Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prev close 43.14 · gapped above the open, then crossed back over prior close. High/low 43.56 at 10:45 am ET, 43.12 at 1:15 pm ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of NNN revenue | Skew |
|---|---|---|---|
| CWHCamping World | 0.55% | 3.80% | 6.9× |
| PLAYDave & Buster's | 1.67% | 3.80% | 2.3× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“• 19.0% of the Property Portfolio annual base rent is generated from five tenants: 7-Eleven (4.5%), Mister Car Wash (4.1%), Dave & Buster's (3.8%), Camping World (3.8%) and GPM Investments (convenience stores) (2.8%), and”
$42M relationship
basisNNN fy2025 · closed 2025-12 $926M
FILING10-K0000950170-25-017472cik 0000751364
“• 19.0% of the Property Portfolio annual base rent is generated from five tenants: 7-Eleven (4.5%), Mister Car Wash (4.1%), Dave & Buster's (3.8%), Camping World (3.8%) and GPM Investments (convenience stores) (2.8%), and”
$38M relationship
basisNNN fy2025 · closed 2025-12 $926M
FILING10-K0000950170-25-017472cik 0000751364
“• 19.0% of the Property Portfolio annual base rent is generated from five tenants: 7-Eleven (4.5%), Mister Car Wash (4.1%), Dave & Buster's (3.8%), Camping World (3.8%) and GPM Investments (convenience stores) (2.8%), and”
$35M relationship6.9× more of NNN’s book than CWH’s
basisNNN fy2025 · closed 2025-12 $926MCWH fy2025 · closed 2025-12 $6.4B
FILING10-K0000950170-25-017472cik 0000751364
“• 19.0% of the Property Portfolio annual base rent is generated from five tenants: 7-Eleven (4.5%), Mister Car Wash (4.1%), Dave & Buster's (3.8%), Camping World (3.8%) and GPM Investments (convenience stores) (2.8%), and”
$35M relationship2.3× more of NNN’s book than PLAY’s
basisNNN fy2025 · closed 2025-12 $926MPLAY fy2025 · closed 2026-02 $2.1B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0000950170-25-017472cik 0000751364
“• 19.0% of the Property Portfolio annual base rent is generated from five tenants: 7-Eleven (4.5%), Mister Car Wash (4.1%), Dave & Buster's (3.8%), Camping World (3.8%) and GPM Investments (convenience stores) (2.8%), and”
$26M relationship
basisNNN fy2025 · closed 2025-12 $926M
FILING10-K0000950170-25-017472cik 0000751364
“• 17.8% of the Property Portfolio annual base rent is generated from five tenants: 7-Eleven (4.3%), Mister Car Wash (3.8%), Dave & Buster's (3.6%), Camping World (3.5%) and Kent Distributors (2.6%), and”
$24M relationship
basisNNN fy2025 · closed 2025-12 $926M
FILING10-K0001193125-26-045617cik 0000751364
“Form of Thirteenth Supplemental Indenture between the Registrant and U.S. Bank National Association relating to 3.900% Notes due 2024 (filed on May 14, 2014 as Exhibit 4.1 to Registrant's Current Report on Form 8-K).”
FILING10-K0000950170-25-017472cik 0000751364
“Deposit Agreement, among the Registrant, American Stock Transfer & Trust Company, as Depositary, and the holders of depositary receipts (filed on October 11, 2016 as Exhibit 4.1 to the Registrant's Registration Statement on Form 8-A).”
FILING10-K0000950170-25-017472cik 0000751364
“Indenture, dated as of March 25, 1998, between the Registrant and First Union National Bank, as trustee (filed on February 28, 2006 as Exhibit 4.4 to the Registrant's Registration Statement on Form S-3 (Registration No. 333-132095)).”
FILING10-K0000950170-25-017472cik 0000751364
“Form of Twenty-first Supplemental Indenture between the Registrant and U.S. Bank Trust Company, National Association relating to 5.600% Notes due 2033 (filed on August 15, 2023 as Exhibit 4.1 to Registrant's Current Report on Form 8-K).”
FILING10-K0000950170-25-017472cik 0000751364
“Third Amended and Restated Credit Agreement, dated April 16, 2024, by and among the Registrant, Wells Fargo Bank, National Association, as Administrative Agent, and a syndicate of lenders named therein (filed on April 17, 2024 as Exhibit 10.1 to the Registrant's Current Report on Form 8-K).”
FILING10-K0000950170-25-017472cik 0000751364
“Third Amended and Restated Credit Agreement, dated April 16, 2024, by and among the Registrant, Wells Fargo Bank, National Association, as Administrative Agent, and a syndicate of lenders named therein (filed on April 17, 2024 as Exhibit 10.1 to the Registrant's Current Report on Form 8-K).”
FILING10-K0001193125-26-045617cik 0000751364
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NNN Reit, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Real Estate Investment Trusts
NNN Reit, Inc. has 6 disclosed suppliers and 6 disclosed customers. Each one is named in an SEC filing, either NNN Reit, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
NNN (NNN Reit, Inc.) has 6 disclosed suppliers and 6 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: PLAY −18.18%, in consumer.