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<EOM>
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Nothing that I could see, except perhaps they had risen too much in the last few days prior to today.

According to Schwab over the last five days the S&P 500 is up 0.85% and VNQ is up 0.76%. That means with VNQ's 1.34% drop today, that VNQ was up 2.1% over the previous four days which is quite a bit for a such a broadly diversified investment.

What hit BRX today?
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I've noticed that as news from China suggests a slowing or disrupted China economy/US trade, the domestics here tend to increase in value. This includes REITs and utilities, who presumably do no business with China or anyone else off shore.

Not sure if this is what is actually happening, but sounds logical.

BruceM
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