Janus Henderson U.S. Real Estate ETF Q1 2026 Commentary

Janus Henderson U.S. Real Estate ETF returned 5.60% and the FTSE Nareit Equity REITs Index returned 4.80%. Data center landlords Digital Realty and Equinix added alpha, alongside global hotel brand Marriott International. Real estate services company CBRE Group and Sunbelt-focused apartment landlord Mid-America Apartment Communities detracted.