AH Realty Trust (AHRT)
Market Price (7/21/2026): $7.03 | Market Cap: $561.3 MilSector: Real Estate | Industry: Diversified REITs
AH Realty Trust (AHRT)
Market Price (7/21/2026): $7.03Market Cap: $561.3 MilSector: Real EstateIndustry: Diversified REITs
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, Dividend Yield is 14%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 6.9%, FCF Yield is 11% Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 70% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 29%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 29% Low stock price volatilityVol 12M is 28% Megatrend and thematic driversMegatrends include Smart Buildings & Proptech, and Sustainable & Green Buildings. Themes include Real Estate Data Analytics, and ESG REITs. | Trading close to highsDist 52W High is -0.7% Weak multi-year price returns2Y Excs Rtn is -62%, 3Y Excs Rtn is -94% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 278% Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -9.8% Key risksAHRT key risks include [1] direct exposure to facility operational performance for over half its portfolio through its RIDEA structures and [2] tenant financial viability being tied to government healthcare reimbursement programs. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, Dividend Yield is 14%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 6.9%, FCF Yield is 11% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 70% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 29%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 29% |
| Low stock price volatilityVol 12M is 28% |
| Megatrend and thematic driversMegatrends include Smart Buildings & Proptech, and Sustainable & Green Buildings. Themes include Real Estate Data Analytics, and ESG REITs. |
| Trading close to highsDist 52W High is -0.7% |
| Weak multi-year price returns2Y Excs Rtn is -62%, 3Y Excs Rtn is -94% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 278% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -9.8% |
| Key risksAHRT key risks include [1] direct exposure to facility operational performance for over half its portfolio through its RIDEA structures and [2] tenant financial viability being tied to government healthcare reimbursement programs. |
Qualitative Assessment
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AH Realty Trust (AHRT) stock has gained about 30% since 3/31/2026 because of the following key factors:
1. Strategic Restructuring and Refocus on Core Properties.
AH Realty Trust initiated a fundamental business restructuring to eliminate complexity and sharpen its focus on operating a streamlined real estate platform consisting of retail and office properties. Announced in February 2026 and effective March 2, 2026, this strategic shift involved exiting the multifamily property sector and divesting its construction and real estate financing businesses, aiming to unlock embedded value and reduce leverage.
2. Significant Debt Reduction and Capital Influx from Asset Sales.
Following the strategic restructuring, the company executed major asset dispositions. This included entering a binding agreement on March 13, 2026, to sell an 11-asset multifamily portfolio for $562.0 million in cash, with the sale completed on May 21, 2026. Additionally, AHRT sold real estate financing investments for $63.8 million on March 27, 2026, and realized another $17.2 million on April 30, 2026, using all proceeds to pay down debt, thereby strengthening the balance sheet.
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AH Realty Trust (AHRT) stock has gained about 30% since 3/31/2026 because of the following key factors:
1. Strategic Restructuring and Refocus on Core Properties.
AH Realty Trust initiated a fundamental business restructuring to eliminate complexity and sharpen its focus on operating a streamlined real estate platform consisting of retail and office properties. Announced in February 2026 and effective March 2, 2026, this strategic shift involved exiting the multifamily property sector and divesting its construction and real estate financing businesses, aiming to unlock embedded value and reduce leverage.
2. Significant Debt Reduction and Capital Influx from Asset Sales.
Following the strategic restructuring, the company executed major asset dispositions. This included entering a binding agreement on March 13, 2026, to sell an 11-asset multifamily portfolio for $562.0 million in cash, with the sale completed on May 21, 2026. Additionally, AHRT sold real estate financing investments for $63.8 million on March 27, 2026, and realized another $17.2 million on April 30, 2026, using all proceeds to pay down debt, thereby strengthening the balance sheet.
3. Increased Share Repurchase Authorization.
On May 14, 2026, AH Realty Trust increased its share repurchase authorization to $100 million. This action signals management's confidence in the company's valuation following the strategic transformation and asset sales, potentially boosting shareholder value by reducing the number of outstanding shares.
