12 names are moving together; 17% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| O | Realty Income Corporation | Real Estate | -0.8% | Group member |
| NNN | NNN REIT, Inc. | Real Estate | +0.1% | Group member |
| ADC | Agree Realty Corporation | Real Estate | -0.6% | Group member |
| VICI | VICI Properties Inc. | Real Estate | +0.1% | Group member |
| ELS | Equity Lifestyle Properties, In | Real Estate | -0.5% | Group member |
| WPC | W. P. Carey Inc. REIT | Real Estate | +0.1% | Group member |
| SUI | Sun Communities, Inc. | Real Estate | -1.2% | Most structurally connected |
| FCPT | Four Corners Property Trust, In | Real Estate | +0.2% | Group member |
| GLPI | Gaming and Leisure Properties, | Real Estate | +0.4% | Group member |
| EPRT | Essential Properties Realty Tru | Real Estate | +0.5% | Group member |
| BNL | Broadstone Net Lease, Inc. | Real Estate | -0.2% | Group member |
| EPR | EPR Properties | Real Estate | +1.0% | Group member |
Cohort
12 namesParticipation
17% this sessionObserved history
1 daily buildsFiling coverage
12/12 memberscredit / rates affecting interest expense
“Interest expense - for the three months ended March 31, 2026, decreased primarily due to the settlement of $3.2 billion in debt obligations in 2025 using proceeds generated from the Safe Harbor Sale.”
SUI 10-Q
credit / rates
“Financial Covenants Pursuant to the terms of the Senior Credit Facility, we are subject to various financial and other covenants.”
SUI 10-Q
restructuring
“Catastrophic event-related charges, net - for the year ended December 31, 2025, decreased primarily due to asset impairment and debris removal charges, net of insurance recoveries in the prior year, driven by Hurricanes Helene and Milton, and flooding at an RV community in New Hampshire.”
SUI 10-K
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.