Thursday, June 25, 2026

Real Estate Investment Trust (REIT) stocks

 
  1. WELL Welltower Inc REIT - Healthcare Facilities 157.93B; senior housing
  2. PLD Prologis Inc REIT - Industrial 131.02B
  3. EQIX Equinix Inc REIT - Specialty 107.26B
  4. AMT American Tower   REIT - Specialty 78.61B; a leader in communications infrastructure (cell towers)
  5. SPG Simon Property Group REIT - Retail 73.12B; the largest retail and mall REIT
  6. DLR Digital Realty Trust Inc REIT - Specialty 67.62B
  7. O Realty Income Corp REIT - Retail 57.85B
  8. PSA Public Storage REIT - Industrial 56.32B
  9. VTR Ventas Inc REIT - Healthcare Facilities 43.50B
  10. IRM Iron Mountain Inc REIT - Specialty 38.99B
  11. CCI Crown Castle Inc REIT - Specialty 34.71B
  12. EXR Extra Space Storage Inc REIT - Industrial 32.48B
  13. VICI VICI Properties Inc REIT - Diversified 28.36B
  14. AVB Avalonbay Communities REIT - Residential 26.41B
  15. EQR Equity Residential Properties Trust REIT - Residential 25.17B
  16. UDR UDR Inc REIT - Residential 20.53B
  17. SBAC SBA Communications Corp REIT - Specialty 19.19B
  18. ESS Essex Property Trust Inc REIT - Residential 18.98B
  19. WY Weyerhaeuser Co REIT - Specialty 18.57B
  20. INVH Invitation Homes Inc REIT - Residential 17.77B
  21. KIM Kimco Realty Corp REIT - Retail 17.21B
  22. HST Host Hotels & Resorts Inc REIT - Hotel & Motel 17.11B
  23. NLY Annaly Capital Management Inc REIT - Mortgage 16.53B
  24. MAA Mid-America Apartment Communities Inc REIT - Residential 16.48B
  25. WPC W. P. Carey Inc REIT - Diversified 16.34B
  26. LAMR Lamar Advertising Co REIT - Specialty 15.66B
  27. CPT Camden Property Trust REIT - Residential 15.36B
  28. DOC Healthpeak Properties Inc REIT - Healthcare Facilities 15.00B
  29. REG Regency Centers Corp REIT - Retail 14.69B
  30. SUI Sun Communities Inc REIT - Residential 14.61B
  31. OHI Omega Healthcare Investors Inc REIT - Healthcare Facilities 14.18B
  32. JLL Jones Lang Lasalle Inc Real Estate Services 14.09B
  33. GLPI Gaming and Leisure Properties Inc REIT - Specialty 12.76B
  34. ELS Equity Lifestyle Properties Inc REIT - Residential 12.61B
  35. AGNC AGNC Investment Corp REIT - Mortgage 12.19B
  36. AMH American Homes 4 Rent REIT - Residential 11.98B
  37. BXP BXP Inc REIT - Office 11.50B
  38. EGP Eastgroup Properties Inc REIT - Industrial 11.00B
  39. FRT Federal Realty Investment Trust REIT - Retail 10.83B
  40. AHR American Healthcare REIT Inc REIT - Healthcare Facilities 10.62B
  41. BRX Brixmor Property Group Inc REIT - Retail 9.85B
  42. LINE Lineage Inc REIT - Industrial 9.70B
  43. CTRE CareTrust REIT Inc REIT - Healthcare Facilities 9.40B
  44. ARE Alexandria Real Estate Equities Inc REIT - Office 9.29B
  45. CUBE CubeSmart REIT - Industrial 9.24B
  46. ADC Agree Realty Corp REIT - Retail 9.13B
  47. NNN NNN REIT Inc REIT - Retail 8.82B
  48. FR First Industrial Realty Trust Inc REIT - Industrial 8.65B
  49. JAN Janus Living Inc REIT - Residential 8.33B
  50. RHP Ryman Hospitality Properties Inc REIT - Hotel & Motel 8.26B
  51. CDP COPT Defense Properties REIT - Office 7.95B
  52. VNO Vornado Realty Trust REIT - Office 7.81B
  53. REXR Rexford Industrial Realty Inc REIT - Industrial 7.56B
  54. MAC Macerich Co REIT - Retail 7.51B
  55. STAG STAG Industrial Inc REIT - Industrial 7.47B
  56. HR Healthcare Realty Trust Inc REIT - Healthcare Facilities 7.04B
  57. TRNO Terreno Realty Corp REIT - Industrial 6.95B
  58. RYN Rayonier Inc REIT - Specialty 6.62B
  59. EPRT Essential Properties Realty Trust Inc REIT - Retail 6.57B
  60. STWD Starwood Property Trust Inc REIT - Mortgage 6.16B