4. Positive Operational Performance in Core Segments.
Despite reporting a GAAP Net Loss of $0.33 per diluted share for fiscal Q1 2026 (ended March 31, 2026), AH Realty Trust's FFO, As Adjusted, of $0.15 per diluted share surpassed analyst estimates by $0.03. The company also demonstrated operational strength in its focused segments, with cash same-store Net Operating Income (NOI) growing by 2.2% in retail and 0.7% in office properties for the quarter.
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Stock Movement Drivers
Fundamental Drivers
The 32.2% change in AHRT stock from 3/31/2026 to 7/21/2026 was primarily driven by a 30.4% change in the company's P/S Multiple.| (LTM values as of) | 3312026 | 7212026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.39 | 7.12 | 32.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 221 | 223 | 1.0% |
| P/S Multiple | 2.0 | 2.6 | 30.4% |
| Shares Outstanding (Mil) | 80 | 80 | 0.4% |
| Cumulative Contribution | 32.2% |
Market Drivers
3/31/2026 to 7/21/2026| Return | Correlation | |
|---|---|---|
| AHRT | 32.4% | |
| Market (SPY) | 15.1% | 23.3% |
| Sector (XLRE) | 10.7% | 46.4% |
Fundamental Drivers
The 12.7% change in AHRT stock from 12/31/2025 to 7/21/2026 was primarily driven by a 0.4% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 12312025 | 7212026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.32 | 7.12 | 12.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | -44 | 223 | -603.4% |
| P/S Multiple | -11.4 | 2.6 | -122.3% |
| Shares Outstanding (Mil) | 80 | 80 | 0.4% |
| Cumulative Contribution | 12.7% |
Market Drivers
12/31/2025 to 7/21/2026| Return | Correlation | |
|---|---|---|
| AHRT | 12.8% | |
| Market (SPY) | 10.0% | 27.4% |
| Sector (XLRE) | 12.8% | 41.3% |
Fundamental Drivers
The 13.1% change in AHRT stock from 6/30/2025 to 7/21/2026 was primarily driven by a 70.4% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 6302025 | 7212026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.30 | 7.12 | 13.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 131 | 223 | 70.4% |
| P/S Multiple | 3.9 | 2.6 | -33.8% |
| Shares Outstanding (Mil) | 80 | 80 | 0.2% |
| Cumulative Contribution | 13.1% |
Market Drivers
6/30/2025 to 7/21/2026| Return | Correlation | |
|---|---|---|
| AHRT | 13.3% | |
| Market (SPY) | 22.1% | 27.2% |
| Sector (XLRE) | 11.9% | 46.1% |
Fundamental Drivers
The -22.9% change in AHRT stock from 6/30/2023 to 7/21/2026 was primarily driven by a -58.1% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 6302023 | 7212026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.23 | 7.12 | -22.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 532 | 223 | -58.1% |
| P/S Multiple | 1.2 | 2.6 | 117.0% |
| Shares Outstanding (Mil) | 68 | 80 | -15.1% |
| Cumulative Contribution | -22.9% |
Market Drivers
6/30/2023 to 7/21/2026| Return | Correlation | |
|---|---|---|
| AHRT | -22.8% | |
| Market (SPY) | 74.8% | 39.8% |
| Sector (XLRE) | 31.7% | 57.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| AHRT Return | 42% | -20% | 15% | -11% | -30% | 11% | -9% |
| Peers Return | 55% | -14% | -8% | 16% | -13% | 35% | 66% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 9% | 98% |
Monthly Win Rates [3] | |||||||
| AHRT Win Rate | 67% | 50% | 50% | 50% | 42% | 57% | |
| Peers Win Rate | 68% | 45% | 45% | 58% | 42% | 77% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 43% | |
Max Drawdowns [4] | |||||||
| AHRT Max Drawdown | -12% | -32% | -23% | -19% | -38% | -27% | |
| Peers Max Drawdown | -11% | -31% | -31% | -16% | -29% | -12% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: CTO, GOOD, PINE, NXDT, OLP.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 7/21/2026 (YTD)
How Low Can It Go
| Event | AHRT | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -17.7% | -9.5% |
| % Gain to Breakeven | 21.6% | 10.5% |
| Time to Breakeven | 49 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -13.6% | -6.7% |
| % Gain to Breakeven | 15.8% | 7.1% |
| Time to Breakeven | 110 days | 31 days |
| 2013 Taper Tantrum | ||
| % Loss | -21.3% | -0.2% |
| % Gain to Breakeven | 27.1% | 0.2% |
| Time to Breakeven | 513 days | 1 days |
In The Past
AH Realty Trust's stock fell 0.0% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 0.0% gain to breakeven.
