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How each company in a group stands on five things from the filings, then what each says about a topic in its latest 10-K, side by side, and how often it came up compared with the year before.

Real estate: where each company stands, in one shape

How the shape is drawn →

Five things from the filings, each ranked against all 532 companies we cover: sales growth, net margin, debt, the six accounting checks, and insider and superinvestor buying. The fuller the shape, the higher its reported figures rank. Relative position, not a buy score or advice.

All 30 companies in Real estate
O Realty Income GrowthProfitBalanceCleanInsiders Sales +9%Margin 22%Checks 2 flagged PSA Public Storage GrowthProfitBalanceCleanInsiders Sales +3%Margin 38%Checks 0 flagged VICI Vici Properties GrowthProfitBalanceCleanInsiders Sales +4%Margin 56%Checks 1 flagged CCI Crown Castle GrowthProfitBalanceCleanInsiders Sales -4%Margin 20%Checks 3 flagged CSGP CoStar Group GrowthProfitBalanceCleanInsiders Sales +19%Margin 4.9%Checks 1 flagged BXP BXP, Inc. GrowthProfitBalanceCleanInsiders Sales +2%Margin 8.4%Checks 1 flagged EXR Extra Space Storage GrowthProfitBalanceCleanInsiders Sales +4%Margin 30%Checks 0 flagged DOC Healthpeak Properties GrowthProfitBalanceCleanInsiders Sales +5%Margin 12%Checks 1 flagged INVH Invitation Homes GrowthProfitBalanceCleanInsiders Sales +4%Margin 24%Checks 0 flagged SBAC SBA Communications GrowthProfitBalanceCleanInsiders Sales +5%Margin 35%Checks 1 flagged ARE Alexandria Real Estate Equities GrowthProfitBalanceCleanInsiders Sales -3%Margin -52%Checks 1 flagged MAA Mid-America Apartment Communities GrowthProfitBalanceCleanInsiders Sales +1%Margin 18%Checks 0 flagged KIM Kimco Realty GrowthProfitBalanceCleanInsiders Sales +5%Margin 28%Checks 1 flagged UDR UDR, Inc. GrowthProfitBalanceCleanInsiders Sales +2%Margin 41%Checks 0 flagged REG Regency Centers GrowthProfitBalanceCleanInsiders Sales +7%Margin 34%Checks 0 flagged CPT Camden Property Trust GrowthProfitBalanceCleanInsiders Sales +2%Margin 72%Checks 0 flagged FRT Federal Realty Investment Trust GrowthProfitBalanceCleanInsiders Sales +6%Margin 39%Checks 0 flagged VMRK Vivmark Residential GrowthProfitBalanceCleanInsiders Sales –Margin –Checks 0 flagged

What they say about one topic

Climate: paragraphs that mention it

bar = this year · line = last year
ARE 48 vs 52 WY 27 vs 26 EQIX 17 vs 17 INVH 15 vs 20 VICI 15 vs 17 IRM 11 vs 11 WELL 10 vs 8 KIM 9 vs 10 REG 9 vs 9 BXP 7 vs 8 DOC 7 vs 7 FRT 7 vs 6 AMT 6 vs 5 CBRE 6 vs 6 DLR 6 vs 6 ESS 6 vs 5 MAA 6 vs 6 PSA 6 vs 8 VMRK 6 vs 7 CSGP 5 vs 4 HST 5 vs 6 CCI 4 vs 5 CPT 4 vs 2 O 4 vs 5 PLD 4 vs 4 SPG 4 vs 3 UDR 4 vs 5 EXR 3 vs 4 SBAC 3 vs 3 VTR 3 vs 8

ARE ALEXANDRIA REAL ESTATE EQUITIES, INC.

48 paragraphs

In addition, California introduced climate-related reporting requirements under the Climate Corporate Data Accountability Act

Item 1A, Risk Factors, 10-K 2026-01-26 ↗

Our approach to assessing and mitigating physical climate-related risk through our climate resilience roadmap, and transition

Item 7, MD&A, 10-K 2026-01-26 ↗

WY WEYERHAEUSER CO

27 paragraphs

Governments and businesses across the globe have publicly expressed that climate change is a compelling issue requiring considerable responsive action; many have made significant commitments toward decarbonizing activities and operations and reducing greenhouse gas emissions. Achieving these commitments will require …

Item 7, MD&A, 10-K 2026-02-13 ↗

… Climate change effects, if they occur, and governmental initiatives, laws and regulations to address potential climate

Item 1A, Risk Factors, 10-K 2026-02-13 ↗

EQIX EQUINIX INC

17 paragraphs

There is also a risk that our climate targets will not be met. It is possible that we may fail to reach our climate targets in a timely manner or that our customers, stockholders, or other stakeholders might not be …

Item 1A, Risk Factors, 10-K 2026-02-11 ↗

• Our business may be adversely affected by physical risks related to climate change and our response to it.

