Ratings by Wells Fargo (Eric Luebchow)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/5/2026 | Cogent Communications | CCOI | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/27/2026 | SBA Communications | SBAC | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/23/2026 | Dycom Industries | DY | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/13/2026 | T-Mobile US, | TMUS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2026 | Array Digital Infrastructure | AD | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/12/2026 | Equinix | EQIX | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/10/2026 | Cencora Inc | COR | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/5/2026 | National Storage Affiliates Trust | NSA | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/5/2026 | Extra Space Storage | EXR | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/5/2026 | CubeSmart | CUBE | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/5/2026 | Crown Castle | CCI | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/5/2026 | Public Storage | PSA | Downgrade | Equal Weight (Overweight) |
288.50 (308.13) |
6.8% | Details | |
| 2/5/2026 | SmartStop Self Storage | SMA | Downgrade | Equal Weight (Overweight) |
32.64 (31.81) |
-2.54% | Details | |
| 2/2/2026 | Verizon Communications | VZ | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 12/16/2025 | SBA Communications | SBAC | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 12/16/2025 | Crown Castle | CCI | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/20/2025 | Dycom Industries | DY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2025 | Dycom Industries | DY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2025 | Cencora Inc | COR | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/7/2025 | Cogent Communications | CCOI | Downgrade | Equal Weight (Overweight) |
24.95 (23.07) |
-7.54% | Details | |
| 10/29/2025 | American Tower | AMT | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/27/2025 | Public Storage | PSA | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/20/2025 | SBA Communications | SBAC | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 10/20/2025 | Crown Castle | CCI | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/20/2025 | American Tower | AMT | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/16/2025 | T-Mobile US, | TMUS | Upgrade | Overweight (Equal Weight) |
226.65 (221.57) |
-2.24% | Details | |
| 10/16/2025 | AT&T | T | Maintain | Overweight (N/A) |
|
Details | ||
| 9/26/2025 | Dycom Industries | DY | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/26/2025 | Extra Space Storage | EXR | Upgrade | Overweight (Equal Weight) |
140.19 (146.62) |
4.59% | Details | |
| 8/18/2025 | Cogent Communications | CCOI | Upgrade | Overweight (Underweight) |
34.25 (24.95) |
-27.15% | Details | |
| 8/13/2025 | Cencora Inc | COR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2025 | Lumen | LUMN | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 8/5/2025 | SBA Communications | SBAC | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 7/30/2025 | American Tower | AMT | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/24/2025 | Crown Castle | CCI | Upgrade | Overweight (Equal Weight) |
109.73 (90.43) |
-17.59% | Details | |
| 7/23/2025 | Public Storage | PSA | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/23/2025 | Extra Space Storage | EXR | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 7/10/2025 | Verizon Communications | VZ | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 7/10/2025 | AT&T | T | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/26/2025 | Equinix | EQIX | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/3/2025 | Cencora Inc | COR | Upgrade | Overweight (Equal Weight) |
292.07 (358.46) |
22.73% | Details | |
| 5/27/2025 | Dycom Industries | DY | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/19/2025 | Dycom Industries | DY | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/30/2025 | American Tower | AMT | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/28/2025 | T-Mobile US, | TMUS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/24/2025 | AT&T | T | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/3/2025 | Dycom Industries | DY | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/17/2025 | American Tower | AMT | Upgrade | Overweight (Equal Weight) |
210.93 (188.59) |
-10.59% | Details | |
| 3/17/2025 | Crown Castle | CCI | Upgrade | Equal Weight (Underweight) |
103.22 (90.43) |
-12.39% | Details | |
| 3/14/2025 | Cencora Inc | COR | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/28/2025 | American Tower | AMT | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/26/2025 | SBA Communications | SBAC | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/21/2025 | Public Storage | PSA | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/21/2025 | Extra Space Storage | EXR | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/21/2025 | CubeSmart | CUBE | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/21/2025 | Lumen | LUMN | Upgrade | Equal Weight (Underweight) |
4.69 (6.62) |
41.15% | Details | |
| 2/13/2025 | Equinix | EQIX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2025 | Iron Mountain | IRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2025 | Equinix | EQIX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2025 | T-Mobile US, | TMUS | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/29/2025 | Cencora Inc | COR | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 1/23/2025 | SBA Communications | SBAC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/23/2025 | Crown Castle | CCI | Maintain | Underweight (N/A) |
|
Details | ||
| 1/23/2025 | American Tower | AMT | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/6/2025 | T-Mobile US, | TMUS | Downgrade | Equal Weight (Overweight) |
219.11 (221.57) |
1.12% | Details | |
