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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2017-08-19 02:09 | 2017-08-16 | CBG | CBRE GROUP, INC. | Midler Laurence H | Officer | SELL | $35.75 | 24,246 | $866,714 | 97,106 |
| 2017-08-16 20:46 | 2017-08-16 | IIPR | INNOVATIVE INDUSTRIAL PROPERTIES INC | Gold Alan D | Director, Officer | BUY | $17.20 | 300 | $5,161 | 281,064 |
| 2017-08-16 02:29 | 2017-08-15 | IIPR | INNOVATIVE INDUSTRIAL PROPERTIES INC | Gold Alan D | Director, Officer | BUY | $17.16 | 200 | $3,431 | 280,764 |
| 2017-08-16 03:53 | 2017-08-15 | CBG | CBRE GROUP, INC. | SULENTIC ROBERT E | Director, Officer | SELL | $35.91 | 90,000 | $3,231,900 | 693,620 |
| 2017-08-12 04:32 | 2017-08-09 | HPP | Hudson Pacific Properties, Inc. | GLASER JONATHAN M | Director | BUY | $31.91 | 25,000 | $797,670 | 13,000 |
| 2017-08-11 22:52 | 2017-08-10 | FRPH | FRP HOLDINGS, INC. | MILTON JOHN D JR | Officer | OPT+S | $44.59 | 3,000 | $133,763 | 0 |
| 2017-08-08 23:18 | 2017-08-07 | SRG | Seritage Growth Properties | MCCLAIN JOHN | Director | BUY | $48.21 | 200 | $9,643 | 1,700 |
| 2017-08-05 02:02 | 2017-08-04 | CBG | CBRE GROUP, INC. | Borok Gil | Officer | SELL | $37.33 | 25,627 | $956,761 | 76,651 |
| 2017-07-25 02:28 | 2017-07-20 | CBG | CBRE GROUP, INC. | CONCANNON WILLIAM F | Officer | SELL | $38.09 | 20,000 | $761,878 | 218,376 |
| 2017-07-06 00:53 | 2017-06-30 | CBG | CBRE GROUP, INC. | CONCANNON WILLIAM F | Officer | SELL | $36.57 | 15,000 | $548,553 | 238,376 |
| 2017-07-01 00:17 | 2017-06-28 | CBG | CBRE GROUP, INC. | LAFITTE MICHAEL J | Officer | SELL | $37.02 | 15,000 | $555,252 | 369,774 |
| 2017-06-27 00:20 | 2017-06-23 | AHH | Armada Hoffler Properties, Inc. | Haddad Louis S | Director, Officer | BUY | $13.39 | 10,000 | $133,900 | 252,221 |
| 2017-06-16 22:28 | 2017-06-15 | FRPH | FRP HOLDINGS, INC. | Klopfenstein John D | Officer | OPT+S | $46.19 | 3,194 | $147,534 | 0 |
| 2017-06-16 00:08 | 2017-06-14 | IIPR | INNOVATIVE INDUSTRIAL PROPERTIES INC | Gold Alan D | Director, Officer | BUY | $17.31 | 200 | $3,462 | 280,564 |
| 2017-06-15 00:35 | 2017-06-13 | HPP | Hudson Pacific Properties, Inc. | Vouvalides Alex | Officer | SELL | $35.16 | 6,500 | $228,560 | 170,770 |
| 2017-06-15 00:32 | 2017-06-14 | HPP | Hudson Pacific Properties, Inc. | Shimoda Sanford Dale | Officer | SELL | $35.87 | 5,000 | $179,350 | 85,872 |
| 2017-06-15 00:33 | 2017-06-13 | HPP | Hudson Pacific Properties, Inc. | COLEMAN VICTOR J | Director, Officer | SELL | $35.50 | 58,086 | $2,062,320 | 936,165 |
| 2017-06-14 00:12 | 2017-06-12 | HPP | Hudson Pacific Properties, Inc. | Shimoda Sanford Dale | Officer | SELL | $35.55 | 5,000 | $177,750 | 90,872 |
| 2017-06-13 23:44 | 2017-06-13 | IIPR | INNOVATIVE INDUSTRIAL PROPERTIES INC | Gold Alan D | Director, Officer | BUY | $17.31 | 500 | $8,657 | 280,364 |
| 2017-06-14 00:14 | 2017-06-12 | HPP | Hudson Pacific Properties, Inc. | LAMMAS MARK T | Officer | SELL | $35.51 | 65,963 | $2,342,267 | 256,717 |
| 2017-06-13 01:10 | 2017-06-12 | IIPR | INNOVATIVE INDUSTRIAL PROPERTIES INC | Gold Alan D | Director, Officer | BUY | $17.26 | 100 | $1,726 | 279,864 |
| 2017-06-12 19:02 | 2017-06-08 | FRPH | FRP HOLDINGS, INC. | MILTON JOHN D JR | Officer | OPT+S | $43.34 | 4,000 | $173,355 | 0 |
| 2017-06-09 23:18 | 2017-06-08 | HPP | Hudson Pacific Properties, Inc. | Linehan Mark David | Director | SELL | $34.58 | 9,000 | $311,185 | 34,146 |
| 2017-06-09 01:48 | 2017-06-07 | HPP | Hudson Pacific Properties, Inc. | Diramerian Harout Krikor | Officer | SELL | $34.01 | 20,000 | $680,146 | 46,371 |
| 2017-05-27 01:05 | 2017-05-24 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | BUY | $39.69 | 31,200 | $1,238,406 | 4,066,750 |