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Asset Allocation
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| Event | AHRT | S&P 500 |
|---|---|---|
| 2013 Taper Tantrum | ||
| % Loss | -21.3% | -0.2% |
| % Gain to Breakeven | 27.1% | 0.2% |
| Time to Breakeven | 513 days | 1 days |
In The Past
AH Realty Trust's stock fell 0.0% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 0.0% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About AH Realty Trust (AHRT)
AH Realty Trust (AHRT) is a self-managed real estate investment trust (REIT) that acquires, owns, and operates a diversified portfolio of clinical healthcare real estate properties. As of September 30, 2023, AHRT managed approximately $4.6 billion in total assets across 298 buildings and integrated senior health campuses in the United States, United Kingdom, and the Isle of Man, positioning it as a significant player in the healthcare REIT sector.
The company's portfolio is strategically divided into six segments. Its largest holdings are Integrated Senior Health Campuses (35.5%), which provide a continuum of care (independent living, assisted living, memory care, skilled nursing) and are predominantly operated under RIDEA structures. Medical Office Buildings (MOBs), accounting for 31.3% of the portfolio, offer stable cash flows through leases to healthcare providers. The Senior Housing Operating Portfolio (SHOP), at 17.9%, also uses RIDEA structures for independent living, assisted living, and memory care facilities.
Complementing these are Senior Housing—Leased (4.4%), Skilled Nursing Facilities (SNFs, 5.5%), and Hospitals (3.2%), which are primarily leased to third-party operators under triple-net lease structures. AHRT's main customers include healthcare providers, physician practices, and third-party operators, while the end-users are residents needing various levels of senior care and patients utilizing medical facilities. Revenue is generated from leases, direct resident payments, private insurance, and government programs such as Medicare and Medicaid, depending on the property type and service provided.
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Imagine a company like Simon Property Group, but instead of shopping malls and retail centers, they own hospitals, doctor's offices, and senior living facilities.
They're similar to Marriott International, but for healthcare properties rather than hotels, owning the real estate and sometimes managing the senior care operations.
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- Leasing Medical Office Buildings (MOBs): Providing specialized commercial real estate spaces for healthcare providers under lease agreements.
- Operating Integrated Senior Health Campuses: Managing and operating facilities that offer a continuum of senior care, from independent living to skilled nursing, predominantly through RIDEA structures.
- Operating Senior Housing Facilities (SHOP): Managing and operating various senior housing options, including independent living, assisted living, and memory care, through RIDEA structures.
- Leasing Senior Housing Facilities: Providing senior housing properties to third-party operators under triple-net lease agreements.
- Leasing Skilled Nursing Facilities (SNFs): Providing specialized facilities for skilled nursing and rehabilitative care to third-party operators under triple-net lease agreements.
- Leasing Hospital Properties: Providing acute care, long-term acute care, specialty, and rehabilitation hospital facilities to tenants or operators under triple-net lease structures.
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AH Realty Trust (AHRT) primarily serves individuals within its Integrated Senior Health Campuses and Senior Housing Operating Portfolio (SHOP) segments, which together comprise over 53% of its portfolio by aggregate contract purchase price. In these segments, utilizing RIDEA structures, the company participates in the operational performance, and services are primarily paid for by residents or their private insurance.
