· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $27.68Day −0.94%1Y +14.7%Off 52W high −1.7%Vol (1Y) 9.8%
Daily closing price, split-adjusted to the current basis; 3y shown of 820 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
BTR is not in the screener universe.
| YTD+9.3% |
| 1Y+14.7% |
| 3Y+12.4% |
| Since incept. (ann.)+4.2% |
Total return through 2026-07-29 · series begins 2023-04-18. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)9.8% |
| Ann. volatility (3Y)11.2% |
| Sharpe (1Y)1.46 |
| Sharpe (3Y)0.42 |
| Max drawdown (1Y)−6.2% |
| Max drawdown (3Y)−16.7% |
| Beta (3Y vs SPY)0.62 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| Beacon Capital Management, Inc. | 1.0M | $26M | — | +0.0% |
| RFG Advisory, LLC | 298,788 | $8M | — | +19.6% |
| INDEPENDENT FINANCIAL GROUP, LLC | 18,654 | $482,113 | — | −14.1% |
| ENVESTNET ASSET MANAGEMENT INC | 14,957 | $386,564 | — | −81.2% |
| JANE STREET GROUP, LLC | 7,961 | $205,752 | — | new |
| MORGAN STANLEY | 849 | $21,942 | — | new |
| UBS Group AG | 1 | $26 | — | new |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for BTR.
