Housing stocks rally following midterm elections, Treasury yields dip lower
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Homebuilders and housing supplier stocks jumped on Wednesday in the wake of the midterm elections.
Directly affected
- No company is named in this report.
Indirectly affected
- XLRE Real Estate Select Sector SPDR+2.7% 30d
Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “housing” (real estate) in this story.
- XHB SPDR S&P Homebuilders ETF+5.0% 30d
SPDR S&P Homebuilders ETF: it holds property and homebuilding stocks. Linked by “housing” (real estate) in this story.
- TLT iShares 20+ Year Treasury Bond ETF-1.8% 30d
iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “treasury yields” (US interest rates) in this story.
- JPM JPMorgan Chase+0.1% 30d
JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “treasury yields” (US interest rates) in this story.
- PLD Prologis-3.7% 30d
Prologis (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “housing” (real estate) in this story.
- BAC Bank of America-11.4% 30d
Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “treasury yields” (US interest rates) in this story.
- DHI D.R. Horton+5.0% 30d
D.R. Horton (operative builders): housing and property firms move with mortgage rates and demand. Linked by “housing” (real estate) in this story.
- LEN Lennar+5.6% 30d
Lennar (general bldg contractors - residential bldgs): housing and property firms move with mortgage rates and demand. Linked by “housing” (real estate) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLRE | -3.55% | -1.16% | base | +2.81% | after close | after close | after close |
| XHBNo price data for this ticker | — | — | — | — | — | — | — |
| TLT | -0.09% | +0.94% | base | +0.52% | after close | after close | after close |
| JPM | +0.41% | -0.26% | base | +4.10% | after close | after close | after close |
| PLD | -2.94% | -0.82% | base | +0.14% | after close | after close | after close |
| BAC | +2.47% | +0.71% | base | +3.52% | after close | after close | after close |
| DHI | -1.58% | +0.55% | base | +8.42% | after close | after close | after close |
| LEN | -3.04% | +0.96% | base | +7.97% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Housing stocks rally following midterm elections, Treasury yields dip lower Yahoo Finance
Source: Yahoo Finance
The price since 4 Nov 2026: Ishares Tr (TLT) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Bank Of America (BAC) | that day | +3.52% | still updating |
| Bank Of America (BAC) | three days earlier | +0.71% | final price |
| Bank Of America (BAC) | five days earlier | +2.47% | final price |
| Horton D R (DHI) | that day | +8.42% | still updating |
| Horton D R (DHI) | three days earlier | +0.55% | final price |
| Horton D R (DHI) | five days earlier | -1.58% | final price |
| Jpmorgan Chase (JPM) | that day | +4.10% | still updating |
| Jpmorgan Chase (JPM) | three days earlier | -0.26% | final price |
| Jpmorgan Chase (JPM) | five days earlier | +0.41% | final price |
| Lennar (LEN) | that day | +7.97% | still updating |
| Lennar (LEN) | three days earlier | +0.96% | final price |
| Lennar (LEN) | five days earlier | -3.04% | final price |
| Prologis (PLD) | that day | +0.14% | still updating |
| Prologis (PLD) | three days earlier | -0.82% | final price |
| Prologis (PLD) | five days earlier | -2.94% | final price |
| Ishares Tr (TLT) | that day | +0.52% | still updating |
| Ishares Tr (TLT) | three days earlier | +0.94% | final price |
| Ishares Tr (TLT) | five days earlier | -0.09% | final price |
| Select Sector Spdr Tr (XLRE) | that day | +2.81% | still updating |
| Select Sector Spdr Tr (XLRE) | three days earlier | -1.16% | final price |
| Select Sector Spdr Tr (XLRE) | five days earlier | -3.55% | final price |
Trades by members of Congress and officials in the stocks in this story
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM), worth $15,001 - $50,000 on 4 Sep 2026. That is 61 days before publication. Filed 1 Oct 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM) (held by a spouse), worth $15,001 - $50,000 on 4 Sep 2026. That is 61 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Jpmorgan Chase (JPM) (held by a spouse), worth $100,001 - $250,000 on 27 Aug 2026. That is 69 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. David J. Taylor bought Prologis (PLD), worth $1,001 - $15,000 on 15 Oct 2026. That is 20 days before publication. Filed 29 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Prologis (PLD) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Prologis (PLD) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 54 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Bank Of America (BAC) (held by a spouse), worth $1,001 - $15,000 on 9 Sep 2026. That is 56 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Laurel Lee sold Bank Of America (BAC) (held by a spouse), worth $50,001 - $100,000 on 24 Aug 2026. That is 72 days before publication. Filed 16 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Horton D R (DHI), worth $15,001 - $50,000 on 17 Aug 2026. That is 79 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Lennar (LEN) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Lennar (LEN) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 54 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Lennar (LEN), worth $15,001 - $50,000 on 28 Aug 2026. That is 68 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Ishares Tr (TLT)
Companies carried with this story
- TLT Ishares Tr
Ishares Tr (TLT) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Housing stocks rally following midterm elections, Treasury yields dip lower.” Reason on file: iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “treasury yields” (US interest rates) in this story
- IEF Ishares Tr
In “Housing stocks rally following midterm elections, Treasury yields dip lower,” Ishares Tr (IEF) is linked, with no stored direction, medium confidence. Reason on file: iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “treasury yields” (US interest rates) in this story
- XLRE Select Sector Spdr Tr
Select Sector Spdr Tr (XLRE) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Housing stocks rally following midterm elections, Treasury yields dip lower.” Reason on file: Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “housing” (real estate) in this story
- JPM Jpmorgan Chase
In “Housing stocks rally following midterm elections, Treasury yields dip lower,” Jpmorgan Chase (JPM) is linked, with no stored direction, medium confidence. Reason on file: JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “treasury yields” (US interest rates) in this story
- BAC Bank Of America
For “Housing stocks rally following midterm elections, Treasury yields dip lower,” Bank Of America (BAC) is linked, with no stored direction, medium confidence. Reason on file: Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “treasury yields” (US interest rates) in this story
- PLD Prologis
Prologis (PLD) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Housing stocks rally following midterm elections, Treasury yields dip lower.” Reason on file: Prologis (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “housing” (real estate) in this story
- DHI Horton D R
For “Housing stocks rally following midterm elections, Treasury yields dip lower,” Horton D R (DHI) is linked, with no stored direction, medium confidence. Reason on file: D.R. Horton (operative builders): housing and property firms move with mortgage rates and demand. Linked by “housing” (real estate) in this story
- LEN Lennar
Lennar (LEN) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Housing stocks rally following midterm elections, Treasury yields dip lower.” Reason on file: Lennar (general bldg contractors - residential bldgs): housing and property firms move with mortgage rates and demand. Linked by “housing” (real estate) in this story
Ishares Tr (TLT)
Ishares Tr (TLT) is the company in “Housing stocks rally following midterm elections, Treasury yields dip lower,” the 4 Nov 2026 this story story.
What ties Ishares Tr (TLT) to the headline is this: iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “treasury yields” (US interest rates) in this story
Also listed, Ishares Tr (IEF): iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “treasury yields” (US interest rates) in this story
Dates and price levels for Ishares Tr (TLT)
IEF traded between 88.64 and 91.23 across 20 sessions. The latest close on file is 90.08. TLT traded between 76.44 and 81.94 across 20 sessions. The latest close on file is 79.46. XLRE traded between 40.28 and 43.70 across 20 sessions. The latest close on file is 43.64.
A simple score for Ishares Tr (TLT)
46 out of 100Price not final
“Housing stocks rally following midterm elections, Treasury yields dip lower” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.