InnSuites Hospitality Trust (IHT)


Market Price (9/19/2026): $1.48 | Market Cap: $-Sector: Real Estate | Industry: Hotel & Resort REITs

InnSuites Hospitality Trust (IHT)


Market Price (9/19/2026): $1.48
Market Cap: $-
Sector: Real Estate
Industry: Hotel & Resort REITs

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Weak multi-year price returns
2Y Excs Rtn is -65%, 3Y Excs Rtn is -37%

Key risks
IHT key risks include [1] significant financial instability, Show more.

0 Weak multi-year price returns
2Y Excs Rtn is -65%, 3Y Excs Rtn is -37%
1 Key risks
IHT key risks include [1] significant financial instability, Show more.

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 9/17/2026

InnSuites Hospitality Trust (IHT) stock has lost about 10% since 5/31/2026 because of the following key factors:

1. NYSE American Listing Non-Compliance and Remediation Efforts.

InnSuites Hospitality Trust (IHT) received a notice of non-compliance from NYSE American on June 24, 2026, for failing to meet continued listing standards, specifically Section 1003(a)(i) equity requirements, with a stockholders' deficit of approximately $(921,921) as of the end of fiscal Q1 2027 (April 30, 2026). While IHT's compliance plan was accepted by NYSE American on September 10, 2026, granting an 18-month cure period until December 24, 2027, the initial non-compliance and the ongoing period to regain full compliance likely contributed to investor concern and stock depreciation. As part of its remediation, IHT increased its stockholders' equity by $3.0 million on August 19, 2026, reaching $2,078,079 by August 25, 2026, which put it above the NYSE American's minimum threshold of $2 million.

2. Persistent Net Losses Despite Revenue Growth in Fiscal Q2 2027.

For fiscal Q2 2027, which ended July 31, 2026, InnSuites Hospitality Trust reported a revenue of $1.84 million, a modest 2.1% increase from $1.80 million in the comparable prior-year quarter. Despite this top-line growth and an improved net loss of $297,000 (compared to a $401,000 net loss in the prior-year quarter), the company continued to operate at a net loss, with diluted earnings per share (EPS) of $(0.02). While there was an improvement in reducing the net loss, the continued lack of overall profitability could temper investor confidence and contribute to downward pressure on the stock.

Show more
Updated on 9/17/2026

InnSuites Hospitality Trust (IHT) stock has lost about 10% since 5/31/2026 because of the following key factors:

1. NYSE American Listing Non-Compliance and Remediation Efforts.

InnSuites Hospitality Trust (IHT) received a notice of non-compliance from NYSE American on June 24, 2026, for failing to meet continued listing standards, specifically Section 1003(a)(i) equity requirements, with a stockholders' deficit of approximately $(921,921) as of the end of fiscal Q1 2027 (April 30, 2026). While IHT's compliance plan was accepted by NYSE American on September 10, 2026, granting an 18-month cure period until December 24, 2027, the initial non-compliance and the ongoing period to regain full compliance likely contributed to investor concern and stock depreciation. As part of its remediation, IHT increased its stockholders' equity by $3.0 million on August 19, 2026, reaching $2,078,079 by August 25, 2026, which put it above the NYSE American's minimum threshold of $2 million.

2. Persistent Net Losses Despite Revenue Growth in Fiscal Q2 2027.

For fiscal Q2 2027, which ended July 31, 2026, InnSuites Hospitality Trust reported a revenue of $1.84 million, a modest 2.1% increase from $1.80 million in the comparable prior-year quarter. Despite this top-line growth and an improved net loss of $297,000 (compared to a $401,000 net loss in the prior-year quarter), the company continued to operate at a net loss, with diluted earnings per share (EPS) of $(0.02). While there was an improvement in reducing the net loss, the continued lack of overall profitability could temper investor confidence and contribute to downward pressure on the stock.

