LEN-16.14%12.0%
NEE+17.98%12.0%
WSO-13.13%10.0%
RJF+2.98%9.0%
MAA-3.78%8.0%
REG+14.80%8.0%
CPT-1.82%7.0%
DHI+23.17%7.0%
PHM+21.00%7.0%
SBCF+20.18%7.0%
WELL+37.56%7.0%
CMCSA-31.07%6.0%
As of Jun 9, 2026, 8:59 PM ET
Constituents
Build 20260610T080726
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| Company | 1D % | 10D % | MTD % | YTD % | 1Yr % | Prev Rpt | Next Rpt | Lst Q Ern % | Ern Move % | Intra-Qtr % | Since Rpt % | Mkt Cap | Wgt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
NextEra Energy, Inc.NEE | 0.98% | -2.51% | 2.14% | 5.67% | 17.98% | 4/23/26 (BMO) | 4/23/26 (BMO) | 2.46% | 5.87% | 2.77% | -10.97% | $176.90B | 12.0% |
Welltower Inc.WELL | 3.41% | 0.70% | 4.77% | 11.40% | 37.56% | 4/28/26 (AMC) | 4/28/26 (AMC) | 3.63% | 1.00% | 2.93% | -2.51% | $145.96B | 7.0% |
Comcast CorporationCMCSA | 0.38% | -4.10% | -4.79% | -20.21% | -31.07% | 4/23/26 (BMO) | 4/23/26 (BMO) | 4.72% | -6.16% | -1.28% | -13.46% | $85.20B | 6.0% |
D.R. Horton, Inc.DHI | 4.71% | 2.71% | 2.78% | 4.89% | 23.17% | 4/21/26 (BMO) | 4/21/26 (BMO) | 1.38% | 5.11% | -3.02% | -6.27% | $42.84B | 7.0% |
Raymond James Financial, Inc.RJF | 0.77% | 5.53% | 3.79% | -5.44% | 2.98% | 4/22/26 (AMC) | 4/22/26 (AMC) | -1.46% | -0.73% | -6.84% | -1.35% | $29.50B | 9.0% |
Lennar CorporationLEN | 2.01% | 3.10% | 2.72% | -9.96% | -16.14% | 3/12/26 (BMO) | 6/11/26 (BMO) | -1.67% | — | -2.53% | — | $23.43B | 12.0% |
PulteGroup, Inc.PHM | 4.31% | 3.89% | 4.32% | 4.71% | 21.00% | 4/23/26 (BMO) | 4/23/26 (BMO) | 1.48% | 0.00% | 1.97% | -3.75% | $23.39B | 7.0% |
Mid-America Apartment Communities, Inc.MAA | 1.29% | 7.62% | 8.41% | 2.38% | -3.78% | 4/29/26 (AMC) | 4/29/26 (AMC) | -2.16% | -0.92% | -0.63% | 7.53% | $16.17B | 8.0% |
Watsco, Inc.WSO | 3.89% | 5.18% | 7.41% | 14.59% | -13.13% | 4/28/26 (BMO) | 4/28/26 (BMO) | 0.34% | -6.21% | 8.95% | -9.89% | $15.70B | 10.0% |
Regency Centers CorporationREG | 2.57% | 2.84% | 4.48% | 16.36% | 14.80% | 4/29/26 (AMC) | 4/29/26 (AMC) | -0.34% | -3.06% | 6.56% | 2.18% | $14.57B | 8.0% |
Camden Property TrustCPT | 2.16% | 8.30% | 8.79% | 4.83% | -1.82% | 4/30/26 (AMC) | 4/30/26 (AMC) | 0.06% | -0.83% | -1.51% | 10.48% | $11.60B | 7.0% |
Seacoast Banking Corporation of FloridaSBCF | 2.02% | 1.55% | 3.57% | -1.42% | 20.18% | 4/28/26 (AMC) | 4/28/26 (AMC) | -1.99% | -1.11% | -4.51% | -1.60% | $2.99B | 7.0% |
| Average | 2.38% | 2.90% | 4.03% | 2.32% | 5.98% | 0.54% | -0.64% | 0.24% | -2.69% | $49.02B | 8.3% | ||
| Median | 2.09% | 2.97% | 4.06% | 4.77% | 8.89% | 0.20% | -0.83% | -0.95% | -2.51% | $23.41B | 7.5% | ||
| Std Dev | 1.37% | 3.53% | 3.40% | 9.97% | 19.00% | 2.16% | 3.65% | 4.37% | 7.10% | $54.53B | 1.9% | ||
| Min | 0.38% | -4.10% | -4.79% | -20.21% | -31.07% | -2.16% | -6.21% | -6.84% | -13.46% | $2.99B | 6.0% | ||
| Max | 4.71% | 8.30% | 8.79% | 16.36% | 37.56% | 4.72% | 5.87% | 8.95% | 10.48% | $176.90B | 12.0% | ||
| % Positive Tickers | 100.00% | 83.33% | 91.67% | 66.67% | 58.33% | 58.33% | 27.27% | 41.67% | 27.27% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.
About this theme
Cycle Short '26: Florida Growth Slowdown tracks 12 publicly listed stocks in this theme: CMCSA, CPT, DHI, LEN, MAA, NEE, PHM, REG, RJF, SBCF, WELL, WSO. See the constituent table for details.