Item 1A, Risk Factors, 10-K 2026-02-11 ↗

INVH Invitation Homes Inc.

15 paragraphs

Climate change and related environmental issues, related legislative and regulatory responses to climate change, and the transition to a lower-carbon economy may adversely affect our business.

Item 1A, Risk Factors, 10-K 2026-02-19 ↗

Potential consequences of global climate change may range from more frequent extreme weather events to governmental policy developments and shifts in consumer preferences, which have the potential individually or collectively to disrupt our business as well as negatively affect our …

Item 7, MD&A, 10-K 2026-02-19 ↗

VICI VICI PROPERTIES INC.

15 paragraphs

• Our properties and the properties securing our loans are subject to risks from natural disasters and other adverse or extreme weather conditions, including the physical effects of climate change.

Item 1A, Risk Factors, 10-K 2026-02-25 ↗

Our properties and the properties securing our loans are subject to risks from natural disasters and other adverse or extreme weather conditions, including the physical effects of climate change.

Item 1A, Risk Factors, 10-K 2026-02-25 ↗

IRM IRON MOUNTAIN INC

11 paragraphs

• A significant adverse change in legal factors or in the business climate that could affect the value of the asset;

Item 7, MD&A, 10-K 2026-02-12 ↗

• unexpected events, including those resulting from climate change or geopolitical events, could disrupt our operations and adversely affect our reputation and results of operations;

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

WELL WELLTOWER INC.

10 paragraphs

• losses caused by severe weather conditions, natural disasters or the physical effects of climate change;

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

Our business faces an evolving landscape of climate-related mandates. Several states in which we operate have enacted or proposed statutes and regulations addressing climate change and sustainability, while others have introduced divergent or conflicting policies. If our properties fail to meet emerging resilience or energy efficiency standards, or fall below the expectations of operators and residents, our business and competitive position could be harmed.

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

KIM KIMCO REALTY CORP

9 paragraphs

We anticipate the potential effects of climate change will increasingly impact the decisions and analysis we make with respect to our properties, since climate change considerations can impact the relative desirability of locations and the cost of operating and insuring …

Item 1A, Risk Factors, 10-K 2026-02-20 ↗

Natural disasters, severe weather conditions and the effects of climate change could have an adverse impact on our financial condition, results of operations and cash flows.

Item 1A, Risk Factors, 10-K 2026-02-20 ↗

REG REGENCY CENTERS CORP

9 paragraphs

We work with experts to plan for the potential physical, operational and financial impacts of climate change on our business, and we cannot reliably predict the extent, rate, timing, or impact of climate change. To the extent climate change causes …

Item 1A, Risk Factors, 10-K 2026-02-13 ↗

… In addition, anti-climate change advocates, as well as certain state attorneys general, have also commenced investigations and brought legal challenges relating to corporate climate initiatives and commitments. Also, through one or more executive orders issued by the president and …

Item 1A, Risk Factors, 10-K 2026-02-13 ↗

BXP BXP, Inc.

7 paragraphs

• risks associated with climate change and severe weather events, as well as the regulatory efforts intended to reduce the effects of climate change;

Item 7, MD&A, 10-K 2026-02-27 ↗

• We face risks associated with climate change and severe weather events, as well as the regulatory efforts intended to reduce the effects of climate change.

Item 1A, Risk Factors, 10-K 2026-02-27 ↗

DOC HEALTHPEAK PROPERTIES, INC.

7 paragraphs

• legal and regulatory hurdles, including moratoriums on development and redevelopment activities, climate regulatory requirements or expectations (such as net zero or carbon neutrality), or other building and energy performance requirements;

Item 1A, Risk Factors, 10-K 2026-02-03 ↗

In addition, significant climate changes in areas where we own property could result in extreme weather and changes in precipitation, temperature, and other weather patterns, all of which could result in physical damage to or a decrease in demand for …

Item 1A, Risk Factors, 10-K 2026-02-03 ↗

FRT FEDERAL REALTY INVESTMENT TRUST

7 paragraphs

We also understand that we face risks presented by climate change and are working to evaluate our risk exposure. In our 2024 sustainability report, we provided a disclosure pursuant to the Task Force on Climate Related Financial Disclosure and we intend to provide that disclosure annually.

Item 7, MD&A, 10-K 2026-02-12 ↗

Natural disasters, climate change and health crises, could have an adverse impact on our cash flow and operating results.

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

AMT AMERICAN TOWER CORP /MA/

6 paragraphs

Our towers, data centers, other telecommunications assets or computer systems may be affected by natural disasters (including as a result of climate change), public perception of health risks and other unforeseen events for which our insurance may not provide adequate coverage or result in increased insurance premiums.