  61. NSA National Storage Affiliates Trust REIT - Industrial 6.03B
  62. KRG Kite Realty Group Trust REIT - Retail 5.89B
  63. PECO Phillips Edison & Company Inc REIT - Retail 5.85B
  64. FRMI Fermi Inc REIT - Specialty 5.61B
  65. OUT Outfront Media Inc REIT - Specialty 5.57B
  66. RITM Rithm Capital Corp REIT - Mortgage 5.20B
  67. SBRA Sabra Healthcare REIT Inc REIT - Healthcare Facilities 4.87B
  68. CUZ Cousins Properties Inc REIT - Office 4.81B
  69. SKT Tanger Inc REIT - Retail 4.72B
  70. MRP Millrose Properties Inc REIT - Residential 4.61B
  71. EPR EPR Properties REIT - Specialty 4.52B
  72. KRC Kilroy Realty Corp REIT - Office 4.40B
  73. COLD Americold Realty Trust Inc REIT - Industrial 4.26B
  74. IRT Independence Realty Trust Inc REIT - Residential 4.05B
  75. BNL Broadstone Net Lease Inc REIT - Diversified 4.03B
  76. APLE Apple Hospitality REIT Inc REIT - Hotel & Motel 4.00B
  77. SLG SL Green Realty Corp REIT - Office 3.86B
  78. NHI National Health Investors Inc REIT - Healthcare Facilities 3.70B
  79. CURB Curbline Properties Corp REIT - Retail 3.31B
  80. HIW Highwoods Properties Inc REIT - Office 3.22B
  81. LXP LXP Industrial Trust REIT - Industrial 3.21B
  82. UE Urban Edge Properties REIT - Retail 3.12B
  83. AKR Acadia Realty Trust REIT - Retail 2.95B
  84. PK Park Hotels & Resorts Inc REIT - Hotel & Motel 2.93B
  85. BXMT Blackstone Mortgage Trust Inc REIT - Mortgage 2.93B
  86. DX Dynex Capital Inc REIT - Mortgage 2.82B
  87. IVT InvenTrust Properties Corp REIT - Retail 2.80B
  88. UNIT Uniti Group Inc REIT - Specialty 2.78B
  89. FCPT Four Corners Property Trust Inc REIT - Retail 2.75B
  90. MPT Medical Properties Trust Inc REIT - Healthcare Facilities 2.60B
  91. DRH Diamondrock Hospitality Co REIT - Hotel & Motel 2.55B
  92. DHC Diversified Healthcare Trust REIT - Healthcare Facilities 2.28B
  93. SHO Sunstone Hotel Investors Inc REIT - Hotel & Motel 2.16B
  94. PEB Pebblebrook Hotel Trust REIT - Hotel & Motel 2.14B
  95. ARR ARMOUR Residential REIT Inc REIT - Mortgage 2.13B
  96. GTY Getty Realty Corp REIT - Retail 2.05B
  97. NTST Netstreit Corp REIT - Retail 2.03B
  98. LTC LTC Properties Inc REIT - Healthcare Facilities 1.97B
  99. DEI Douglas Emmett Inc REIT - Office 1.95B
  100. SMA Smartstop Self Storage REIT Inc REIT - Industrial 1.95B
  101. WSR Whitestone REIT REIT - Retail 1.94B
  102. GNL Global Net Lease Inc REIT - Diversified 1.91B
  103. XHR Xenia Hotels & Resorts Inc REIT - Hotel & Motel 1.88B
  104. IIPR Innovative Industrial Properties Inc REIT - Industrial 1.77B
  105. RLJ RLJ Lodging Trust REIT - Hotel & Motel 1.76B
  106. EFC Ellington Financial Inc REIT - Mortgage 1.71B
  107. SILA Sila Realty Trust Inc REIT - Healthcare Facilities 1.68B
  108. CBL CBL& Associates Properties Inc REIT - Retail 1.63B
  109. AAT American Assets Trust Inc REIT - Diversified 1.51B
  110. ESBA Empire State Realty OP LP REIT - Office 1.43B
  111. ARI Apollo Commercial Real Estate Finance Inc REIT - Mortgage 1.41B
  112. ORC Orchid Island Capital Inc REIT - Mortgage 1.38B
  113. ALX Alexander's Inc REIT - Retail 1.36B
  114. TWO Two Harbors Investment Corp REIT - Mortgage 1.30B
  115. LADR Ladder Capital Corp REIT - Mortgage 1.30B
  116. UMH UMH Properties Inc REIT - Residential 1.29B
  117. PDM Piedmont Realty Trust Inc REIT - Office 1.16B
  118. DEA Easterly Government Properties Inc REIT - Office 1.13B
  119. CIM Chimera Investment Corp REIT - Mortgage 1.13B
  120. SAFE Safehold Inc REIT - Diversified 1.12B
  121. SVC Service Properties Trust REIT - Hotel & Motel 1.10B
Charts:


