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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2016-03-02 22:04 | 2016-03-01 | HPP | Hudson Pacific Properties, Inc. | GLASER JONATHAN M | Director | BUY | $26.03 | 1,000 | $26,030 | 116,436 |
| 2016-03-02 23:13 | 2015-10-09 | FRPH | FRP HOLDINGS, INC. | DEVILLIERS DAVID H JR | Officer | SELL | $31.62 | 3,263 | $103,190 | 20,113 |
| 2016-03-02 02:46 | 2016-02-26 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | SELL | $41.95 | 81,950 | $3,438,048 | 3,511,000 |
| 2016-02-26 00:14 | 2016-02-24 | FRPH | FRP HOLDINGS, INC. | MILTON JOHN D JR | Officer | OPT+S | $32.02 | 1,421 | $45,504 | 27,500 |
| 2016-02-25 00:09 | 2016-02-22 | FRPH | FRP HOLDINGS, INC. | MILTON JOHN D JR | Officer | OPT+S | $32.11 | 8,262 | $265,330 | 27,500 |
| 2016-02-24 23:42 | 2016-02-18 | FRPH | FRP HOLDINGS, INC. | MILTON JOHN D JR | Officer | OPT+S | $31.53 | 317 | $9,995 | 27,500 |
| 2016-02-22 19:57 | 2016-02-18 | FRPH | FRP HOLDINGS, INC. | MILTON JOHN D JR | Officer | SELL | $31.53 | 317 | $9,995 | 27,183 |
| 2016-02-20 00:53 | 2016-02-17 | CBG | CBRE GROUP, INC. | Jenny Christopher T | Director | BUY | $25.42 | 29,000 | $737,160 | 30,662 |
| 2016-02-18 01:19 | 2016-02-16 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | BUY | $39.59 | 5,000 | $197,950 | 3,392,450 |
| 2016-02-18 01:19 | 2016-02-12 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | SELL | $39.20 | 4,350 | $170,520 | 3,387,450 |
| 2016-02-17 01:32 | 2016-02-11 | CBG | CBRE GROUP, INC. | ValueAct Holdings, L.P. | Director | BUY | $23.65 | 625,700 | $14,798,243 | 32,931,905 |
| 2016-02-12 01:24 | 2016-02-10 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | SELL | $39.28 | 4,550 | $178,724 | 3,447,550 |
| 2016-02-12 01:24 | 2016-02-09 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | BUY | $38.22 | 10,200 | $389,852 | 3,447,750 |
| 2016-02-11 01:20 | 2016-02-08 | CBG | CBRE GROUP, INC. | ValueAct Holdings, L.P. | Director | BUY | $23.30 | 978,800 | $22,801,929 | 32,306,205 |
| 2016-02-02 18:41 | 2016-02-01 | FRPH | FRP HOLDINGS, INC. | DEVILLIERS DAVID H JR | Officer | SELL | $30.28 | 1,250 | $37,850 | 21,363 |
| 2016-01-21 00:44 | 2016-01-15 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | BUY | $37.49 | 10,000 | $374,900 | 3,437,550 |
| 2016-01-21 00:44 | 2016-01-15 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | SELL | $37.32 | 9,550 | $356,406 | 3,427,550 |
| 2016-01-15 01:48 | 2016-01-12 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | BUY | $38.55 | 50,300 | $1,939,040 | 3,574,750 |
| 2016-01-14 01:22 | 2016-01-11 | CBG | CBRE GROUP, INC. | GROCH JAMES R | Officer | SELL | $30.68 | 10,000 | $306,800 | 30,000 |
| 2016-01-08 16:49 | 2016-01-06 | TRC | TEJON RANCH CO | TOWERVIEW LLC | Director, 10% owner | BUY | $18.75 | 34,800 | $652,469 | 2,795,000 |
| 2016-01-06 17:07 | 2016-01-04 | TRC | TEJON RANCH CO | TOWERVIEW LLC | Director, 10% owner | BUY | $18.97 | 10,200 | $193,507 | 2,760,200 |
| 2016-01-05 18:22 | 2016-01-04 | FRPH | FRP HOLDINGS, INC. | DEVILLIERS DAVID H JR | Officer | SELL | $32.30 | 1,250 | $40,369 | 22,613 |
| 2015-12-22 22:14 | 2015-12-22 | TRC | TEJON RANCH CO | ATKINSON DENNIS | Officer | SELL | $19.47 | 20,000 | $389,300 | 19,251 |
| 2015-12-22 00:35 | 2015-12-18 | TRC | TEJON RANCH CO | TOWERVIEW LLC | Director, 10% owner | BUY | $19.11 | 5,590 | $106,799 | 2,750,000 |
| 2015-12-18 19:16 | 2015-08-17 | FRPH | FRP HOLDINGS, INC. | BAKER JOHN D II | Director | BUY | $31.43 | 300 | $9,428 | 85,613 |
