Italian Consumer Durables Property Play

Gaming and Leisure Properties

Market Cap: US$13.0b

Gaming and Leisure Properties, Inc. is engaged in the business of acquiring, financing, and owning real estate property to be leased to gaming operators in triple-net lease arrangements, pursuant to which the tenant is responsible for all facility maintenance, insurance required in connection with the leased properties and the business conducted on the leased properties, taxes levied on or with respect to the leased properties and all utilities and other services necessary or appropriate for the leased properties and the business conducted on the leased properties.

Klépierre

Market Cap: €11.1b

Klépierre SA is the European leader in shopping malls, with exclusive focus on continental Europe.

UDR

Market Cap: US$13.0b

A S&P 500 company, is a leading multifamily real estate investment trust with a demonstrated performance history of delivering superior and dependable returns by successfully managing, buying, selling, developing and redeveloping attractive real estate properties in targeted U.S.

BXP

Market Cap: US$12.0b

BXP, Inc. is the largest publicly traded developer, owner, and manager of premier workplaces in the United States.

Camden Property Trust

Market Cap: US$11.2b

An S&P 500 Company, is a real estate company primarily engaged in the ownership, management, development, redevelopment, acquisition, and construction of multifamily apartment communities.

EastGroup Properties

Market Cap: US$10.8b

A member of the S&P Mid-Cap 400 and Russell 2000 Indexes.

Lineage

Market Cap: US$10.6b

Lineage, Inc. is the world’s largest global temperature-controlled warehouse REIT with a network of 498 strategically located facilities totaling approximately 87 million square feet and approximately 3.1 billion cubic feet of capacity across countries in North America, Europe, and Asia-Pacific, as of June 30, 2026.

Federal Realty Investment Trust

Market Cap: US$10.2b

A recognized leader in the ownership, operation and redevelopment of high-quality retail-based properties located primarily in major coastal markets and select underserved regions with strong economic and demographic fundamentals.

MERLIN Properties SOCIMI

Market Cap: €8.7b

MERLIN Properties SOCIMI, S.A. is one of the largest real estate and infrastructure companies listed on the Spanish Stock Exchange.

CapitaLand Ascendas REIT

Market Cap: S$12.3b

CapitaLand Ascendas REIT (CLAR) is Singapore’s first and largest listed business space and industrial real estate investment trust.

Janus Living

Market Cap: US$9.5b

Janus Living, Inc. is the only U.S. publicly traded REIT focused exclusively on the senior housing sector and the only U.S.

CareTrust REIT

Market Cap: US$9.4b

A self-administered, publicly-traded real estate investment trust engaged in the ownership, acquisition, development and leasing of skilled nursing, seniors housing and other healthcare-related properties.

Alexandria Real Estate Equities

Market Cap: US$9.3b

An S&P 500 company, is a best-in-class, mission-driven life science REIT making a positive and lasting impact on the world.

CubeSmart

Market Cap: US$9.2b

A self-administered and self-managed real estate investment trust.

Agree Realty

Market Cap: US$9.2b

A publicly traded real estate investment trust.

Brixmor Property Group

Market Cap: US$9.0b

Owns and operates a high-quality, national portfolio of open-air shopping centers.

Ryman Hospitality Properties

Market Cap: US$8.8b

A leading lodging and hospitality real estate investment trust that specializes in group-oriented, upscale convention center resorts and entertainment experiences.

NNN REIT

Market Cap: US$8.8b

A REIT that invests in high-quality properties subjected generally to long-term, net leases with minimal ongoing capital expenditures.

Vicinity Centres

Market Cap: AU$12.2b

Vicinity Centres (Vicinity or the Group) is one of Australia’s leading retail property groups.

First Industrial Realty Trust

Market Cap: US$8.6b

A leading U.S.-only owner, operator, developer and acquirer of logistics properties.

Rexford Industrial Realty

Market Cap: US$8.6b

Rexford Industrial Realty, Inc. creates value by investing in, operating and repositioning industrial properties throughout infill Southern California, the world's fourth largest industrial market and consistently the highest-demand with lowest-supply major market in the nation over the long term.

Stockland

Market Cap: AU$11.4b

A leading creator and curator of connected communities with people at the heart of the places we create.

Choice Properties Real Estate Investment Trust

Market Cap: CA$11.1b

Choice Properties Real Estate Investment Trust is Canada’s largest real estate investment trust, guided by a clear purpose: to create places where people thrive.

Vornado Realty Trust

Market Cap: US$7.7b

A fully integrated real estate investment trust with a 26 million square-foot portfolio of premier New York City office, retail and multifamily assets and the developer of the new PENN DISTRICT.

FIBRA Prologis

Market Cap: Mex$126.1b

A leading owner and operator of Class-A industrial real estate in Mexico.

Terreno Realty

Market Cap: US$7.4b

An acquirer, owner and operator of industrial real estate in six major coastal U.S.

Macerich

Market Cap: US$7.2b

A fully integrated, self-managed, self-administered real estate investment trust (REIT).

STAG Industrial

Market Cap: US$7.1b

A real estate investment trust focused on the acquisition, development, ownership and operation of industrial properties throughout the United States.

Nippon Building Fund

Market Cap: JP¥1.1t

An investment corporation under the Law Concerning Investment Trusts and Investment Corporations of Japan.

Charter Hall Group

Market Cap: AU$9.8b

Charter Hall Group is Australia’s leading fully integrated diversified property investment and funds management group.

Land Securities Group

Market Cap: UK£5.1b

Land Securities Group Plc identify and shape places that create opportunities, enhance quality of life, and bring joy to the people connected to them.

Fibra UNO

Market Cap: Mex$114.1b

Fibra Uno is the first and largest REIT in the Mexican market.

Healthcare Realty Trust

Market Cap: US$6.7b

A real estate investment trust (REIT) that owns and operates medical outpatient buildings primarily located around market-leading hospital campuses.

Essential Properties Realty Trust

Market Cap: US$6.7b

An internally managed REIT that acquires, owns and manages primarily single-tenant properties that are net leased on a long-term basis to companies operating service-oriented or experience-based businesses.

Covivio

Market Cap: €5.7b

Covivio is drawing on its history of partnership, its property expertise and its European culture, Covivio is shaping today’s user experience and designing the city of tomorrow.

Aedifica/SA

Market Cap: €5.7b

A Belgian public regulated real estate company specializing in European healthcare real estate, particularly properties for elderly care.