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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
2013-07-19 01:29 2013-07-17 TRNO Terreno Realty Corp Merlone Peter J Director BUY $18.25 5,000 $91,250 58,870
2013-07-19 01:28 2013-07-17 TRNO Terreno Realty Corp PASQUALE DOUGLAS M Director BUY $18.25 5,350 $97,638 55,500
2013-07-18 00:35 2013-07-17 TRNO Terreno Realty Corp Cannon Jaime Jackson Director, Officer BUY $18.25 1,000 $18,250 39,082
2013-07-18 00:35 2013-07-17 TRNO Terreno Realty Corp BAIRD W BLAKE Director, Officer BUY $18.25 21,000 $383,250 150,807
2013-07-18 00:33 2013-07-17 TRNO Terreno Realty Corp COKE MICHAEL A Director, Officer BUY $18.25 3,000 $54,750 184,000
2013-07-18 00:35 2013-07-17 TRNO Terreno Realty Corp CARLSON LEROY E Director BUY $18.25 5,000 $91,250 33,870
2013-07-15 23:49 2013-07-11 CBG CBRE GROUP, INC. Frese Calvin W Jr Officer SELL $23.63 2,345 $55,410 486,190
2013-07-15 23:47 2013-07-11 CBG CBRE GROUP, INC. Midler Laurence H Officer SELL $23.63 3,235 $76,443 156,450
2013-07-15 23:47 2013-07-11 CBG CBRE GROUP, INC. KIRK J. CHRISTOPHER Officer SELL $23.60 315 $7,435 134,757
2013-07-15 23:47 2013-07-11 CBG CBRE GROUP, INC. Borok Gil Officer SELL $23.61 770 $18,183 122,951
2013-06-07 23:37 2013-06-05 PATR FRP HOLDINGS, INC. PAUL ROBERT H III Director SELL $29.19 3,000 $87,566 28,800
2013-05-29 02:40 2013-05-28 TRC TEJON RANCH CO STINE ROBERT A Director, Officer SELL $30.46 6,700 $204,063 26,325
2013-05-25 02:08 2013-05-24 TRC TEJON RANCH CO STINE ROBERT A Director, Officer SELL $30.03 13,100 $393,372 33,025
2013-05-24 15:16 2013-05-23 TRC TEJON RANCH CO STINE ROBERT A Director, Officer SELL $29.98 6,664 $199,789 46,125
2013-05-24 23:24 2013-05-22 MLP MAUI LAND & PINEAPPLE CO INC CASE STEPHEN M Director, 10% owner BUY $4.00 700 $2,800 11,909,236
2013-05-22 23:48 2013-05-22 TRC TEJON RANCH CO STINE ROBERT A Director, Officer SELL $30.14 3,438 $103,617 52,789
2013-05-22 00:00 2013-05-21 TRC TEJON RANCH CO STINE ROBERT A Director, Officer SELL $30.04 3,085 $92,674 56,227
2013-05-20 23:34 2013-05-20 TRC TEJON RANCH CO STINE ROBERT A Director, Officer SELL $30.05 5,513 $165,657 59,312
2013-05-21 03:08 2013-05-16 CBG CBRE GROUP, INC. Strong Michael J Officer OPT+S $24.86 45,705 $1,136,048 233,975
2013-05-17 23:57 2013-05-17 TRC TEJON RANCH CO STINE ROBERT A Director, Officer SELL $30.02 4,810 $144,386 64,825
2013-05-17 00:33 2013-05-16 TRC TEJON RANCH CO STINE ROBERT A Director, Officer SELL $30.19 8,690 $262,355 69,635
2013-05-16 01:05 2013-05-13 AHH Armada Hoffler Properties, Inc. Carroll James A Director BUY $11.50 1,600 $18,400 3,774
2013-05-16 01:03 2013-05-13 AHH Armada Hoffler Properties, Inc. Allen George F Director BUY $11.50 3,827 $44,011 6,001
2013-05-16 01:06 2013-05-13 AHH Armada Hoffler Properties, Inc. Cherry James C. Director BUY $11.50 4,400 $50,600 6,574
2013-05-16 01:09 2013-05-13 AHH Armada Hoffler Properties, Inc. KIRK A RUSSELL Director BUY $11.50 5,000 $57,500 5,000