3. Uncertainty Surrounding Reverse Merger Discussions and High-Risk Diversification.

Throughout the period, IHT has consistently announced that it is exploring strategic alternatives, including a potential reverse merger. While these discussions could offer future opportunities, the inherent uncertainty of such complex transactions can create volatility and cautious sentiment among investors. Additionally, IHT's diversification investment in UniGen Power, Inc., a clean energy generation venture, is described by management as "high risk but offering significant upside potential". The characterization of this investment as high-risk could add to investor apprehension given the company's existing challenges.

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Stock Movement Drivers

Fundamental Drivers

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Market Drivers

5/31/2026 to 9/18/2026
ReturnCorrelation
IHT-7.8% 
Market (SPY)0.9%7.4%
Sector (XLRE)-3.3%6.5%

Fundamental Drivers

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Market Drivers

2/28/2026 to 9/18/2026
ReturnCorrelation
IHT36.5% 
Market (SPY)11.6%13.6%
Sector (XLRE)-2.3%13.1%

Fundamental Drivers

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Market Drivers

8/31/2025 to 9/18/2026
ReturnCorrelation
IHT-26.5% 
Market (SPY)19.4%15.3%
Sector (XLRE)3.1%6.6%

Fundamental Drivers

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Market Drivers

8/31/2023 to 9/18/2026
ReturnCorrelation
IHT-3.7% 
Market (SPY)75.6%8.1%
Sector (XLRE)26.2%6.9%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
IHT Return-0%-23%2%30%-37%8%-31%
Peers Return31%-17%21%10%-17%23%48%
S&P 500 Return27%-19%24%23%16%12%103%

Monthly Win Rates [3]
IHT Win Rate33%42%33%50%42%56% 
Peers Win Rate55%38%55%53%47%56% 
S&P 500 Win Rate75%42%67%75%67%44% 

Max Drawdowns [4]
IHT Max Drawdown-81%-67%-70%-27%-62%-31% 
Peers Max Drawdown-18%-33%-22%-19%-35%-17% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: CHH, WH, HST, PK, APLE.
[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 9/18/2026 (YTD)

How Low Can It Go

EventIHTS&P 500
2025 US Tariff Shock
  % Loss-15.8%-18.8%
  % Gain to Breakeven18.8%23.1%
  Time to Breakeven41 days79 days
2024 Yen Carry Trade Unwind
  % Loss-15.0%-7.8%
  % Gain to Breakeven17.6%8.5%
  Time to Breakeven35 days18 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-49.5%-9.5%
  % Gain to Breakeven98.0%10.5%
  Time to Breakeven348 days24 days
2023 SVB Regional Banking Crisis
  % Loss-27.7%-6.7%
  % Gain to Breakeven38.3%7.1%
  Time to Breakeven8 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-21.3%-24.5%
  % Gain to Breakeven27.1%32.4%
  Time to Breakeven232 days427 days
2020 COVID-19 Crash
  % Loss-38.7%-33.7%
  % Gain to Breakeven63.0%50.9%
  Time to Breakeven166 days140 days

Compare to CHH, WH, HST, PK, APLE

In The Past

InnSuites Hospitality Trust's stock fell -15.8% during the 2025 US Tariff Shock. Such a loss loss requires a 18.8% 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.

EventIHTS&P 500
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-49.5%-9.5%
  % Gain to Breakeven98.0%10.5%
  Time to Breakeven348 days24 days
2023 SVB Regional Banking Crisis
  % Loss-27.7%-6.7%
  % Gain to Breakeven38.3%7.1%
  Time to Breakeven8 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-21.3%-24.5%
  % Gain to Breakeven27.1%32.4%
  Time to Breakeven232 days427 days
2020 COVID-19 Crash
  % Loss-38.7%-33.7%
  % Gain to Breakeven63.0%50.9%
  Time to Breakeven166 days140 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-24.0%-3.7%
  % Gain to Breakeven31.5%3.9%
  Time to Breakeven344 days6 days
2013 Taper Tantrum
  % Loss-32.4%-0.2%
  % Gain to Breakeven48.0%0.2%
  Time to Breakeven70 days1 days
2008-2009 Global Financial Crisis
  % Loss-58.3%-53.4%
  % Gain to Breakeven140.1%114.4%
  Time to Breakeven85 days1085 days

