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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
2022-05-13 15:45 2022-05-11 AFCG Advanced Flower Capital Inc. TANNENBAUM LEONARD M Director, Officer, 10% owner BUY $15.85 22,183 $351,656 3,000
2022-05-13 01:43 2022-05-10 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner SELL $5.32 4,900 $26,068 100,204
2022-05-12 23:36 2022-05-10 CBRE CBRE GROUP, INC. KIRK J. CHRISTOPHER Officer SELL $78.35 15,160 $1,187,760 150,888
2022-05-12 23:05 2022-05-10 TRNO Terreno Realty Corp PASQUALE DOUGLAS M Director BUY $64.25 2,000 $128,490 105,518
2022-05-10 23:20 2022-05-09 TRNO Terreno Realty Corp BAIRD W BLAKE Director, Officer BUY $64.00 1,000 $64,000 588,376
2022-05-10 23:55 2022-05-06 N/A Copper Property CTL Pass Through Trust Silver Point Capital L.P. 10% owner SELL $15.75 3,000 $47,250 13,019,227
2022-05-10 01:43 2022-05-05 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner SELL $5.61 9,900 $55,501 105,104
2022-05-04 20:36 2020-02-26 MHPC Manufactured Housing Properties Inc. Johnson James Lambert Director BUY $0.77 32,911 $25,299 52,911
2022-04-26 04:49 2021-06-28 BRST Broad Street Realty, Inc. Neal Daniel J W Director BUY $2.71 2,588 $7,002 880,111
2022-04-22 23:55 2022-04-20 N/A Copper Property CTL Pass Through Trust Silver Point Capital L.P. 10% owner SELL $16.25 7,000 $113,750 13,022,227
2022-04-22 01:07 2022-04-19 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner SELL $5.99 65,198 $390,327 115,004
2022-04-19 03:59 2022-04-13 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner SELL $6.01 22,600 $135,713 180,202
2022-04-14 23:46 2022-04-12 N/A Copper Property CTL Pass Through Trust Silver Point Capital L.P. 10% owner SELL $16.25 17,900 $290,875 13,029,227
2022-04-11 15:00 2022-04-08 AEI Alset Inc. Chan Heng Fai Ambrose Director, Officer, 10% owner BUY $0.83 135,000 $111,551 37,366,633
2022-04-08 16:24 2022-04-07 AEI Alset Inc. Chan Heng Fai Ambrose Director, Officer, 10% owner BUY $0.75 4,377,792 $3,281,155 37,231,633
2022-04-07 23:15 2022-04-05 AEI Alset Inc. Chan Heng Fai Ambrose Director, Officer, 10% owner BUY $0.57 1,204,542 $681,048 32,853,841
2022-04-07 02:07 2022-04-04 FPH Five Point Holdings, LLC Hunt Gary H Director SELL $6.16 30,000 $184,920 8,864
2022-04-07 01:13 2022-04-04 N/A Copper Property CTL Pass Through Trust Silver Point Capital L.P. 10% owner SELL $16.25 75,000 $1,218,750 13,047,127
2022-04-05 23:17 2022-04-01 AEI Alset Inc. Chan Heng Fai Ambrose Director, Officer, 10% owner BUY $0.53 2,900,000 $1,549,180 31,649,299
2022-04-06 00:30 2022-04-01 CWK Cushman & Wakefield Ltd. WHITE W BRETT Director, Officer SELL $20.60 145,416 $2,995,570 1,327,077
2022-04-04 17:54 2022-04-01 AOMR Angel Oak Mortgage REIT Inc. Morgan Jonathan Director BUY $16.40 4,000 $65,600 8,211
2022-04-01 00:30 2022-03-29 CWK Cushman & Wakefield Ltd. MCDONALD ANDREW R. Officer SELL $21.00 2,061 $43,281 109,935
2022-03-31 17:13 2022-03-30 AOMR Angel Oak Mortgage REIT Inc. MINAMI W D Director BUY $16.28 3,700 $60,252 12,411
2022-03-31 03:30 2022-03-28 N/A Copper Property CTL Pass Through Trust Silver Point Capital L.P. 10% owner SELL $16.25 831,500 $13,511,875 13,122,127