| 12/13/2024 | Cencora Inc | COR | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/10/2024 | Crown Castle | CCI | Downgrade | Underweight (Equal Weight) |
102.00 (90.43) |
-11.34% | Details | |
| 11/15/2024 | Dycom Industries | DY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2024 | AT&T | T | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2024 | Public Storage | PSA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2024 | US Cellular | USM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2024 | Extra Space Storage | EXR | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/31/2024 | Equinix | EQIX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2024 | T-Mobile US, | TMUS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2024 | AT&T | T | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2024 | Public Storage | PSA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2024 | CubeSmart | CUBE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/21/2024 | Extra Space Storage | EXR | Downgrade | Equal Weight (Overweight) |
171.28 (140.19) |
-18.15% | Details | |
| 10/18/2024 | Crown Castle | CCI | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/17/2024 | Iron Mountain | IRM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2024 | Equinix | EQIX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2024 | AT&T | T | Maintain | Overweight (N/A) |
|
Details | ||
| 10/10/2024 | SBA Communications | SBAC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/10/2024 | American Tower | AMT | Downgrade | Equal Weight (Overweight) |
220.78 (188.59) |
-14.58% | Details | |
| 9/12/2024 | T-Mobile US, | TMUS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2024 | Lumen | LUMN | Downgrade | Underweight (Equal Weight) |
5.71 (6.62) |
15.94% | Details | |
| 8/2/2024 | Iron Mountain | IRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2024 | Cencora Inc | COR | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/31/2024 | American Tower | AMT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2024 | Public Storage | PSA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2024 | Extra Space Storage | EXR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2024 | CubeSmart | CUBE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/23/2024 | Iron Mountain | IRM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2024 | Equinix | EQIX | Upgrade | Overweight (Equal Weight) |
798.86 (937.20) |
17.32% | Details | |
| 7/17/2024 | Dycom Industries | DY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2024 | American Tower | AMT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2024 | SBA Communications | SBAC | Downgrade | Equal Weight (Overweight) |
212.83 (196.58) |
-7.64% | Details | |
| 6/21/2024 | Crown Castle | CCI | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/30/2024 | US Cellular | USM | Upgrade | Overweight (Equal Weight) |
44.19 (77.01) |
74.27% | Details | |
| 5/23/2024 | Dycom Industries | DY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2024 | Dycom Industries | DY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/14/2024 | Cogent Communications | CCOI | Maintain | Underweight (N/A) |
|
Details | ||
| 5/1/2024 | American Tower | AMT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2024 | SBA Communications | SBAC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2024 | Verizon Communications | VZ | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/19/2024 | Crown Castle | CCI | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/5/2024 | Extra Space Storage | EXR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/5/2024 | CubeSmart | CUBE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/5/2024 | Public Storage | PSA | Upgrade | Overweight (Equal Weight) |
280.64 (308.13) |
9.8% | Details | |
| 3/15/2024 | Iron Mountain | IRM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/12/2024 | Dycom Industries | DY | Maintain | Overweight (N/A) |
|
Details | ||
| 3/11/2024 | IHS Holding | IHS | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2024 | Extra Space Storage | EXR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2024 | SBA Communications | SBAC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2024 | Dycom Industries | DY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2024 | Iron Mountain | IRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2024 | Equinix | EQIX | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/6/2024 | Cencora Inc | COR | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/24/2024 | Verizon Communications | VZ | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/22/2024 | T-Mobile US, | TMUS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2023 | SBA Communications | SBAC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2023 | American Tower | AMT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2023 | Equinix | EQIX | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/13/2023 | Verizon Communications | VZ | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/13/2023 | T-Mobile US, | TMUS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2023 | AT&T | T | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2023 | CubeSmart | CUBE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/12/2023 | Extra Space Storage | EXR | Upgrade | Overweight (Equal Weight) |
138.12 (146.62) |
6.15% | Details | |
| 12/12/2023 | Public Storage | PSA | Downgrade | Equal Weight (Overweight) |
276.83 (308.13) |
11.31% | Details | |
| 12/5/2023 | Crown Castle | CCI | Upgrade | Equal Weight (Underweight) |
118.43 (90.43) |
-23.64% | Details | |
| 11/22/2023 | Dycom Industries | DY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2023 | Dycom Industries | DY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2023 | Extra Space Storage | EXR | Maintain | Underweight (N/A) |
|
Details | ||
| 11/2/2023 | Lumen | LUMN | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/26/2023 | Equinix | EQIX | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/24/2023 | Public Storage | PSA | New Coverage | Overweight (N/A) |
