Capital Recycling Stocks
Entities in this cohort actively manage portfolio turnover by divesting mature or non-core assets to fund higher-yield acquisitions, development pipelines, or debt reduction. This strategy relies on the spread between the disposition cap rate and the reinvestment yield, making these firms highly sensitive to transaction market liquidity and the cost of replacement capital.
As of Oct 23, 2026, Capital Recycling has 5 US-listed companies worth $186B combined. The median member moved +4.9% over the past week; SITC led at +9.0% and HUCK trailed at +0.3%.
Companies in Capital Recycling
- WELL – Welltower Inc, $171B
- BXP – BXP, Inc., $10.7B
- MRP – Millrose Properties, Inc., $3.8B
- SITC – Site Centers Corp, $180M
- HUCK – HUCK