Donald YacktmanYacktman Asset Management
Trim $14.8M of disclosed value in Masco Corporation $MAS.
Trim
Real Estate & Physical Assets
- Last updated
- Jul 13, 2026
- Based on
- 251 actions
- Gurus considered
- 161
- Stocks covered
- 155
REITs, real estate services, housing, and building products. This page tracks 251 investor, Congress, and insider actions tied to the broader Real Estate & Physical Assets category, connecting the industry classification with the people and institutions currently showing activity. It gives context from 161 gurus across 155 stocks, so the feed can be read as an industry-level signal rather than a loose list of single-stock events.
Real Estate & Physical Assets Smart Money Notes
Donald YacktmanYacktman Asset Management
Add $14.4M of disclosed value in Legacy Housing Corporation $LEGH.
Add
Ken FisherFisher Asset Management
Exit $-15.3M of disclosed value in PotlatchDeltic Corporation $PCH.
Exit
Andreas HalvorsenViking Global
Add $586.0M of disclosed value in Mid-America Apartment Communities Inc $MAA.
Add
Jefferies Group
Trim $22.8M of disclosed value in NNN REIT, Inc. Common Stock $NNN.
Trim
Tweedy Browne
Add $972.1K of disclosed value in Beazer Homes USA, Inc. $BZH.
Add
Donald YacktmanYacktman Asset Management
Trim $-3.0M of disclosed value in Masco Corporation $MAS.
Trim
Donald YacktmanYacktman Asset Management
Add $1.8M of disclosed value in Legacy Housing Corporation $LEGH.
Add
Jefferies Group
Add $27.6M of disclosed value in NNN REIT, Inc. Common Stock $NNN.
Add
First Eagle Investments
Exit $-10.6M of disclosed value in American Woodmark Corporation $AMWD.
Exit
Tom RussoGardner Russo & Gardner
Trim $679.9K of disclosed value in Lamar Advertising Company - Class A $LAMR.
Trim
Showing 241-251 of 251