Ratings by UBS (Mike Goldsmith)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/29/2026 | W. P. Carey & Co. | WPC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/10/2026 | National Storage Affiliates Trust | NSA | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/10/2026 | CubeSmart | CUBE | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/18/2026 | National Storage Affiliates Trust | NSA | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/18/2026 | CubeSmart | CUBE | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/8/2026 | National Storage Affiliates Trust | NSA | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/8/2026 | National Retail Properties | NNN | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/8/2026 | CubeSmart | CUBE | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/16/2025 | National Storage Affiliates Trust | NSA | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/16/2025 | CubeSmart | CUBE | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/12/2025 | Agree Realty | ADC | Maintain | Buy (Buy) |
|
Details | ||
| 7/16/2025 | National Retail Properties | NNN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/16/2025 | Essential Properties Realty Trust | EPRT | Maintain | Buy (N/A) |
|
Details | ||
| 7/16/2025 | Agree Realty | ADC | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2025 | W. P. Carey & Co. | WPC | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/13/2025 | National Retail Properties | NNN | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/13/2025 | Essential Properties Realty Trust | EPRT | Maintain | Buy (Buy) |
|
Details | ||
| 5/13/2025 | Agree Realty | ADC | Maintain | Buy (Buy) |
|
Details | ||
| 1/6/2025 | Agree Realty | ADC | Upgrade | Buy (Neutral) |
70.33 (73.88) |
5.05% | Details | |
| 11/14/2024 | W. P. Carey & Co. | WPC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2024 | National Retail Properties | NNN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2024 | Essential Properties Realty Trust | EPRT | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2024 | Agree Realty | ADC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2024 | CubeSmart | CUBE | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2024 | National Storage Affiliates Trust | NSA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/16/2024 | W. P. Carey & Co. | WPC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/16/2024 | National Retail Properties | NNN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/16/2024 | Essential Properties Realty Trust | EPRT | Maintain | Buy (N/A) |
|
Details | ||
| 10/16/2024 | Agree Realty | ADC | Maintain | Neutral (N/A) |
|
Details | ||
| 9/13/2024 | CubeSmart | CUBE | Downgrade | Neutral (Buy) |
53.30 (40.89) |
-23.28% | Details | |
| 8/12/2024 | W. P. Carey & Co. | WPC | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2024 | National Retail Properties | NNN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2024 | Essential Properties Realty Trust | EPRT | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2024 | Agree Realty | ADC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2024 | W. P. Carey & Co. | WPC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2024 | National Retail Properties | NNN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2024 | Essential Properties Realty Trust | EPRT | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2024 | Agree Realty | ADC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/31/2024 | Agree Realty | ADC | New Coverage | Neutral (N/A) |
60.26 (73.88) |
22.6% | Details | |
| 5/31/2024 | W. P. Carey & Co. | WPC | New Coverage | Neutral (N/A) |
56.08 (71.20) |
26.96% | Details | |
| 5/31/2024 | Essential Properties Realty Trust | EPRT | New Coverage | Buy (N/A) |
26.45 (30.84) |
16.6% | Details | |
| 5/31/2024 | National Retail Properties | NNN | New Coverage | Neutral (N/A) |
40.94 (45.83) |
11.94% | Details | |
| 7/25/2023 | National Storage Affiliates Trust | NSA | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2023 | CubeSmart | CUBE | Maintain | Buy (N/A) |
|
Details | ||
| 4/20/2023 | National Storage Affiliates Trust | NSA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/20/2023 | Life Storage Inc. | LSI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/20/2023 | CubeSmart | CUBE | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2023 | CubeSmart | CUBE | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2022 | National Storage Affiliates Trust | NSA | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2022 | CubeSmart | CUBE | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2022 | CubeSmart | CUBE | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2022 | National Storage Affiliates Trust | NSA | New Coverage | Neutral (N/A) |
39.20 (43.41) |
10.74% | Details | |
| 10/17/2022 | Life Storage Inc. | LSI | New Coverage | Neutral (N/A) |
100.55 (133.10) |
32.37% | Details | |
| 10/17/2022 | CubeSmart | CUBE | New Coverage | Buy (N/A) |
37.24 (53.30) |
43.13% | Details |

