Ratings by BofA Securities (Joshua Dennerlein)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/16/2026 | W. P. Carey & Co. | WPC | Upgrade | Neutral (Underperform) |
75.47 (65.14) |
-13.69% | Details | |
| 2/17/2026 | Moody's Corp | MCO | New Coverage | Buy (N/A) |
426.44 (485.07) |
13.75% | Details | |
| 2/17/2026 | S&P Global | SPGI | New Coverage | Buy (N/A) |
409.54 (429.64) |
4.91% | Details | |
| 2/17/2026 | Verisk Analytics | VRSK | New Coverage | Neutral (N/A) |
181.21 (190.90) |
5.35% | Details | |
| 2/17/2026 | TransUnion | TRU | Upgrade | Neutral (Underperform) |
73.92 (74.08) |
0.22% | Details | |
| 8/4/2025 | EPR Properties | EPR | Maintain | Underperform (N/A) |
|
Details | ||
| 7/28/2025 | Netstreit Corp. | NTST | Upgrade | Neutral (Underperform) |
18.39 (17.19) |
-6.53% | Details | |
| 6/23/2025 | Equifax | EFX | Downgrade | Neutral (Buy) |
255.70 (161.25) |
-36.94% | Details | |
| 5/12/2025 | Fair Isaac | FICO | Maintain | Buy (N/A) |
|
Details | ||
| 4/10/2025 | Cintas | CTAS | New Coverage | Buy (N/A) |
203.99 (213.69) |
4.76% | Details | |
| 4/10/2025 | Fair Isaac | FICO | New Coverage | Buy (N/A) |
1848.00 (771.19) |
-58.27% | Details | |
| 4/10/2025 | Verisk Analytics | VRSK | New Coverage | Underperform (N/A) |
289.34 (190.90) |
-34.02% | Details | |
| 4/10/2025 | TransUnion | TRU | New Coverage | Underperform (N/A) |
80.98 (74.08) |
-8.52% | Details | |
| 4/10/2025 | Thomson Reuters | TRI | New Coverage | Neutral (N/A) |
170.06 (109.01) |
-35.9% | Details | |
| 4/10/2025 | S&P Global | SPGI | New Coverage | Buy (N/A) |
473.99 (429.64) |
-9.36% | Details | |
| 4/10/2025 | Equifax | EFX | New Coverage | Buy (N/A) |
224.44 (255.70) |
13.93% | Details | |
| 4/10/2025 | Moody's Corp | MCO | New Coverage | Buy (N/A) |
438.59 (485.07) |
10.6% | Details | |
| 4/10/2025 | MSCI Inc. | MSCI | New Coverage | Neutral (N/A) |
549.33 (569.08) |
3.6% | Details | |
| 2/18/2025 | Welltower, Inc. | WELL | Maintain | Buy (N/A) |
|
Details | ||
| 1/24/2025 | Welltower, Inc. | WELL | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2024 | Sun Communities | SUI | Downgrade | Underperform (Neutral) |
127.12 (125.24) |
-1.48% | Details | |
| 10/28/2024 | Frontview REIT Inc | FVR | New Coverage | Buy (N/A) |
19.44 (12.51) |
-35.65% | Details | |
| 10/21/2024 | Getty Realty | GTY | Upgrade | Buy (Neutral) |
31.82 (28.38) |
-10.81% | Details | |
| 9/24/2024 | National Health Investors | NHI | New Coverage | Buy (N/A) |
84.71 (66.28) |
-21.76% | Details | |
| 9/24/2024 | Essex Property Trust | ESS | Downgrade | Neutral (Buy) |
309.65 (269.43) |
-12.99% | Details | |
| 8/20/2024 | American Healthcare REIT, Inc | AHR | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2024 | Lineage Inc | LINE | New Coverage | Buy (N/A) |
83.98 (44.28) |
-47.27% | Details | |
| 8/12/2024 | Mid-America Apartment Communities | MAA | Upgrade | Buy (Underperform) |
153.07 (116.63) |
-23.81% | Details | |
| 7/29/2024 | Alexandria Real Estate | ARE | Downgrade | Neutral (Buy) |
118.92 (41.62) |
-65% | Details | |
| 5/20/2024 | EPR Properties | EPR | Downgrade | Underperform (Neutral) |
42.57 (55.71) |
30.87% | Details | |
| 4/1/2024 | Healthpeak Properties Inc | DOC | Upgrade | Buy (Underperform) |
18.75 (18.98) |
1.23% | Details | |
| 4/1/2024 | Essex Property Trust | ESS | Upgrade | Buy (Neutral) |
244.81 (269.43) |
10.06% | Details | |
| 3/4/2024 | American Healthcare REIT, Inc | AHR | New Coverage | Buy (N/A) |
