AH Realty Trust (AHRT)
Market Price (4/15/2026): $5.78 | Market Cap: $-Sector: Real Estate | Industry: Diversified REITs
AH Realty Trust (AHRT)
Market Price (4/15/2026): $5.78Market Cap: $-Sector: Real EstateIndustry: Diversified REITs
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Low stock price volatilityVol 12M is 30% Megatrend and thematic driversMegatrends include Smart Buildings & Proptech, and Sustainable & Green Buildings. Themes include Real Estate Data Analytics, and ESG REITs. | Weak multi-year price returns2Y Excs Rtn is -70%, 3Y Excs Rtn is -110% | 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. |
| Low stock price volatilityVol 12M is 30% |
| Megatrend and thematic driversMegatrends include Smart Buildings & Proptech, and Sustainable & Green Buildings. Themes include Real Estate Data Analytics, and ESG REITs. |
| Weak multi-year price returns2Y Excs Rtn is -70%, 3Y Excs Rtn is -110% |
| 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 lost about 10% since 12/31/2025 because of the following key factors:
1. Strategic portfolio repositioning through significant asset sales created near-term market uncertainty. AH Realty Trust announced an agreement to sell an 11-asset multifamily portfolio for $562 million, and separately completed the sale of two multifamily real estate financing investments for an aggregate of $63 million, with proceeds primarily allocated to debt reduction and share repurchases. This substantial divestiture, impacting a core segment of the company's holdings, could have introduced investor apprehension regarding the future composition and revenue streams of its portfolio.
2. Negative performance within key real estate sectors impacted investor sentiment. While the broader U.S. REIT market saw mixed results in Q1 2026, the apartment REIT index experienced a 7.6% decline, and the office REIT index, another of AH Realty Trust's segments, declined significantly by 12.8%. These sector-specific downturns likely contributed to the downward pressure on AH Realty Trust's stock, given its exposure to these property types.
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1. Strategic portfolio repositioning through significant asset sales created near-term market uncertainty. AH Realty Trust announced an agreement to sell an 11-asset multifamily portfolio for $562 million, and separately completed the sale of two multifamily real estate financing investments for an aggregate of $63 million, with proceeds primarily allocated to debt reduction and share repurchases. This substantial divestiture, impacting a core segment of the company's holdings, could have introduced investor apprehension regarding the future composition and revenue streams of its portfolio.
2. Negative performance within key real estate sectors impacted investor sentiment. While the broader U.S. REIT market saw mixed results in Q1 2026, the apartment REIT index experienced a 7.6% decline, and the office REIT index, another of AH Realty Trust's segments, declined significantly by 12.8%. These sector-specific downturns likely contributed to the downward pressure on AH Realty Trust's stock, given its exposure to these property types.
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Stock Movement Drivers
Fundamental Drivers
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Market Drivers
12/31/2025 to 4/15/2026| Return | Correlation | |
|---|---|---|
| AHRT | -9.0% | |
| Market (SPY) | -5.4% | 20.3% |
| Sector (XLRE) | 7.6% | 40.3% |
Fundamental Drivers
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Market Drivers
9/30/2025 to 4/15/2026| Return | Correlation | |
|---|---|---|
| AHRT | -12.2% | |
| Market (SPY) | -2.9% | 17.8% |
| Sector (XLRE) | 4.2% | 41.8% |
Fundamental Drivers
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Market Drivers
3/31/2025 to 4/15/2026| Return | Correlation | |
|---|---|---|
| AHRT | -14.8% | |
| Market (SPY) | 16.3% | 43.4% |
| Sector (XLRE) | 6.6% | 55.8% |
Fundamental Drivers
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Market Drivers
3/31/2023 to 4/15/2026| Return | Correlation | |
|---|---|---|
| AHRT | -37.4% | |
| Market (SPY) | 63.3% | 41.1% |
| Sector (XLRE) | 27.9% | 59.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| AHRT Return | 42% | -20% | 15% | -11% | -30% | -10% | -27% |
| Peers Return | 55% | -14% | -8% | 16% | -13% | 17% | 44% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 2% | 85% |
Monthly Win Rates [3] | |||||||
| AHRT Win Rate | 67% | 50% | 50% | 50% | 42% | 50% | |
| Peers Win Rate | 68% | 45% | 45% | 58% | 42% | 65% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| AHRT Max Drawdown | -4% | -30% | -9% | -18% | -38% | -20% | |
| Peers Max Drawdown | -2% | -24% | -24% | -15% | -28% | -3% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[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 4/15/2026 (YTD)
How Low Can It Go
| Event | AHRT | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -35.2% | -25.4% |
| % Gain to Breakeven | 54.4% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -56.5% | -33.9% |
| % Gain to Breakeven | 129.8% | 51.3% |
| Time to Breakeven | Not Fully Recovered days | 148 days |
| 2018 Correction | ||
| % Loss | -7.2% | -19.8% |
| % Gain to Breakeven | 7.8% | 24.7% |
| Time to Breakeven | 60 days | 120 days |
Compare to CTO, GOOD, PINE, NXDT, OLP
In The Past
AH Realty Trust's stock fell -35.2% during the 2022 Inflation Shock from a high on 1/4/2022. A -35.2% loss requires a 54.4% gain to breakeven.
