Real Estate sector

Real Estate sector constituents show a wide valuation spread, with Equinix trading at a 63.45 PE versus American Tower at 25.48, while Prologis sits at 27.7 and Realty Income at 40.64. Equinix also leads on growth with 16.7% year-over-year revenue growth, ahead of Prologis at 10.2%, Realty Income at 9.6%, and American Tower at 4.7%. Margins cluster between 27% (Equinix) and 47% (Realty Income), with Prologis at 42.9% and American Tower at 45.4%. By market cap, Prologis is the largest at $122.2 billion, followed by Equinix at $97.3 billion, American Tower at $86.3 billion, and Realty Income at $53.1 billion.