MARKET-DISCOVERED GROUP
Price direction is split across 24 measured members. Capital-flow agreement is 31%, so the basket is not yet clean.
THU, APR 30AAT filing documented shared operating contextcredit / rates affecting interest expense · date precision only
WED, AUG 5LAMR filing documented shared operating contextcredit / rates affecting interest expense · date precision only
01 · WHAT IS HAPPENING
Observed intraday paths are not available for this group yet.
02 · WHY IT MATTERS
Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across AAT, BRSP, BXMT, CSV, FAF, FNF, LADR, MAC, OUT, REXR, SKT, STC, STWD.
“The increase in AFFO was primarily attributable to an increase in our gross margin (net revenues less direct advertising expenses, exclusive of depreciation and amortization and capitalized contract fulfillment costs, net) of $49.9 million, offset by an increase in interest expense of $2.6 million and an increase in total general and administrative and corporate expenses of $7.5 million for the six months ended June 30, 2026.”
LAMR 10-Q · 2026-08-06
“The increase was primarily due to the institutional private placement of the 5 3/8% Senior Notes in September 2025, offset by a decrease in interest rates on the senior credit facility and Accounts Receivable Securitization Program.”
LAMR 10-Q · 2026-08-06
“Depreciation is calculated using the straight-line method over the estimated useful lives of the assets. (d) Goodwill and Intangible Assets Goodwill is subject to an annual impairment test.”
LAMR 10-K · 2026-02-20
No qualified cross-asset lead/lag link is available for this group.
Filing-linked outsiders test whether the move is spreading beyond the established cohort.
03 · WHO IS IN IT
19/25 active3 rising · 20 falling · 1 flat
| TICKER | Company | Role now | Today | Observed history | Trader interpretation |
|---|---|---|---|---|---|
| LAMR | Lamar Advertising Company | Most unusual | -1.3% | 25% of 12 sessions | Most unusual activity in this snapshot; performance direction may differ. |
| FNF | Fidelity National Financial, Inc. | Participating | -6.0% | 41.7% of 12 sessions | Price participation with distributing signed flow. |
| ADUS | Addus HomeCare Corporation | Participating | -2.1% | 16.7% of 12 sessions | Price participation is not yet confirmed by per-name flow. |
| BRSP | BrightSpire Capital, Inc. | Participating | -5.2% | 41.7% of 12 sessions | Price participation is not yet confirmed by per-name flow. |
| STC | Stewart Information Services Corporation | Participating | -12.5% | 41.7% of 12 sessions | Price participation is not yet confirmed by per-name flow. |
| FAF | First American Financial Corporation | Participating | -5.1% | 41.7% of 12 sessions | Price participation is not yet confirmed by per-name flow. |
| DEA | Easterly Government Properties, Inc. | Participating | +0.4% | 0% of 12 sessions | Price participation is not yet confirmed by per-name flow. |
| SPG | Simon Property Group, Inc. | Participating | -1.7% | 0% of 12 sessions | Price participation with distributing signed flow. |
| FBRT | Franklin BSP Realty Trust, Inc. | Participating | -5.1% | 25% of 12 sessions | Price participation is not yet confirmed by per-name flow. |
| AAT | American Assets Trust, Inc. | Participating | -0.2% | 25% of 12 sessions | Price participation is not yet confirmed by per-name flow. |
| OUT | OUTFRONT Media Inc. | Participating | -0.9% | 8.3% of 12 sessions | Price participation is not yet confirmed by per-name flow. |
| TJX | The TJX Companies, Inc. | Participating | -1.0% | 0% of 12 sessions | Price participation with distributing signed flow. |
| AKR | Acadia Realty Trust | Participating | -2.4% | 0% of 12 sessions | Price participation is not yet confirmed by per-name flow. |
| BXMT | Blackstone Mortgage Trust, Inc. | Participating | -7.2% | 16.7% of 12 sessions | Price participation is not yet confirmed by per-name flow. |
| EPC | Edgewell Personal Care Company | Participating | -2.0% | 0% of 12 sessions | Price participation is not yet confirmed by per-name flow. |
| LADR | Ladder Capital Corp | Participating | -3.6% | 16.7% of 12 sessions | Price participation is not yet confirmed by per-name flow. |
| BDN | Brandywine Realty Trust | Participating | -0.5% | 33.3% of 12 sessions | Price participation is not yet confirmed by per-name flow. |
| STWD | Starwood Property Trust, Inc. | Participating | -6.0% | 0% of 12 sessions | Price participation is not yet confirmed by per-name flow. |
| MAC | The Macerich Company | Participating | -2.3% | 0% of 12 sessions | Price participation with distributing signed flow. |
| ALHC | Alignment Healthcare, Inc. | Quiet / lagging | +3.2% | 0% of 12 sessions | Not participating yet; a breadth test or a genuine divergence. |
| REXR | Rexford Industrial Realty, Inc. | Quiet / lagging | -3.0% | 0% of 12 sessions | Not participating yet; a breadth test or a genuine divergence. |
| SKT | Tanger Inc. | Quiet / lagging | -1.6% | 16.7% of 12 sessions | Not participating yet; a breadth test or a genuine divergence. |
| PDM | Piedmont Realty Trust, Inc. | Quiet / lagging | +0.0% | 0% of 12 sessions | Not participating yet; a breadth test or a genuine divergence. |
| CSV | Carriage Services, Inc. | Quiet / lagging | +0.8% | 0% of 12 sessions | Not participating yet; a breadth test or a genuine divergence. |
04 · HAS THIS HAPPENED BEFORE
No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.
Only 3 completed episodes across 12 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.