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About AH Realty Trust (AHRT)
We are a self-managed REIT that acquires, owns and operates a diversified portfolio of clinical healthcare real estate properties, focusing primarily on MOBs, senior housing, SNFs, hospitals and other healthcare-related facilities. We have built a fully-integrated management platform, with 112 employees, that operates clinical healthcare properties throughout the United States, the United Kingdom and the Isle of Man. As of September 30, 2023, we had approximately $4.6 billion of total assets and were the ninth largest public reporting healthcare REIT (based on total assets). As of September 30, 2023, we owned and/or operated 298 buildings and integrated senior health campuses, representing an aggregate of approximately 18,875,000 square feet of GLA. Our long-standing track record of execution and expertise across multiple clinical healthcare asset classes is the foundation upon which we have built a strong, diversified portfolio of assets with a broad geographic footprint. Members of our management team have overseen the acquisition of approximately $9.6 billion in healthcare real estate investments (based on aggregate contract purchase price) over the last 17 years, on behalf of us and three other prior public reporting REITs. This long-standing track record of execution has allowed us to develop and foster deep operator, tenant and industry relationships, which we believe, in turn, have allowed us to access attractive investments and deliver favorable risk-adjusted returns. We believe that we are effectively positioned to grow over the near- and long-term through multiple operating segments, which include six reportable business segments—MOBs, integrated senior health campuses, SHOP, senior housing—leased, SNFs and hospitals. • MOBs. We value the stable and reliable cash flows our MOBs provide our portfolio, which we believe are particularly valuable during market disruptions and recessionary periods. As of September 30, 2023, we owned 90 MOBs that we lease to third parties, accounting for approximately 31.3% of our portfolio (based on aggregate contract purchase price on a pro rata share basis). These properties are similar to commercial office buildings, but typically require specialized infrastructure to accommodate physicians’ offices and examination rooms, as well as some ancillary uses, including pharmacies, hospital ancillary service space and outpatient services, such as diagnostic centers, rehabilitation clinics and outpatient-surgery operating rooms. As of September 30, 2023 and based on square feet on a pro rata share basis, approximately 75.0% of our MOBs were on-campus or adjacent to hospitals or Affiliated MOBs. Our MOBs are typically multi-tenant properties leased to healthcare providers (hospitals and physician practices) under leases that generally provide for recovery of certain operating expenses and certain capital expenditures and have initial terms of five to 10 years with fixed annual rent escalations (historically ranging from 2% to 3% per year). • Integrated Senior Health Campuses. Integrated senior health campuses are a valuable component of our portfolio because of their ability to provide a continuum of care as residents require increasing levels of care. As of September 30, 2023, we owned and/or operated 125 integrated senior health campuses, accounting for approximately 35.5% of our portfolio (based on aggregate contract purchase price on a pro rata share basis). These facilities allow residents to “age-in-place” by providing independent living, assisted living, memory care, skilled nursing and certain ancillary services, all within a single campus setting. Integrated senior health campuses predominantly focus on need-driven segments of senior care (i.e., assisted living, memory care and skilled nursing) and charge market rents in lieu of entry fees, as is commonly the case with continuing care retirement communities. Predominantly all of our integrated senior health campuses are operated utilizing a RIDEA structure, allowing us to participate in the upside from any improved operational performance while bearing the risk of any decline in operating performance. All of our integrated senior health campuses are held by Trilogy, one of our consolidated joint ventures in which we indirectly owned a 74.0% interest as of September 30, 2023, and are