2013-05-15 23:38 2013-05-15 TRC TEJON RANCH CO STINE ROBERT A Director, Officer SELL $30.03 5,601 $168,173 78,325
2013-05-16 01:11 2013-05-13 AHH Armada Hoffler Properties, Inc. Snow John W. Director BUY $11.50 20,000 $230,000 22,174
2013-05-14 23:13 2013-05-10 FOR Forestar Group Inc. WEBER PHILLIP J Officer OPT+S $24.04 29,344 $705,421 21,321
2013-05-14 23:54 2013-05-13 TRC TEJON RANCH CO STINE ROBERT A Director, Officer SELL $30.09 16,172 $486,591 83,926
2013-05-13 19:09 2013-05-10 TRC TEJON RANCH CO STINE ROBERT A Director, Officer SELL $30.34 6,227 $188,915 100,098
2013-05-08 18:52 2013-05-07 PATR FRP HOLDINGS, INC. WINSTON JAMES H Director SELL $28.51 4,160 $118,581 25,000
2013-05-07 20:38 2013-05-06 PATR FRP HOLDINGS, INC. WINSTON JAMES H Director SELL $28.54 5,093 $145,354 29,160
2013-04-20 00:33 2013-04-17 MLP MAUI LAND & PINEAPPLE CO INC CASE STEPHEN M Director, 10% owner BUY $4.00 523 $2,092 11,908,536
2013-04-16 23:50 2013-04-12 MLP MAUI LAND & PINEAPPLE CO INC CASE STEPHEN M Director, 10% owner BUY $3.99 2,900 $11,571 11,908,013
2013-04-16 02:22 2013-03-19 KW Kennedy-Wilson Holdings, Inc. WINDISCH MATTHEW Officer BUY $15.49 1,000 $15,490 307,204
2013-04-10 00:47 2013-04-05 MLP MAUI LAND & PINEAPPLE CO INC CASE STEPHEN M Director, 10% owner BUY $4.00 1,100 $4,399 11,905,113
2013-04-05 00:25 2013-04-02 MLP MAUI LAND & PINEAPPLE CO INC CASE STEPHEN M Director, 10% owner BUY $3.99 3,000 $11,976 11,904,013
2013-03-28 01:26 2013-03-27 MLP MAUI LAND & PINEAPPLE CO INC CASE STEPHEN M Director, 10% owner BUY $3.98 694 $2,762 11,901,013
2013-03-23 04:34 2013-03-20 MLP MAUI LAND & PINEAPPLE CO INC CASE STEPHEN M Director, 10% owner BUY $4.00 1,400 $5,600 11,900,319
2013-03-21 23:00 2013-03-19 BARA Broad Street Realty, Inc. MARINO GARY O Director, Officer, 10% owner BUY $0.73 564,110 $411,800 1,936,132
2013-03-20 04:02 2013-03-15 CBG CBRE GROUP, INC. MALEK FREDERIC V Director SELL $25.01 17,900 $447,595 21,900
2013-03-19 23:38 2013-03-15 MLP MAUI LAND & PINEAPPLE CO INC CASE STEPHEN M Director, 10% owner BUY $4.00 2,600 $10,393 11,898,919
2013-03-14 23:19 2013-03-12 MLP MAUI LAND & PINEAPPLE CO INC CASE STEPHEN M Director, 10% owner BUY $4.00 1,904 $7,615 11,896,319
2013-03-14 04:46 2013-03-11 GOV OFFICE PROPERTIES INCOME TRUST CommonWealth REIT 10% owner SELL $25.20 9,950,000 $250,740,000 0
2013-03-13 23:14 2013-03-11 CBG CBRE GROUP, INC. WIRTA RAYMOND E Director OPT+S $25.00 98,382 $2,459,550 1,060,648
2013-03-12 20:05 2013-03-08 MLP MAUI LAND & PINEAPPLE CO INC CASE STEPHEN M Director, 10% owner BUY $3.98 500 $1,988 11,894,415
2013-03-09 02:21 2013-03-06 CBG CBRE GROUP, INC. LAFITTE MICHAEL J Officer SELL $24.84 12,500 $310,525 329,146
2013-03-09 02:20 2013-03-07 CBG CBRE GROUP, INC. Borok Gil Officer SELL $24.48 11,512 $281,814 123,721
2013-03-05 22:58 2013-03-04 PATR FRP HOLDINGS, INC. WINSTON JAMES H Director SELL $27.50 863 $23,733 34,253
2013-03-02 01:59 2013-02-27 MLP MAUI LAND & PINEAPPLE CO INC CASE STEPHEN M Director, 10% owner BUY $4.00 1,200 $4,794 11,893,915
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.