Compare to CHH, WH, HST, PK, APLE

In The Past

InnSuites Hospitality Trust's stock fell -15.8% during the 2025 US Tariff Shock. Such a loss loss requires a 18.8% 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 InnSuites Hospitality Trust (IHT)

InnSuites Hospitality Trust (IHT) is a publicly traded Ohio Business Trust, headquartered in Phoenix, Arizona, that initially listed on the NYSE in 1971. The company's fundamental business model revolves around the ownership and management of hotel properties operating under its proprietary "InnSuites Hotels" brand name.

IHT's primary products and services encompass a full spectrum of hotel-related activities. This includes the direct ownership of real estate and hotel properties, providing comprehensive hotel management services, and offering branding and reservation services under its trademarked "InnSuites" brand. Through this integrated approach, the trust manages the entire operation of its hotels, from initial investment in real estate to daily guest services and brand maintenance.

The company primarily serves the hospitality market, with its main customers being travelers and guests seeking accommodations at its InnSuites branded hotels. With over 40 years of experience, IHT has focused on innovating for guest needs and recognizing hotel membership demands, aiming to provide a consistent and quality experience to the general public staying at its properties.

AI Analysis | Feedback

```html

1. Starbucks for hotels, but exclusively for its 'InnSuites' brand.

2. Think of it as a boutique hotel chain like a smaller Hyatt, where they own and manage all their properties under the 'InnSuites' name.

```

AI Analysis | Feedback

```html
  • Hotel Ownership: IHT owns real estate and hotels operating under the InnSuites Hotels name.
  • Hotel Management Services: IHT provides comprehensive management services for hotels.
  • Hotel Branding Services: IHT offers the "InnSuites" brand and trademark for hotels.
  • Hotel Reservation Services: IHT provides reservation systems and services for hotels.
```

AI Analysis | Feedback

InnSuites Hospitality Trust (IHT) sells primarily to **individuals** who are guests at its hotels. The major categories of customers that it serves include:

  1. Leisure Travelers: Individuals or families seeking accommodations for vacations, tourism, or recreational purposes.
  2. Business Travelers: Professionals traveling for work-related activities, corporate meetings, conferences, or temporary assignments.
  3. Group Travelers: Individuals traveling as part of organized groups, which may include corporate groups, government employees, sports teams, or tour groups.

AI Analysis | Feedback

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AI Analysis | Feedback

InnSuites Hospitality Trust Management Team:

James F. Wirth, Chairman and Chief Executive Officer

Mr. Wirth is the founder of InnSuites Hospitality Trust, established in 1971. He has served as Chairman and Chief Executive Officer of InnSuites Hospitality Trust since January 30, 1998, and held the position of President until February 1, 2012. Beyond InnSuites, Mr. Wirth is the Manager and primary owner (together with his affiliates) of Rare Earth Financial, L.L.C., and affiliated entities, which own and operate hotels, a role he has held since 1980. He also founded Rare Earth Development Co. in 1972, where he has been Chairman & President since 2012. His other current positions include Chairman at InnSuites Hotels, Inc. since 2001, Director at UniGen Power, Inc. since 2019, and President at Phoenix Northern Resort LLC and Suite Hotels LLC since 2011. Mr. Wirth possesses significant real estate and hotel industry experience.

Adam B. Remis, Chief Financial Officer

Mr. Remis has served as Chief Financial Officer of InnSuites Hospitality Trust since March 18, 2013. He brings nearly 20 years of combined experience in accounting, audit, tax, and technology consulting. From September 2008 to March 2013, Mr. Remis was a Senior Manager at Khalsa McBrearty Accountancy, LP, where he was responsible for managing financial audit and tax compliance engagements. Previously, from April 2006 to September 2008, he held the position of Director of Technology – Internal Audit at American Express, where he led a team of auditors in reviewing information systems and technology infrastructure controls.

