511M | +9% | deceleration |
| Essex Portfolio LP | $493M | +4% | mature |
| WPC W. P. Carey | $468M | +9% | mature |
| Vornado Realty LP | $468M | +3% | mature |
| GLPI Gaming & Leisure Properties | $435M | +10% | mature |
| UDR UDR | $428M | -0.9% | mature |
| REG Regency Centers | $414M | — | mature |
| ELS Equity Lifestyle Properties | $410M | +4% | mature |
| PEB Pebblebrook Hotel Trust | $403M | +1% | mature |
| SVC Service Properties Trust | $400M | -17% | contraction |
| APLE Apple Hospitality REIT | $398M | +7% | mature |
| SWDR Starwood Real Estate Income Trust | $398M | — | mature |
| RYN Rayonier | $396M | — | expansion |
| DHC Diversified Healthcare Trust | $368M | -5% | contraction |
| Brixmor Operating Partnership LP | $360M | +6% | mature |
| RLJ RLJ Lodging Trust | $354M | +7% | mature |
| Store Capital LLC | $347M | +14% | transition |
| OHI Omega Healthcare Investors | $341M | +9% | deceleration |
| Federal Realty OP LP | $339M | +5% | mature |
| FRT Federal Realty Investment Trust | $336M | — | mature |
| DRH DiamondRock Hospitality | $298M | +4% | mature |
| CubeSmart, L.P. | $294M | +3% | mature |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.