Feed / O

Realty Income Corporation

O

Real Estate · 62.59 -0.9% today

Partial group confirmationMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

Realty Income Corporation's move is spreading beyond its market group.

O accounts for 13.2% of the group's measured movement across 5.9 effective names. all 9 measured members are falling in raw terms, but 7 of 9 SPY-adjusted paths align to the downside. Capital-flow agreement is 7%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#2 of 9 by movement share
Group movement share13.2%Absolute path energy—not portfolio weight
Relative path-0.31%aligned
Effective breadth5.9 / 9balanced
Relative alignment7/9downside path · 1 counter-moving
Capital-flow agreement7%not yet clean
SEQUENCE READ

BTI, FCPT moved materially before O. O crossed its material path threshold at 15:20 ET, 195 minutes after the first measured mover. EPRT, WPC, NNN followed.

EVIDENCE COVERAGE

7 of 9 members in Real Estate and Utilities are active. 0 of 8 disclosed connections are confirming.

What would change this read
  • At least 6 of 9 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • STAG 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.

Watch this read

Who this business touches

The relationships behind O

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

BXBlackstone Inc.investeeFeb 25, 2026

Preferred Equity Investment in CityCenter Las Vegas Real Estate Assets In December 2025, we acquired an $800.0 million preferred equity interest in the real estate assets of CityCenter Las Vegas, comprised of the ARIA Resort & Casino and Vdara Hotel & Spa, wh…

APOApollo Global Management, Inc.partnerMay 7, 2026

Core Plus Fund (the "Fund"), our strategic partnership in joint venture with Apollo Global Management, Inc.

Depended on by

DLRDigital Realty Trust, Inc.partnerFeb 13, 2026

AND SUBSIDIARIES NOTES TO CONSOLIDATED FINANCIAL STATEMENTS- (Continued) December 31, 2025 and 2024 ​ ​ Realty Income Joint Venture - On November 10, 2023, we formed a joint venture with Realty Income to support the development of two data centers in Northern…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

O is currently a Leader in the organic co-movement group Real Estate and Utilities. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.