The up to three categories of individual customers it serves are:
- Independent Living residents: Individuals who are generally self-sufficient but seek the amenities and community of senior housing.
- Assisted Living residents: Individuals who require assistance with daily activities such as eating, bathing, dressing, and/or medication management.
- Residents requiring specialized care: This category includes individuals needing memory care due to cognitive impairments, as well as those requiring 24-hour skilled nursing care for rehabilitation or complex medical needs.
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Key Risks to AH Realty Trust (AHRT)
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Direct Exposure to Healthcare Facility Operational Risks through RIDEA Structures: For a significant portion of its portfolio, including Integrated Senior Health Campuses (35.5%) and SHOP (17.9%), AH Realty Trust utilizes RIDEA structures. This arrangement means the company directly participates in the operational performance of these healthcare facilities, bearing the risk of any decline in their operating performance. This exposes AHRT to fluctuations in occupancy rates, staffing costs, regulatory changes, competition, and other operational challenges inherent in managing healthcare facilities.
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Reliance on Government Reimbursement Programs: Tenants in AH Realty Trust's Skilled Nursing Facilities (SNFs) (5.5%) and Hospitals (3.2%) segments derive a substantial portion of their revenue from government reimbursement programs such as Medicare and Medicaid. Consequently, AHRT is exposed to the risk of changes in government healthcare policies, reimbursement rates, and funding levels. Any adverse revisions to these programs could significantly impact the financial viability of its tenants, potentially affecting their ability to meet lease obligations.
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Tenant Default and Lease Non-Renewal Risk: Across its triple-net leased properties, including MOBs, Senior Housing—Leased, SNFs, and Hospitals, AH Realty Trust faces the risk of tenant defaults or non-renewal of leases. Factors such as a tenant's financial performance, increased competition, or adverse changes in the healthcare operating environment could lead to an inability to pay rent or a decision not to extend lease agreements. Additionally, the fixed annual rent escalations (historically 2% to 3% per year) in many of its leases may not always keep pace with inflation or market rate increases, potentially impacting future revenue growth.
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Clear emerging threats for AH Realty Trust (AHRT) include:
- Expansion of Telehealth and Virtual Care: This trend reduces the necessity for in-person visits to medical offices and hospitals, potentially decreasing demand for physical space in their Medical Office Buildings (MOBs) and hospitals.
- Accelerated Shift to Home-Based Healthcare: A growing preference and capability to deliver skilled nursing and post-acute care in patients' homes, rather than in institutional settings, could diminish the demand for Skilled Nursing Facilities (SNFs) and certain hospital services.
- Advancements in Aging-in-Place Technologies and In-Home Support Services: Innovations that allow seniors to live independently and safely in their own homes for longer periods may reduce the demand for dedicated senior housing facilities, including integrated senior health campuses, SHOP, and senior housing—leased properties.
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Addressable Market Sizes for AH Realty Trust's Main Products and Services
United States
- Overall Healthcare Real Estate: The U.S. healthcare real estate industry is projected to reach an estimated revenue of US$2,270.4 million by 2030. North America, which includes the U.S., accounted for 50.03% of the global healthcare real estate market in 2025.
- Medical Office Buildings (MOBs): The U.S. medical office buildings market generated a revenue of USD 14,083.8 million in 2023 and is expected to reach USD 22,042.6 million by 2030, growing at a Compound Annual Growth Rate (CAGR) of 6.6% from 2024 to 2030. There are approximately 42,260 MOBs in the United States, representing 1.6 billion square feet. Investment in the U.S. medical office sector rebounded to $14.4 billion in 2024.
- Senior Living/Senior Housing (including Integrated Senior Health Campuses, SHOP, and Senior Housing—Leased): The U.S. senior living market size was valued at USD 943.90 billion in 2025 and is expected to reach USD 1.33 trillion by 2033, growing at a CAGR of 4.47% from 2026 to 2033. The construction of senior living and retirement communities in the U.S. healthcare real estate sector is projected to expand at a robust CAGR of 9.6% from 2026 to 2033. Senior living transaction volume reached just over $24 billion by year-end 2025.
