credit / rates affecting interest expense
“This increase was partially offset by a decrease in interest expense related to the maturity and repayment of our Series C Notes on February 3, 2025.”
AAT 10-Q
Confirmed
Communication Services & REITs
41 names are moving together; 56% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| AAT | American Assets Trust, Inc. | Real Estate | -0.2% | Group member |
| AEHL | Antelope Enterprise Holdings Li | Industrials | -0.4% | Group member |
| EW | Edwards Lifesciences Corporatio | Healthcare | -0.4% | Group member |
| ESRT | Empire State Realty Trust, Inc. | Real Estate | +2.0% | Group member |
| KREF | KKR Real Estate Finance Trust I | Real Estate | +0.0% | Group member |
| DIN | Dine Brands Global, Inc. Common | Consumer Cyclical | +0.5% | Group member |
| BXSL | Blackstone Secured Lending Fund | Financial Services | -0.3% | Group member |
| CHTR | Charter Communications, Inc. | Communication Services | +0.6% | Group member |
| LBTYA | Liberty Global Ltd. | Communication Services | +2.8% | Group member |
| LQDT | Liquidity Services, Inc. | Consumer Cyclical | +0.3% | Group member |
| COCO | The Vita Coco Company, Inc. | Consumer Defensive | +4.4% | Group member |
| EPC | Edgewell Personal Care Company | Consumer Defensive | +2.7% | Group member |
| NYT | New York Times Company (The) | Communication Services | +0.1% | Group member |
| LBRDK | Liberty Broadband Corporation | Communication Services | +0.6% | Group member |
| NOMD | Nomad Foods Limited | Consumer Defensive | -0.7% | Group member |
| CMCSA | Comcast Corporation | Communication Services | +1.8% | Group member |
| DG | Dollar General Corporation | Consumer Defensive | +3.9% | Group member |
| TECH | Bio-Techne Corp | Healthcare | +0.1% | Group member |
| JLL | Jones Lang LaSalle Incorporated | Real Estate | -0.7% | Group member |
| LBTYK | Liberty Global Ltd. | Communication Services | +2.7% | Group member |
| MEDP | Medpace Holdings, Inc. | Healthcare | -1.6% | Group member |
| MPT | Medical Properties Trust, Inc. | Real Estate | -0.2% | Group member |
| J | Jacobs Solutions Inc. | Industrials | +0.6% | Group member |
| MMI | Marcus & Millichap, Inc. | Real Estate | -0.4% | Group member |
Why we believe this
Cohort
41 namesParticipation
56% this sessionObserved history
1 daily buildsFiling coverage
36/41 membersrestructuring
“Accordingly, the reduction of estimated future cash flows could result in the recognition of an impairment charge on certain of our long-lived assets.”
AAT 10-K
restructuring affecting expense
“General and administrative expense decreased $28 million, or 1%, for 2025 compared to the prior year primarily reflecting ongoing benefits from our initiatives to enhance operational efficiency and effectiveness, as well as lower severance expenses, partially offset by higher performance fee compensation, higher volume-related expenses and investments for business growth.”
AMP 10-K
Communication Services & REITs can stay leader-led if ESRT and the next software names fail to join while HCAI keeps moving.
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.