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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-20 22:04 | 2025-05-19 | MRP | Millrose Properties, Inc. | Gorson Matthew B. | Director | BUY | $28.24 | 7,500 | $211,816 | 15,660 |
| 2025-05-19 23:29 | 2025-05-19 | KW | Kennedy-Wilson Holdings, Inc. | MCMORROW WILLIAM J | Director, Officer | BUY | $6.71 | 25,000 | $167,750 | 8,074,517 |
| 2025-05-19 23:24 | 2025-05-16 | FOR | Forestar Group Inc. | Oxley Anthony W | Director, Officer | BUY | $20.22 | 4,963 | $100,364 | 9,263 |
| 2025-05-16 23:15 | 2025-05-15 | AOMR | Angel Oak Mortgage REIT Inc. | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 10% owner | SELL | $9.75 | 452,659 | $4,413,425 | 4,729,210 |
| 2025-05-16 02:20 | 2025-05-15 | KW | Kennedy-Wilson Holdings, Inc. | MCMORROW WILLIAM J | Director, Officer | BUY | $6.36 | 200,000 | $1,272,000 | 8,049,517 |
| 2025-05-14 23:32 | 2025-05-13 | UE | Urban Edge Properties | Milton Robert C | Officer | SELL | $18.78 | 26,000 | $488,405 | 0 |
| 2025-05-14 00:34 | 2025-05-12 | FOR | Forestar Group Inc. | Parmer Elizabeth | Director | SELL | $20.57 | 1,460 | $30,032 | 3,357 |
| 2025-05-06 01:08 | 2025-05-02 | CBRE | CBRE GROUP, INC. | Doellinger Chad J | Officer | SELL | $126.02 | 627 | $79,015 | 27,812 |
| 2025-04-29 03:55 | 2025-04-24 | SKYH | Sky Harbour Group Corp | BOSTON OMAHA Corp | 10% owner | SELL | $10.97 | 41,158 | $451,594 | 9,171,213 |
| 2025-04-24 03:06 | 2025-04-21 | SKYH | Sky Harbour Group Corp | BOSTON OMAHA Corp | 10% owner | SELL | $11.09 | 52,990 | $587,633 | 9,212,371 |
| 2025-04-18 04:42 | 2025-04-15 | SKYH | Sky Harbour Group Corp | BOSTON OMAHA Corp | 10% owner | SELL | $11.24 | 40,346 | $453,445 | 9,265,631 |
| 2025-04-15 02:19 | 2025-04-10 | SKYH | Sky Harbour Group Corp | BOSTON OMAHA Corp | 10% owner | SELL | $11.38 | 53,747 | $611,463 | 9,305,977 |
| 2025-04-11 01:11 | 2025-04-04 | CWD | CaliberCos Inc. | LEUNG JADE | Officer | SELL | $0.46 | 28,500 | $13,113 | 643,552 |
| 2025-04-10 02:58 | 2025-04-07 | SKYH | Sky Harbour Group Corp | BOSTON OMAHA Corp | 10% owner | SELL | $11.15 | 91,228 | $1,017,630 | 9,359,724 |
| 2025-04-07 23:50 | 2025-04-03 | AHH | Armada Hoffler Properties, Inc. | Wimbush Frederick Blair | Director | BUY | $7.33 | 371 | $2,721 | 21,508 |
| 2025-04-07 23:51 | 2025-04-03 | AHH | Armada Hoffler Properties, Inc. | KIRK A RUSSELL | Director | BUY | $7.24 | 954 | $6,904 | 50,275 |
| 2025-04-03 04:00 | 2025-03-31 | SKYH | Sky Harbour Group Corp | BOSTON OMAHA Corp | 10% owner | SELL | $12.81 | 86,084 | $1,103,080 | 9,450,982 |
| 2025-04-02 00:31 | 2025-03-28 | AFCG | Advanced Flower Capital Inc. | Neville Daniel | Officer | BUY | $6.15 | 5,000 | $30,750 | 187,261 |
| 2025-03-27 23:54 | 2025-03-26 | AFCG | Advanced Flower Capital Inc. | Neville Daniel | Officer | BUY | $6.20 | 5,000 | $31,000 | 182,261 |
| 2025-03-27 21:17 | 2025-03-25 | AHH | Armada Hoffler Properties, Inc. | KIRK A RUSSELL | Director | BUY | $7.73 | 50,000 | $386,300 | 119,430 |
| 2025-03-24 23:20 | 2025-03-20 | AHH | Armada Hoffler Properties, Inc. | KIRK A RUSSELL | Director | BUY | $7.70 | 10,000 | $77,000 | 69,430 |
| 2025-03-19 23:32 | 2025-03-05 | FRPH | FRP HOLDINGS, INC. | deVilliers David H III | Officer | BUY | $31.00 | 1,356 | $42,036 | 57,659 |
| 2025-03-19 22:23 | 2025-03-17 | AHH | Armada Hoffler Properties, Inc. | KIRK A RUSSELL | Director | BUY | $7.64 | 40,000 | $305,632 | 59,430 |
| 2025-03-20 01:21 | 2025-03-17 | CBRE | CBRE GROUP, INC. | Giamartino Emma E. | Officer | SELL | $125.69 | 2,000 | $251,380 | 107,343 |
| 2025-03-20 01:10 | 2025-03-19 | KW | Kennedy-Wilson Holdings, Inc. | ZAX STANLEY R | Director | BUY | $8.56 | 41,000 | $350,960 | 547,400 |
