NNN REIT, Inc.
NNN
Jodie situation report
NNN REIT, Inc.'s move is spreading beyond its market group.
NNN accounts for 10.1% of the group's measured movement across 8.5 effective names. raw member direction is mixed; 9 of 9 session-normalized paths align to the downside. Capital-flow agreement is 7%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
EPRT, BTI, EPR moved materially before NNN. NNN crossed its material path threshold at 10:45 ET, 1130 minutes after the first measured mover. FCPT, ADC followed.
- Revenue increased 7.7% versus the comparable filing period.
- Operating margin fell 4.1 percentage points.
7 of 9 members in Real Estate and Utilities are active. 0 of 2 disclosed connections are confirming.
- At least 6 of 9 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- NTST remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 3 of 9 members or fewer.
Who this business touches
The relationships behind NNN
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
DAVE3.6% of NNNcustomerFeb 11, 2026 ▾
“As of December 31, 2025, approximately, • 63.0% of the Property Portfolio annual base rent is generated from tenants in six lines of trade: automotive service (18.6%), convenience stores (16.3%), restaurants (including full and limited service) (14.3%), enter…”
CWH3.5% of NNNcustomerFeb 11, 2026 ▾
“As of December 31, 2025, approximately, • 63.0% of the Property Portfolio annual base rent is generated from tenants in six lines of trade: automotive service (18.6%), convenience stores (16.3%), restaurants (including full and limited service) (14.3%), enter…”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
Live connections
NNN is currently a Early Follower in the organic co-movement group Real Estate and Utilities. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.