- Skilled Nursing Facilities (SNFs): The U.S. skilled nursing facilities market size was estimated at USD 199.72 billion in 2024 and is expected to reach USD 290.02 billion by 2033, growing at a CAGR of 4.39% from 2025 to 2033. The U.S. skilled nursing facility and rehabilitation market size was exhibited at USD 254.95 billion in 2025 and is projected to reach around USD 388.42 billion by 2035, growing at a CAGR of 4.3% during the forecast period 2026 to 2035.
- Hospitals: Hospital real estate accounted for a market share of 32.80% in the global healthcare real estate market in 2025. There are 7,273 hospitals in the United States, comprising 1.9 billion square feet.
United Kingdom
- Medical Office Buildings (MOBs): The medical office buildings market in the UK is expected to reach a projected revenue of US$3,797.1 million by 2030, with a CAGR of 6.5% from 2024 to 2030.
- Senior Housing (Care Homes): Care home occupancy rates in the UK reached 88.3% in 2024, an increase from 86.4% in 2023. The total pipeline of seniors homes across the UK is 30,000 homes, with nearly 13,000 currently under construction. Investment in UK care homes rose 356% year-on-year in Q4 2025.
Isle of Man
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AH Realty Trust (AHRT) is expected to drive future revenue growth over the next 2-3 years through several key strategies:
- Acquisitions of Healthcare Real Estate Properties: As a self-managed REIT that acquires, owns, and operates a diversified portfolio of clinical healthcare real estate, AHRT's management team has a long-standing track record of overseeing significant healthcare real estate investments. This ongoing strategy of acquiring high-quality, well-positioned assets with growth potential is a fundamental driver of increasing revenue.
- Fixed Annual Rent Escalations: A significant portion of AHRT's portfolio, including Medical Office Buildings (MOBs), Senior Housing—Leased facilities, and Skilled Nursing Facilities (SNFs), operates under leases that typically include fixed annual rent escalations, historically ranging from 2% to 3% per year. These contractual increases provide a stable and predictable source of revenue growth.
- Improved Operational Performance of RIDEA-structured Properties: For its Integrated Senior Health Campuses and SHOP (Senior Housing Operating Portfolio) segments, AHRT utilizes a RIDEA (REIT Investment Diversification and Empowerment Act) structure. This arrangement allows the company to participate in the upside from improved operational performance, meaning increased occupancy, higher rates, and efficient management in these facilities can directly translate into revenue growth.
- New Leasing and Rent Commencements: Even within existing properties, new leasing activity and the commencement of rent for new or renewed leases contribute to revenue expansion. For example, in Q4 2025, retail same-store Net Operating Income (NOI) saw an increase driven by new leasing and rent commencements, along with positive renewal spreads. This indicates an ongoing ability to generate growth from their existing portfolio through leasing efforts.
- Future Developments and Construction Business: AHRT's forward-looking statements mention its "construction business" as contributing to future performance. Additionally, for its integrated senior health campuses, the company has exclusive rights to future opportunities identified by the Trilogy Manager, including future developments. This suggests that developing new facilities or expanding existing ones will add to the revenue-generating asset base.
