Initiated Buy X

AAPL Apple

Seaport Research Partners

$310

Downgrades Buy Hold X

ABBV AbbVie

HSBC Securities

Upgrades Hold Buy X

ADSK Autodesk

HSBC Securities

$343

Downgrades Outperform In-line X

ALL Allstate

Evercore ISI

$233

Initiated Overweight X

APLE Apple Hospitality REIT

Cantor Fitzgerald

$14

Reiterated Hold X

ARCB ArcBest

TD Cowen

$72 $67

Downgrades Neutral Underperform X

ARE Alexandria RE

BNP Paribas Exane

Initiated Neutral X

ARE Alexandria RE

Cantor Fitzgerald

$88

Initiated Neutral X

AVB AvalonBay

Cantor Fitzgerald

$205

Initiated Buy X

AXSM Axsome Therapeutics

B. Riley Securities

$179

Upgrades Neutral Overweight X

BANC Banc of California

JP Morgan

$20

Downgrades Outperform In-line X

BCRX BioCryst Pharma

Evercore ISI

$8

Initiated Neutral X

BLCO Bausch + Lomb

Goldman

$16

Initiated Overweight X

BLDR Builders FirstSource

KeyBanc Capital Markets

$145

Upgrades Hold Buy X

BMA Banco Macro

HSBC Securities

$80

Initiated Overweight X

BRZE Braze

Wells Fargo

$40

Initiated Overweight X

BXP BXP, Inc.

Cantor Fitzgerald

$90

Reiterated Outperform X

CART Instacart

Robert W. Baird

$60 $50

Initiated Overweight X

CFLT Confluent

Wells Fargo

$24

Upgrades Underweight Neutral X

CGBD Carlyle Secured Lending

JP Morgan

$12.50

Upgrades Underweight Eq Weight X

CHRW C.H. Robinson

Barclays

$130

Reiterated Underweight X

CLX Clorox

Barclays

$118 $112

Initiated Buy X

COIN Coinbase Global

BTIG Research

$410

Initiated Sell X

COO Cooper

Goldman

$64

Initiated Neutral X

CPT Camden Property

Cantor Fitzgerald

$115

Resumed Buy X

CRDO Credo Technology Group

TD Cowen

$170

Initiated Neutral X

CSR Centerspace

Cantor Fitzgerald

$62

Initiated Neutral X

CTRE CareTrust REIT

Cantor Fitzgerald

$37

Upgrades Hold Buy X

CVNA Carvana

Jefferies

$475

Upgrades Hold Buy X

DAL Delta Air Lines

Jefferies

$70

Initiated Overweight X

DDOG Datadog

Wells Fargo

$190

Initiated Neutral X

DEI Douglas Emmett

Cantor Fitzgerald

$16

Downgrades Outperform Under Perform X

DKNG DraftKings

Northland Capital

$33

Initiated Neutral X

DOC Healthpeak Properties

Cantor Fitzgerald

$20

Downgrades Neutral Sell X

DOCS Doximity

Goldman

$64

Upgrades Neutral Buy X

DOOO BRP Inc.

Citigroup

$73

Initiated Overweight X

DT Dynatrace

Wells Fargo

$65

Initiated Neutral X

EFX Equifax

Seaport Research Partners

Initiated Overweight X

EGP EastGroup

Cantor Fitzgerald

$190

Downgrades Buy Hold X

ENLT Enlight Renewable Energy Ltd.