managed by a third-party operator, the Trilogy Manager. The management agreement between Trilogy and the Trilogy Manager limits the Trilogy Manager’s ability to compete with us and our portfolio and provides us exclusive rights to future opportunities identified by the Trilogy Manager, including future developments. • SHOP. Our SHOP segment has the potential for growth through the ongoing recovery from the COVID-19 pandemic and demand growth from an aging U.S. population. As of September 30, 2023, we owned and operated 46 senior housing facilities in our SHOP segment, accounting for approximately 17.9% of our portfolio (based on aggregate contract purchase price on a pro rata share basis). Senior housing facilities cater to different segments of the elderly population based upon their personal needs and include independent living, assisted living and memory care facilities. Residents of assisted living facilities typically require limited medical care but need assistance with eating, bathing, dressing and/or medication management. Services provided by operators at these facilities are primarily paid for by the residents directly or through private insurance and are therefore less reliant on government reimbursement programs, such as Medicaid and Medicare. The facilities in our SHOP segment are operated utilizing RIDEA structures, allowing us to participate in the upside from any improved operational performance while bearing the risk of any decline in operating performance. • Senior Housing—Leased. As of September 30, 2023, we owned 20 senior housing facilities that we lease to third parties within our senior housing—leased segment, accounting for approximately 4.4% of our portfolio (based on aggregate contract purchase price on a pro rata share basis). Each facility is leased to a single tenant under a triple-net lease structure with an initial term typically ranging from approximately 12 to 15 years, fixed annual rent escalations (historically ranging from 2% to 3% per year) and requiring minimum lease coverage ratios. We commonly structure senior housing—leased assets under a single master lease covering multiple facilities in order to diversify our master tenant’s sources of rent and mitigate risk. • SNFs. As of September 30, 2023, we owned 15 SNFs that we lease to third parties, accounting for approximately 5.5% of our portfolio (based on aggregate contract purchase price on a pro rata share basis). SNF residents are generally higher acuity and need assistance with eating, bathing, dressing and/or medication management and also require available 24-hour nursing care. SNFs offer restorative, rehabilitative and custodial nursing care for people who cannot live independently but do not require the more extensive and sophisticated treatment available at hospitals. Skilled nursing services provided by our tenants in SNFs are paid for either by private sources or through the Medicare and Medicaid programs. Each SNF is leased to a single tenant under a triple-net lease, with an initial term typically ranging from 12 to 15 years, fixed annual rent escalations (historically ranging from 2% to 3% per year) and requiring minimum lease coverage ratios. We commonly structure SNFs under a master lease with multiple facilities in order to diversify our master tenant’s sources of rent and mitigate risk. We typically focus on SNF investments in states that require a CON in order to develop new SNFs, which we believe reduces the risk of over-supply. • Hospitals. As of September 30, 2023, we had one wholly-owned hospital and one hospital in which we owned an approximately 90.6% interest, which together account for approximately 3.2% of our portfolio (based on aggregate contract purchase price on a pro rata share basis). Services provided by operators and tenants in our hospitals are paid for by private sources, third-party payors (e.g., insurance and health maintenance organizations) or through the Medicare and Medicaid programs. Our hospital properties include acute care, long-term acute care, specialty and rehabilitation services and are leased to single tenants or operators under triple-net lease structures. Our principal executive offices are located at 18191 Von Karman Avenue, Suite 300, Irvine, California.
AI Analysis | Feedback
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.
AI Analysis | Feedback
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
