AHR+50.37%11.1%
AMT-25.34%11.1%
CCI-26.25%11.1%
DLR+6.78%11.1%
EQIX+38.03%11.1%
IRM+23.00%11.1%
PLD+30.39%11.1%
SBAC-21.61%11.1%
WELL+51.99%11.1%
As of Jul 10, 2026, 7:14 AM ET
AI '26: AI Insulated REITs Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Welltower Inc.WELL | 11.1% | 0.66% | -0.76% | 1.93% | 0.84% | 25.06% | 12.07% | 51.63% | 51.99% | $163.86B |
Prologis, Inc.PLD | 11.1% | 0.17% | 0.26% | 1.78% | 3.33% | 10.73% | -0.85% | 25.83% | 30.39% | $131.80B |
Equinix, Inc.EQIX | 11.1% | -0.11% | 1.86% | -4.64% | 2.10% | 35.07% | 6.22% | 26.65% | 38.03% | $102.06B |
American Tower CorporationAMT | 11.1% | 0.30% | -0.02% | -2.18% | -0.65% | -6.02% | -14.00% | -24.28% | -25.34% | $76.87B |
Digital Realty Trust, Inc.DLR | 11.1% | -0.24% | 1.72% | -5.90% | 1.71% | 15.91% | 1.20% | 23.29% | 6.78% | $63.02B |
Iron Mountain IncorporatedIRM | 11.1% | -3.75% | 3.48% | -8.07% | -1.99% | 44.04% | 10.29% | 39.24% | 23.00% | $35.55B |
Crown Castle Inc.CCI | 11.1% | 2.50% | -0.29% | -2.48% | 0.20% | -13.72% | -14.36% | -26.13% | -26.25% | $33.47B |
SBA Communications CorporationSBAC | 11.1% | -0.40% | 0.27% | 1.66% | 0.96% | -5.66% | -9.29% | -16.80% | -21.61% | $19.35B |
American Healthcare REIT, Inc.AHR | 11.1% | 2.51% | -1.43% | 4.04% | 0.35% | 14.41% | 3.06% | 78.07% | 50.37% | $11.13B |
| Theme return | — | 0.18% | 0.57% | -1.54% | 0.98% | 13.50% | 0.02% | 18.00% | 12.34% | — |
| Average | 11.1% | 0.18% | 0.57% | -1.54% | 0.76% | 13.31% | -0.63% | 19.72% | 14.15% | $70.79B |
| Median | 11.1% | 0.17% | 0.26% | -2.18% | 0.84% | 14.41% | 1.20% | 25.83% | 23.00% | $63.02B |
| Std Dev | 0.0% | 1.74% | 1.43% | 3.90% | 1.47% | 18.36% | 9.35% | 33.79% | 30.15% | $49.78B |
| Min | 11.1% | -3.75% | -1.43% | -8.07% | -1.99% | -13.72% | -14.36% | -26.13% | -26.25% | $11.13B |
| Max | 11.1% | 2.51% | 3.48% | 4.04% | 3.33% | 44.04% | 12.07% | 78.07% | 51.99% | $163.86B |
| % Positive Tickers | 55.56% | 55.56% | 44.44% | 77.78% | 66.67% | 55.56% | 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.
