Feed / Theme
Confirmed

Net Lease REITs

14 names are moving together; 71% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
ORealty Income CorporationReal Estate-0.6%Group member
ADCAgree Realty CorporationReal Estate-0.6%Group member
NNNNNN REIT, Inc.Real Estate+0.0%Group member
VICIVICI Properties Inc.Real Estate-0.4%Group member
ELSEquity Lifestyle Properties, InReal Estate-1.4%Group member
FCPTFour Corners Property Trust, InReal Estate-0.2%Group member
SUISun Communities, Inc.Real Estate-0.8%Group member
WPCW. P. Carey Inc. REITReal Estate-0.7%Group member
EPRTEssential Properties Realty TruReal Estate-0.7%Group member
GLPIGaming and Leisure Properties,Real Estate-0.4%Group member
MDLZMondelez International, Inc.Consumer Defensive-1.7%Most structurally connected
EPREPR PropertiesReal Estate-0.4%Group member
KOCoca-Cola Company (The)Consumer Defensive-1.4%Group member
BNLBroadstone Net Lease, Inc.Real Estate-0.3%Group member

Why we believe this

Cohort

14 names

Participation

71% this session

Observed history

1 daily builds

Filing coverage

14/14 members

credit / rates affecting interest expense

In addition, interest expense on the Revolving Credit Facility and Commercial Paper Notes increased approximately $4.8 million due to higher levels of borrowings, partially offset by lower average borrowing rates, during the year ended December 31, 2025 compared to the year ended December 31, 2024.

ADC 10-K

credit / rates

Financing - Net cash provided by financing activities increased by $592.6 million during the nine months ended September 30, 2025, compared to the same period in 2024 primarily due to: ● $409.0 million increase in cash proceeds provided by net borrowings on the Revolving Credit Facility and Commercial Paper Program.

ADC 10-Q

restructuring affecting expense

This favorable item was partially offset by a decrease in Adjusted EPS, higher restructuring charges and higher costs incurred for the ERP System Implementation program.

MDLZ 10-Q

Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.