| 2025-03-18 00:59 | 2025-03-14 | AFCG | Advanced Flower Capital Inc. | Neville Daniel | Officer | BUY | $6.45 | 46,599 | $300,578 | 177,261 |
| 2025-03-18 00:55 | 2025-03-14 | AFCG | Advanced Flower Capital Inc. | Tannenbaum Robyn | Officer | BUY | $6.21 | 8,000 | $49,680 | 121,667 |
| 2025-03-18 00:57 | 2025-03-14 | AFCG | Advanced Flower Capital Inc. | TANNENBAUM LEONARD M | Director, 10% owner | BUY | $6.32 | 82,007 | $518,686 | 3,959,876 |
| 2025-03-15 01:02 | 2025-03-12 | CMTG | Claros Mortgage Trust, Inc. | Mack Richard | Director, Officer | BUY | $3.46 | 35,000 | $121,058 | 2,599,981 |
| 2025-03-15 01:20 | 2025-03-14 | KW | Kennedy-Wilson Holdings, Inc. | Hendrickson Cathy | Director | SELL | $8.62 | 30,000 | $258,600 | 98,318 |
| 2025-03-14 00:05 | 2025-03-12 | CMTG | Claros Mortgage Trust, Inc. | Richman Steven Leonard | Director | BUY | $3.40 | 5,000 | $17,000 | 18,500 |
| 2025-03-13 23:56 | 2025-03-12 | CMTG | Claros Mortgage Trust, Inc. | McGillis Mike | Director, Officer | BUY | $3.30 | 24,115 | $79,510 | 475,945 |
| 2025-03-13 01:28 | 2025-03-10 | CMTG | Claros Mortgage Trust, Inc. | Mack Richard | Director, Officer | BUY | $3.19 | 115,000 | $367,218 | 2,564,981 |
| 2025-03-13 01:04 | 2025-03-11 | CBRE | CBRE GROUP, INC. | Doellinger Chad J | Officer | SELL | $126.62 | 913 | $115,603 | 28,619 |
| 2025-03-12 04:01 | 2025-03-08 | FPH | Five Point Holdings, LLC | Tobler Kim | Officer | OPT+S | $5.78 | 18,496 | $106,907 | 17,927 |
| 2025-03-07 01:31 | 2025-03-05 | MRP | Millrose Properties, Inc. | Migoya Carlos A | Director | BUY | $22.45 | 3,458 | $77,621 | 10,106 |
| 2025-03-05 17:44 | 2025-03-03 | IIPR | INNOVATIVE INDUSTRIAL PROPERTIES INC | Stecher David | Director | SELL | $70.55 | 7,599 | $536,109 | 1,346 |
| 2025-03-05 00:42 | 2025-03-03 | MRP | Millrose Properties, Inc. | Presa Rachel | Officer | BUY | $22.80 | 992 | $22,620 | 992 |
| 2025-03-05 00:45 | 2025-03-03 | MRP | Millrose Properties, Inc. | Migoya Carlos A | Director | BUY | $22.89 | 3,259 | $74,599 | 6,648 |
| 2025-03-04 04:26 | 2025-03-03 | MRP | Millrose Properties, Inc. | Rosenblum Garett | Officer | BUY | $22.84 | 5,900 | $134,742 | 5,900 |
| 2025-02-22 03:27 | 2025-02-20 | MRP | Millrose Properties, Inc. | Nitkin Robert | Officer | BUY | $23.55 | 3,225 | $75,955 | 3,225 |
| 2025-02-19 02:14 | 2025-02-13 | MRP | Millrose Properties, Inc. | Gorson Matthew B. | Director | BUY | $22.59 | 2,500 | $56,475 | 2,500 |
| 2025-02-19 02:09 | 2025-02-13 | MRP | Millrose Properties, Inc. | Richman Darren | Officer | BUY | $22.65 | 265,000 | $6,001,508 | 44,000 |
| 2025-02-19 04:00 | 2025-02-14 | SKYH | Sky Harbour Group Corp | BOSTON OMAHA Corp | 10% owner | SELL | $11.07 | 4,877 | $53,998 | 10,699,066 |
| 2025-02-18 18:01 | 2025-02-14 | FOR | Forestar Group Inc. | Oxley Anthony W | Officer | BUY | $23.14 | 4,300 | $99,505 | 4,300 |
| 2025-02-19 01:52 | 2025-02-14 | UE | Urban Edge Properties | Olson Jeffrey S | Director, Officer | SELL | $20.78 | 300,000 | $6,234,450 | 1,931 |
| 2025-02-19 02:11 | 2025-02-13 | MRP | Millrose Properties, Inc. | Migoya Carlos A | Director | BUY | $22.00 | 3,389 | $74,564 | 3,389 |
| 2025-02-18 17:28 | 2025-02-13 | AEI | Alset Inc. | Chan Heng Fai Ambrose | Director, Officer, 10% owner | BUY | $1.23 | 50,000 | $61,500 | 6,399,742 |
| 2025-02-15 03:00 | 2025-02-11 | SKYH | Sky Harbour Group Corp | BOSTON OMAHA Corp | 10% owner | SELL | $11.20 | 17,227 | $192,963 | 10,703,943 |
| 2025-02-14 00:05 | 2025-02-11 | TRNO | Terreno Realty Corp | POLK DENNIS | Director | SELL | $67.20 | 9,703 | $652,042 | 46,634 |
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.