Marc E. Berg, Executive Vice President, Secretary and Treasurer

Mr. Berg has served as Executive Vice President, Secretary and Treasurer of InnSuites Hospitality Trust since February 10, 1999. Prior to this, he was the Vice President of Acquisitions and Dispositions for the Trust from December 16, 1998, to February 10, 1999. He has also been a Consultant to InnSuites Hotels since 1989. Before his tenure with InnSuites, Mr. Berg worked as a Wealth Manager at Valley National Bank and was also involved in public finance at Young, Smith and Peacock, an Investment Banking firm. He has been a Trustee of InnSuites Hospitality Trust since January 30, 1998.

AI Analysis | Feedback

InnSuites Hospitality Trust (IHT) faces several key risks to its business operations and financial stability.
  1. Financial Performance and Profitability Challenges

    InnSuites Hospitality Trust has experienced a decline in earnings, with a 2.1% decrease per year over the past five years. The company reported a consolidated net loss of approximately -$48,000 for the first three fiscal quarters of 2026 and a consolidated net loss of $(713,982) for the third quarter of 2025, primarily due to higher interest expenses and lower revenue. Furthermore, fiscal year 2025 marked the first loss for the company in four years, signaling potential underlying profitability issues. The dividend coverage by earnings or free cash flows is not strong, and the company has a high Debt to Equity ratio and a low Cash to Assets ratio, contributing to financial vulnerability.
  2. High-Risk Investment in UniGen Power Inc.

    IHT has made a diversification investment in UniGen Power Inc., which is explicitly categorized as a high-risk venture. The success of this investment is uncertain and poses a significant financial threat to InnSuites Hospitality Trust if it does not yield the expected returns. IHT's potential ownership stake in UniGen could be up to 15-20% if all stock, convertible bonds, and warrants are fully exercised. UniGen is currently seeking its next round of capital, and IHT's participation is not guaranteed.
  3. Operational Challenges and Intense Industry Competition

    The company faces significant operational challenges stemming from economic uncertainties, including inflationary pressures and tariff impacts that affect hotel occupancy and room rates. InnSuites Hospitality Trust operates in a competitive landscape where the bargaining power of suppliers, particularly lenders with substantial liabilities, and customers who can easily switch options, puts pressure on margins. The hospitality industry also contends with tight labor supply and rising wages in its operating markets, increasing costs. Moreover, the threat of substitutes, such as non-traditional lodging (e.g., Airbnb) and the expansion of extended-stay properties, presents a persistent challenge to its core hotel business. InnSuites Hospitality Trust has also underperformed the US Hotel and Resort REITs industry and the broader US Market over the past year.

AI Analysis | Feedback

The continued growth and increasing market share of short-term rental platforms, such as Airbnb and VRBO, pose a significant emerging threat. These platforms directly compete with traditional hotels like InnSuites by offering alternative lodging options, often at competitive prices or with unique amenities, thereby impacting occupancy rates and revenue for the conventional hotel business model.

AI Analysis | Feedback

The addressable markets for InnSuites Hospitality Trust (IHT) primarily revolve around the hotel industry in the United States, encompassing hotel ownership, management, branding, and reservation services.

The overall U.S. hotels market was estimated at USD 263.21 billion in 2024 and is projected to grow to USD 280.63 billion in 2025. This market size reflects the general industry for hotel operations, which includes the ownership, management, and branding services provided by InnSuites Hospitality Trust.

For their reservation services, the market size for online hotel booking in the U.S. was USD 53.3 billion in 2024 and is expected to reach USD 55.8 billion in 2025.

