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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
2020-06-10 18:14 2020-06-08 FRPH FRP HOLDINGS, INC. deVilliers David H III Officer SELL $44.72 1,000 $44,716 7,197
2020-06-10 02:32 2020-06-08 CBRE CBRE GROUP, INC. Midler Laurence H Officer SELL $55.45 16,000 $887,134 118,905
2020-05-26 23:55 2020-05-22 HPP Hudson Pacific Properties, Inc. Moran Robert Matthew Jr. Director BUY $21.37 10,000 $213,700 44,392
2020-05-26 14:40 2020-05-20 AHH Armada Hoffler Properties, Inc. Snow John W. Director BUY $7.99 125,000 $999,363 186,667
2020-05-19 02:06 2020-05-15 CBRE CBRE GROUP, INC. WIRTA RAYMOND E Director SELL $36.01 87,516 $3,151,565 1,043,483
2020-05-15 21:21 2020-05-14 TRC TEJON RANCH CO TOWERVIEW LLC Director, 10% owner BUY $12.60 1,718 $21,647 3,701,718
2020-05-15 00:00 2020-05-13 HPP Hudson Pacific Properties, Inc. Porter Barry Alan Director BUY $20.60 5,000 $103,000 89,690
2020-05-15 04:06 2020-05-12 CBRE CBRE GROUP, INC. Goodman Shira Director BUY $38.73 2,600 $100,691 2,600
2020-05-09 00:05 2020-05-06 AHH Armada Hoffler Properties, Inc. Haddad Louis S Director, Officer BUY $18.94 5,000 $94,700 10,000
2020-04-30 04:18 2020-04-27 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner BUY $4.30 968,586 $4,164,920 3,466,845
2020-04-20 17:29 2020-04-15 CHCI Comstock Holding Companies, Inc. GUERNSEY DAVID M Director SELL $3.00 10,000 $30,000 72,145
2020-04-18 00:40 2020-04-15 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner BUY $4.55 492,600 $2,241,330 3,280,845
2020-04-07 17:26 2020-04-03 GTY GETTY REALTY CORP /MD/ LIEBOWITZ LEO Director SELL $19.70 155,858 $3,069,951 254,681
2020-04-07 03:07 2020-04-02 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner BUY $4.77 113,491 $541,579 3,109,800
2020-04-02 03:09 2020-03-30 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner BUY $4.90 628,605 $3,079,473 1,249,392
2020-03-31 00:41 2020-03-27 HPP Hudson Pacific Properties, Inc. HARRIS ROBERT L II Director BUY $23.35 10,000 $233,500 25,486
2020-03-28 01:57 2020-03-25 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner BUY $4.79 45,757 $219,364 3,085,634
2020-03-26 23:23 2020-03-25 GTY GETTY REALTY CORP /MD/ LIEBOWITZ LEO Director SELL $21.90 50,000 $1,095,000 360,681
2020-03-25 20:47 2020-03-23 HPP Hudson Pacific Properties, Inc. GLASER JONATHAN M Director BUY $16.67 75,500 $1,258,623 4,500
2020-03-25 00:18 2020-03-20 CIGI Colliers International Group Inc. Spruce House Partnership LLC 10% owner SELL $46.47 260,100 $12,086,847 5,725,143
2020-03-24 03:28 2020-03-23 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner BUY $3.91 225,440 $880,884 3,077,881
2020-03-24 03:26 2020-03-19 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner BUY $4.87 1,862,189 $9,069,978 717,494
2020-03-21 01:09 2020-03-19 UE Urban Edge Properties Eilberg Herbert Officer BUY $7.95 2,000 $15,900 38,722
2020-03-19 23:09 2020-03-17 FOR Forestar Group Inc. BARTOK DANIEL C Officer BUY $11.40 250 $2,850 13,776
2020-03-20 00:10 2020-03-17 AHH Armada Hoffler Properties, Inc. Hoffler Daniel A Director BUY $8.96 22,960 $205,722 146,449