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Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 17.19 |
| Mkt Cap | 0.6 |
| Rev LTM | 128 |
| Op Inc LTM | 35 |
| FCF LTM | 51 |
| FCF 3Y Avg | 49 |
| CFO LTM | 51 |
| CFO 3Y Avg | 49 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 13.6% |
| Rev Chg 3Y Avg | 3.2% |
| Rev Chg Q | 13.4% |
| QoQ Delta Rev Chg LTM | 3.2% |
| Op Inc Chg LTM | 21.7% |
| Op Inc Chg 3Y Avg | 9.3% |
| Op Mgn LTM | 34.4% |
| Op Mgn 3Y Avg | 34.3% |
| QoQ Delta Op Mgn LTM | 0.6% |
| CFO/Rev LTM | 37.5% |
| CFO/Rev 3Y Avg | 43.8% |
| FCF/Rev LTM | 37.5% |
| FCF/Rev 3Y Avg | 43.8% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Office Real Estate | 103 | 95 | 83 | 74 | 47 |
| Retail Real Estate | 100 | 103 | 100 | 86 | 79 |
| Multifamily Real Estate | 66 | 58 | 56 | 59 | 66 |
| Real Estate Financing | 15 | 16 | 14 | 16 | |
| Other | 1 | 1 | 1 | ||
| General Contracting and Real Estate Services | 413 | 235 | 92 | ||
| Interest income | 1 | ||||
| Total | 285 | 274 | 667 | 471 | 284 |
| $ Mil | 2015 |
|---|---|
| Retail Real Estate | 23 |
| Office Real Estate | 22 |
| Multifamily Real Estate | 9 |
| General Contracting and Real Estate Services | 6 |
| Adjustment | -34 |
| Total | 27 |
| $ Mil | 2025 | 2024 | 2023 |
|---|---|---|---|
| Retail Real Estate | 12 | 36 | 12 |
| Real Estate Financing | 7 | 11 | 9 |
| Office Real Estate | 3 | -4 | -14 |
| Multifamily Real Estate | -2 | 2 | 7 |
| Other | -16 | -3 | -20 |
| General Contracting and Real Estate Services | 12 | ||
| Total | 4 | 42 | 8 |
Price Behavior
| Market Price | $7.13 | |
| Market Cap ($ Bil) | 0.6 | |
| First Trading Date | 02/07/2024 | |
| Distance from 52W High | -0.7% | |
| 50 Days | 200 Days | |
| DMA Price | $6.76 | $6.25 |
| DMA Trend | indeterminate | up |
| Distance from DMA | 5.5% | 14.1% |
| 3M | 1YR | |
| Volatility | 24.0% | 28.3% |
| Downside Capture | 7.81 | 39.94 |
| Upside Capture | 87.93 | 43.33 |
| Correlation (SPY) | 20.5% | 26.3% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.09 | 0.40 | 0.59 | 0.63 | 0.63 | 0.72 |
| Up Beta | -0.58 | -0.15 | 0.58 | 0.87 | 0.92 | 0.71 |
| Down Beta | 0.95 | 0.57 | 0.37 | 0.86 | 0.79 | 0.83 |
| Up Capture | 35% | 105% | 110% | 49% | 37% | 24% |
| Bmk +ve Days | 11 | 24 | 40 | 67 | 140 | 429 |
| Stock +ve Days | 11 | 20 | 34 | 63 | 121 | 366 |
| Down Capture | -33% | -1% | 14% | 39% | 52% | 93% |
| Bmk -ve Days | 10 | 17 | 23 | 58 | 112 | 321 |
| Stock -ve Days | 8 | 19 | 27 | 59 | 119 | 361 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AHRT | |
|---|---|---|---|---|
| AHRT | 9.9% | 28.3% | 0.33 | - |
| Sector ETF (XLRE) | 10.8% | 14.3% | 0.49 | 45.1% |
| Equity (SPY) | 20.3% | 12.6% | 1.19 | 26.5% |
| Gold (GLD) | 21.6% | 28.1% | 0.69 | 3.6% |
| Commodities (DBC) | 31.4% | 19.1% | 1.30 | -4.8% |
| Real Estate (VNQ) | 15.0% | 14.0% | 0.76 | 49.1% |