Deutsche Bank

$30

Upgrades Hold Buy X

ENTA Enanta Pharmaceuticals

Jefferies

$20

Initiated Overweight X

EPRT Essential Properties Realty Trust

Cantor Fitzgerald

$35

Initiated Overweight X

EQR Equity Residential

Cantor Fitzgerald

$35

Initiated Overweight X

ESS Essex Property

Cantor Fitzgerald

$300

Initiated Equal Weight X

ESTC Elastic

Wells Fargo

$90

Initiated Buy X

FICO Fair Isaac

Seaport Research Partners

$1800

Initiated Equal Weight X

FIVN Five9

Wells Fargo

$28

Initiated Neutral X

FR First Industrial Realty

Cantor Fitzgerald

$55

Initiated Equal Weight X

FRSH Freshworks

Wells Fargo

$13

Resumed Buy X

GGAL Grupo Financiero Galicia

HSBC Securities

$60

Initiated Buy X

GKOS Glaukos

Goldman

$103

Initiated Neutral X

GLPI Gaming and Leisure Properties

Cantor Fitzgerald

$51

Upgrades Mkt Perform Outperform X

GO Grocery Outlet

Telsey Advisory Group

$20

Initiated Equal Weight X

GTLB GitLab

Wells Fargo

$50

Initiated Mkt Outperform X

HGTY Hagerty

Citizens JMP

$15

Initiated Overweight X

HPP Hudson Pacific Properties

Cantor Fitzgerald

$3.50

Initiated Overweight X

HR Healthcare Realty

Cantor Fitzgerald

$23

Upgrades Neutral Outperform X

HRI Herc Holdings

Robert W. Baird

$160

Initiated Neutral X

HST Host Hotels

Cantor Fitzgerald

$19

Initiated Overweight X

HUBS HubSpot

Wells Fargo

$685

Initiated Neutral X

IDXX IDEXX Labs

UBS

$720

Upgrades Underweight Eq-Weight X

IHG Intercontinental Hotels Group

Morgan Stanley

Upgrades In-line Outperform X

IOT Samsara

Evercore ISI

$50

Reiterated Hold X

KDP Keurig Dr Pepper

TD Cowen

$36 $28

Downgrades Buy Neutral X

LIVN LivaNova

Goldman

$55

Initiated Neutral X

LTC LTC Properties

Cantor Fitzgerald

$38

Initiated Neutral X

MAA Mid-America Aptmt

Cantor Fitzgerald

$150

Upgrades Hold Buy X

MCO Moody’s

Deutsche Bank

$528

Initiated Buy X

MCO Moody’s

Seaport Research Partners

$528

Initiated Overweight X

MDB MongoDB

Wells Fargo

$430

Downgrades Buy Neutral X

MLTX MoonLake Immunotherapeutics

Goldman

$7

Initiated Overweight X

MNDY Monday.com

Wells Fargo

$260

Upgrades Sec Perform Outperform X

MRCY Mercury

RBC Capital Mkts

$90

Downgrades Buy Hold X

MRVL Marvell

TD Cowen

$85

Initiated Buy X

MSCI MSCI

Seaport Research Partners

$650

Initiated Buy X

MTSI MACOM Tech

TD Cowen

$150

Downgrades Overweight Sec Weight X

MYRG MYR Group

KeyBanc Capital Markets

Downgrades Buy Hold X

NEOV NeoVolta

Maxim Group

Initiated Overweight X

NHI National Health

Cantor Fitzgerald

$90

Initiated Buy X

NTGR NETGEAR

Seaport Research Partners

$40

Initiated Overweight X

NTST NETSTREIT

Cantor Fitzgerald

$21

Upgrades Hold Buy X

NVO Novo Nordisk A/S

HSBC Securities

Initiated Neutral X

O Realty Income

Cantor Fitzgerald

$64

Initiated In-line X

O Realty Income

Evercore ISI

$62

Initiated Overweight X

OHI Omega Health

Cantor Fitzgerald

$50

Reiterated Market Perform X

PAYX Paychex

BMO Capital Markets

$143 $140

Initiated Neutral X

PEB Pebblebrook Hotel Trust

Cantor Fitzgerald

$12

Upgrades Sell Neutral X

PII Polaris Industries

Citigroup

$60

Initiated Neutral X

PK Park Hotels & Resorts

Cantor Fitzgerald

$12

Initiated Sector Weight X

POOL Pool

KeyBanc Capital Markets

Initiated Overweight X

REXR Rexford Industrial Realty

Cantor Fitzgerald

$50

Initiated Buy X

RGEN Repligen

HSBC Securities

$150

Initiated Overweight X

RHP Ryman Hospitality

Cantor Fitzgerald

$108

Initiated Equal Weight X

RNG RingCentral

Wells Fargo

$32

Upgrades Underperform In-line X

RNR RenaissanceRe

Evercore ISI

$244

Upgrades Hold Buy X

RUN Sunrun

Jefferies

$21

Initiated Neutral X

SAFE Safehold

Cantor Fitzgerald

$17

Initiated Neutral X

SBRA Sabra Health Care REIT

Cantor Fitzgerald

$20

Upgrades Outperform Strong Buy X

SKYW SkyWest

Raymond James

$140

Initiated Buy X

SMTC Semtech

TD Cowen

$75

Initiated Overweight X

SNOW Snowflake

Wells Fargo

$275

Initiated Buy X

SPGI S&P Global

Seaport Research Partners

$540

Initiated Neutral X

STAG STAG Industrial

Cantor Fitzgerald

$37

Downgrades Overweight Eq Weight X

T AT&T

Barclays

$30

Initiated Overweight X

TRNO Terreno Realty

Cantor Fitzgerald

$70

Initiated Neutral X

TRU TransUnion

Seaport Research Partners

Downgrades Overweight Neutral X

TSLX Sixth Street Specialty Lending

JP Morgan

$24

Downgrades Buy Neutral X

TTEK Tetra Tech

Northcoast

Initiated Overweight X

TWLO Twilio

Wells Fargo

$130

Initiated Neutral X

UDR UDR

Cantor Fitzgerald

$40

Initiated Neutral X

UMH UMH Properties

Cantor Fitzgerald

$15

Upgrades Neutral Outperform X

URI United Rentals

Robert W. Baird

$1050

Initiated Overweight X

VICI VICI Properties

Cantor Fitzgerald

$37

Initiated Buy X

VRSK Verisk Analytics

Seaport Research Partners

$280

Downgrades Eq Weight Underweight X

VSAT Viasat

Barclays

$23

Initiated Overweight X

VTR Ventas

Cantor Fitzgerald

$77

Reiterated Ubiquitous X

WAYNE Wayne Enterprises

Jack Powers Capital

$32,102

Initiated Overweight X

WELL Welltower

Cantor Fitzgerald

$195