3 names are moving together; 67% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| AMT | American Tower Corporation (REI | Real Estate | -0.4% | Group member |
| SBAC | SBA Communications Corporation | Real Estate | +0.1% | Most structurally connected |
| CCI | Crown Castle Inc. | Real Estate | -0.9% | Group member |
Cohort
3 namesParticipation
67% this sessionObserved history
1 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
Wireless Infrastructure REITs can stay leader-led if secondary names fail to join while SBAC keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.