The largest clients based on percentage of total portfolio annualized rental revenue at March 31, 2022 include the following:
| Client |
Number of Leases |
% of Total Portfolio
Annualized Contractual
Rental Revenue(1) |
| Walgreens* | 338 | 4.0%
|
| 7-Eleven* |
627 |
3.9% |
Dollar General*
|
1,272 |
3.9% |
Dollar Tree / Family Dollar*
|
1,022 |
3.5% |
| FedEx* | 80 | 2.9% |
LA Fitness
|
79 |
2.4% |
| Sainsbury's |
26 |
2.2% |
| BJ's Wholesale Club | 32 | 1.9% |
CVS Pharmacy*
| 183 | 1.8% |
| Walmart / Sam's Club* | 65 | 1.7% |
| AMC Theaters |
35 |
1.6% |
B&Q (Kingfisher)*
| 25 | 1.6%
|
Regal Cinemas (Cineworld)
| 41 | 1.5%
|
| Red Lobster | 201 | 1.5%
|
Tesco*
|
16 |
1.5% |
| Tractor Supply* | 160 | 1.4%
|
| Lifetime Fitness |
16 |
1.4% |
| Home Depot* |
29 |
1.2% |
Fas Mart (GPM Investments)
|
261 |
1.0% |
| Circle K (Couche-Tard)* | 253 | 1.0% |
| Total | 4,761 |
42.2% |
* Investment Grade Client
(1) Amounts for each client are calculated independently; therefore, the individual percentages may not
sum to the total.