REIT yields, rebounds & flows
Some REITs are now yielding up to 14.6% as sectors reprice, and Innovative Industrial Properties (IIPR) has shown resilience after an 80% five‑year drawdown, while the Global X SuperDividend REIT ETF (SRET) ticked up 0.4% in recent trading ( ). Institutional moves continue too — Fort Washington boosted its stake in Simon Property Group and Daymark Wealth Partners raised its Realty Income position by over 210%, showing active reallocations into listed real estate ( ).
Forbes’ March 28 analysis calls out four specific REITs yielding between about 6.1% and 14.6% as sector repricing accelerated, highlighting income opportunities emerging amid recent rate-driven weakness. (forbes.com) Innovative Industrial Properties shows a double‑digit dividend yield in data feeds — MarketBeat lists IIPR’s yield near 14.45% — and price history data show shares have fallen from an all‑time close of $197.22 on Nov. 15, 2021 to roughly the low‑$50s today, a drop of roughly 70–75% from that peak. (marketbeat.com) (macrotrends.net) IIPR’s March 16, 2026 company filing announced a PharmaCann litigation resolution, said it executed ~122,000 sq. ft. of new leases in March and set turnover dates for three PharmaCann properties with monetary judgments and re‑tenanting plans, with turnover deadlines in late May 2026. (investors.innovativeindustrialproperties.com) Global X’s SuperDividend REIT ETF (SRET) lists net assets near $209.8 million and an NAV of about $20.98 as of March 24, 2026, and third‑party quotes show the ETF tracks ~30 high‑yield REITs with a distribution yield in the high single digits. (globalxetfs.com) (marketbeat.com) Fort Washington’s filing shows the firm boosted its Simon Property Group stake to 183,094 shares (roughly $33.9 million), a ~5% increase in that holder’s reported position, while Simon has an active quarterly dividend of $2.20 and a recently authorized $2.0 billion share buyback program. (marketbeat.com) SEC 13F activity and holdings aggregators show DayMark Wealth Partners actively reallocated equity exposure this quarter, and a recent filing reported in the press indicated DayMark increased its Realty Income position by more than 210% in the latest disclosure period. (whalewisdom.com) (defenseworld.net)
