Trump Real Estate Stock Trades Show June Net Selling

Ares Management (ARES) and The Scion Group acquired four U.S. student housing communities for $435M, adding 2,316 beds near major universities. This follows a $910M acquisition in May 2026. The properties are in markets where Scion operates, aiming for efficient integration. Ares targets resilient student housing demand, which is less sensitive to economic cycles. The partnership now operates nearly 117,000 beds across 187 communities. The total 2026 investments in student housing amount to $1.3

CoStar (CSGP) reported Q2 revenue of $925M, up 18.4% YoY, with guidance missing expectations. Fair Isaac (FICO) reported $674.2M, up 25.7%, missing estimates. TransUnion (TRU) reported $1.31B, up 14.9%, beating expectations. CSGP is up 6.4%, FICO down 19.7%, TRU up 8.3% since reporting.

Prologis declared a quarterly dividend of $1.07 per common share and $1.0675 per Series Q preferred share, payable September 30, 2026. The company is a logistics real estate leader.

The FTC and five states filed a settlement requiring Zillow and Redfin to unwind a $100M deal where Zillow paid Redfin to exit the multifamily rental marketplace. The agreement, deemed anticompetitive, involved Redfin transferring customers and employees to Zillow and agreeing not to compete for up to nine years. The settlement mandates Redfin to rebuild its marketplace and imposes restrictions on Zillow to facilitate competition.

Airbnb named Pepijn Rijvers as its new Chief Business Officer, replacing Dave Stephenson. Rijvers will oversee key business functions, including short-term rentals and hotels. The company also announced other leadership changes. Airbnb is expanding its services beyond short stays, partnering with travel companies and diversifying its offerings.

Ares Management Corp (ARES) completed a $435M acquisition of student housing properties, expanding its real estate portfolio. The company offers a 3.45% dividend yield but has a high payout ratio of 2.27, raising sustainability concerns. ARES is undervalued by 22.5% according to GF Value™, with a GF Score™ of 87. Insiders have sold significantly more shares than they've bought.