Ratings by Wells Fargo (Eric Luebchow)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
6/1/2026 SmartStop Self Storage SMA Maintain Equal Weight
(Equal Weight)
 
 
  Details
6/1/2026 Extra Space Storage EXR Maintain Overweight
(Overweight)
 
 
  Details
6/1/2026 CubeSmart CUBE Maintain Equal Weight
(Equal Weight)
 
 
  Details
5/28/2026 Dycom Industries DY Maintain Overweight
(Overweight)
 
 
  Details
5/8/2026 Lumen LUMN Maintain Equal Weight
(Equal Weight)
 
 
  Details
5/7/2026 Cogent Communications CCOI Maintain Equal Weight
(Equal Weight)
 
 
  Details
4/28/2026 Verizon VZ Maintain Equal Weight
(Equal Weight)
 
 
  Details
4/21/2026 Iron Mountain IRM Maintain Overweight
(Overweight)
 
 
  Details
4/21/2026 Equinix EQIX Maintain Overweight
(Overweight)
 
 
  Details
4/21/2026 Digital Realty Trust DLR Maintain Overweight
(Overweight)
 
 
  Details
4/16/2026 SmartStop Self Storage SMA Maintain Equal Weight
(Equal Weight)
 
 
  Details
4/16/2026 Extra Space Storage EXR Maintain Overweight
(Overweight)
 
 
  Details
4/16/2026 CubeSmart CUBE Maintain Equal Weight
(Equal Weight)
 
 
  Details
4/7/2026 SBA Communications SBAC Maintain Equal Weight
(Equal Weight)
 
 
  Details
3/23/2026 Crown Castle CCI Downgrade Equal Weight
(Overweight)
82.36
(92.16)
11.9% 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
(325.94)
12.98% Details
2/5/2026 SmartStop Self Storage SMA Downgrade Equal Weight
(Overweight)
32.64
(32.24)
-1.23% 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
(15.86)
-36.43% 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
(189.10)
-16.57% 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
(150.60)
7.43% 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
(92.16)
-16.01% 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
(281.67)
-3.56% 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
(187.18)
-11.26% Details
3/17/2025 Crown Castle CCI Upgrade Equal Weight
(Underweight)
103.22
(92.16)
-10.71% 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
(8.49)
81.02% 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
(189.10)
-13.7% 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
(92.16)
-9.65% 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
(187.18)
-15.22% Details
9/12/2024 T-Mobile US, TMUS Maintain Overweight
(N/A)
 
 
  Details
8/16/2024 Lumen LUMN Downgrade Underweight
(Equal Weight)
5.71
(8.49)
48.69% 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
(1055.85)
32.17% 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
(204.79)
-3.78% 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
(325.94)
16.14% 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
(150.60)
9.04% Details
12/12/2023 Public Storage PSA Downgrade Equal Weight
(Overweight)
276.83
(325.94)
17.74% Details
12/5/2023 Crown Castle CCI Upgrade Equal Weight
(Underweight)
118.43
(92.16)
-22.18% 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
(325.94)
29.76% Details
10/24/2023 Extra Space Storage EXR New Coverage Underweight
(N/A)
109.59
(150.60)
37.42% Details
10/24/2023 CubeSmart CUBE Downgrade Equal Weight
(Overweight)
35.53
(41.89)
17.9% 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
(1055.85)
30.27% 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
(469.00)
383.41% 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
(469.00)
458.8% 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
(23.58)
22.49% 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
(8.49)
5.6% 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
(92.16)
-51.41% 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
(23.58)
-10.03% 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
(469.00)
581.79% 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
(469.00)
438.15% Details
11/16/2020 AT&T T New Coverage Underweight
(N/A)
28.91
(23.58)
-18.44% 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