15 names are moving together; 73% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| MDLZ | Mondelez International, Inc. | Consumer Defensive | -1.2% | Group member |
| ELS | Equity Lifestyle Properties, In | Real Estate | -0.8% | Group member |
| CPT | Camden Property Trust | Real Estate | -2.4% | Group member |
| MAA | Mid-America Apartment Communiti | Real Estate | -0.7% | Group member |
| INVH | Invitation Homes Inc. | Real Estate | +0.2% | Group member |
| EXR | Extra Space Storage Inc | Real Estate | -0.0% | Group member |
| AMH | American Homes 4 Rent | Real Estate | +0.7% | Group member |
| EQR | Equity Residential | Real Estate | -1.0% | Group member |
| UDR | UDR, Inc. | Real Estate | -0.4% | Group member |
| PSA | Public Storage | Real Estate | +2.1% | Most structurally connected |
| POST | Post Holdings, Inc. | Consumer Defensive | -1.7% | Group member |
| ESS | Essex Property Trust, Inc. | Real Estate | +0.9% | Group member |
| IRT | Independence Realty Trust, Inc. | Real Estate | -0.5% | Group member |
| SUI | Sun Communities, Inc. | Real Estate | -0.8% | Group member |
| AVB | AvalonBay Communities, Inc. | Real Estate | -1.3% | Group member |
Cohort
15 namesParticipation
73% this sessionObserved history
1 daily buildsFiling coverage
15/15 memberscredit / rates affecting interest expense
“The decrease was due primarily to (i) a $317.8 million increase in foreign currency exchange losses, (ii) a $22.1 million increase in depreciation and amortization expense (iii) a $17.1 million increase in interest expense, partially offset by (iv) a $53.1 million increase in self-storage net operating income and (v) a $23.4 million increase in ancillary net operating income.”
PSA 10-K
capital investment / capacity affecting capex
“These changes were partially offset by (i) a $33.0 million decrease in distributions from joint ventures, net of contributions, primarily due to lower cash distributions received with respect to our property and land contributions, (ii) $25.7 million of nonrecurring cash proceeds received during the year ended December 31, 2024 for our AMH 2014-SFR2 Class F asset-backed securitization certificates, (iii) a $3.1 million increase in cash outflows for recurring and other capital expenditures and renovations to single-family properties due to growth in our portfolio and (iv) a $1.8 million increase in cash outflows for other investing activities.”
AMH 10-K
credit / rates
“These changes were partially offset by (i) $498.1 million in nonrecurring asset-backed securitizations payments resulting from the payoff of the AMH 2015-SFR1 securitization during the six months ended June 30, 2025, (ii) a $30.0 million increase in proceeds, net of repayments, 42 from our revolving credit facility and (iii) $24.6 million in nonrecurring payments to a land banking entity related to liabilities to repurchase consolidated land not owned for our AMH Development Program during the six months ended June 30, 2025.”
AMH 10-Q
Residential REITs can stay leader-led if MAA and the next software names fail to join while PSA keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.