2020-03-19 04:23 2020-03-16 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner BUY $4.21 1,134,650 $4,772,111 2,724,204
2020-03-18 01:26 2020-03-17 AHH Armada Hoffler Properties, Inc. Haddad Louis S Director, Officer BUY $8.96 25,000 $224,000 358,281
2020-03-17 23:50 2020-03-17 IIPR INNOVATIVE INDUSTRIAL PROPERTIES INC Kreitzer Gary A Director BUY $58.60 2,000 $117,195 35,575
2020-03-17 20:53 2020-03-16 GTY GETTY REALTY CORP /MD/ COVIELLO PHILIP E JR Director BUY $20.57 10,000 $205,700 48,710
2020-03-16 18:51 2020-03-13 IIPR INNOVATIVE INDUSTRIAL PROPERTIES INC Curran Mary A Director BUY $70.16 750 $52,620 1,805
2020-03-17 01:51 2020-03-13 AHH Armada Hoffler Properties, Inc. Cherry James C. Director BUY $10.41 20,000 $208,150 38,528
2020-03-17 00:58 2020-03-13 FOR Forestar Group Inc. BARTOK DANIEL C Officer BUY $13.25 500 $6,625 13,526
2020-03-14 02:20 2020-03-12 HPP Hudson Pacific Properties, Inc. GLASER JONATHAN M Director BUY $24.97 12,000 $299,600 4,000
2020-03-13 21:45 2020-03-11 GTY GETTY REALTY CORP /MD/ LIEBOWITZ LEO Director SELL $26.04 16,236 $422,785 84,058
2020-03-11 23:51 2020-03-10 AHH Armada Hoffler Properties, Inc. Haddad Louis S Director, Officer BUY $14.59 10,000 $145,900 333,281
2020-03-11 20:28 2020-03-09 GTY GETTY REALTY CORP /MD/ LIEBOWITZ LEO Director SELL $28.34 42,138 $1,194,330 100,294
2020-03-10 22:56 2020-03-05 GTY GETTY REALTY CORP /MD/ LIEBOWITZ LEO Director SELL $29.50 56,543 $1,667,770 385,681
2020-03-10 01:42 2020-03-06 HPP Hudson Pacific Properties, Inc. ANTENUCCI TED R Director BUY $31.92 15,625 $498,750 58,281
2020-03-09 22:43 2020-03-05 GTY GETTY REALTY CORP /MD/ LIEBOWITZ LEO Director SELL $29.40 70,959 $2,085,918 142,432
2020-03-05 20:53 2020-03-03 GTY GETTY REALTY CORP /MD/ LIEBOWITZ LEO Director SELL $29.22 66,707 $1,949,012 442,224
2020-02-08 05:00 2020-02-06 CWK Cushman & Wakefield Ltd. Palmer Duncan Officer SELL $20.07 6,401 $128,468 56,822
2020-01-16 00:10 2020-01-13 CWK Cushman & Wakefield Ltd. WHITE W BRETT Director, Officer OPT+S $19.33 44,783 $865,740 774,219
2020-01-06 18:05 2020-01-02 TRC TEJON RANCH CO DT Four Partners, LLC 10% owner BUY $15.85 12,107 $191,896 1,087,507
2020-01-03 23:01 2019-12-31 GTY GETTY REALTY CORP /MD/ LIEBOWITZ LEO Director SELL $32.56 6,150 $200,244 1,182,833
2019-12-18 18:17 2019-12-13 FRPH FRP HOLDINGS, INC. Klopfenstein John D Officer OPT+S $50.24 1,046 $52,552 0
2019-12-17 23:46 2019-12-17 IIPR INNOVATIVE INDUSTRIAL PROPERTIES INC Gold Alan D Director, Officer SELL $29.20 4,000 $116,784 61,100
2019-12-17 23:46 2019-12-17 IIPR INNOVATIVE INDUSTRIAL PROPERTIES INC Gold Alan D Director, Officer BUY $72.16 1,600 $115,460 325,864
2019-12-17 01:01 2019-12-13 IIPR INNOVATIVE INDUSTRIAL PROPERTIES INC Gold Alan D Director, Officer SELL $29.86 1,000 $29,862 65,100
2019-12-17 01:01 2019-12-16 IIPR INNOVATIVE INDUSTRIAL PROPERTIES INC Gold Alan D Director, Officer BUY $74.21 370 $27,458 324,264
2019-12-13 00:37 2019-12-12 IIPR INNOVATIVE INDUSTRIAL PROPERTIES INC Gold Alan D Director, Officer SELL $29.80 4,000 $119,200 66,100
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.