Real estate stocks shine in October amid broader tech rout, lower long-term borrowing costs (XLRE:NYSEARCA)
Published . Updated .
The S&P 500 Real Estate Index Sector (SP500-60) increased 4.98% during the month to 275.07 points, while the accompanying State Street Real Estate Select Sector SPDR ETF (XLRE) was up 5.52% to $43.17.
Directly affected
Indirectly affected
- XHB SPDR S&P Homebuilders ETF+4.2% 30d
SPDR S&P Homebuilders ETF: it holds property and homebuilding stocks. Linked by “real estate” (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 “borrowing costs” (US interest rates) in this story.
- PLD Prologis-5.8% 30d
Prologis (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “real estate” (real estate) in this story.
- DHI D.R. Horton+4.7% 30d
D.R. Horton (operative builders): housing and property firms move with mortgage rates and demand. Linked by “real estate” (real estate) in this story.
- LEN Lennar+8.5% 30d
Lennar (general bldg contractors - residential bldgs): housing and property firms move with mortgage rates and demand. Linked by “real estate” (real estate) in this story.
- JPM JPMorgan Chase-4.3% 30d
JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “borrowing costs” (US interest rates) in this story.
- WELL Welltower+0.2% 30d
Welltower (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “real estate” (real estate) in this story.
- BAC Bank of America-13.7% 30d
Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “borrowing costs” (US interest rates) 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 | -0.86% | -2.42% | base | after close | after close | after close | after close |
| STT | +0.05% | +2.20% | base | after close | after close | after close | after close |
| XHBNo price data for this ticker | — | — | — | — | — | — | — |
| TLT | -0.20% | -1.03% | base | after close | after close | after close | after close |
| PLD | -1.36% | -2.14% | base | after close | after close | after close | after close |
| DHI | +0.34% | -2.12% | base | after close | after close | after close | after close |
| LEN | -3.38% | -3.97% | base | after close | after close | after close | after close |
| JPM | -0.92% | +0.67% | base | after close | after close | after close | after close |
| WELLNo price data for this ticker | — | — | — | — | — | — | — |
| BAC | +1.08% | +1.74% | base | after close | 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.
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Real estate stocks shine in October amid broader tech rout, lower long-term borrowing costs (XLRE:NYSEARCA) Seeking Alpha
Source: Seeking Alpha
Price since this story was published: Ishares Tr (TLT)
| Company | When | Move | Status |
|---|---|---|---|
| Bank Of America (BAC) | three days earlier | +1.74% | final price |
| Bank Of America (BAC) | five days earlier | +1.08% | final price |
| Horton D R (DHI) | three days earlier | -2.12% | final price |
| Horton D R (DHI) | five days earlier | +0.34% | final price |
| Jpmorgan Chase (JPM) | three days earlier | +0.67% | final price |
| Jpmorgan Chase (JPM) | five days earlier | -0.92% | final price |
| Lennar (LEN) | three days earlier | -3.97% | final price |
| Lennar (LEN) | five days earlier | -3.38% | final price |
| Prologis (PLD) | three days earlier | -2.14% | final price |
| Prologis (PLD) | five days earlier | -1.36% | final price |
| STT | three days earlier | +2.20% | final price |
| STT | five days earlier | +0.05% | final price |
| Ishares Tr (TLT) | three days earlier | -1.03% | final price |
| Ishares Tr (TLT) | five days earlier | -0.20% | final price |
| Select Sector Spdr Tr (XLRE) | three days earlier | -2.42% | final price |
| Select Sector Spdr Tr (XLRE) | five days earlier | -0.86% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna sold Prologis (PLD) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 36 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 50 days before publication. Filed 7 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 75 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 36 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 50 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 64 days before publication. Filed 8 Oct 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM), worth $15,001 - $50,000 on 4 Sep 2026. That is 57 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 57 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 65 days before publication. Filed 4 Sep 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 52 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 68 days before publication. Filed 16 Oct 2026. View the filing.
- Sen. John Boozman bought Ishares Tr (IEF) (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 52 days before publication. Filed 21 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 tied to this story
- TLT Ishares Tr
For “Real estate stocks shine in October amid broader tech rout, lower long-term borrowing costs (XLRE:NYSEARCA),” Ishares Tr (TLT) is linked, with no stored direction, medium confidence. Reason on file: iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “borrowing costs” (US interest rates) in this story
- IEF Ishares Tr
For “Real estate stocks shine in October amid broader tech rout, lower long-term borrowing costs (XLRE:NYSEARCA),” 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 “borrowing costs” (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 31 Oct 2026 story “Real estate stocks shine in October amid broader tech rout, lower long-term borrowing costs (XLRE:NYSEARCA).” Reason on file: Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “real estate” (real estate) in this story
- PLD Prologis
In “Real estate stocks shine in October amid broader tech rout, lower long-term borrowing costs (XLRE:NYSEARCA),” Prologis (PLD) is linked, with no stored direction, medium confidence. Reason on file: Prologis (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “real estate” (real estate) in this story
- JPM Jpmorgan Chase
For “Real estate stocks shine in October amid broader tech rout, lower long-term borrowing costs (XLRE:NYSEARCA),” 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 “borrowing costs” (US interest rates) in this story
- BAC Bank Of America
In “Real estate stocks shine in October amid broader tech rout, lower long-term borrowing costs (XLRE:NYSEARCA),” 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 “borrowing costs” (US interest rates) in this story
- DHI Horton D R
Horton D R (DHI) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Real estate stocks shine in October amid broader tech rout, lower long-term borrowing costs (XLRE:NYSEARCA).” Reason on file: D.R. Horton (operative builders): housing and property firms move with mortgage rates and demand. Linked by “real estate” (real estate) in this story
- LEN Lennar
For “Real estate stocks shine in October amid broader tech rout, lower long-term borrowing costs (XLRE:NYSEARCA),” Lennar (LEN) is linked, with no stored direction, medium confidence. Reason on file: Lennar (general bldg contractors - residential bldgs): housing and property firms move with mortgage rates and demand. Linked by “real estate” (real estate) in this story
Ishares Tr (TLT)
“Real estate stocks shine in October amid broader tech rout, lower long-term borrowing costs (XLRE:NYSEARCA)” (31 Oct 2026) reaches Ishares Tr (TLT) through this story.
For Ishares Tr (TLT), the reason on file says iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “borrowing costs” (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 “borrowing costs” (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 43.44 across 20 sessions. The latest close on file is 43.16.
What the saved facts support for Ishares Tr (TLT)
46 out of 100
“Real estate stocks shine in October amid broader tech rout, lower long-term borrowing costs (XLRE:NYSEARCA)” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.