| Bitcoin (BTCUSD) | -44.6% | 42.9% | -1.25 | 15.7% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AHRT | |
|---|---|---|---|---|
| AHRT | -5.4% | 27.4% | -0.20 | - |
| Sector ETF (XLRE) | 3.0% | 19.1% | 0.06 | 64.1% |
| Equity (SPY) | 12.9% | 17.1% | 0.58 | 49.8% |
| Gold (GLD) | 17.3% | 18.4% | 0.76 | 7.5% |
| Commodities (DBC) | 8.9% | 19.5% | 0.35 | 14.6% |
| Real Estate (VNQ) | 2.9% | 18.9% | 0.05 | 67.7% |
| Bitcoin (BTCUSD) | 14.9% | 53.4% | 0.46 | 20.1% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AHRT | |
|---|---|---|---|---|
| AHRT | -0.9% | 33.5% | 0.06 | - |
| Sector ETF (XLRE) | 6.3% | 20.4% | 0.26 | 67.2% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 53.1% |
| Gold (GLD) | 11.2% | 16.1% | 0.57 | 4.6% |
| Commodities (DBC) | 7.2% | 17.9% | 0.32 | 20.1% |
| Real Estate (VNQ) | 5.1% | 20.7% | 0.21 | 72.0% |
| Bitcoin (BTCUSD) | 58.7% | 66.2% | 0.99 | 15.8% |
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Earnings Returns History
Updated 6/4/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/4/2026 | 7.7% | 8.4% | 11.9% |
| 2/17/2026 | -8.0% | -13.5% | -17.4% |
| 11/3/2025 | -0.9% | -3.9% | 0.2% |
| 8/4/2025 | -0.3% | 2.7% | 5.0% |
| 5/7/2025 | -1.2% | 4.8% | 2.6% |
| 2/19/2025 | -1.6% | -0.3% | -15.2% |
| 11/4/2024 | 1.5% | 1.6% | 0.8% |
| 8/7/2024 | -0.5% | -1.5% | 3.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 9 | 13 | 15 |
| # Negative | 15 | 11 | 9 |
| Median Positive | 1.5% | 4.8% | 4.4% |
| Median Negative | -1.2% | -3.8% | -5.1% |
| Max Positive | 7.7% | 12.6% | 18.2% |
| Max Negative | -8.0% | -13.5% | -17.4% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/4/2026 | 7.7% | 8.4% | 11.9% |
| 2/17/2026 | -8.0% | -13.5% | -17.4% |
| 11/3/2025 | -0.9% | -3.9% | 0.2% |
| 8/4/2025 | -0.3% | 2.7% | 5.0% |
| 5/7/2025 | -1.2% | 4.8% | 2.6% |
| 2/19/2025 | -1.6% | -0.3% | -15.2% |
| 11/4/2024 | 1.5% | 1.6% | 0.8% |
| 8/7/2024 | -0.5% | -1.5% | 3.1% |
| 5/9/2024 | -0.6% | 0.4% | -5.1% |
| 2/22/2024 | -1.8% | -5.9% | -3.4% |
| 11/2/2023 | 3.1% | -0.9% | 13.2% |
| 8/3/2023 | -0.2% | -0.8% | -5.0% |
| 5/9/2023 | -1.2% | -5.3% | 1.5% |
| 2/14/2023 | 0.3% | -3.1% | -11.7% |
| 11/8/2022 | 0.6% | 7.9% | 6.5% |
| 8/4/2022 | -0.5% | 2.6% | -6.6% |
| 5/3/2022 | 2.2% | -7.3% | 4.4% |
| 2/10/2022 | 1.0% | 6.3% | 8.8% |
| 11/2/2021 | 3.1% | 5.0% | -1.8% |
| 8/3/2021 | -2.0% | 0.1% | 2.8% |
| 5/4/2021 | -2.5% | -3.8% | -1.3% |
| 2/11/2021 | -0.7% | 4.5% | 15.5% |
| 11/5/2020 | -4.7% | 12.6% | 18.2% |
| 8/4/2020 | 0.2% | 7.6% | 3.0% |
| SUMMARY STATS | |||
| # Positive | 9 | 13 | 15 |
| # Negative | 15 | 11 | 9 |
| Median Positive | 1.5% | 4.8% | 4.4% |
| Median Negative | -1.2% | -3.8% | -5.1% |
| Max Positive | 7.7% | 12.6% | 18.2% |
| Max Negative | -8.0% | -13.5% | -17.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 02/26/2026 | 10-K |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-Q |
