Geopolitics Alpha

Wednesday Sector Laggards: Real Estate, Agriculture & Farm Products

Published . Updated .

In trading on Wednesday, real estate shares were relative laggards, down on the day by about 2.1%. Helping drag down the group were shares of Rafael Holdings, off about 38.4% and shares of Howard Hughes Holdings off about 2.8% on the day. Also lagging the market Wednesday are

Directly affected

  • RFL Rafael Holdings

    Named in this report.

  • HHH Howard Hughes Holdings

    Named in this report.

Indirectly affected

  • ARI APOLLO COML REAL ESTATE FIN COM

    GA selected ARI as a RELATED security because its canonical security name directly matches this event's themes: real estate, estate, real. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • KREF KKR REAL ESTATE FIN TR INC COM

    GA selected KREF as a RELATED security because its canonical security name directly matches this event's themes: real estate, estate, real. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • REFI CHICAGO ATLANTIC REAL ESTATE F COM

    GA selected REFI as a RELATED security because its canonical security name directly matches this event's themes: real estate, estate, real. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • LRE LEAD REAL ESTATE CO LTD

    GA selected LRE as a RELATED security because its canonical security name directly matches this event's themes: real estate, estate, real. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ACRE ARES COML REAL ESTATE CORP

    GA selected ACRE as a RELATED security because its canonical security name directly matches this event's themes: real estate, estate, real. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • FREL FIDELITY COVINGTON TR MSCI REAL ESTATE

    GA selected FREL as a RELATED security because its canonical security name directly matches this event's themes: real estate, estate, real. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
RFL———————
HHH———————
ARI———————
KREF———————
REFI———————
LRE———————
ACRE———————
FREL———————

In trading on Wednesday, real estate shares were relative laggards, down on the day by about 2.1%. Helping drag down the group were shares of Rafael Holdings, off about 38.4% and shares of Howard Hughes Holdings off about 2.8% on the day.…

Source: Nasdaq Markets

How far Howard Hughes Holdings (HHH) has moved since 30 Sep 2026

Since the first closing price after “Wednesday Sector Laggards: Real Estate, Agriculture & Farm Products,” Howard Hughes Holdings (HHH) is -7.60%. The S&P 500 fund (SPY) is +0.33% over the same days, a -7.93% difference versus the market.

HHH
SPY

Who gains and who loses around Howard Hughes Holdings (HHH)

Companies mentioned with this story

  • HHH Howard Hughes Holdings

    Howard Hughes Holdings (HHH) is linked, with no stored direction, high confidence in the 30 Sep 2026 story “Wednesday Sector Laggards: Real Estate, Agriculture & Farm Products.” Reason on file: The reported development directly names THE HOWARD HUGHES HOLDING CORP in the summary; GA resolved that company to HHH

  • ARI Apollo Commercial Real Estate Finance

    Apollo Commercial Real Estate Finance (ARI) is linked, with no stored direction, high confidence in the 30 Sep 2026 story “Wednesday Sector Laggards: Real Estate, Agriculture & Farm Products.” Reason on file: GA selected ARI as a RELATED security because its canonical security name directly matches this event's themes: real estate, estate, real. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • KREF KKR Real Estate Finance Trust

    For “Wednesday Sector Laggards: Real Estate, Agriculture & Farm Products,” KKR Real Estate Finance Trust (KREF) is linked, with no stored direction, high confidence. Reason on file: GA selected KREF as a RELATED security because its canonical security name directly matches this event's themes: real estate, estate, real. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • REFI Chicago Atlantic Real Estate Finance

    Chicago Atlantic Real Estate Finance (REFI) is linked, with no stored direction, high confidence in the 30 Sep 2026 story “Wednesday Sector Laggards: Real Estate, Agriculture & Farm Products.” Reason on file: GA selected REFI as a RELATED security because its canonical security name directly matches this event's themes: real estate, estate, real. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • LRE Lead Real Estate

    Lead Real Estate (LRE) is linked, with no stored direction, high confidence in the 30 Sep 2026 story “Wednesday Sector Laggards: Real Estate, Agriculture & Farm Products.” Reason on file: GA selected LRE as a RELATED security because its canonical security name directly matches this event's themes: real estate, estate, real. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ACRE Ares Commercial Real Estate

    In “Wednesday Sector Laggards: Real Estate, Agriculture & Farm Products,” Ares Commercial Real Estate (ACRE) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACRE as a RELATED security because its canonical security name directly matches this event's themes: real estate, estate, real. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • FREL Fidelity Covington Tr Msci Real Estate

    In “Wednesday Sector Laggards: Real Estate, Agriculture & Farm Products,” Fidelity Covington Tr Msci Real Estate (FREL) is linked, with no stored direction, medium confidence. Reason on file: GA selected FREL as a RELATED security because its canonical security name directly matches this event's themes: real estate, estate, real. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Howard Hughes Holdings (HHH)

Howard Hughes Holdings (HHH) is the company in “Wednesday Sector Laggards: Real Estate, Agriculture & Farm Products,” the 30 Sep 2026 this story story.

The link for Howard Hughes Holdings (HHH) is this: The reported development directly names THE HOWARD HUGHES HOLDING CORP in the summary; GA resolved that company to HHH

Apollo Commercial Real Estate Finance (ARI) is here too. Its reason reads: GA selected ARI as a RELATED security because its canonical security name directly matches this event's themes: real estate, estate, real. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for Howard Hughes Holdings (HHH)

ARI traded between 6.12 and 6.50 across 20 sessions. The latest close on file is 6.33. HHH traded between 63.72 and 74.98 across 20 sessions. The latest close on file is 66.61. KREF traded between 5.51 and 6.85 across 20 sessions. The latest close on file is 5.69.

How strong the case is around Howard Hughes Holdings (HHH)

46 out of 100

“Wednesday Sector Laggards: Real Estate, Agriculture & Farm Products” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.