Cowen & Co. analysts have lowered their rating on shares of Delek US Holdings to 'hold' from 'buy.' The move comes after Delek is rallying back toward its all-time highs around $40. (Cowen's target is $42.) The stock (Ticker: DK) is up 50 percent year to date.

Over at BMO Capital Markets, Richard Anderson is making a similar move regarding Healthcare Realty Trust shares. He now rates the Nashville-based medical REIT (Ticker: HR) at 'market perform' instead of 'outperform.' His $29 price target is unchanged and is now about 4 percent below where Healthcare Realty is changing hands.

Healthcare Realty Trust has signed agreements to sell three adjacent pieces of land in the Dallas area for a total of $5 million. The sale of the Denton County properties is expected to be completed soon and will result in Healthcare Realty (Ticker: HR) taking an impairment charge of $3.3 million.

Nashville-based Healthcare Realty Trust has paid $16.2 million for a medical office building located in the Memphis suburb of Germantown. The Memphis Business Journal has more here.

Analysts at Sidoti have begun covering shares of Brookdale Senior Living with a 'buy' rating and price target of $32. That leaves almost 20 percent of upside for Brentwood-based Brookdale (Ticker: BKD), which is up more than 60 percent in the past six months.

JPMorgan Chase's Michael Mueller is a little more optimistic about Healthcare Realty Trust, along with a number of other REITs. He has upgraded Nashville-based Healthcare Realty to 'overweight' from 'neutral.' His price target for the stock (Ticker: HR), which closed Tuesday at $24.98, is $27 versus his previous $26.

Analyst Stephen Atkinson at BMO Capital Markets on Wednesday added to the optimism surrounding shares of Louisiana-Pacific. Prediciting a 20 percent jump in 2013 sales, Atkinson hiked his price target for LP shares (Ticker: LPX) to $24 from $18, leaving about 15 percent of upside from their current levels. Like others have said recently, Atkinson expects prices for oriented strand board to drop this year and next, but they'll still be high enough to power some serious profit growth.

John Perry at Deutsche Bank also has hiked his price target for Healthcare Realty Trust, but the REIT's outlook is nowhere near as bright as for LP. Perry's $24 target — up from $20 — is $1 below where Healthcare Realty (Ticker: HR) closed Wednesday's session, and he rates the stock — along with most of the other REITs he covers — a 'hold.'