U.S. Household Stock Holdings Exceed Real Estate for First Time in 65 Years

2025-12-22 16:19

U.S. households now hold more wealth in stocks than in real estate for the first time since 1960, according to data from KobeissiLetter. In the second quarter of 2025, stocks and mutual funds accounted for 31% of household net worth, marking a record high. Meanwhile, real estate's share fell below 30%, its lowest level since 2021. This shift is attributed to inflation trends over recent years, which have driven investors towards equities.

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