251.19 (308.13) |
22.67% | Details | |
| 10/24/2023 | Extra Space Storage | EXR | New Coverage | Underweight (N/A) |
109.59 (146.62) |
33.79% | Details | |
| 10/24/2023 | CubeSmart | CUBE | Downgrade | Equal Weight (Overweight) |
35.53 (40.21) |
13.17% | Details | |
| 10/20/2023 | Crown Castle | CCI | Maintain | Underweight (N/A) |
|
Details | ||
| 10/17/2023 | SBA Communications | SBAC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2023 | Crown Castle | CCI | Maintain | Underweight (N/A) |
|
Details | ||
| 10/17/2023 | American Tower | AMT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2023 | Dycom Industries | DY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/15/2023 | Dycom Industries | DY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2023 | US Cellular | USM | Upgrade | Equal Weight (Underweight) |
38.42 (77.01) |
100.44% | Details | |
| 7/21/2023 | Equinix | EQIX | Downgrade | Equal Weight (Overweight) |
810.51 (937.20) |
15.63% | Details | |
| 7/21/2023 | Crown Castle | CCI | Maintain | Underweight (N/A) |
|
Details | ||
| 7/20/2023 | Verizon Communications | VZ | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/20/2023 | AT&T | T | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2023 | SBA Communications | SBAC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2023 | Crown Castle | CCI | Maintain | Underweight (N/A) |
|
Details | ||
| 7/18/2023 | American Tower | AMT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/25/2023 | Dycom Industries | DY | Upgrade | Overweight (Equal Weight) |
97.02 (357.07) |
268.04% | Details | |
| 5/8/2023 | US Cellular | USM | Maintain | Underweight (N/A) |
|
Details | ||
| 5/3/2023 | Lumen | LUMN | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/2/2023 | SBA Communications | SBAC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2023 | T-Mobile US, | TMUS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2023 | SBA Communications | SBAC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2023 | Dycom Industries | DY | Downgrade | Equal Weight (N/A) |
83.93 (357.07) |
325.44% | Details | |
| 1/10/2023 | US Cellular | USM | Downgrade | Underweight (Overweight) |
22.85 (77.01) |
237.02% | Details | |
| 1/10/2023 | AT&T | T | Upgrade | Overweight (Equal Weight) |
19.25 (28.64) |
48.78% | Details | |
| 12/14/2022 | American Tower | AMT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2022 | Dycom Industries | DY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Cogent Communications | CCOI | Maintain | Underweight (N/A) |
|
Details | ||
| 10/28/2022 | American Tower | AMT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | Crown Castle | CCI | Maintain | Underweight (N/A) |
|
Details | ||
| 10/18/2022 | American Tower | AMT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2022 | Verizon Communications | VZ | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/7/2022 | AT&T | T | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/5/2022 | Lumen | LUMN | Downgrade | Equal Weight (Overweight) |
8.04 (6.62) |
-17.66% | Details | |
| 8/12/2022 | Dycom Industries | DY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2022 | American Tower | AMT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2022 | Crown Castle | CCI | Maintain | Underweight (N/A) |
|
Details | ||
| 7/8/2022 | AT&T | T | Maintain | Equal Weight (N/A) |
|
Details | ||
| 6/2/2022 | Crown Castle | CCI | Downgrade | Underweight (Equal Weight) |
189.65 (90.43) |
-52.32% | Details | |
| 5/11/2022 | Dycom Industries | DY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2022 | AT&T | T | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/25/2022 | Switch Inc. | SWCH | Downgrade | Equal Weight (Overweight) |
30.24 (34.25) |
13.26% | Details | |
| 3/11/2022 | American Tower | AMT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2022 | Dycom Industries | DY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2022 | American Tower | AMT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2022 | Cogent Communications | CCOI | Maintain | Underweight (N/A) |
|
Details | ||
| 2/25/2022 | Switch Inc. | SWCH | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2022 | AT&T | T | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/7/2022 | AT&T | T | Upgrade | Equal Weight (Underweight) |
26.21 (28.64) |
9.27% | Details | |
| 11/24/2021 | Dycom Industries | DY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2021 | CyrusOne | CONE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/29/2021 | CoreSite Realty | COR | Maintain | Underweight (N/A) |
|
Details | ||
| 10/22/2021 | AT&T | T | Maintain | Underweight (N/A) |
|
Details | ||
| 10/13/2021 | CyrusOne | CONE | Downgrade | Equal Weight (Overweight) |
75.77 (90.36) |
19.26% | Details | |
| 10/12/2021 | T-Mobile US, | TMUS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2021 | Dycom Industries | DY | Upgrade | Overweight (Equal Weight) |
68.79 (357.07) |
419.07% | Details | |
| 7/30/2021 | CyrusOne | CONE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2021 | AT&T | T | Maintain | Underweight (N/A) |
|
Details | ||
| 5/21/2021 | Landmark Infrastructure Partners LP | LMRK | Upgrade | Equal Weight (Underweight) |
13.03 (16.49) |
26.55% | Details | |
| 5/17/2021 | AT&T | T | Maintain | Underweight (N/A) |
|
Details | ||
| 3/4/2021 | Dycom Industries | DY | Downgrade | Equal Weight (Overweight) |
87.15 (357.07) |
309.72% | Details | |
| 11/16/2020 | AT&T | T | New Coverage | Underweight (N/A) |
28.91 (28.64) |
-0.93% | Details | |
| 11/10/2020 | Landmark Infrastructure Partners LP | LMRK | Downgrade | Underweight (Equal Weight) |
10.69 (16.49) |
54.26% | Details | |
| 7/10/2020 | CyrusOne | CONE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2020 | CyrusOne | CONE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2020 | CyrusOne | CONE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/3/2019 | CyrusOne | CONE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2018 | CyrusOne | CONE | Maintain | Overweight (N/A) |
|
Details |
