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Sector Analysis

Real Estate

Standard Industrial Classification: SIC 6500

Industry Insider Sentiment Analysis

The Real Estate sector (SIC 6500) acts as a critical barometer for broader economic health. Our real-time monitoring reveals total transactions. Monitoring "cluster buying" is one of the most reliable leading indicators for future sector performance. By analyzing aggregate data across this specific Standard Industrial Classification, investors can filter out individual company volatility and identify high-conviction trends. When multiple directors and officers within the same industry move capital simultaneously, it often signals an upcoming sector-wide revaluation or a fundamental shift in supply chain dynamics that has yet to be recognized by the broader public market.

Filing Date Trade Date Ticker Company Reporting Person Relationship Type Price Qty Total, $ Owned After
2026-08-21 20:04 2026-08-20 AFCG Advanced Flower Capital Inc. TANNENBAUM LEONARD M Director, 10% owner BUY $3.29 20,000 $65,800 6,595,445
2026-08-21 16:18 2026-08-20 CRESY CRESUD INC Elsztain Fernando Adrian Director SELL $1.10 10,000 $11,000 625,736
2026-08-20 20:05 2026-08-18 CURB Curbline Properties Corp. Otto Alexander Director SELL $30.02 34,133 $1,024,768 7,231,687
2026-08-20 01:14 2026-08-17 OPI OFFICE PROPERTIES INCOME TRUST REDWOOD CAPITAL MANAGEMENT, LLC 10% owner SELL $19.03 196,420 $3,738,207 3,961,992
2026-08-19 22:00 2026-08-19 AFCG Advanced Flower Capital Inc. TANNENBAUM LEONARD M Director, 10% owner BUY $3.48 12,841 $44,687 6,575,445
2026-08-19 20:04 2026-08-18 FOR Forestar Group Inc. Jamieson Lisa H. Director SELL $29.25 3,000 $87,750 23,107
2026-08-19 13:20 2026-08-18 SKYH Sky Harbour Group Corp Gonzalez Francisco Officer BUY $10.05 1,000 $10,050 710,588
2026-08-18 20:17 2026-08-14 AFCG Advanced Flower Capital Inc. Tannenbaum Robyn Officer BUY $3.15 1,000 $3,150 226,907
2026-08-18 22:33 2026-08-14 CURB Curbline Properties Corp. Otto Alexander Director SELL $30.24 145,399 $4,396,400 7,265,820
2026-08-18 21:38 2026-08-17 FRPH FRP HOLDINGS, INC. BAKER JOHN D II Director, 10% owner BUY $21.97 9,146 $200,937 3,059,389
2026-08-18 15:52 2026-08-14 SKYH Sky Harbour Group Corp GESSOW ANDREW J Director BUY $10.85 5,000 $54,250 22,910
2026-08-17 23:23 2026-08-13 VTMX Vesta Real Estate Corporation, S.A.B. de C.V. Cuevas Argueta Fernando Alberto Officer SELL $3.42 4,500 $15,390 242,961
2026-08-17 20:48 2026-08-14 AFCG Advanced Flower Capital Inc. Hetzel Brandon Officer BUY $3.00 1,463 $4,389 42,000
2026-08-17 20:52 2026-08-14 AFCG Advanced Flower Capital Inc. TANNENBAUM LEONARD M Director, 10% owner BUY $3.06 45,829 $140,237 6,562,604
2026-08-17 20:23 2026-08-13 CWK Cushman & Wakefield Ltd. Sayed Laurida Officer SELL $13.88 16,000 $222,080 5,461
2026-08-14 20:45 2026-08-12 CURB Curbline Properties Corp. Otto Alexander Director SELL $30.11 231,943 $6,984,407 7,411,219
2026-08-14 20:31 2026-08-13 CBRE CBRE GROUP, INC. Doellinger Chad J Officer SELL $148.29 228 $33,810 41,778
2026-08-14 20:31 2026-08-13 CBRE CBRE GROUP, INC. Giamartino Emma E. Officer SELL $148.29 2,250 $333,653 108,479
2026-08-14 15:54 2026-08-12 VTMX Vesta Real Estate Corporation, S.A.B. de C.V. DEL CASTILLO CACHO GUILLERMO Officer SELL $3.48 10,000 $34,800 0
2026-08-14 01:43 2026-08-11 SKYH Sky Harbour Group Corp BOSTON OMAHA Corp 10% owner SELL $10.00 360,000 $3,600,000 8,306,163
2026-08-13 23:21 2026-08-11 OPI OFFICE PROPERTIES INCOME TRUST REDWOOD CAPITAL MANAGEMENT, LLC 10% owner SELL $19.01 6,855 $130,347 4,158,412
2026-08-13 22:00 2026-08-11 AIRE reAlpha Tech Corp. Devanur Giri Director, Officer, 10% owner SELL $1.54 1,999 $3,074 1,091,645
2026-08-13 22:01 2026-08-11 AIRE reAlpha Tech Corp. Logozzo Michael J. Director, Officer SELL $1.50 1,639 $2,463 194,160
2026-08-13 17:31 2026-08-12 CRESY CRESUD INC Elsztain Fernando Adrian Director SELL $1.06 10,000 $10,600 635,736
