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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
2019-07-02 03:12 2019-06-27 FPH Five Point Holdings, LLC Hunt Gary H Director SELL $7.07 5,329 $37,676 19,048
2019-07-01 17:02 2019-06-28 TRC TEJON RANCH CO DT Four Partners, LLC 10% owner BUY $16.50 70,097 $1,156,601 1,034,550
2019-06-27 23:19 2019-06-26 TRC TEJON RANCH CO DT Four Partners, LLC Director, 10% owner BUY $16.36 39,453 $645,451 964,453
2019-06-20 23:42 2019-06-18 AHH Armada Hoffler Properties, Inc. Haddad Louis S Director, Officer BUY $25.00 5,000 $125,000 5,000
2019-06-20 23:32 2019-06-18 AHH Armada Hoffler Properties, Inc. O'Hara Michael P Officer BUY $25.00 6,000 $150,000 6,000
2019-06-20 23:45 2019-06-18 AHH Armada Hoffler Properties, Inc. Cherry James C. Director BUY $25.00 5,000 $125,000 5,000
2019-06-20 23:34 2019-06-18 AHH Armada Hoffler Properties, Inc. Hoffler Daniel A Director BUY $25.00 4,000 $100,000 4,000
2019-06-20 23:39 2019-06-18 AHH Armada Hoffler Properties, Inc. HARDY EVA S Director BUY $25.00 400 $10,000 400
2019-06-20 23:27 2019-06-18 AHH Armada Hoffler Properties, Inc. Snow John W. Director BUY $25.00 4,000 $100,000 4,000
2019-06-19 20:49 2019-06-17 FOR Forestar Group Inc. BARTOK DANIEL C Officer BUY $17.75 500 $8,875 10,000
2019-06-14 04:15 2019-06-12 MLP MAUI LAND & PINEAPPLE CO INC SUBRATA PAULUS Officer SELL $10.30 9,000 $92,700 236
2019-06-13 23:43 2019-06-11 CBRE CBRE GROUP, INC. SULENTIC ROBERT E Director, Officer SELL $50.00 40,000 $2,000,000 841,601
2019-06-06 23:19 2019-06-06 TRC TEJON RANCH CO TOWERVIEW LLC Director, 10% owner BUY $16.05 2,426 $38,937 3,692,426
2019-06-05 21:49 2019-06-03 FRPH FRP HOLDINGS, INC. MILTON JOHN D JR Officer OPT+S $46.64 2,500 $116,601 0
2019-06-04 17:57 2019-06-03 TRC TEJON RANCH CO TOWERVIEW LLC Director, 10% owner BUY $16.10 4,900 $78,890 3,690,000
2019-06-03 16:27 2019-05-31 TRC TEJON RANCH CO TOWERVIEW LLC Director, 10% owner BUY $16.16 6,508 $105,169 3,685,100
2019-05-30 17:53 2019-05-29 TRC TEJON RANCH CO TOWERVIEW LLC Director, 10% owner BUY $16.20 1,000 $16,200 3,678,592
2019-05-24 23:20 2019-05-22 CBRE CBRE GROUP, INC. FEENY CURTIS F Director SELL $47.30 4,514 $213,513 37,905
2019-05-24 23:17 2019-05-23 TRC TEJON RANCH CO TOWERVIEW LLC Director, 10% owner BUY $16.20 4,933 $79,915 3,677,592
2019-05-21 23:55 2019-05-17 IIPR INNOVATIVE INDUSTRIAL PROPERTIES INC Smithers Paul E. Director, Officer SELL $90.50 2,000 $181,000 45,565
2019-05-21 23:55 2019-05-17 IIPR INNOVATIVE INDUSTRIAL PROPERTIES INC Wolfe Brian J. Officer SELL $89.01 3,181 $283,141 14,955
2019-05-21 23:36 2019-05-17 CBRE CBRE GROUP, INC. FEENY CURTIS F Director SELL $47.25 4,000 $188,986 42,419
2019-05-17 23:37 2019-05-15 HPP Hudson Pacific Properties, Inc. LAMMAS MARK T Officer SELL $34.42 56,835 $1,956,141 200,522
2019-05-17 23:56 2019-05-15 CBRE CBRE GROUP, INC. Bazzano Dara Officer SELL $47.51 1,252 $59,479 21,246
2019-05-14 03:00 2019-05-09 FPH Five Point Holdings, LLC Anchorage Capital Group, L.L.C. 10% owner SELL $7.95 3,200,000 $25,440,000 2,191,292