2022-03-22 00:34 2022-03-18 AFCG Advanced Flower Capital Inc. Kaufman Brett Officer BUY $19.27 2,000 $38,540 3,000
2022-03-18 23:58 2022-03-17 KW Kennedy-Wilson Holdings, Inc. Boucher Richard Aidan Hugh Director BUY $23.45 24,000 $562,800 24,000
2022-03-16 23:42 2022-03-14 FRPH FRP HOLDINGS, INC. Baker John D. III Officer BUY $56.49 1,346 $76,037 109,446
2022-03-16 23:50 2022-03-15 FRPH FRP HOLDINGS, INC. DEVILLIERS DAVID H JR Officer SELL $56.93 1,500 $85,398 26,763
2022-03-16 23:28 2022-03-14 FRPH FRP HOLDINGS, INC. MILTON JOHN D JR Officer SELL $56.91 1,849 $105,219 2,996
2022-03-16 02:16 2022-03-15 IIPR INNOVATIVE INDUSTRIAL PROPERTIES INC Kreitzer Gary A Director SELL $30.13 2,196 $66,164 28,000
2022-03-14 23:37 2022-03-10 IIPR INNOVATIVE INDUSTRIAL PROPERTIES INC Kreitzer Gary A Director SELL $31.45 3,804 $119,642 30,196
2022-03-14 21:01 2022-03-10 FRPH FRP HOLDINGS, INC. MILTON JOHN D JR Officer SELL $57.36 1,151 $66,023 4,845
2022-03-09 00:22 2022-03-08 KW Kennedy-Wilson Holdings, Inc. FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 10% owner BUY $0.00 300,000 $0 300,000
2022-03-08 00:33 2021-07-08 AHH Armada Hoffler Properties, Inc. Apperson Eric E. Officer BUY $14.01 1,860 $26,060 63,445
2022-03-08 03:02 2022-03-04 CBRE CBRE GROUP, INC. SULENTIC ROBERT E Director, Officer SELL $90.09 30,000 $2,702,751 1,006,250
2022-03-05 03:08 2022-03-02 CWK Cushman & Wakefield Ltd. MCDONALD ANDREW R. Officer SELL $21.63 13,478 $291,529 109,935
2022-03-03 04:28 2022-03-02 CBRE CBRE GROUP, INC. Giamartino Emma E. Officer SELL $97.00 146 $14,162 23,309
2022-03-03 04:26 2022-03-01 CBRE CBRE GROUP, INC. Queenan Daniel G Officer SELL $96.86 5,000 $484,300 197,930
2022-03-02 03:23 2022-02-25 CBRE CBRE GROUP, INC. LAFITTE MICHAEL J Officer SELL $98.00 7,406 $725,788 250,963
2022-02-24 01:50 2022-02-23 FOR Forestar Group Inc. BARTOK DANIEL C Officer BUY $18.00 1,000 $18,000 35,138
2022-02-24 03:11 2022-02-23 CBRE CBRE GROUP, INC. Midler Laurence H Officer SELL $99.73 2,558 $255,102 123,435
2022-02-19 03:56 2022-02-16 CWK Cushman & Wakefield Ltd. MCDONALD ANDREW R. Officer SELL $23.00 10,000 $230,000 109,935
2022-02-19 03:03 2022-02-18 CBRE CBRE GROUP, INC. Giamartino Emma E. Officer SELL $99.68 271 $27,013 14,501
2022-02-18 04:15 2022-02-15 CWK Cushman & Wakefield Ltd. WHITE W BRETT Director, Officer OPT+S $21.94 186,304 $4,087,510 1,437,081
2022-02-03 00:06 2022-01-31 FOR Forestar Group Inc. BARTOK DANIEL C Officer BUY $19.76 2,000 $39,525 34,138
2022-01-28 00:05 2022-01-25 SKYH Sky Harbour Group Corp Rozek Alexander Buffett Director, 10% owner BUY $10.00 4,500,000 $45,000,000 4,500,000
2022-01-04 02:03 2021-12-30 BRST Broad Street Realty, Inc. Jacoby Michael Z Director, Officer BUY $2.71 2,100 $5,691 2,657,945
2022-01-03 20:11 2021-12-30 NIHK Video River Networks, Inc. Video River Networks, Inc. Director, Officer, 10% owner BUY $0.13 861,000 $113,652 48,014,846
2021-12-31 01:21 2021-12-28 BRST Broad Street Realty, Inc. Jacoby Michael Z Director, Officer BUY $2.76 2,000 $5,520 2,655,845
2021-12-30 01:29 2021-12-27 BRST Broad Street Realty, Inc. Spiritos Samuel M Director BUY $2.10 4,781 $10,040 48,701
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.