AI Analysis | Feedback

InnSuites Hospitality Trust (IHT) expects future revenue growth over the next 2-3 years to be driven by several key factors:

  1. Continued Robust Hotel Operations: The company reported strong hotel revenue results exceeding $2 million for the First Fiscal Quarter of 2026, demonstrating resilient operational performance despite a flattening travel industry. Strong hotel operations in Fiscal Year 2025 are also contributing to a solid start in the current Fiscal Year 2026.
  2. Strategic Diversification into Clean Energy through UniGen Power: IHT is pursuing diversification opportunities, notably its investment in UniGen Power, a company focused on clean energy innovations. IHT holds convertible bonds and warrants that could lead to an ownership stake of approximately 15-20% or more in UniGen, which already has sales for 30 engines on its books. This investment is viewed as a potential high-return opportunity in a growing market.
  3. Revitalization and Management of InnDependent Boutique Collection (IBC Hotels): Another diversification strategy involves IHT's management role in the newly acquired InnDependent Boutique Collection (IBC Hotels). This initiative aims to revitalize IBC and capitalize on the demand for independent hotel services, presenting another potential high-return opportunity for the Trust.

AI Analysis | Feedback

Outbound Investments

  • InnSuites Hospitality Trust made a diversification investment in UniGen Power, Inc., a privately held company focused on clean energy generation innovation, with UniGen currently seeking its next round of capital raising in which IHT may participate.
  • The company's management entity, RRF LLLP, has assumed management of InnDependent Boutique Collection (IBC Hotels), representing a diversification project aimed at capitalizing on the market for independent hotel services.

Peer Outperformance in Hotel & Resort REITs

IHT has trailed 87% of its 15 Hotel & Resort REITs peers over 5Y. Hotel & Resort REITs ranks 5th of 12 industries in Real Estate by median 5Y return.
Share of Hotel & Resort REITs constituents that IHT has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
20%
of 15 industry peers · -23.8% return
3Y
33%
of 15 industry peers · 20.0% return
5Y
13%
of 15 industry peers · -60.0% return
No Hotel & Resort REITs peer with a comparable growth profile has beaten IHT by more than 20pp over 5Y.
Median price return by industry across the Real Estate sector, ranked by 5Y. Hotel & Resort REITs is IHT's own industry. Use this to see which corners of the sector have carried the returns.
Industry Names 1Y med3Y med5Y med Top 3 by 5Y
Health Care REITs 15 13.7%59.0%58.9% WELL 201% · DHC 159% · CTRE 117%
Retail REITs 22 7.3%31.9%31.6% IVT 1505% · SKT 151% · SPG 104%
Real Estate Development 6 -24.2%15.7%16.2% JOE 55% · AXR 46% · FOR 32%
Other Specialized REITs 11 4.7%20.1%15.6% IRM 208% · LAMR 70% · OUT 65%
Hotel & Resort REITs ← 16 27.6%29.2%6.2% HST 70% · RHP 70% · DRH 54%
Industrial REITs 11 10.2%19.6%3.3% EGP 38% · FR 33% · PLD 20%
Diversified REITs 12 7.0%25.4%-6.0% CTO 69% · LXP 18% · WPC 18%
Single-Family Residential REITs 4 -4.8%-2.0%-17.9% AMH -9% · ELS -15% · INVH -21%
Multi-Family Residential REITs 13 -9.4%1.3%-20.5% AIV 7% · ESS 0% · BRT -5%
Real Estate Services 27 -23.9%-6.4%-27.4% REAX 784% · MDRR 544% · CHCI 305%
Office REITs 18 -14.3%13.2%-31.5% PSTL 66% · CDP 58% · SLG 6%
Telecom Tower REITs 3 -7.9%-11.0%-44.9% AMT -31% · SBAC -45% · CCI -50%
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.

Latest Trefis Analyses

Title
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Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

IHTCHHWHHSTPKAPLEMedian
NameInnSuite.Choice H.Wyndham .Host Hot.Park Hot.Apple Ho. 
Mkt Price1.4296.8568.0621.8414.9915.5818.71
Mkt Cap-4.45.115.03.03.74.4
Rev LTM-1,6191,4186,2192,5411,4411,619
Op Inc LTM-413533893304257413
FCF LTM-1153231,01781290290
FCF 3Y Avg-141285905150308285
CFO LTM-2223711,606404386386
CFO 3Y Avg-2763301,491427393393

