Themes / Group
Active · newly observed relationshipLatest completed snapshot · Aug 24 · 16:55 ET

MARKET-DISCOVERED GROUP

Retail REITs

THE TRADER READShared activity without a clean directional read

Price direction is split across 13 measured members. Capital-flow confirmation is unavailable.

Price breadth6 up · 6 downRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowBuilding_pressureActivity score 50/100
Evidence depth0 support daysLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

0 timed events
TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.

No session event has enough timestamp precision to place on the clock.

2 earlier filing context receipts

WED, NOV 5SKT filing documented shared operating contextcredit / rates affecting interest expense · date precision only

SUN, JUL 26BRX filing documented shared operating contextcredit / rates affecting interest expense · date precision only

Headline times and retained activity confirmations are point-in-time evidence. Price order is inferred from aligned 5-minute bars. Filing evidence has date precision only and is context, not an intraday catalyst claim.

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations
Price sequence unavailableA timestamped price sequence is unavailable.
RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized

Observed intraday paths are not available for this group yet.

02 · WHY IT MATTERS

Why now and where the move could travel

Context and lead/lag links are evidence, not proof of causation or a forecast
WHY NOW

Verified recent context

0 items

No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.

WHY THIS GROUP EXISTS

Shared filing context

13/13 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across BRX, CURB, DOC, FRT, IVT, KRG, MAC, PECO, REG, SKT, UE.

credit / rates affecting interest expense

“Significant items impacting the comparability of the two periods include the following: • higher rental revenues from a strengthened tenant mix and higher new and renewal rental rates related to the same center portfolio; • higher rental revenues, operating expenses, depreciation and amortization from the acquisition of our center in Little Rock, AR during the fourth quarter of 2024, the Cleveland, OH center during the first quarter of 2025 and the Kansas City, KS center during the third quarter of 2025; • decrease in net income from the sale of the Howell, MI center during the second quarter of 2025; and • higher interest expense due to the increased balance on our unsecured lines of credit that were used to partially fund our acquisitions.”

SKT 10-Q · 2025-11-06
restructuring

“As these inputs are difficult to predict and are subject to future events that may alter our assumptions, the future cash flows estimated by management in its impairment analysis may not be achieved, and actual losses or impairment may be realized in the future.”

SKT 10-K · 2026-02-26
credit / rates

“Financing Activities Net cash provided by financing activities increased period over period primarily due to higher borrowings related to the Exchangeable Notes issued in the first quarter of 2026, partially offset by our share repurchase during the first quarter of 2026 and paydowns of our line of credit and our Atlantic City mortgage during the second quarter of 2026.”

SKT 10-Q · 2026-08-06
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming
PECO → SLVInverse historical lead/lag · strength -0.23
PECO → UVXYPositive historical lead/lag · strength 0.20

Filing-linked outsiders test whether the move is spreading beyond the established cohort.

No high-confidence filing-linked outsiders are available for this group yet.

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
UEFRTIVTSKTSPGKIMBRXREGPECOKRGCURBDOCMAC

12/13 active7 rising · 6 falling

MemberUnusual activityToday's moveRead now
UEUrban Edge Properties
Elevated · 100/100
+0.5%
Active; unclassifiedHistorical role unavailable
FRTFederal Realty Investment Trust
Elevated · 26/100
+0.1%
Active; unclassifiedHistorical role unavailable
IVTInvenTrust Properties Corp.
Elevated · 22/100
-0.4%
Active; unclassifiedHistorical role unavailable
SKTTanger Inc.
Most unusual · 20/100
-1.3%
Active; unclassifiedHistorical role unavailable
SPGSimon Property Group, Inc.
Elevated · 19/100
-0.8%
Active; unclassifiedHistorical role unavailable
KIMKimco Realty Corporation (HC)
Participating · 18/100
-0.7%
Active; unclassifiedHistorical role unavailable
BRXBrixmor Property Group Inc.
Participating · 17/100
-0.4%
Active; unclassifiedHistorical role unavailable
REGRegency Centers Corporation
Participating · 15/100
+0.0%
Active; unclassifiedHistorical role unavailable
PECOPhillips Edison & Company, Inc.
Participating · 14/100
+0.7%
Active; unclassifiedHistorical role unavailable
KRGKite Realty Group Trust
Participating · 14/100
+0.6%
Active; unclassifiedHistorical role unavailable
CURBCurbline Properties Corp.
Quiet · 13/100
+1.0%
Watch / laggardHistorical role unavailable
DOCHealthpeak Properties, Inc.
Quiet · 10/100
+0.2%
Watch / laggardHistorical role unavailable
MACThe Macerich Company
Quiet · 10/100
-0.3%
Watch / laggardHistorical role unavailable
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
UEUrban Edge PropertiesParticipating+0.5%—Price participation is not yet confirmed by per-name flow.
FRTFederal Realty Investment TrustParticipating+0.1%—Price participation is not yet confirmed by per-name flow.
IVTInvenTrust Properties Corp.Participating-0.4%—Price participation is not yet confirmed by per-name flow.
SKTTanger Inc.Most unusual-1.3%—Most unusual activity in this snapshot; performance direction may differ.
SPGSimon Property Group, Inc.Participating-0.8%—Price participation is not yet confirmed by per-name flow.
KIMKimco Realty Corporation (HC)Participating-0.7%—Price participation is not yet confirmed by per-name flow.
BRXBrixmor Property Group Inc.Participating-0.4%—Price participation is not yet confirmed by per-name flow.
REGRegency Centers CorporationParticipating+0.0%—Price participation is not yet confirmed by per-name flow.
PECOPhillips Edison & Company, Inc.Participating+0.7%—Price participation is not yet confirmed by per-name flow.
KRGKite Realty Group TrustParticipating+0.6%—Price participation is not yet confirmed by per-name flow.
CURBCurbline Properties Corp.Quiet / lagging+1.0%—Not participating yet; a breadth test or a genuine divergence.
DOCHealthpeak Properties, Inc.Quiet / lagging+0.2%—Not participating yet; a breadth test or a genuine divergence.
MACThe Macerich CompanyQuiet / lagging-0.3%—Not participating yet; a breadth test or a genuine divergence.

04 · HAS THIS HAPPENED BEFORE

Identity history versus measured outcomes

Structural recurrence is not the same as a validated trading outcome
POINT-IN-TIME LIVE OUTCOMES

Live outcome ledger collecting

0/0 events completed

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.

No point-in-time live observations have completed yet.
Low structural sample

Only 0 completed episodes across 0 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.

Structural support0 daysHow often the cohort identity was observed
Completed episodes0Separate periods of broad group activity
Active sessions0Completed session observations, not trades

Historical cohort observations are not available yet.