13.68 (53.23) |
289.11% | Details | |
| 2/27/2024 | Welltower, Inc. | WELL | Maintain | Buy (N/A) |
|
Details | ||
| 2/15/2024 | Safehold | SAFE | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2024 | UDR, Inc. | UDR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/12/2024 | Mid-America Apartment Communities | MAA | Maintain | Underperform (N/A) |
|
Details | ||
| 2/12/2024 | Essex Property Trust | ESS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/16/2024 | Omega Healthcare Investors | OHI | Downgrade | Neutral (Buy) |
30.64 (45.64) |
48.96% | Details | |
| 1/16/2024 | Omega Healthcare Investors | OHI | Downgrade | Buy (Neutral) |
30.64 (45.42) |
48.24% | Details | |
| 1/16/2024 | Ventas | VTR | Upgrade | Buy (Neutral) |
49.11 (85.86) |
74.83% | Details | |
| 1/8/2024 | Sabre | SBRE | Upgrade | Neutral (Underperform) |
13.64 () |
-100% | Details | |
| 11/13/2023 | Healthpeak Properties | PEAK | New Coverage | Underperform (N/A) |
15.94 (17.10) |
7.28% | Details | |
| 11/7/2023 | Kennedy-Wilson | KW | Downgrade | Underperform (Neutral) |
12.33 (10.92) |
-11.44% | Details | |
| 11/2/2023 | Safehold | SAFE | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2023 | Medical Properties Trust | MPW | Maintain | Underperform (N/A) |
|
Details | ||
| 10/31/2023 | UDR, Inc. | UDR | Downgrade | Neutral (Buy) |
31.62 (34.26) |
8.35% | Details | |
| 10/31/2023 | Mid-America Apartment Communities | MAA | Downgrade | Underperform (Neutral) |
117.51 (116.63) |
-0.75% | Details | |
| 10/16/2023 | Sun Communities | SUI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/16/2023 | Mid-America Apartment Communities | MAA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/16/2023 | Essex Property Trust | ESS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/10/2023 | Omega Healthcare Investors | OHI | Upgrade | Buy (Neutral) |
33.64 (45.64) |
35.67% | Details | |
| 10/10/2023 | Sabra Healthcare REIT Inc. | SBRA | Upgrade | Buy (Neutral) |
14.01 (19.34) |
38.04% | Details | |
| 10/10/2023 | Spirit Realty Capital | SRC | Downgrade | Underperform (Neutral) |
33.59 (42.31) |
25.96% | Details | |
| 10/10/2023 | Netstreit Corp. | NTST | Downgrade | Underperform (Neutral) |
15.20 (17.19) |
13.09% | Details | |
| 10/10/2023 | Realty Income | O | Downgrade | Neutral (Buy) |
50.55 (56.08) |
10.94% | Details | |
| 10/2/2023 | Sun Communities | SUI | Downgrade | Neutral (Buy) |
118.34 (118.08) |
-0.22% | Details | |
| 9/26/2023 | W. P. Carey & Co. | WPC | Maintain | Underperform (N/A) |
|
Details | ||
| 9/5/2023 | Mid-America Apartment Communities | MAA | New Coverage | Neutral (N/A) |
144.27 (116.63) |
-19.16% | Details | |
| 8/14/2023 | W. P. Carey & Co. | WPC | Downgrade | Underperform (Neutral) |
66.86 (75.47) |
12.88% | Details | |
| 8/14/2023 | EPR Properties | EPR | Downgrade | Neutral (Buy) |
42.82 (55.71) |
30.1% | Details | |
| 8/11/2023 | Ventas | VTR | Downgrade | Neutral (Buy) |
43.56 (85.86) |
97.11% | Details | |
| 8/11/2023 | Sabra Healthcare REIT Inc. | SBRA | Upgrade | Neutral (Underperform) |
12.43 (19.34) |
55.59% | Details | |
| 8/11/2023 | Medical Properties Trust | MPW | Downgrade | Underperform (Neutral) |
8.13 (5.02) |
-38.25% | Details | |
| 6/13/2023 | Peakstone Realty Trust | PKST | New Coverage | Underperform (N/A) |
30.75 (20.99) |
-31.74% | Details | |
| 5/15/2023 | Ventas | VTR | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2023 | Americold Realty Trust | COLD | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2023 | Safehold | SAFE | Maintain | Buy (N/A) |
