12 names are moving together; 25% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| AKR | Acadia Realty Trust | Real Estate | +0.1% | Group member |
| VCEL | Vericel Corporation | Healthcare | -2.9% | Group member |
| MAC | Macerich Company (The) | Real Estate | +0.4% | Group member |
| EGP | EastGroup Properties, Inc. | Real Estate | +0.3% | Group member |
| TRNO | Terreno Realty Corporation | Real Estate | +1.2% | Group member |
| SKT | Tanger Inc. | Real Estate | +0.2% | Group member |
| ODC | Oil-Dri Corporation Of America | Basic Materials | -3.1% | Group member |
| JBS | JBS N.V. | Consumer Defensive | +0.3% | Group member |
| NSA | National Storage Affiliates Tru | Real Estate | -0.7% | Most structurally connected |
| PSA | Public Storage | Real Estate | -0.9% | Group member |
| NVO | Novo Nordisk A/S | Healthcare | -0.4% | Group member |
| CAVA | CAVA Group, Inc. | Consumer Cyclical | -3.6% | Group member |
Cohort
12 namesParticipation
25% this sessionObserved history
1 daily buildsFiling coverage
10/12 memberscredit / rates affecting interest expense
“The decrease in interest expense was primarily attributable to a decrease in the interest rate on the Revolver from 5.71%, as of March 31, 2025, to 5.08% as of March 31, 2026 and a decrease in the amount of debt subject to variable interest rates (excluding variable-rate debt subject to interest rate swaps) outstanding from $425.8 million, as of March 31, 2025, to $417.4 million as of March 31, 2026.”
NSA 10-Q
credit / rates
“The amended credit facility is not subject to any scheduled reduction or amortization payments prior to maturity.”
NSA 10-K
restructuring
“The December 2018 Nareit Funds From Operations White Paper - 2018 Restatement defines FFO as net income (as determined under GAAP), excluding: real estate depreciation and amortization, gains and losses from the sale of certain real estate assets, gains and losses from change in control, mark-to-market changes in value recognized on equity securities, impairment write-downs of certain real estate assets and impairment of investments in entities when it is directly attributable to decreases in the value of depreciable real estate held by the entity, and after adjusting equity in earnings (losses) to reflect our share of FFO in unconsolidated real estate ventures.”
NSA 10-Q
Real Estate REITs can stay leader-led if EGP and the next software names fail to join while NSA keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.