3 names are moving together; 67% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| SBAC | SBA Communications Corporation | Real Estate | -1.6% | 7/7 observed active sessions |
| CCI | Crown Castle Inc. | Real Estate | +0.2% | 6/7 observed active sessions |
| AMT | American Tower Corporation (REI | Real Estate | +0.6% | 7/7 observed active sessions |
Cohort
3 namesParticipation
67% this sessionObserved history
16 daily buildsFiling coverage
3/3 membersrestructuring affecting expense
“These changes were primarily due to higher segment operating profit and a decrease in asset impairment and decommission costs, partially offset by an increase in depreciation, accretion, and amortization expense.”
SBAC 10-Q
capital investment / capacity affecting capex
“Wireless capital expenditures may also be adversely impacted by service provider decisions on debt levels, dividends, free cash flow goals, and a variety of other factors.”
SBAC 10-K
credit / rates affecting interest expense
“This change was primarily due to increases in interest expense, other operating expense, net, and provision for income taxes and decreases in domestic site leasing operating income and interest income, partially offset by a decrease in non-cash interest expense and increases in international site leasing operating income, site development operating income, and other income, net.”
SBAC 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
AMTcustomer · Not moving with the group now
Filing receipt · TMUS / AMT
“Our top tenants by revenue for each property segment are as follows for the year ended December 31, 2025: • U.S.”
AMT · customer
AMTcustomer · Moving with the group now · 115 min observed
Filing receipt · T / AMT
“We are currently engaged in a legal dispute (the “Arbitration”) with one of our customers in Mexico, AT&T Comunicaciones Digitales, S.”
AMT · customer
AMTcustomer · Not moving with the group now
Filing receipt · VZ / AMT
“Our top tenants by revenue for each property segment are as follows for the year ended December 31, 2025: • U.S.”
AMT · customer
AMTcustomer · Not moving with the group now
Filing receipt · TEO / AMT
“Ltd.”
AMT · customer
AMTcustomer · Not moving with the group now
Filing receipt · VOD / AMT
“In the third quarter of 2022, one of our largest customers in India, Vodafone Idea Limited (“VIL”), communicated that it would make partial payments of its contractual a…”
AMT · customer