PILASTRO SETTORIALE
Azioni Immobiliare 2026
L'immobiliare, scambiato principalmente tramite REIT, offre ricavi da affitti contrattuali, collegamento all'inflazione e rendimenti significativi — ma la sensibilità ai tassi domina i movimenti di breve. I sottosegmenti divergono nettamente: data center e REIT industriali cavalcano una domanda strutturale, mentre uffici e retail tradizionale affrontano venti contrari strutturali. FFO per azione, occupancy e durata media ponderata dei contratti sono le metriche operative, non gli utili dichiarati.
Azioni monitorate
105
P/E medio
36.5
Yield medio
5.36%
Maggiore per cap
Welltower Inc.
WELL
Top 10 per capitalizzazione
Cosa muove questo settore
REIT, data center, industriali, uffici
Tutte le 105 azioni Immobiliare
Clicca su un nome per la pagina completa con valutazione, posizioni smart money e la nostra tesi.
A
- Agree Realty Corporation (ADC)
- Alexander and Baldwin (ALEX)
- Alexandria Real Estate Equities (ARE)
- American Healthcare REIT, Inc. (AHR)
- American Homes 4 Rent (AMH)
- American Tower Corporation (REI (AMT)
- Annaly Capital Management Inc. (NLY)
- Apollo Commercial Real Estate F (ARI)
- Apple Hospitality REIT, Inc. (APLE)
- ARMOUR Residential REIT, Inc. (ARR)
- AvalonBay Communities, Inc. (AVB)
B
- BrightSpire Capital (BRSP)
- Brixmor Property Group Inc. (BRX)
- Broadstone Net Lease, Inc. (BNL)
- BXP, Inc. (BXP)
C
- CA Immobilien (CAI.VI)
- CareTrust REIT, Inc. (CTRE)
- CBRE Group Inc (CBRE)
- Century Communities, Inc. (CCS)
- Citycon (CTY1S.HE)
- COPT Defense Properties (CDP)
- CoStar Group, Inc. (CSGP)
- Cousins Properties Incorporated (CUZ)
- Crown Castle Inc. (CCI)
- CubeSmart (CUBE)
- Curbline Properties Corp. (CURB)
- Cushman & Wakefield Ltd. (CWK)
D
- D/B/A Centerspace (CSR)
- Diamondrock Hospitality Company (DRH)
- Douglas Emmett, Inc. (DEI)
E
- Easterly Government Properties, (DEA)
- EastGroup Properties, Inc. (EGP)
- Ellington Financial Inc. (EFC)
- EPR Properties (EPR)
- Equinix, Inc. (EQIX)
- Equity Lifestyle Properties, In (ELS)
- Equity Residential (EQR)
- Essential Properties Realty (EPRT)
- eXp World Holdings, Inc. (AGNT)
- Extra Space Storage Inc (EXR)
G
- Gaming and Leisure Properties, (GLPI)
- Getty Realty Corporation (GTY)
- Gladstone Land (LAND)
- Global Net Lease (GNL)
H
- Healthpeak Properties, Inc. (DOC)
- Highwoods Properties, Inc. (HIW)
- Host Hotels & Resorts, Inc. (HST)
I
- Industrial Logistics Properties (ILPT)
- Innovative Industrial Propertie (IIPR)
- Invitation Homes Inc. (INVH)
- Iron Mountain Incorporated (Del (IRM)
J
- JBG SMITH Properties (JBGS)
- Jones Lang LaSalle Incorporated (JLL)
K
- Kennedy-Wilson Holdings Inc. (KW)
- Kilroy Realty Corporation (KRC)
- Kimco Realty Corporation (HC) (KIM)
L
- Ladder Capital (LADR)
- Lamar Advertising Company (LAMR)
- LTC Properties, Inc. (LTC)
M
- Macerich Company (The) (MAC)
- Marcus & Millichap, Inc. (MMI)
- Merlin Properties (MRL.MC)
- Mid-America Apartment Communiti (MAA)
- Millrose Properties, Inc. (MRP)
N
- National Storage Affiliates Tru (NSA)
- NNN REIT, Inc. (NNN)
O
- Omega Healthcare Investors, Inc (OHI)
- Opendoor Technologies (OPEN)
- OUTFRONT Media Inc. (OUT)
P
- Park Hotels & Resorts Inc. (PK)
- PennyMac Mortgage Investment Tr (PMT)
- Phillips Edison & Company, Inc. (PECO)
- Prologis, Inc. (PLD)
- Public Storage (PSA)
R
- Rayonier Inc. REIT (RYN)
- Realty Income (O)
- Regency Centers Corporation (REG)
- Rexford Industrial Realty, Inc. (REXR)
- Rithm Capital Corp. (RITM)
- Ryman Hospitality Properties, I (RHP)
S
- Sabra Health Care REIT, Inc. (SBRA)
- Safehold (SAFE)
- Saul Centers, Inc. (BFS)
- SBA Communications Corporation (SBAC)
- Simon Property Group, Inc. (SPG)
- SL Green Realty Corp (SLG)
- St. Joe Company (The) (JOE)
- STAG Industrial (STAG)
- Sunstone Hotel Investors, Inc. (SHO)
T
- Tanger Inc. (SKT)
- Terreno Realty Corporation (TRNO)
- Two Harbors Investment Corp (TWO)
U
- UDR, Inc. (UDR)
- Uniti Group Inc. (UNIT)
- Universal Health Realty Income (UHT)
- Urban Edge Properties (UE)
V
- Ventas, Inc. (VTR)
- Veris Residential (VRE)
- VICI Properties Inc. (VICI)
W
- W. P. Carey Inc. REIT (WPC)
- Warehouses De Pauw (WDP.BR)
- Welltower Inc. (WELL)
- Weyerhaeuser Company (WY)
- Whitestone REIT (WSR)
X
- Xenia Hotels & Resorts, Inc. (XHR)