Item 1A, Risk Factors, 10-K 2026-02-24 ↗

… Accordingly, we will need to be prepared to contend with overlapping, yet distinct, climate-related disclosure requirements in multiple jurisdictions. Although a reduction in greenhouse gas emissions standards and reporting obligations in the U.S. may be possible at the …

Item 1A, Risk Factors, 10-K 2026-02-24 ↗

CBRE CBRE GROUP, INC.

6 paragraphs

Infrastructure disruptions, risks related to climate change, including physical and transition risks, social activism, geopolitical tensions, and other similar events may disrupt our ability to manage real estate for clients or may adversely affect the value of real estate investments we make on behalf of clients.

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

… Further, new and emerging regulatory initiatives, particularly in the EU, U.K., Australia and California, related to climate change and sustainability matters, could adversely affect our business, including, for example, the EU Corporate Sustainability Reporting Directive, and Taskforce on Climate …

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

DLR DIGITAL REALTY TRUST, INC.

6 paragraphs

… In addition, sea level rise and more frequent and severe weather events caused or contributed to by climate change pose physical risks to our facilities. Additional risks related to our business and operations as a result of climate change include …

Item 1A, Risk Factors, 10-K 2026-02-13 ↗

Lost revenue or higher expenses related to climate change events (e.g., higher insurance costs, uninsured losses, diminished customer retention in areas subject to extreme weather or resource availability constraints).

Item 1A, Risk Factors, 10-K 2026-02-13 ↗

ESS ESSEX PROPERTY TRUST, INC.

6 paragraphs

… Transition risks associated with climate change may result in interruptions in energy access, increased energy costs, or increased regulatory requirements and stakeholder expectations regarding reporting and energy efficiency. Should the impact of climate change be material in nature or occur …

Item 1A, Risk Factors, 10-K 2026-02-20 ↗

• changes in the general or local economic climate that could affect demand for housing, including changing demographics or policies governing legal immigration, which could lead to a relative decrease in the renting population, an increase in the use of new technologies and artificial intelligence to replace workers, and other events negatively impacting local employment rates, tenant dispersion, wages and the local economy;

Item 1A, Risk Factors, 10-K 2026-02-20 ↗

MAA MID AMERICA APARTMENT COMMUNITIES INC.

6 paragraphs

Our business and operations are subject to physical and transition risks related to climate change.

Item 1A, Risk Factors, 10-K 2026-02-06 ↗

• adoption of laws and regulations designed to address climate change and its effects, including “green” building codes, could increase our costs of development and cause delays in the construction of our development communities.

Item 1A, Risk Factors, 10-K 2026-02-06 ↗

PSA Public Storage

6 paragraphs

Convenient shopping experience: Customers can conveniently shop for available storage space, reviewing attributes such as facility location, size, amenities (such as climate-control), and pricing through the following marketing channels:

10-K, 10-K 2026-02-12 ↗

We will continue to utilize our unique competitive advantages in furthering our environmental stewardship efforts and addressing the effects of climate change. Please refer to our Sustainability Report for further information.

10-K, 10-K 2026-02-12 ↗

VMRK VIVMARK RESIDENTIAL

6 paragraphs

… To the extent that significant changes in the climate occur in areas where our properties are located, we may experience severe weather, which may result in physical damage to or decrease the demand for properties located in these areas or …

Item 1A, Risk Factors, 10-K 2026-02-13 ↗

• National, regional and local political and regulatory climates, governmental fiscal health and governmental policies;

Item 1A, Risk Factors, 10-K 2026-02-13 ↗

CSGP COSTAR GROUP, INC.

5 paragraphs

• Climate related events and other events beyond our control could harm our business.

Item 1A, Risk Factors, 10-K 2026-02-26 ↗

In addition, the impacts of climate-related events on the global economy and our industry are rapidly evolving. Physical impacts of climate-related events (including, but not limited to, floods, droughts, more frequent and/or intense storms, and wildfires) may …

Item 1A, Risk Factors, 10-K 2026-02-26 ↗

HST HOST HOTELS & RESORTS, INC.

5 paragraphs

We face possible risks associated with natural disasters and the physical effects of climate change.

Item 1A, Risk Factors, 10-K 2026-02-25 ↗

We are subject to various physical, operational and financial risks associated with natural disasters and the physical effects of climate change, including more frequent or severe storms, droughts, hurricanes, flooding, earthquakes, wildfires, power shortages or outages and extreme temperatures, any …

Item 1A, Risk Factors, 10-K 2026-02-25 ↗

CCI CROWN CASTLE INC.

4 paragraphs

We could be negatively impacted by unforeseen events, such as extreme weather events or natural disasters (including as a result of any potential effects of climate change), or acts of vandalism. There is increasing concern that global climate change is …

Item 1A, Risk Factors, 10-K 2026-02-23 ↗

• Our business may be adversely impacted by climate-related events, natural disasters, including wildfires, and other unforeseen events.