|
Details | ||
| 3/16/2023 | Medical Properties Trust | MPW | Downgrade | Neutral (Buy) |
8.15 (5.02) |
-38.4% | Details | |
| 12/22/2022 | Safehold | SAFE | Maintain | Buy (N/A) |
|
Details | ||
| 11/28/2022 | Getty Realty | GTY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2022 | Sabra Healthcare REIT Inc. | SBRA | Downgrade | Underperform (Neutral) |
13.23 (19.34) |
46.18% | Details | |
| 11/14/2022 | Omega Healthcare Investors | OHI | Downgrade | Neutral (Buy) |
32.23 (45.64) |
41.61% | Details | |
| 11/14/2022 | Medical Properties Trust | MPW | Upgrade | Buy (Neutral) |
12.55 (5.02) |
-60% | Details | |
| 11/14/2022 | Netstreit Corp. | NTST | Downgrade | Neutral (Buy) |
18.72 (17.19) |
-8.17% | Details | |
| 11/14/2022 | Spirit Realty Capital | SRC | Downgrade | Neutral (Buy) |
40.18 (42.31) |
5.3% | Details | |
| 11/14/2022 | Essex Property Trust | ESS | Downgrade | Neutral (Buy) |
215.30 (269.43) |
25.14% | Details | |
| 11/14/2022 | Americold Realty Trust | COLD | Upgrade | Buy (Neutral) |
28.80 (13.02) |
-54.79% | Details | |
| 8/24/2022 | EPR Properties | EPR | Maintain | Buy (N/A) |
|
Details | ||
| 8/24/2022 | Realty Income | O | Maintain | Buy (N/A) |
|
Details | ||
| 8/24/2022 | Essential Properties Realty Trust | EPRT | Upgrade | Buy (Neutral) |
23.20 (26.09) |
12.46% | Details | |
| 8/24/2022 | Getty Realty | GTY | Upgrade | Neutral (Underperform) |
30.00 (28.38) |
-5.4% | Details | |
| 8/18/2022 | EPR Properties | EPR | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2022 | Omega Healthcare Investors | OHI | Upgrade | Buy (Underperform) |
31.36 (45.64) |
45.54% | Details | |
| 6/2/2022 | Agree Realty | ADC | Upgrade | Buy (Neutral) |
70.16 (67.04) |
-4.45% | Details | |
| 6/2/2022 | Americold Realty Trust | COLD | Upgrade | Neutral (Underperform) |
27.60 (13.82) |
-49.93% | Details | |
| 5/19/2022 | Healthpeak Properties | PEAK | Downgrade | Neutral (Buy) |
30.07 (17.10) |
-43.13% | Details | |
| 5/19/2022 | Ventas | VTR | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2022 | Physicians Realty Trust | DOC | Downgrade | Underperform (Neutral) |
17.90 (18.98) |
6.03% | Details | |
| 4/26/2022 | Safehold | SAFE | Maintain | Buy (N/A) |
|
Details | ||
| 4/21/2022 | EPR Properties | EPR | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2022 | Medical Properties Trust | MPW | Downgrade | Neutral (Buy) |
20.61 (5.02) |
-75.64% | Details | |
| 3/11/2022 | Sabra Healthcare REIT Inc. | SBRA | Upgrade | Neutral (Underperform) |
13.87 (19.34) |
39.44% | Details | |
| 2/8/2022 | Agree Realty | ADC | New Coverage | Neutral (N/A) |
63.16 (67.04) |
6.14% | Details | |
| 1/20/2022 | W. P. Carey & Co. | WPC | Upgrade | Neutral (Underperform) |
77.56 (65.14) |
-16.01% | Details | |
| 1/20/2022 | National Retail Properties | NNN | Downgrade | Underperform (Buy) |
45.14 (41.54) |
-7.98% | Details | |
| 1/20/2022 | Getty Realty | GTY | Downgrade | Underperform (Neutral) |
30.35 (28.38) |
-6.49% | Details | |
| 1/20/2022 | Essential Properties Realty Trust | EPRT | Downgrade | Neutral (Buy) |
26.76 (26.09) |
-2.5% | Details | |
| 1/19/2022 | Americold Realty Trust | COLD | Downgrade | Underperform (Buy) |
29.50 (13.82) |
-53.15% | Details | |
| 10/27/2021 | Omega Healthcare Investors | OHI | Downgrade | Underperform (Neutral) |
29.81 (45.64) |
53.1% | Details | |
