Quiet housing market pullback: Wall Street firms’ net selling jumps 408%

In Q2 2026, the 8 major institutional landlords tracked by Parcl Labs were net sellers of 3,011 single-family homes—up from 593 net homes sold off in Q2 2025.

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Ever since rates spiked and the Pandemic Housing Boom fizzled out in spring 2022, institutional single-family rental (SFR) operators have pulled way back from buying up homes on the resale market—the math just isn’t as appealing right now. Home prices and rents are no longer ripping, holding costs (property taxes and insurance) have jumped, capital markets have shifted their attention elsewhere, and elevated materials........

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