
AHR+33.18%11.1%

AMT-17.03%11.1%

CCI-27.25%11.1%

DLR+15.83%11.1%

EQIX+36.29%11.1%

IRM+32.44%11.1%

PLD+26.29%11.1%

SBAC-18.07%11.1%

WELL+45.53%11.1%
As of Aug 24, 2026, 4:53 AM ET
AI '26: AI Insulated REITs Constituents
American Healthcare REIT, Inc.AHR | 11.1% | 0.29% | 6.15% | -2.63% | 0.59% | 18.85% | 7.06% | 84.99% | 178.52% | 358.09% | 33.18% | $11.56B |
American Tower CorporationAMT | 11.1% | 0.05% | 3.69% | 5.48% | 1.41% | 0.13% | -8.37% | -19.32% | -21.30% | -32.49% | -17.03% | $81.92B |
Crown Castle Inc.CCI | 11.1% | 0.16% | 2.54% | 0.81% | -1.04% | -15.03% | -15.67% | -27.26% | -30.82% | -54.50% | -27.25% | $33.00B |
Digital Realty Trust, Inc.DLR | 11.1% | -1.89% | -0.10% | -4.25% | 1.11% | 23.21% | 7.57% | 31.06% | 30.96% | 37.63% | 15.83% | $70.52B |
Equinix, Inc.EQIX | 11.1% | -1.59% | 3.20% | -1.74% | 4.52% | 39.06% | 9.35% | 30.38% | 32.25% | 38.74% | 36.29% | $105.12B |
Iron Mountain IncorporatedIRM | 11.1% | -0.75% | -0.30% | -4.90% | -0.25% | 47.10% | 12.64% | 42.20% | 12.94% | 221.66% | 32.44% | $36.30B |
Prologis, Inc.PLD | 11.1% | 0.80% | 1.65% | -3.95% | -1.94% | 11.08% | -0.54% | 26.22% | 11.83% | 16.77% | 26.29% | $132.31B |
SBA Communications CorporationSBAC | 11.1% | 1.14% | 0.34% | 5.20% | 0.89% | -5.60% | -9.23% | -16.75% | -19.30% | -46.64% | -18.07% | $19.37B |
Welltower Inc.WELL | 11.1% | 0.80% | 6.28% | -5.07% | 2.07% | 28.93% | 15.54% | 56.32% | 101.39% | 211.49% | 45.53% | $172.38B |
| Theme return | — | -0.11% | 2.61% | 1.23% | 1.28% | 17.11% | 3.20% | 21.76% | 29.95% | 49.05% | 15.36% | — |
| Average | 11.1% | -0.11% | 2.61% | -1.23% | 0.82% | 16.41% | 2.04% | 23.09% | 32.94% | 83.42% | 14.13% | $73.61B |
| Median | 11.1% | 0.16% | 2.54% | -2.63% | 0.89% | 18.85% | 7.06% | 30.38% | 12.94% | 37.63% | 26.29% | $70.52B |
| Std Dev | 0.0% | 1.01% | 2.34% | 3.91% | 1.76% | 19.52% | 10.33% | 35.51% | 63.65% | 136.98% | 25.92% | $51.75B |
| Min | 11.1% | -1.89% | -0.30% | -5.07% | -1.94% | -15.03% | -15.67% | -27.26% | -30.82% | -54.50% | -27.25% | $11.56B |
| Max | 11.1% | 1.14% | 6.28% | 5.48% | 4.52% | 47.10% | 15.54% | 84.99% | 178.52% | 358.09% | 45.53% | $172.38B |
| % Positive Tickers | 66.67% | 77.78% | 33.33% | 66.67% | 77.78% | 55.56% | 66.67% | 66.67% | 66.67% | 66.67% |
About this theme
AI '26: AI Insulated REITs tracks 9 publicly listed stocks in this theme: AHR, AMT, CCI, DLR, EQIX, IRM, PLD, SBAC, WELL. See the constituent table for details.