2026-08-12 01:52 2026-08-11 TRNO Terreno Realty Corp Meyer John Tull Officer SELL $68.64 4,447 $305,242 131,825
2026-08-11 22:42 2026-08-11 HPP Hudson Pacific Properties, Inc. BORTZ JON E Director BUY $13.40 25,000 $335,000 35,394
2026-08-11 21:25 2026-08-07 FRPH FRP HOLDINGS, INC. Baker John D. III Director, Officer BUY $21.91 6,800 $148,988 303,591
2026-08-10 21:48 2026-08-07 TRNO Terreno Realty Corp COKE MICHAEL A Director, Officer SELL $68.38 8,000 $547,040 425,381
2026-08-10 21:49 2026-08-06 CURB Curbline Properties Corp. Otto Alexander Director SELL $29.79 129,841 $3,867,353 7,643,162
2026-08-10 21:51 2026-08-10 TRNO Terreno Realty Corp Cannon Jaime Jackson Officer SELL $68.26 3,602 $245,873 114,787
2026-08-10 21:53 2026-08-07 MRP Millrose Properties, Inc. MIGOYA CARLOS A. Director BUY $29.18 1,000 $29,180 30,075
2026-08-10 21:31 2026-08-10 MRP Millrose Properties, Inc. Gorson Matthew B. Director BUY $28.80 3,000 $86,400 38,750
2026-08-10 21:22 2026-08-06 CMTG Claros Mortgage Trust, Inc. McGillis Mike Director, Officer BUY $1.71 25,000 $42,730 749,000
2026-08-07 23:01 2026-08-06 OPI OFFICE PROPERTIES INCOME TRUST REDWOOD CAPITAL MANAGEMENT, LLC 10% owner SELL $19.71 162,254 $3,197,961 4,165,267
2026-08-07 01:56 2026-08-06 OPI OFFICE PROPERTIES INCOME TRUST REDWOOD CAPITAL MANAGEMENT, LLC 10% owner SELL $19.71 162,254 $3,198,026 4,165,267
2026-08-06 22:35 2026-08-04 CURB Curbline Properties Corp. Otto Alexander Director SELL $30.12 173,057 $5,213,065 7,773,003
2026-08-05 16:50 2026-08-04 VTMX Vesta Real Estate Corporation, S.A.B. de C.V. DEL CASTILLO CACHO GUILLERMO SELL $3.44 2,413 $8,301 10,000
2026-07-31 21:00 2026-07-29 CBRE CBRE GROUP, INC. Kohli Vikramaditya Officer SELL $150.00 2,666 $399,900 134,869
2026-07-31 20:05 2026-07-30 CURB Curbline Properties Corp. Fennerty Conor Officer SELL $30.38 55,105 $1,674,200 153,909
2026-07-31 19:46 2026-07-30 VTMX Vesta Real Estate Corporation, S.A.B. de C.V. DEL CASTILLO CACHO GUILLERMO Officer SELL $3.41 1,675 $5,712 12,413
2026-07-30 22:46 2026-07-28 N/A Copper Property CTL Pass Through Trust Silver Point Capital L.P. 10% owner SELL $10.55 200,000 $2,110,000 9,464,039
2026-07-30 19:15 2026-07-06 CRESY CRESUD INC Elsztain Fernando Adrian Director SELL $1.15 39,385 $45,218 645,736
2026-07-30 18:29 2026-04-21 CRESY CRESUD INC Elsztain Fernando Adrian Director SELL $1.23 101,000 $124,159 685,121
2026-07-24 16:13 2026-05-22 VTMX Vesta Real Estate Corporation, S.A.B. de C.V. DEL CASTILLO CACHO GUILLERMO Officer SELL $3.39 15,300 $51,901 14,088
2026-07-06 20:03 2026-07-01 AHRT AH Realty Trust, Inc. Wimbush Frederick Blair Director BUY $7.01 887 $6,216 45,218
2026-07-01 23:38 2026-06-30 VTMX Vesta Real Estate Corporation, S.A.B. de C.V. Berho Carranza Diego Officer SELL $3.41 3,500 $11,935 1,721,694
2026-07-01 23:46 2026-06-29 VTMX Vesta Real Estate Corporation, S.A.B. de C.V. Bettinger Davo Maria Fernanda Officer SELL $3.40 21,200 $72,080 93,423
2026-07-01 22:53 2026-06-29 VTMX Vesta Real Estate Corporation, S.A.B. de C.V. BERHO CARRANZA LORENZO DOMINIQUE Officer SELL $3.42 100,000 $342,000 3,893,199
2026-07-01 22:59 2026-06-30 VTMX Vesta Real Estate Corporation, S.A.B. de C.V. BERHO CORONA LORENZO MANUEL Director SELL $3.42 50,000 $171,000 20,716,670
2026-06-22 14:59 2026-06-18 VTMX Vesta Real Estate Corporation, S.A.B. de C.V. BERHO CORONA LORENZO MANUEL Director SELL $3.49 58,213 $203,018 20,766,670
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Real Estate sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (6500) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Real Estate

Every transaction in the Real Estate industry is reported via Form 4 disclosures. By filtering these filings by industry, investors can detect institutional-scale sentiment shifts before they are reflected in broader market indices, following the capital flow of those with intimate industry knowledge.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.