Ticker brief
XLRE SS REAL ESTATE SELECT SECTOR
last close
$42.57
1 day
+0.1%
14 days
+2.3%
mkt cap
·
signals 14d
23
authors 14d
15
crowd 14d
-0.2σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 15% | IV/HV 1.02× (as of 2026-10-16) |
| Skew — 25Δ RR 30d | -0.031 | 25Δ call IV − put IV |
Sentiment — last 14 days
daily mean sentiment, 2026-10-03 → 2026-10-16 · now +0.20 (−1 bearish … +1 bullish)
Who spoke15
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @MikeZaccardi | B | +0.60 | 4 | -0.35 |
| @InvestiBrew | A | -0.45 | 4 | +0.50 |
| @SerSigma | C | +1.46 | 2 | -0.03 |
| @OTR444 | C | +0.13 | 2 | +0.20 |
| @Montecristo_BM | B | -0.37 | 1 | -0.35 |
| @Analyst_G | B | +2.26 | 1 | -0.55 |
| @akishore | C | -1.30 | 1 | -0.25 |
| @RealSimpleAriel | C | -3.19 | 1 | -0.20 |
| @thisisorlando | C | -0.83 | 1 | +0.35 |
| @davevermilion | A | -0.54 | 1 | -0.80 |
| @eugeniodeveze | C | -3.14 | 1 | -0.35 |
| @MinervaCap | C | -1.56 | 1 | +0.70 |
| @Master_Charts | C | +0.33 | 1 | +0.25 |
| @TalkMarkets | C | · | 1 | -0.50 |
| @CalebFranzen | B | +0.55 | 1 | +0.20 |
Recent signals23of 23 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @CalebFranzen | +0.20 | Compares Opendoor's 87.8% post-IPO loss with strong benchmark gains. | +1.0% | tweet ↗ |
| 2026-10-14 | @TalkMarkets | -0.50 | Crashing Austin home prices are presented as evidence that the housing bust continues. | +2.6% | tweet ↗ |
| 2026-10-13 | @OTR444 | +0.15 | Finds utilities and real estate intriguing but distrusts the current rotation. | +1.8% | tweet ↗ |
| 2026-10-13 | @OTR444 | +0.25 | Relative Rotation Graph shows six sector ETFs improving. | +1.8% | tweet ↗ |
| 2026-10-13 | @InvestiBrew | +0.45 | Argues AI financing and pricing risks are driving capital toward real-economy and defensive sectors. | +1.8% | tweet ↗ |
| 2026-10-12 | @InvestiBrew | +0.50 | Argues leadership is rotating from fragile AI exposure toward cyclicals, healthcare, materials and real estate. | +1.6% | tweet ↗ |
| 2026-10-11 | @SerSigma | +0.25 | Describes a weekly rotation away from technology toward defensives, energy and recovering sectors. | +2.3% | tweet ↗ |
| 2026-10-09 | @Master_Charts | +0.25 | Technical review sees support or reversal setups in bonds and defensives while gold remains vulnerable. | +2.3% | tweet ↗ |
| 2026-10-09 | @MinervaCap | +0.70 | Long IWM, TLT/VGLT, and RSP and XLRE calls as rates/broadening trades. — Author explicitly reports new long entries across small caps, bonds, equal weight and real estate. | +2.3% | tweet ↗ |
| 2026-10-09 | @InvestiBrew | +0.55 | Argues capital is rotating from leveraged AI exposure toward materials, industrials, real estate and bonds. | +2.3% | tweet ↗ |
| 2026-10-08 | @eugeniodeveze | -0.35 | Broad market review links oil, yields and geopolitical risk to sector weakness, while pharmaceuticals strengthen. | +4.2% | tweet ↗ |
| 2026-10-08 | @davevermilion | -0.80 | Explicitly avoids XLRE and expects further downside. | +4.2% | tweet ↗ |
| 2026-10-07 | @InvestiBrew | +0.50 | Starts watching TLT and rate-sensitive sectors for accumulation after a strong auction. | +4.9% | tweet ↗ |
| 2026-10-07 | @thisisorlando | +0.35 | Identifies rate-sensitive ETFs as ways to position for lower yields. | +4.9% | tweet ↗ |
| 2026-10-05 | @RealSimpleAriel | -0.20 | Daily market recap finds improving breadth, multiple highs and little reason for broad negativity. | +4.7% | tweet ↗ |
| 2026-10-05 | @akishore | -0.25 | Compares ETF performance, Treasury yields and curve spreads with explicit figures. | +4.7% | tweet ↗ |
| 2026-10-05 | @Analyst_G | -0.55 | Flags weakening technical structure in WELL and XLRE amid rising rates. | +4.7% | tweet ↗ |
| 2026-10-05 | @Montecristo_BM | -0.35 | Reports all sectors rising except real-estate ETF XLRE. | +4.7% | tweet ↗ |
| 2026-10-05 | @MikeZaccardi | -0.30 | Reports broad stock gains despite rising rates, with XLRE the sole declining sector. | +4.7% | tweet ↗ |
| 2026-10-05 | @MikeZaccardi | -0.40 | Quantifies tech and S&P gains versus losses in utilities, real estate, and most sectors since July 29. | +4.7% | tweet ↗ |
| 2026-10-05 | @MikeZaccardi | -0.45 | Reports prolonged weekly losing streaks in discretionary, staples, and real estate sectors. | +4.7% | tweet ↗ |
| 2026-10-05 | @SerSigma | -0.30 | Lists weekly returns for S&P 500 sectors. | +4.7% | tweet ↗ |
| 2026-10-03 | @MikeZaccardi | -0.25 | Reports sharp P/E multiple compression across utilities, materials, and real estate. | +4.3% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.