Growth & Margins

IHTCHHWHHSTPKAPLEMedian
NameInnSuite.Choice H.Wyndham .Host Hot.Park Hot.Apple Ho. 
Rev Chg LTM-2.6%-2.2%4.9%-1.4%1.2%1.2%
Rev Chg 3Y Avg-1.8%0.1%6.0%-1.9%3.1%1.8%
Rev Chg Q-3.4%-5.5%3.4%1.2%4.7%3.4%
QoQ Delta Rev Chg LTM-0.9%-1.5%0.9%0.3%1.3%0.9%
Op Inc Chg LTM--13.3%-9.2%9.2%22.1%-1.8%-1.8%
Op Inc Chg 3Y Avg--3.6%2.9%3.5%-1.4%1.0%1.0%
Op Mgn LTM-25.5%37.6%14.4%12.0%17.8%17.8%
Op Mgn 3Y Avg-27.6%38.6%13.9%11.4%18.5%18.5%
QoQ Delta Op Mgn LTM--1.5%1.6%0.3%2.8%0.2%0.3%
CFO/Rev LTM-13.7%26.2%25.8%15.9%26.8%25.8%
CFO/Rev 3Y Avg-17.5%23.2%25.4%16.4%27.7%23.2%
FCF/Rev LTM-7.1%22.8%16.4%3.2%20.1%16.4%
FCF/Rev 3Y Avg-8.9%20.0%15.4%5.8%21.7%15.4%

Valuation

IHTCHHWHHSTPKAPLEMedian
NameInnSuite.Choice H.Wyndham .Host Hot.Park Hot.Apple Ho. 
Mkt Cap-4.45.115.03.03.74.4
P/S-2.73.62.41.22.62.6
P/Op Inc-10.69.616.89.914.310.6
P/EBIT-8.811.711.234.114.211.7
P/E-13.324.514.6-18.421.014.6
P/CFO-19.713.89.37.49.59.5
Total Yield-8.7%6.6%11.2%1.2%10.9%8.7%
Dividend Yield-1.2%2.5%4.4%6.6%6.2%4.4%
FCF Yield 3Y Avg-2.5%4.6%7.0%5.9%9.2%5.9%
D/E-0.50.50.41.40.40.5
Net D/E-0.50.50.21.30.40.5

Returns

IHTCHHWHHSTPKAPLEMedian
NameInnSuite.Choice H.Wyndham .Host Hot.Park Hot.Apple Ho. 
1M Rtn-12.3%-11.3%-9.7%-5.7%-5.3%-4.3%-7.7%
3M Rtn-12.3%-15.6%-18.7%-9.3%3.6%-4.7%-10.8%
6M Rtn40.6%-0.3%-9.6%23.2%52.1%38.9%31.0%
12M Rtn-23.8%-10.9%-16.2%34.3%34.8%32.4%10.8%
3Y Rtn20.0%-19.3%-1.4%61.6%67.6%20.6%20.3%
1M Excs Rtn-11.6%-10.6%-9.0%-4.9%-4.6%-3.6%-6.9%
3M Excs Rtn-14.3%-17.6%-20.7%-11.3%1.6%-6.7%-12.8%
6M Excs Rtn19.4%-18.0%-28.2%4.2%32.7%20.3%11.8%
12M Excs Rtn-45.3%-27.8%-32.6%19.0%20.5%18.7%-4.5%
3Y Excs Rtn-36.9%-90.9%-73.5%-6.5%-6.3%-49.2%-43.0%

Comparison Analyses

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Segment Financials

Revenue by Segment
$ Mil20262025202420232022
Hotel Operations and Hotel Management Services88   
Food and Beverage  000
Other  000
Room  776
Management and Trademark Fees    0
Total88776


Operating Income by Segment
$ Mil2018201720162015
Hotel Operations & Corporate Overhead-1-1-1-1
IBC Developments-2-1-0-0
Total-3-2-1-1


Assets by Segment
$ Mil2018201720162015
Hotel Operations & Corporate Overhead22212327
IBC Developments1110
Total23222427