2019-05-11 03:51 2019-05-08 HPP Hudson Pacific Properties, Inc. Barton Christopher James Officer SELL $34.67 27,756 $962,231 62,037
2019-05-10 00:17 2019-05-07 HPP Hudson Pacific Properties, Inc. Vouvalides Alex Officer SELL $35.10 43,000 $1,509,300 130,940
2019-04-17 00:18 2019-04-12 CWK Cushman & Wakefield Ltd. ONTARIO TEACHERS PENSION PLAN BOARD 10% owner SELL $17.08 233,682 $3,992,317 15,626,710
2019-04-17 02:00 2019-04-12 CWK Cushman & Wakefield Ltd. WHITE W BRETT Director, Officer OPT+S $17.08 17,966 $306,938 717,821
2019-04-17 00:17 2019-04-12 CWK Cushman & Wakefield Ltd. TPG Asia Advisors VI, Inc. 10% owner SELL $17.08 1,909,557 $32,623,636 52,030,940
2019-04-13 01:16 2019-04-12 CBRE CBRE GROUP, INC. GROCH JAMES R Officer SELL $52.00 50,000 $2,600,040 454,918
2019-04-04 03:30 2019-04-01 CWK Cushman & Wakefield Ltd. Palmer Duncan Officer SELL $18.00 50,000 $900,000 25,000
2019-04-04 03:30 2019-04-01 CWK Cushman & Wakefield Ltd. WHITE W BRETT Director, Officer OPT+S $17.97 44,511 $799,680 731,396
2019-03-27 00:04 2019-03-22 CWK Cushman & Wakefield Ltd. PAGAC Drone Holding GP I Ltd 10% owner SELL $17.08 74,660 $1,275,521 954,909
2019-03-27 00:03 2019-03-22 CWK Cushman & Wakefield Ltd. DTZ Investment Holdings, L.P. 10% owner SELL $17.08 200,000 $3,416,880 2,558,022
2019-03-27 00:03 2019-03-22 CWK Cushman & Wakefield Ltd. ONTARIO TEACHERS PENSION PLAN BOARD 10% owner SELL $17.08 1,788,346 $30,552,818 333,567
2019-03-27 00:15 2019-03-22 CWK Cushman & Wakefield Ltd. TPG Asia Advisors VI, Inc. 10% owner SELL $17.08 14,499,822 $247,720,759 53,940,497
2019-03-26 04:00 2019-03-22 CWK Cushman & Wakefield Ltd. WHITE W BRETT Director, Officer OPT+S $17.08 137,172 $2,343,501 769,840
2019-03-20 23:16 2019-03-20 KW Kennedy-Wilson Holdings, Inc. Bowen Trevor Director BUY $20.93 13,500 $282,555 38,909
2019-03-14 00:03 2019-03-11 CBRE CBRE GROUP, INC. Boze Brandon B Director SELL $49.51 6,700,000 $331,717,000 13,221,376
2019-03-14 00:35 2019-03-11 CBRE CBRE GROUP, INC. GROCH JAMES R Officer SELL $50.47 50,000 $2,523,305 504,918
2019-03-14 00:35 2019-03-11 CBRE CBRE GROUP, INC. KIRK J. CHRISTOPHER Officer SELL $50.53 17,900 $904,568 151,499
2019-03-14 00:35 2019-03-11 CBRE CBRE GROUP, INC. LAFITTE MICHAEL J Officer SELL $50.54 32,706 $1,652,873 372,946
2019-03-14 00:35 2019-03-11 CBRE CBRE GROUP, INC. Midler Laurence H Officer SELL $50.43 13,848 $698,416 131,109
2019-03-08 02:21 2019-03-05 AHH Armada Hoffler Properties, Inc. Haddad Louis S Director, Officer BUY $15.31 15,000 $229,650 320,530
2019-03-08 00:41 2019-03-06 KW Kennedy-Wilson Holdings, Inc. Boucher Richard Aidan Hugh Director BUY $21.00 7,100 $149,100 22,100
2019-03-05 01:30 2019-02-28 UE Urban Edge Properties ROTH STEVEN Director SELL $18.98 5,717,184 $108,512,152 0
2019-02-13 00:06 2019-02-08 TRNO Terreno Realty Corp Lee David M Director BUY $42.04 5,000 $210,200 5,000
2019-02-06 01:01 2019-02-01 KW Kennedy-Wilson Holdings, Inc. RICKS MARY Director, Officer SELL $20.10 91,100 $1,830,900 1,731,459
2019-02-01 01:50 2019-01-29 KW Kennedy-Wilson Holdings, Inc. RICKS MARY Director, Officer SELL $19.58 68,999 $1,351,132 1,822,559
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.