©Artremis / EAS (6/25/26)

Wednesday, June 24, 2026

Robotaxi news

  • June 24, 2026: Amazon’s Zoox unveils redesigned toaster-shaped robotaxi ahead of upcoming expansion.  The upgrades include more comfortable seats and headrests, and relocated “bidirectional reflectors” that make it easier for riders and others to distinguish the vehicle’s front from its rear. Zoox is plotting expansion in additional markets later this year, and preparing to charge for rides.
  • June 18, 2026: Alphabet's Waymo is recalling 3,871 robotaxis in the U.S. after identifying a software defect that could allow its autonomous vehicles to enter closed freeway construction zones and continue driving at highway speeds, according to a Reuters report that cites NHTSA data.
  • June 1, 2026: Uber (UBER), and Autobrains  announced a strategic collaboration to launch a robotaxi program in Munich, combining Uber’s ride-hailing platform, Autobrains’ agentic autonomous driving intelligence, and Nvidia Drive's (NVDA) robotaxi-ready level 4 Hyperion platform to support scalable autonomous mobility for commercial ride-hailing.
  • May 31, 2026: Waymo is slowly rolling out its new Ojai all-electric, purpose-built robotaxi minivan designed to be roomier, more accessible, and cheaper to operate than its current Jaguar I-Pace fleet. The robotaxi minivan is launching with Waymo's (WAYMO) sixth-generation autonomous driver system. Ojai vehicles are already giving free rides to select public riders in San Francisco, Los Angeles, and Phoenix via the Waymo One app.
  • Dec 14, 2025: Tesla testing driverless Robotaxis in Austin, Texas. “Testing is underway with no occupants in the car,” CEO Elon Musk wrote in a post on his social network X over the weekend. 


Monday, June 22, 2026

Novo Nordisk launches major obesity research program

The Company Foundation is funding a new pan-European initiative to accelerate drug discovery and the development of next generation therapeutics for cardiometabolic diseases. 

The initiative addresses one of today's most pressing global challenges: Translating promising research into improved care for people living with CMDs. Despite Europe's strong position in CMD research, many promising discoveries fail to progress beyond the academic laboratory.

To address this challenge, a new initiative, CardioMetabolic Bridge, will support selected academic research projects with funding, scientific and commercial mentoring from entrepreneurs and industry experts and access to state-of-the-art facilities. The initiative is backed by up to DKK 450 million (EUR 60.2 million) from the Novo Nordisk Foundation over six years. This month, the initiative's first lab space will be opening in London followed by sister sites in Italy and Germany.


  • Novo Nordisk Foundation (majority owner) unveiled DKK 450M (~$69M) CardioMetabolic Bridge initiative
  • Pan-European incubator network to speed drug discovery for obesity, diabetes, cardiometabolic diseases
  • First lab opening in London June 2026, followed by hubs in Italy and Germany over 6 years
  • Boosts sentiment amid Wegovy pill hitting 3M prescriptions and strong oral GLP-1 uptake


Thursday, May 28, 2026

Drone Pure-Play and Drone-Focused Stocks

Drone-related companies range from pure-play specialists in unmanned aerial vehicles (UAVs), tactical/military drones, autonomous systems, and supporting tech (e.g., communications, components) to larger defense/aerospace firms with significant drone exposure. 

Pure-play or high-exposure drone companies tend to be smaller and more volatile, often tied to defense contracts, while big defense primes offer broader stability but less direct "drone pure-play" upside.