Price Behavior

Price Behavior
Market Price$1.42 
Market Cap ($ Bil)0.0 
First Trading Date12/30/1987 
Distance from 52W High-25.8% 
   50 Days200 Days
DMA Price$1.59$1.40
DMA Trendindeterminatedown
Distance from DMA-10.8%1.4%
 3M1YR
Volatility65.2%56.5%
Downside Capture-60.2868.98
Upside Capture-122.7124.99
Correlation (SPY)3.9%20.4%
IHT Betas & Captures as of 8/31/2026

 1M2M3M6M1Y3Y
Beta-0.68-0.330.260.541.110.38
Up Beta0.140.390.881.110.680.29
Down Beta-1.97-0.180.961.451.550.20
Up Capture-264%-154%-56%20%59%17%
Bmk +ve Days10213268138427
Stock +ve Days7162759101325
Down Capture258%93%23%-31%128%84%
Bmk -ve Days11213259113324
Stock -ve Days14243563127358

[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 IHT
IHT-29.5%56.9%-0.41-
Sector ETF (XLRE)3.8%14.0%0.039.7%
Equity (SPY)16.9%12.9%0.9420.5%
Gold (GLD)19.1%29.3%0.60-4.8%
Commodities (DBC)46.9%20.6%1.76-6.1%
Real Estate (VNQ)4.9%13.6%0.1010.6%
Bitcoin (BTCUSD)-34.5%43.9%-0.846.3%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with IHT
IHT-17.0%88.4%0.16-
Sector ETF (XLRE)1.2%19.1%-0.045.6%
Equity (SPY)12.9%17.2%0.578.4%
Gold (GLD)19.1%18.8%0.833.8%
Commodities (DBC)11.3%19.5%0.452.9%
Real Estate (VNQ)1.1%18.8%-0.056.3%
Bitcoin (BTCUSD)11.2%52.5%0.395.5%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with IHT
IHT-3.3%95.8%0.37-
Sector ETF (XLRE)5.8%20.4%0.246.2%
Equity (SPY)15.1%18.0%0.727.0%
Gold (GLD)12.1%16.4%0.611.3%
Commodities (DBC)8.3%18.1%0.372.2%
Real Estate (VNQ)4.4%20.7%0.186.4%
Bitcoin (BTCUSD)61.7%66.1%1.023.8%

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Short Interest

Short Interest: As Of Date8312026
Short Interest: Shares Quantity0.0 Mil
Short Interest: % Change Since 815202689.4%
Average Daily Volume0.1 Mil
Days-to-Cover Short Interest1

SEC Filings

Expand for More
Report DateFiling DateFiling
07/31/202609/16/202610-Q
04/30/202606/22/202610-Q
01/31/202605/19/202610-K
10/31/202512/15/202510-Q
07/31/202509/12/202510-Q
04/30/202506/20/202510-Q
01/31/202505/01/202510-K
10/31/202412/16/202410-Q
07/31/202409/16/202410-Q
04/30/202406/18/202410-Q
01/31/202404/08/202410-K
10/31/202312/07/202310-Q
07/31/202309/14/202310-Q
04/30/202306/14/202310-Q
01/31/202305/02/202310-K
10/31/202212/14/202210-Q
Collapse to Preview
Report DateFiling DateFiling
07/31/202609/16/202610-Q
04/30/202606/22/202610-Q
01/31/202605/19/202610-K
10/31/202512/15/202510-Q
07/31/202509/12/202510-Q
04/30/202506/20/202510-Q
01/31/202505/01/202510-K
10/31/202412/16/202410-Q
07/31/202409/16/202410-Q
04/30/202406/18/202410-Q
01/31/202404/08/202410-K
10/31/202312/07/202310-Q
07/31/202309/14/202310-Q
04/30/202306/14/202310-Q
01/31/202305/02/202310-K
10/31/202212/14/202210-Q
07/31/202209/20/202210-Q
04/30/202207/01/202210-Q
01/31/202205/27/202210-K
10/31/202112/28/202110-Q
07/31/202110/20/202110-Q
04/30/202106/28/202110-Q
01/31/202105/17/202110-K
10/31/202003/24/202110-Q
07/31/202003/01/202110-Q
04/30/202001/11/202110-Q
01/31/202008/14/202010-K
10/31/201912/27/201910-Q

