11 names are moving together; 91% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| ADC | Agree Realty Corporation | Real Estate | -0.7% | 4/12 observed active sessions |
| O | Realty Income Corporation | Real Estate | -0.9% | 2/12 observed active sessions |
| VICI | VICI Properties Inc. | Real Estate | +0.3% | 3/12 observed active sessions |
| NNN | NNN REIT, Inc. | Real Estate | -1.3% | 1/12 observed active sessions |
| WPC | W. P. Carey Inc. REIT | Real Estate | -0.6% | 2/12 observed active sessions |
| EPRT | Essential Properties Realty Tru | Real Estate | +0.1% | 2/12 observed active sessions |
| ELS | Equity Lifestyle Properties, In | Real Estate | -0.8% | 4/12 observed active sessions |
| GLPI | Gaming and Leisure Properties, | Real Estate | +0.2% | 5/12 observed active sessions |
| FCPT | Four Corners Property Trust, In | Real Estate | +0.1% | 2/12 observed active sessions |
| SUI | Sun Communities, Inc. | Real Estate | -0.8% | 2/12 observed active sessions |
| BNL | Broadstone Net Lease, Inc. | Real Estate | -0.4% | 2/12 observed active sessions |
Cohort
11 namesParticipation
91% this sessionObserved history
12 daily buildsFiling coverage
11/11 memberscredit / 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
“As a result of the offers received related to the remaining corporate office building, the Company recognized impairment of $ 2.7 million to state the carrying value of the building at its fair value.”
ADC 10-K
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
GLPIpartner · Not moving with the group now
Filing receipt · CZR / GLPI
“37 Master Leases Boyd Master Lease Caesars Amended and Restated Master Lease Operator Boyd Caesars Properties Belterra Casino Resort Florence, IN Tropicana Atlantic City…”
GLPI · partner
GLPIpartner · Current intraday read unavailable
Filing receipt · PENN / GLPI
“39 Single Property Leases Belterra Park Lease Horseshoe St Louis Lease Morgantown Lease Operator Boyd Caesars PENN Properties Belterra Park Gaming & Entertainment Center…”
GLPI · partner
EPRTtext peer · Current intraday read unavailable
No filing excerpt is available for this relationship.
VICIpartner · Moving with the group now · 115 min observed
Filing receipt · MGM / VICI
“At closing, the master lease between the Company and VICI was amended to remove MGM Northfield Park and to reflect a $53 million reduction in annual cash rent.”
VICI · partner
ADCtext peer · Moving with the group now · 115 min observed
No filing excerpt is available for this relationship.