Key Pure-Play or Drone-Focused Stocks 
  • AeroVironment (NASDAQ: AVAV) — Leading manufacturer of small unmanned aircraft systems (e.g., Switchblade loitering munitions, Puma reconnaissance drones). Strong U.S. military ties and one of the most frequently cited pure-play options. Market cap often in the $8–9B range.
  • Kratos Defense & Security Solutions (NASDAQ: KTOS) — Focuses on unmanned systems, including high-speed/target drones and attritable combat platforms (e.g., XQ-58 Valkyrie). Market cap often ~$10B+.
  • Red Cat Holdings (NASDAQ: RCAT) — Specializes in small military drones (e.g., Black Widow for short-range reconnaissance). Has won U.S. Army contracts and benefits from "Buy American" pushes. Smaller cap (~$1B range).
  • Ondas Holdings (NASDAQ: ONDS) — Provides autonomous drone networking, communications, and counter-drone systems. Involved in defense and industrial applications.
  • Draganfly (NASDAQ: DPRO) — Develops drones for public safety, industrial, and other uses. Smaller/micro-cap player.
  • Unusual Machines (NYSE: UMAC) — Supplies drone components (e.g., video goggles) and operates in the drone ecosystem; has seen volatility with sector news.
  • EHang (NASDAQ: EH) — Chinese company focused on autonomous aerial vehicles (eVTOL/passenger drones) for urban air mobility and logistics. Traded on U.S. exchanges but carries China-related risks.
  • AIRO Group Holdings (NASDAQ: AIRO)
Large Defense/Aerospace Companies with Drone ExposureThese have substantial drone programs but are diversified (fighters, missiles, satellites, etc.), so drone revenue is a smaller portion:
  • Boeing (NYSE: BA)
  • Northrop Grumman (NYSE: NOC)
  • Lockheed Martin (NYSE: LMT)
  • Textron (NYSE: TXT)
  • L3Harris Technologies (NYSE: LHX



ETFs:  

  • REX Drone ETF (DRNZ): A U.S.-listed fund that focuses directly on companies manufacturing and developing drones, counter-drone systems, and aerial automation. It heavily weights pure-play companies alongside broader aerospace, defense, and AI-driven applications.

    • Defiance Drone & Modern Warfare ETF (Ticker: JEDI): A thematic U.S. ETF that provides exposure to drones, autonomous defense systems, and modern warfare technology. Its index methodology targets high-growth capabilities and emerging technology pivoting to defense.


    Closed ETFs:
    • AdvisorShares Drone Technology ETF (UAV—  was officially closed and liquidated in June 2023. AdvisorShares liquidated the actively managed fund because it failed to attract sufficient investor assets.



    Thursday, May 21, 2026

    Eli Lilly (LLY) : retatrutide

    Eli Lilly's next-generation obesity drug, retatrutide (a triple agonist targeting GIP, GLP-1, and glucagon receptors), has shown record-breaking weight loss results in Phase 3 trials.

    Key Results from Recent Trials
    • TRIUMPH-4 (obesity + knee osteoarthritis, Dec 2025): In a 68-week study, the highest dose (12 mg) led to an average 28.7% body weight loss (about 71.2 lbs / 32 kg from a baseline of ~248 lbs) among those who stayed on treatment. Including dropouts, it was around 23.7%. It also significantly reduced knee pain (up to 75.8% improvement on WOMAC scores).
    • TRIUMPH-1 (general obesity/overweight with comorbidities, May 2026): Highest dose achieved ~28.3% weight loss over 80 weeks. Over 45% of participants lost 30%+ of body weight, and many reached a BMI under 30. This puts it in bariatric surgery territory for many patients.
    • Diabetes trial (TRANSCEND-T2D-1, Mar 2026): Strong A1C reductions (1.7–2.0%) plus up to ~16.8% weight loss (36.6 lbs) at 40 weeks, with weight loss still ongoing.
    These results outperform current blockbusters like Zepbound (tirzepatide, dual GIP/GLP-1, typically ~15–22% weight loss) and Wegovy (semaglutide, ~15–20%). Retatrutide's addition of glucagon receptor agonism appears to boost fat burning and energy expenditure.Side Effects and TolerabilityGastrointestinal issues (nausea, etc.) are common, similar to other incretins, with rates up to ~42%. Discontinuation rates were notably higher than in earlier trials—some participants stopped due to perceived excessive weight loss or skin-related side effects. This is a key watchpoint for real-world use.Context and OutlookRetatrutide is part of Lilly's deep obesity pipeline (alongside the oral GLP-1 orforglipron and others like eloralintide). Regulatory filings are expected later in 2026, with potential approval/launch in 2027.These "eye-popping" results highlight rapid progress in multi-agonist drugs, but questions remain around long-term safety, muscle preservation, maintenance after stopping, and broad accessibility/cost.