Insider Activity

Updated 9/18/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Berg, Marc EEVP & Secretary/TreasurerDirectSell918202622593.6016,000361,497,600733,727,160Form
2Wirth, James FPresident & CEOSpouseSell831202632102.4525,000802,561,250256,286,249,896Form
3Wirth, James FPresident & CEODirectSell827202617372.5212,378215,037,053139,560,158,953Form
4Wirth, James FPresident & CEODirectSell824202652316.7034,8001,820,621,160420,927,821,459Form
5Wirth, James FPresident & CEODirectSell22720269407.328,82282,991,37756,675,462,367Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Berg, Marc EEVP & Secretary/TreasurerDirectSell918202622593.6016,000361,497,600733,727,160Form
2Wirth, James FPresident & CEOSpouseSell831202632102.4525,000802,561,250256,286,249,896Form
3Wirth, James FPresident & CEODirectSell827202617372.5212,378215,037,053139,560,158,953Form
4Wirth, James FPresident & CEODirectSell824202652316.7034,8001,820,621,160420,927,821,459Form
5Wirth, James FPresident & CEODirectSell22720269407.328,82282,991,37756,675,462,367Form
6Wirth, James FPresident & CEODirectSell1126202510237.337,93181,192,26461,766,265,129Form
7Wirth, James FPresident & CEODirectSell1126202510497.737,93083,246,99963,420,629,099Form
8Wirth, James FPresident & CEODirectSell1119202513706.0010,000137,060,00082,911,650,976Form
9Wirth, James FPresident & CEODirectSell1118202514392.0010,000143,920,00087,205,388,032Form
10Wirth, James FPresident & CEOSpouseSell1114202518090.0012,500226,125,000109,793,564,640Form
11Wirth, James FPresident & CEODirectSell1114202514561.0010,000145,610,00088,557,031,556Form
12Wirth, James FPresident & CEOSpouseSell1107202518363.7512,500229,546,875111,868,218,795Form
13Wirth, James FPresident & CEODirectSell1107202515050.2210,000150,502,20091,870,997,745Form
14Wirth, James FPresident & CEOSpouseSell1031202518960.0012,500237,000,000115,927,052,160Form
15Wirth, James FPresident & CEODirectSell1031202516032.0010,000160,320,00098,224,793,472Form
16Wirth, James FPresident & CEOSpouseSell1027202518448.7512,500230,609,375113,216,215,205Form
17Wirth, James FPresident & CEODirectSell1022202514507.0010,000145,070,00089,207,837,072Form
18Wirth, James FPresident & CEOSpouseSell1017202518625.0012,500232,812,500114,716,888,000Form
19Wirth, James FPresident & CEODirectSell1017202514500.0010,000145,000,00089,491,042,000Form
20Wirth, James FPresident & CEOSpouseSell1010202520500.0012,500256,250,000126,726,818,000Form
21Wirth, James FPresident & CEODirectSell1008202517170.0010,000171,700,000106,356,062,320Form
22Wirth, James FPresident & CEOSpouseSell1008202522273.7512,500278,421,875138,192,938,030Form
23Kutasi, Leslie TDirectSell93020259248.154,99946,231,502739,852,000Form
24Wirth, James FPresident & CEO / ChairmanDirectSell930202517900.0010,000179,000,000111,280,648,400Form
25Wirth, James FPresident & CEOSpouseSell926202522625.0012,500282,812,500140,881,259,500Form
26Kutasi, Leslie TDirectSell92620259250.005,00046,250,000786,240,750Form
27Wirth, James FPresident & CEODirectSell923202518527.0010,000185,270,000115,595,436,992Form
28Berg, Marc EEVP & Secretary/TreasurerDirectSell923202510575.005,00052,875,000459,748,125Form
29Kutasi, Leslie TDirectSell90220251.9112171,898Form
Core Cache Last Updated: 9/18/2026