Feed / NNN

NNN REIT, Inc.

NNN

Real Estate · 46.12 -0.5% today

Partial group confirmationMarket checked 25 Aug, 15:55 GMT-4

Jodie situation report

NNN REIT, Inc.'s move is spreading beyond its market group.

NNN accounts for 2.3% of the group's measured movement across 6.7 effective names. raw member direction is mixed; 8 of 12 SPY-adjusted paths align to the upside. Capital-flow agreement is 15%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#10 of 12 by movement share
Group movement share2.3%Absolute path energy—not portfolio weight
Relative path+0.11%aligned
Effective breadth6.7 / 12broad
Relative alignment8/12upside path · 2 counter-moving
Capital-flow agreement15%not yet clean
SEQUENCE READ

No material onset for NNN could be timestamped inside the aligned 5-minute window.

What changed
  • Revenue increased 7.7% versus the comparable filing period.
  • Operating margin fell 4.1 percentage points.
EVIDENCE COVERAGE

7 of 14 members in Healthcare REITs are active. 0 of 2 disclosed connections are confirming.

What would change this read
  • At least 10 of 14 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • GOOD remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 4 of 14 members or fewer.

Watch this read

Who this business touches

The relationships behind NNN

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

DAVE3.6% of NNNcustomerFeb 11, 2026 ▾

“As of December 31, 2025, approximately, • 63.0% of the Property Portfolio annual base rent is generated from tenants in six lines of trade: automotive service (18.6%), convenience stores (16.3%), restaurants (including full and limited service) (14.3%), enter…”

CWH3.5% of NNNcustomerFeb 11, 2026 ▾

“As of December 31, 2025, approximately, • 63.0% of the Property Portfolio annual base rent is generated from tenants in six lines of trade: automotive service (18.6%), convenience stores (16.3%), restaurants (including full and limited service) (14.3%), enter…”

Filing peers

AAP

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

NNN is currently a Early Follower in the organic co-movement group Healthcare REITs. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.