Item 1A, Risk Factors, 10-K 2026-02-23 ↗

CPT CAMDEN PROPERTY TRUST

4 paragraphs

We review our long-lived assets on an annual basis or whenever events or circumstances indicate the carrying amount of an asset may not be recoverable and our impairment evaluations take into consideration the current and anticipated economic climate. During …

Item 7, MD&A, 10-K 2026-02-12 ↗

We review our long-lived assets on an annual basis or whenever events or circumstances indicate the carrying amount of an asset may not be recoverable and our impairment evaluations take into consideration the current and anticipated economic climate. In …

Item 7, MD&A, 10-K 2026-02-12 ↗

O REALTY INCOME CORP

4 paragraphs

• The impacts of extreme weather events or climate change and the varying local, state and federal regulatory landscape impacting properties to address the impacts of climate change; and

Item 1A, Risk Factors, 10-K 2026-02-25 ↗

We seek to promote effective energy efficiency and other sustainability strategies and compliance with federal, state and international laws and regulations related to climate change, both internally and with our partners across our value chain, including with our clients. Our …

Item 1A, Risk Factors, 10-K 2026-02-25 ↗

PLD Prologis, Inc.

4 paragraphs

We are exposed to the impacts of climate change and could be required to comply with new or stricter regulations, which may result in unanticipated losses that could affect our business and financial condition.

Item 1A, Risk Factors, 10-K 2026-02-13 ↗

… Our revenues from, and the value of, our properties located in California may be affected by local real estate conditions (such as an oversupply of or reduced demand for logistics properties) and the local economic climate. Business layoffs, downsizing, industry …

Item 1A, Risk Factors, 10-K 2026-02-13 ↗

SPG SIMON PROPERTY GROUP INC.

4 paragraphs

Due to changes in weather patterns caused by climate change, our properties in certain markets including Florida, California, Texas and New York, where we derive a material amount of our share of NOI could experience increases in storm intensity, storm …

Item 1A, Risk Factors, 10-K 2026-02-25 ↗

… The occurrence of natural disasters at any of our properties, which could occur more frequently, increase in intensity and may become more volatile in light of climate change, can adversely impact operations and development/redevelopment projects at our properties, increase …

Item 1A, Risk Factors, 10-K 2026-02-25 ↗

UDR UDR, Inc.

4 paragraphs

Risk of Potential Climate Change. To the extent significant changes in the climate in areas where our communities are located occur, we may experience extreme weather conditions and changes in precipitation and temperature or water levels, all of which could …

Item 1A, Risk Factors, 10-K 2026-02-17 ↗

… In addition, changes in federal and state legislation and regulation on climate change may result in increased capital expenditures to improve the energy efficiency of our existing communities and also may require us to spend more on our new development …

Item 1A, Risk Factors, 10-K 2026-02-17 ↗

EXR Extra Space Storage Inc.

3 paragraphs

… Should the impact of climate change be material in nature or occur for lengthy periods of time, our financial condition or results of operations may be adversely affected and may negatively impact the types and pricing of insurance we are …

Item 1A, Risk Factors, 10-K 2026-02-20 ↗

… of housing market transactions, recessions, perceptions about the safety of our stores, changes in local zoning laws, consequences from climate change, public health emergencies, as well as earthquakes, hurricanes and other natural disasters, terrorist acts, civil disturbances or acts of …

Item 1A, Risk Factors, 10-K 2026-02-20 ↗

SBAC SBA COMMUNICATIONS CORP

3 paragraphs

Our operations, like those of other companies engaged in similar businesses, are subject to the requirements of various federal, state, local, and foreign environmental and occupational safety and health laws and regulations (including climate-related laws

Item 1A, Risk Factors, 10-K 2026-02-27 ↗

Our towers are subject to physical climate-related risks and natural disasters (including as a result of any potential effects of climate change) such as tornadoes, fires, hurricanes, floods, and earthquakes or may collapse for any number of reasons, including …

Item 1A, Risk Factors, 10-K 2026-02-27 ↗

VTR Ventas, Inc.

3 paragraphs

… 33-11275, The Enhancement and Standardization of Climate Related Disclosures for Investors, which requires registrants to disclose climate-related information in registration statements and annual reports. The new rule would be effective for annual reporting periods beginning in fiscal year …

Item 7, MD&A, 10-K 2026-02-06 ↗

… 33-11275, The Enhancement and Standardization of Climate Related Disclosures for Investors, which requires registrants to disclose climate-related information in registration statements and annual reports. The new rule would be effective for annual reporting periods beginning in fiscal year …

Item 7, MD&A, 10-K 2026-02-06 ↗