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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2023-12-28 01:03 | 2023-12-11 | SRG | Seritage Growth Properties | Yakira Capital Management, Inc. | 10% owner | BUY | $23.84 | 5,490 | $130,899 | 285,904 |
| 2023-12-28 01:40 | 2023-12-22 | FPH | Five Point Holdings, LLC | Luxor Capital Group, LP | 10% owner | SELL | $2.71 | 1,550,048 | $4,204,195 | 57,705 |
| 2023-12-22 00:03 | 2023-12-20 | FOR | Forestar Group Inc. | BARTOK DANIEL C | Officer | SELL | $34.75 | 949 | $32,978 | 21,000 |
| 2023-12-22 01:05 | 2023-12-19 | FPH | Five Point Holdings, LLC | Luxor Capital Group, LP | 10% owner | SELL | $2.78 | 108,178 | $300,897 | 66,126 |
| 2023-12-19 00:16 | 2023-12-14 | BEEP | Mobile Infrastructure Corp | Hogue Stephanie | Director, Officer, 10% owner | BUY | $5.34 | 278 | $1,484 | 183 |
| 2023-12-19 00:15 | 2023-12-14 | BEEP | Mobile Infrastructure Corp | Osher Jeffrey | Director, 10% owner | BUY | $5.02 | 35,000 | $175,749 | 35,000 |
| 2023-12-19 04:26 | 2023-12-15 | BRST | Broad Street Realty, Inc. | Jacoby Michael Z | Director, Officer | BUY | $0.81 | 6,001 | $4,861 | 30,625 |
| 2023-12-18 21:11 | 2023-12-15 | FRPH | FRP HOLDINGS, INC. | deVilliers David H III | Officer | SELL | $62.26 | 775 | $48,252 | 18,635 |
| 2023-12-19 02:22 | 2023-12-14 | TRNO | Terreno Realty Corp | Weston Melinda | Officer | SELL | $62.06 | 1,500 | $93,090 | 15,683 |
| 2023-12-19 00:16 | 2023-12-15 | FOR | Forestar Group Inc. | Ringler G.F. (Rick) III | Director | SELL | $33.24 | 2,000 | $66,475 | 7,267 |
| 2023-12-19 01:07 | 2023-12-14 | EFC | Ellington Financial Inc. | Mumford Lisa | Director | OPT+S | $13.06 | 21,180 | $276,611 | 63,540 |
| 2023-12-14 16:30 | 2023-12-13 | LUXH | LuxUrban Hotels Inc. | Ferdinand Brian | Director, Officer, 10% owner | BUY | $4.56 | 25,000 | $114,050 | 225,825 |
| 2023-12-15 00:05 | 2023-12-13 | FOR | Forestar Group Inc. | BARTOK DANIEL C | Officer | SELL | $31.68 | 5,300 | $167,883 | 21,949 |
| 2023-12-14 01:13 | 2023-12-11 | FPH | Five Point Holdings, LLC | Luxor Capital Group, LP | 10% owner | SELL | $2.58 | 102,100 | $263,091 | 66,714 |
| 2023-12-14 05:30 | 2023-12-11 | SRG | Seritage Growth Properties | LAMPERT EDWARD S | 10% owner | SELL | $9.13 | 57,201 | $521,971 | 14,162,487 |
| 2023-12-13 02:26 | 2023-12-08 | CWK | Cushman & Wakefield Ltd. | Robinson Nathaniel | Officer | SELL | $8.82 | 20,000 | $176,400 | 29,459 |
| 2023-12-13 02:05 | 2023-12-12 | FOR | Forestar Group Inc. | BARTOK DANIEL C | Officer | SELL | $31.12 | 7,555 | $235,078 | 27,249 |
| 2023-12-13 01:35 | 2023-12-08 | TRNO | Terreno Realty Corp | CARLSON LEROY E | Director | SELL | $58.77 | 5,000 | $293,850 | 34,871 |
| 2023-12-11 17:37 | 2023-12-07 | FRPH | FRP HOLDINGS, INC. | MILTON JOHN D JR | Officer | SELL | $57.37 | 928 | $53,243 | 1,230 |
| 2023-12-09 02:16 | 2023-12-07 | FOR | Forestar Group Inc. | BARTOK DANIEL C | Officer | SELL | $31.19 | 10,000 | $311,892 | 34,804 |
| 2023-12-09 00:32 | 2023-12-06 | FPH | Five Point Holdings, LLC | Luxor Capital Group, LP | 10% owner | SELL | $2.62 | 17,500 | $45,929 | 67,269 |
| 2023-12-09 05:30 | 2023-12-06 | SRG | Seritage Growth Properties | LAMPERT EDWARD S | 10% owner | SELL | $9.19 | 287,641 | $2,644,514 | 14,219,688 |
| 2023-12-08 00:05 | 2023-12-05 | FOR | Forestar Group Inc. | BARTOK DANIEL C | Officer | SELL | $31.30 | 2,202 | $68,923 | 44,804 |
| 2023-12-06 00:06 | 2023-12-01 | FOR | Forestar Group Inc. | BARTOK DANIEL C | Officer | OPT+S | $31.12 | 19,816 | $616,628 | 47,006 |
| 2023-12-06 05:30 | 2023-12-01 | SRG | Seritage Growth Properties | LAMPERT EDWARD S | 10% owner | SELL | $9.21 | 319,503 | $2,943,613 | 14,507,329 |