| 12/31/2024 | 02/28/2025 | 10-K |
| 09/30/2024 | 11/08/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 02/29/2024 | 10-K |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/10/2023 | 10-Q |
| 12/31/2022 | 02/23/2023 | 10-K |
| 09/30/2022 | 11/09/2022 | 10-Q |
| 06/30/2022 | 08/05/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 02/26/2026 | 10-K |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-Q |
| 12/31/2024 | 02/28/2025 | 10-K |
| 09/30/2024 | 11/08/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 02/29/2024 | 10-K |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/10/2023 | 10-Q |
| 12/31/2022 | 02/23/2023 | 10-K |
| 09/30/2022 | 11/09/2022 | 10-Q |
| 06/30/2022 | 08/05/2022 | 10-Q |
| 03/31/2022 | 05/06/2022 | 10-Q |
| 12/31/2021 | 02/24/2022 | 10-K |
| 09/30/2021 | 11/05/2021 | 10-Q |
| 06/30/2021 | 08/06/2021 | 10-Q |
| 03/31/2021 | 05/07/2021 | 10-Q |
| 12/31/2020 | 02/24/2021 | 10-K |
| 09/30/2020 | 11/06/2020 | 10-Q |
| 06/30/2020 | 08/07/2020 | 10-Q |
| 03/31/2020 | 05/06/2020 | 10-Q |
| 12/31/2019 | 02/25/2020 | 10-K |
| 09/30/2019 | 11/06/2019 | 10-Q |
| 06/30/2019 | 08/05/2019 | 10-Q |
Insider Activity
Updated 7/6/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Wimbush, Frederick Blair | Direct | Buy | 7062026 | 7.01 | 529 | 3,711 | 316,977 | Form | |
| 2 | Wimbush, Frederick Blair | Direct | Buy | 7062026 | 7.00 | 358 | 2,505 | 312,819 | Form | |
| 3 | Wimbush, Frederick Blair | Direct | Buy | 4072026 | 5.41 | 669 | 3,620 | 227,302 | Form | |
| 4 | Wimbush, Frederick Blair | Direct | Buy | 4072026 | 5.38 | 395 | 2,128 | 222,524 | Form | |
| 5 | Wimbush, Frederick Blair | Direct | Buy | 3042026 | 6.19 | 10,000 | 61,900 | 239,459 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Wimbush, Frederick Blair | Direct | Buy | 7062026 | 7.01 | 529 | 3,711 | 316,977 | Form | |
| 2 | Wimbush, Frederick Blair | Direct | Buy | 7062026 | 7.00 | 358 | 2,505 | 312,819 | Form | |
| 3 | Wimbush, Frederick Blair | Direct | Buy | 4072026 | 5.41 | 669 | 3,620 | 227,302 | Form | |
| 4 | Wimbush, Frederick Blair | Direct | Buy | 4072026 | 5.38 | 395 | 2,128 | 222,524 | Form | |
| 5 | Wimbush, Frederick Blair | Direct | Buy | 3042026 | 6.19 | 10,000 | 61,900 | 239,459 | Form | |
| 6 | Wimbush, Frederick Blair | Direct | Buy | 1202026 | 6.63 | 328 | 2,173 | 190,066 | Form | |
| 7 | Wimbush, Frederick Blair | Direct | Buy | 10062025 | 6.97 | 520 | 3,627 | 183,749 | Form | |
| 8 | Apperson, Eric E | President of Construction | Direct | Sell | 8192025 | 7.12 | 48,837 | 347,902 | 75,850 | Form |
| 9 | Wimbush, Frederick Blair | Direct | Buy | 7092025 | 6.94 | 475 | 3,299 | 166,239 | Form |
Investor Activity (13F)
Updated Jul 21, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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