| 2017-05-20 00:52 | 2017-05-17 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | BUY | $38.75 | 4,300 | $166,625 | 4,035,550 |
| 2017-05-17 02:46 | 2017-05-15 | FPH | Five Point Holdings, LLC | Jochim Lynn | Officer | BUY | $14.00 | 20,000 | $280,000 | 10,000 |
| 2017-05-17 02:45 | 2017-05-15 | FPH | Five Point Holdings, LLC | Bonner Kofi | Officer | BUY | $14.00 | 5,550 | $77,700 | 50,996 |
| 2017-05-17 02:43 | 2017-05-15 | FPH | Five Point Holdings, LLC | Higgins Erik R. | Officer | BUY | $14.00 | 25,000 | $350,000 | 75,680 |
| 2017-05-17 02:42 | 2017-05-15 | FPH | Five Point Holdings, LLC | Alvarado Michael | Officer | BUY | $14.00 | 14,000 | $196,000 | 38,389 |
| 2017-05-16 23:30 | 2017-05-15 | FPH | Five Point Holdings, LLC | TCO Fund, L.P. | 10% owner | BUY | $14.00 | 1,785,714 | $24,999,996 | 5,696,572 |
| 2017-05-16 23:26 | 2017-05-15 | FPH | Five Point Holdings, LLC | CASTLELAKE L.P. | 10% owner | BUY | $14.00 | 1,785,714 | $24,999,996 | 5,696,572 |
| 2017-05-17 02:43 | 2017-05-15 | FPH | Five Point Holdings, LLC | JAFFE JONATHAN M | Director | BUY | $14.00 | 35,000 | $490,000 | 35,000 |
| 2017-05-17 00:58 | 2017-05-12 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | BUY | $39.49 | 149,300 | $5,895,155 | 4,031,250 |
| 2017-05-17 02:45 | 2017-05-15 | FPH | Five Point Holdings, LLC | BECKWITT RICHARD | Director | BUY | $14.00 | 30,000 | $420,000 | 30,000 |
| 2017-05-17 02:42 | 2017-05-15 | FPH | Five Point Holdings, LLC | MILLER STUART A | Director | BUY | $14.00 | 100,000 | $1,400,000 | 100,000 |
| 2017-05-16 04:13 | 2017-05-04 | AHH | Armada Hoffler Properties, Inc. | Apperson Eric E. | Officer | BUY | $13.99 | 1,700 | $23,783 | 30,575 |
| 2017-05-16 02:18 | 2017-05-11 | CBG | CBRE GROUP, INC. | ValueAct Holdings, L.P. | Director, 10% owner | SELL | $35.20 | 7,500,000 | $264,000,000 | 34,373,250 |
| 2017-05-12 01:04 | 2017-05-09 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | BUY | $39.94 | 62,400 | $2,492,063 | 3,881,950 |
| 2017-05-10 00:15 | 2017-05-05 | FRPH | FRP HOLDINGS, INC. | Klopfenstein John D | Officer | SELL | $44.15 | 1,490 | $65,766 | 4,006 |
| 2017-05-10 03:51 | 2017-05-08 | SRG | Seritage Growth Properties | MCCLAIN JOHN | Director | BUY | $40.02 | 400 | $16,006 | 1,500 |
| 2017-05-09 00:22 | 2017-05-04 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | BUY | $40.83 | 123,500 | $5,042,394 | 3,819,550 |
| 2017-05-03 00:16 | 2017-04-28 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | BUY | $41.50 | 20,900 | $867,350 | 3,706,050 |
| 2017-04-21 01:59 | 2017-01-30 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | BUY | $40.63 | 400 | $16,252 | 3,620,750 |
| 2017-04-11 00:00 | 2017-04-06 | CHCI | Comstock Holding Companies, Inc. | Thompson Jubal R | BUY | $1.00 | 24,998 | $24,998 | 145,206 | |
| 2017-04-10 23:59 | 2017-04-06 | CHCI | Comstock Holding Companies, Inc. | Conover Christopher L | Officer | BUY | $1.00 | 25,000 | $25,000 | 74,400 |
| 2017-04-10 23:55 | 2017-04-06 | CHCI | Comstock Holding Companies, Inc. | Clemente Christopher | Director, Officer, 10% owner | BUY | $1.00 | 25,000 | $25,000 | 220,250 |
| 2017-04-10 23:15 | 2017-04-04 | CHCI | Comstock Holding Companies, Inc. | Benson Gregory V | 10% owner | SELL | $1.00 | 259,813 | $259,813 | 0 |
| 2017-04-11 00:03 | 2017-04-06 | CHCI | Comstock Holding Companies, Inc. | PINCUS ROBERT P | Director | BUY | $1.00 | 11,000 | $11,000 | 31,148 |
| 2017-04-11 00:04 | 2017-04-06 | CHCI | Comstock Holding Companies, Inc. | GUERNSEY DAVID M | Director | BUY | $1.00 | 10,000 | $10,000 | 53,919 |
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.