| 2023-12-04 15:00 | 2023-11-30 | LUXH | LuxUrban Hotels Inc. | Ferdinand Brian | Director, Officer, 10% owner | SELL | $4.46 | 76,219 | $339,792 | 15,347,917 |
| 2023-12-02 00:03 | 2023-11-29 | FOR | Forestar Group Inc. | BARTOK DANIEL C | Officer | SELL | $31.25 | 13,120 | $410,033 | 66,822 |
| 2023-12-01 00:58 | 2023-11-28 | FPH | Five Point Holdings, LLC | Luxor Capital Group, LP | 10% owner | SELL | $2.57 | 6,000 | $15,390 | 67,364 |
| 2023-11-30 20:03 | 2023-11-28 | FRPH | FRP HOLDINGS, INC. | DEVILLIERS DAVID H JR | Officer | OPT+S | $58.25 | 300 | $17,475 | 24,474 |
| 2023-11-30 01:13 | 2023-11-28 | BRST | Broad Street Realty, Inc. | Spiritos Samuel M | Director | BUY | $0.72 | 9,080 | $6,538 | 195,108 |
| 2023-11-30 05:30 | 2023-11-27 | SRG | Seritage Growth Properties | LAMPERT EDWARD S | 10% owner | SELL | $9.13 | 45,718 | $417,250 | 14,826,832 |
| 2023-11-25 01:13 | 2023-11-21 | LUXH | LuxUrban Hotels Inc. | Ferdinand Brian | Director, Officer, 10% owner | SELL | $5.12 | 44,833 | $229,370 | 15,424,136 |
| 2023-11-25 00:53 | 2023-11-22 | FRPH | FRP HOLDINGS, INC. | DEVILLIERS DAVID H JR | Officer | SELL | $58.00 | 105 | $6,090 | 27,564 |
| 2023-11-23 00:42 | 2023-11-21 | AOMR | Angel Oak Mortgage REIT Inc. | Filson Brandon | Officer | SELL | $9.85 | 24,371 | $240,169 | 93,658 |
| 2023-11-22 01:08 | 2023-11-20 | BRST | Broad Street Realty, Inc. | Spiritos Samuel M | Director | BUY | $0.65 | 920 | $598 | 186,028 |
| 2023-11-21 22:54 | 2023-11-17 | WIKPUW | FRP HOLDINGS, INC. | DEVILLIERS DAVID H JR | Officer | SELL | $58.11 | 2,595 | $150,795 | 27,669 |
| 2023-11-21 01:29 | 2023-11-15 | SRG | Seritage Growth Properties | LAMPERT EDWARD S | 10% owner | SELL | $9.19 | 148,056 | $1,360,946 | 14,872,550 |
| 2023-11-18 00:52 | 2023-11-14 | GMPW | GIVEMEPOWER CORP | Igwealor Frank I | Director, Officer, 10% owner | BUY | $0.02 | 812,082 | $16,242 | 10,812,082 |
| 2023-11-17 01:23 | 2023-11-14 | FPH | Five Point Holdings, LLC | Luxor Capital Group, LP | 10% owner | SELL | $2.59 | 14,500 | $37,555 | 67,397 |
| 2023-11-17 05:30 | 2023-11-14 | SRG | Seritage Growth Properties | LAMPERT EDWARD S | 10% owner | SELL | $9.20 | 58,932 | $542,310 | 15,020,606 |
| 2023-11-17 01:02 | 2023-11-14 | CBRE | CBRE GROUP, INC. | Giamartino Emma E. | Officer | SELL | $76.53 | 1,064 | $81,428 | 53,685 |
| 2023-11-16 01:41 | 2023-11-15 | IIPR | INNOVATIVE INDUSTRIAL PROPERTIES INC | Stecher David | Director | SELL | $80.76 | 2,500 | $201,888 | 7,529 |
| 2023-11-15 04:06 | 2023-11-13 | CWD | CaliberCos Inc. | LOEFFLER JOHN C II | Director, Officer, 10% owner | BUY | $1.42 | 6,000 | $8,520 | 317,131 |
| 2023-11-10 00:17 | 2023-11-07 | CWK | Cushman & Wakefield Ltd. | TPG GP A, LLC | 10% owner | SELL | $7.63 | 10,000,000 | $76,300,000 | 24,832,955 |
| 2023-11-09 01:31 | 2023-11-06 | FPH | Five Point Holdings, LLC | Luxor Capital Group, LP | 10% owner | SELL | $2.61 | 5,000 | $13,025 | 67,476 |
| 2023-11-07 01:53 | 2023-11-06 | KW | Kennedy-Wilson Holdings, Inc. | MCMORROW WILLIAM J | Director, Officer | BUY | $12.32 | 100,000 | $1,232,000 | 8,599,517 |
| 2023-10-30 22:12 | 2023-10-26 | LUXH | LuxUrban Hotels Inc. | Kothari Shanoop | Officer | BUY | $25.00 | 20,000 | $500,000 | 20,000 |
| 2023-10-30 22:10 | 2023-10-26 | LUXH | LuxUrban Hotels Inc. | Ferdinand Brian | Director, Officer, 10% owner | BUY | $25.00 | 20,000 | $500,000 | 20,000 |
| 2023-10-11 00:29 | 2023-10-05 | AHH | Armada Hoffler Properties, Inc. | Apperson Eric E. | Officer | BUY | $10.21 | 1,408 | $14,372 | 96,447 |
| 2023-10-11 00:29 | 2023-10-05 | AHH | Armada Hoffler Properties, Inc. | KIRK A RUSSELL | Director | BUY | $10.11 | 851 | $8,602 | 44,965 |
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.