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 15.96 |
| Mkt Cap | 0.5 |
| Rev LTM | 97 |
| Op Inc LTM | 33 |
| FCF LTM | 38 |
| FCF 3Y Avg | 41 |
| CFO LTM | 38 |
| CFO 3Y Avg | 41 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 8.0% |
| Rev Chg 3Y Avg | 6.6% |
| Rev Chg Q | 7.3% |
| QoQ Delta Rev Chg LTM | 1.8% |
| Op Mgn LTM | 32.7% |
| Op Mgn 3Y Avg | 29.0% |
| QoQ Delta Op Mgn LTM | 2.4% |
| CFO/Rev LTM | 42.9% |
| CFO/Rev 3Y Avg | 44.6% |
| FCF/Rev LTM | 42.9% |
| FCF/Rev 3Y Avg | 44.6% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.5 |
| P/S | 4.4 |
| P/EBIT | 13.7 |
| P/E | 18.8 |
| P/CFO | 10.8 |
| Total Yield | 6.1% |
| Dividend Yield | 6.4% |
| FCF Yield 3Y Avg | 10.1% |
| D/E | 1.3 |
| Net D/E | 1.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 3.5% |
| 3M Rtn | 11.1% |
| 6M Rtn | 22.0% |
| 12M Rtn | 11.2% |
| 3Y Rtn | 31.1% |
| 1M Excs Rtn | -1.3% |
| 3M Excs Rtn | 12.0% |
| 6M Excs Rtn | 18.0% |
| 12M Excs Rtn | -17.3% |
| 3Y Excs Rtn | -40.8% |
Price Behavior
Price Behavior
| Market Price | $5.87 | |
| First Trading Date | 02/07/2024 | |
| Distance from 52W High | -17.0% | |
| 50 Days | 200 Days | |
| DMA Price | $5.94 | $6.36 |
| DMA Trend | down | down |
| Distance from DMA | -1.2% | -7.7% |
| 3M | 1YR | |
| Volatility | 39.2% | 29.8% |
| Downside Capture | 0.12 | 0.24 |
| Upside Capture | -81.89 | 26.08 |
| Correlation (SPY) | 17.8% | 32.1% |
AHRT Betas & Captures as of 3/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.70 | 0.42 | 0.56 | 0.45 | 0.70 | 0.75 |
| Up Beta | -1.18 | 1.55 | 1.23 | 0.94 | 0.75 | 0.74 |
| Down Beta | 1.35 | 1.22 | 1.39 | 1.05 | 0.88 | 0.85 |
| Up Capture | -37% | -96% | -45% | -18% | 23% | 22% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 9 | 18 | 30 | 56 | 118 | 362 |
| Down Capture | 108% | 71% | 49% | 35% | 79% | 96% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 12 | 23 | 32 | 65 | 121 | 367 |
[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 | -4.8% | 29.8% | -0.15 | - |
| Sector ETF (XLRE) | 14.7% | 13.8% | 0.76 | 50.1% |
| Equity (SPY) | 22.0% | 12.9% | 1.36 | 34.4% |
| Gold (GLD) | 49.0% | 27.5% | 1.44 | -5.1% |
| Commodities (DBC) | 25.0% | 16.1% | 1.38 | 0.3% |
| Real Estate (VNQ) | 17.3% | 13.7% | 0.92 | 54.0% |
| Bitcoin (BTCUSD) | -10.4% | 42.6% | -0.14 | 15.0% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AHRT | |
|---|---|---|---|---|
| AHRT | -8.7% | 27.5% | -0.32 | - |
| Sector ETF (XLRE) | 4.8% | 19.0% | 0.16 | 64.5% |
| Equity (SPY) | 10.9% | 17.0% | 0.50 | 50.6% |
| Gold (GLD) | 21.9% | 17.8% | 1.01 | 7.4% |
| Commodities (DBC) | 11.5% | 18.8% | 0.50 | 16.2% |
| Real Estate (VNQ) | 4.0% | 18.8% | 0.12 | 68.1% |
| Bitcoin (BTCUSD) | 5.1% | 56.5% | 0.31 | 19.0% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AHRT | |
|---|---|---|---|---|
| AHRT | -0.6% | 33.5% | 0.07 | - |
| Sector ETF (XLRE) | 6.6% | 20.4% | 0.28 | 67.3% |
| Equity (SPY) | 13.8% | 17.9% | 0.67 | 53.1% |
| Gold (GLD) | 14.3% | 15.9% | 0.75 | 4.1% |
| Commodities (DBC) | 8.7% | 17.6% | 0.41 | 20.9% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.22 | 72.1% |
| Bitcoin (BTCUSD) | 67.8% | 66.9% | 1.07 | 15.6% |
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Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/17/2026 | 0.0% | 0.0% | -46.6% |
| 11/3/2025 | 0.0% | 0.0% | 0.0% |
| 8/4/2025 | 0.0% | 0.0% | 0.0% |
| 5/7/2025 | 0.0% | 0.0% | 0.0% |
| 2/19/2025 | 0.0% | 0.0% | 0.0% |
| 11/4/2024 | 0.0% | 0.0% | 0.0% |
| 8/7/2024 | 0.0% | 0.0% | 0.0% |
| 5/9/2024 | 0.0% | 0.0% | 0.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 9 | 8 |
| # Negative | 0 | 1 | 2 |
| Median Positive | 0.0% | 0.0% | 0.0% |
| Median Negative | -31.2% | -29.0% | |
| Max Positive | 0.0% | 0.0% | 0.0% |
| Max Negative | -31.2% | -46.6% | |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Wimbush, Frederick Blair | Direct | Buy | 3042026 | 6.19 | 10,000 | 61,900 | 239,459 | Form | |
| 2 | Wimbush, Frederick Blair | Direct | Buy | 1202026 | 6.63 | 328 | 2,173 | 190,066 | Form | |
| 3 | Wimbush, Frederick Blair | Direct | Buy | 10062025 | 6.97 | 520 | 3,627 | 183,749 | Form | |
| 4 | Apperson, Eric E | President of Construction | Direct | Sell | 8192025 | 7.12 | 48,837 | 347,902 | 75,850 | Form |
| 5 | Wimbush, Frederick Blair | Direct | Buy | 7092025 | 6.94 | 475 | 3,299 | 166,239 | Form |
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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