| 10/27/2021 | Medical Properties Trust | MPW | Upgrade | Buy (Neutral) |
20.76 (5.02) |
-75.82% | Details | |
| 10/20/2021 | Americold Realty Trust | COLD | Maintain | Buy (N/A) |
|
Details | ||
| 8/26/2021 | Omega Healthcare Investors | OHI | Downgrade | Neutral (Buy) |
33.50 (29.81) |
-11.01% | Details | |
| 7/6/2021 | Medical Properties Trust | MPW | Downgrade | Neutral (Buy) |
20.60 (20.76) |
0.78% | Details | |
| 7/1/2021 | Ventas | VTR | Downgrade | Neutral (Buy) |
57.10 (85.86) |
50.37% | Details | |
| 4/7/2021 | Essential Properties Realty Trust | EPRT | Upgrade | Buy (Underperform) |
23.84 (26.09) |
9.44% | Details | |
| 4/7/2021 | Entertainment Properties Trust | EPR | Upgrade | Buy (Underperform) |
48.10 (55.71) |
15.82% | Details | |
| 3/30/2021 | Welltower, Inc. | WELL | Upgrade | Buy (Neutral) |
71.68 (234.85) |
227.64% | Details | |
| 3/30/2021 | Healthpeak Properties | PEAK | Upgrade | Buy (Neutral) |
31.72 (17.10) |
-46.09% | Details | |
| 3/11/2021 | Ventas | VTR | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2021 | Sabra Healthcare REIT Inc. | SBRA | Maintain | Underperform (N/A) |
|
Details | ||
| 3/11/2021 | Healthpeak Properties | PEAK | Maintain | Neutral (N/A) |
|
Details | ||
| 3/11/2021 | Diversified Healthcare Trust | DHC | Maintain | Underperform (N/A) |
|
Details | ||
| 11/30/2020 | Welltower, Inc. | WELL | Upgrade | Neutral (Underperform) |
64.54 (234.85) |
263.88% | Details | |
| 11/30/2020 | Omega Healthcare Investors | OHI | Upgrade | Buy (Underperform) |
35.85 (45.64) |
27.31% | Details | |
| 9/9/2020 | Netstreit Corp. | NTST | New Coverage | Buy (N/A) |
18.45 (17.19) |
-6.83% | Details | |
| 8/24/2020 | Spirit Realty Capital | SRC | Upgrade | Buy (Neutral) |
35.28 (42.31) |
19.93% | Details | |
| 8/24/2020 | VEREIT | VER | Upgrade | Buy (Neutral) |
6.74 (50.30) |
646.29% | Details | |
| 6/11/2020 | Safety Income Growth | SAFE | Maintain | Buy (N/A) |
|
Details | ||
| 5/27/2020 | Welltower, Inc. | WELL | Maintain | Underperform (N/A) |
|
Details | ||
| 5/27/2020 | Sabra Healthcare REIT Inc. | SBRA | Maintain | Underperform (N/A) |
|
Details | ||
| 5/27/2020 | Physicians Realty Trust | DOC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/27/2020 | Diversified Healthcare Trust | DHC | Maintain | Underperform (N/A) |
|
Details | ||
| 4/24/2020 | Omega Healthcare Investors | OHI | Downgrade | Underperform (Neutral) |
28.14 (45.64) |
62.19% | Details | |
| 1/6/2020 | Spirit Realty Capital | SRC | Upgrade | Neutral (Underperform) |
48.57 (42.31) |
-12.89% | Details | |
| 6/11/2019 | VEREIT | VER | Upgrade | Buy (Underperform) |
9.04 (50.30) |
456.42% | Details | |
| 6/11/2019 | Entertainment Properties Trust | EPR | Downgrade | Underperform (Neutral) |
79.71 (55.71) |
-30.11% | Details | |
| 6/11/2019 | Essential Properties Realty Trust | EPRT | Upgrade | Buy (Underperform) |
20.99 (26.09) |
24.3% | Details | |
| 3/5/2019 | Essential Properties Realty Trust | EPRT | Maintain | Underperform (N/A) |
|
Details | ||
| 11/15/2018 | Spirit Realty Capital | SRC | Downgrade | Underperform (Neutral) |
8.09 (48.57) |
500.37% | Details | |
| 11/15/2018 | Safety Income Growth | SAFE | Downgrade | Underperform (Neutral) |
18.96 (11.34) |
-40.19% | Details | |
| 11/15/2018 | Essential Properties Realty Trust | EPRT | Downgrade | Underperform (Neutral) |
14.11 (20.99) |
48.76% | Details | |
| 11/15/2018 | Realty Income | O | Upgrade | Buy (Neutral) |
62.84 (56.08) |
-10.76% | Details |