| 2015-12-18 18:55 | 2015-08-07 | FRPH | FRP HOLDINGS, INC. | BAKER JOHN D II | Director | BUY | $30.68 | 1,801 | $55,255 | 85,313 |
| 2015-12-18 02:36 | 2015-12-15 | CBG | CBRE GROUP, INC. | BLUM RICHARD C | Director | SELL | $35.56 | 36,888 | $1,311,737 | 26,189 |
| 2015-12-16 04:55 | 2015-12-14 | CBG | CBRE GROUP, INC. | SULENTIC ROBERT E | Director, Officer | SELL | $34.04 | 45,000 | $1,531,800 | 672,344 |
| 2015-12-14 20:26 | 2015-12-11 | TRC | TEJON RANCH CO | STACK GEOFFREY L | Director | BUY | $19.17 | 5,000 | $95,850 | 41,380 |
| 2015-12-14 23:58 | 2015-12-11 | TRC | TEJON RANCH CO | TOWERVIEW LLC | Director, 10% owner | BUY | $19.29 | 31,405 | $605,655 | 2,744,410 |
| 2015-12-12 00:18 | 2015-12-09 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | BUY | $34.59 | 1,100 | $38,049 | 3,524,450 |
| 2015-12-12 00:18 | 2015-12-09 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | SELL | $34.39 | 11,400 | $392,046 | 3,523,350 |
| 2015-12-12 03:59 | 2015-12-10 | CBG | CBRE GROUP, INC. | GROCH JAMES R | Officer | SELL | $35.19 | 10,000 | $351,856 | 35,000 |
| 2015-12-09 02:15 | 2015-12-04 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | SELL | $34.57 | 7,800 | $269,646 | 3,523,350 |
| 2015-12-07 16:52 | 2015-12-03 | TRC | TEJON RANCH CO | TOWERVIEW LLC | Director, 10% owner | BUY | $20.78 | 6,488 | $134,800 | 2,713,005 |
| 2015-12-05 03:28 | 2015-12-02 | CBG | CBRE GROUP, INC. | MALEK FREDERIC V | Director | SELL | $36.88 | 17,420 | $642,363 | 294,891 |
| 2015-12-04 02:31 | 2015-12-01 | CBG | CBRE GROUP, INC. | Frese Calvin W Jr | Officer | SELL | $37.50 | 25,000 | $937,500 | 280,042 |
| 2015-12-03 18:17 | 2015-12-01 | TRC | TEJON RANCH CO | TOWERVIEW LLC | Director, 10% owner | BUY | $20.84 | 5,290 | $110,221 | 2,706,517 |
| 2015-12-03 00:52 | 2015-11-30 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | SELL | $36.20 | 2,800 | $101,360 | 3,523,350 |
| 2015-11-26 00:59 | 2015-11-23 | CBG | CBRE GROUP, INC. | Frese Calvin W Jr | Officer | SELL | $37.00 | 20,000 | $740,088 | 305,042 |
| 2015-11-25 00:11 | 2015-11-20 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | BUY | $33.58 | 3,400 | $114,162 | 3,523,350 |
| 2015-11-19 00:20 | 2015-11-16 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | BUY | $35.17 | 61,900 | $2,177,147 | 3,519,950 |
| 2015-11-18 20:27 | 2015-11-17 | TRC | TEJON RANCH CO | TOWERVIEW LLC | Director, 10% owner | BUY | $20.93 | 13,545 | $283,510 | 2,701,227 |
| 2015-11-14 01:30 | 2015-11-11 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | BUY | $36.81 | 36,400 | $1,339,975 | 3,458,050 |
| 2015-11-11 01:13 | 2015-11-06 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | BUY | $38.42 | 30,800 | $1,183,358 | 3,428,050 |
| 2015-11-06 01:16 | 2015-11-03 | SRG | Seritage Growth Properties | BERKOWITZ BRUCE R | 10% owner | BUY | $42.50 | 23,600 | $1,003,000 | 3,397,250 |
| 2015-11-04 20:50 | 2015-11-02 | FRPH | FRP HOLDINGS, INC. | DEVILLIERS DAVID H JR | Officer | SELL | $33.03 | 1,250 | $41,288 | 28,964 |
| 2015-10-30 23:10 | 2015-10-30 | FRPH | FRP HOLDINGS, INC. | MILTON JOHN D JR | Officer | SELL | $33.00 | 1,398 | $46,134 | 0 |
| 2015-10-31 02:39 | 2015-10-28 | CBG | CBRE GROUP, INC. | Frese Calvin W Jr | Officer | SELL | $37.50 | 35,000 | $1,312,500 | 325,042 |
| 2015-10-31 02:39 | 2015-10-30 | CBG | CBRE GROUP, INC. | Midler Laurence H | Officer | SELL | $37.66 | 28,000 | $1,054,477 | 105,069 |
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.