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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
2011-12-08 00:14 2011-12-05 EFC Ellington Financial Inc. Tecotzky Mark Officer BUY $17.00 388 $6,596 2,218
2011-12-08 03:46 2011-12-05 CBG CBRE GROUP, INC. Midler Laurence H Officer SELL $17.29 8,689 $150,265 199,299
2011-12-08 00:16 2011-12-07 TRC TEJON RANCH CO TOWERVIEW LLC 10% owner BUY $23.60 3,882 $91,615 2,098,596
2011-12-06 02:10 2011-12-01 CBG CBRE GROUP, INC. Strong Michael J Officer SELL $16.73 20,000 $334,554 218,530
2011-12-03 00:29 2011-11-30 EFC Ellington Financial Inc. Tecotzky Mark Officer BUY $17.14 200 $3,428 1,830
2011-12-03 00:28 2011-11-30 EFC Ellington Financial Inc. Penn Laurence Director, Officer BUY $17.14 700 $11,998 6,404
2011-12-03 00:28 2011-11-30 EFC Ellington Financial Inc. Vranos Michael W Director, Officer, 10% owner BUY $17.14 600 $10,284 5,490
2011-12-03 00:17 2011-12-02 TRC TEJON RANCH CO TOWERVIEW LLC 10% owner BUY $23.61 27,214 $642,569 2,094,714
2011-12-01 00:11 2011-11-28 EFC Ellington Financial Inc. Vranos Michael W Director, Officer, 10% owner BUY $16.95 930 $15,764 4,890
2011-12-01 00:09 2011-11-28 EFC Ellington Financial Inc. Penn Laurence Director, Officer BUY $16.95 1,085 $18,391 5,704
2011-12-01 00:08 2011-11-28 EFC Ellington Financial Inc. Tecotzky Mark Officer BUY $16.95 310 $5,255 1,630
2011-11-30 01:27 2011-11-29 HPP Hudson Pacific Properties, Inc. GLASER JONATHAN M Director BUY $11.77 2,500 $29,425 75,021
2011-11-29 00:14 2011-11-23 EFC Ellington Financial Inc. Tecotzky Mark Officer BUY $17.07 150 $2,561 1,320
2011-11-29 00:13 2011-11-23 EFC Ellington Financial Inc. Penn Laurence Director, Officer BUY $17.07 525 $8,962 4,619
2011-11-29 00:13 2011-11-23 EFC Ellington Financial Inc. Vranos Michael W Director, Officer, 10% owner BUY $17.07 450 $7,682 3,960
2011-11-29 02:28 2011-11-28 HPP Hudson Pacific Properties, Inc. GLASER JONATHAN M Director BUY $11.89 2,300 $27,347 72,521
2011-11-25 23:45 2011-11-25 TRC TEJON RANCH CO TOWERVIEW LLC 10% owner BUY $23.17 9,516 $220,492 2,067,500
2011-11-24 00:31 2011-11-23 TRC TEJON RANCH CO TOWERVIEW LLC 10% owner BUY $23.54 27,784 $654,119 2,057,984
2011-11-23 00:28 2011-05-23 PATR FRP HOLDINGS, INC. Shad Harold William III Director SELL $21.98 20,000 $439,686 8,500
2011-11-23 00:23 2011-11-22 TRC TEJON RANCH CO TOWERVIEW LLC 10% owner BUY $23.97 14,600 $349,926 2,030,200
2011-11-22 00:23 2011-11-21 TRC TEJON RANCH CO TOWERVIEW LLC 10% owner BUY $24.16 7,180 $173,434 2,015,600
2011-11-18 01:54 2011-11-17 HPP Hudson Pacific Properties, Inc. GLASER JONATHAN M Director BUY $12.38 5,000 $61,900 70,221
2011-11-17 00:35 2011-11-16 FOR Forestar Group Inc. JOHNSON JAMES A /DC/ Director SELL $15.02 665 $9,988 12,997
2011-11-17 00:50 2011-11-15 GTY GETTY REALTY CORP /MD/ Driscoll David B Director, Officer BUY $14.86 15,000 $222,908 15,010
2011-11-15 20:06 2011-11-14 FOR Forestar Group Inc. JOHNSON JAMES A /DC/ Director OPT+S $15.20 666 $10,123 13,662
2011-11-10 01:18 2011-11-09 HPP Hudson Pacific Properties, Inc. COLEMAN VICTOR J Director, Officer BUY $12.24 15,000 $183,600 375,327
2011-11-05 03:30 2011-11-03 CBG CBRE GROUP, INC. WHITE W BRETT Director, Officer BUY $17.57 10 $176 10
2011-10-27 23:04 2011-10-25 EFC Ellington Financial Inc. Tecotzky Mark Officer BUY $17.71 120 $2,125 1,170
2011-10-27 23:03 2011-10-25 EFC Ellington Financial Inc. Vranos Michael W Director, Officer, 10% owner BUY $17.71 360 $6,376 3,510
2011-10-27 23:03 2011-10-25 EFC Ellington Financial Inc. Penn Laurence Director, Officer BUY $17.71 420 $7,438 4,094
2011-10-24 23:04 2011-10-20 EFC Ellington Financial Inc. Tecotzky Mark Officer BUY $17.68 110 $1,945 1,050
2011-10-24 23:03 2011-10-20 EFC Ellington Financial Inc. Penn Laurence Director, Officer BUY $17.68 385 $6,807 3,674
2011-10-24 23:03 2011-10-20 EFC Ellington Financial Inc. Vranos Michael W Director, Officer, 10% owner BUY $17.68 330 $5,834 3,150
2011-10-21 23:16 2011-10-21 TRC TEJON RANCH CO TOWERVIEW LLC 10% owner BUY $22.82 5,920 $135,101 2,008,420
2011-10-20 23:07 2011-10-18 EFC Ellington Financial Inc. Tecotzky Mark Officer BUY $17.79 250 $4,448 940
2011-10-20 23:07 2011-10-18 EFC Ellington Financial Inc. Penn Laurence Director, Officer BUY $17.79 875 $15,566 3,289
2011-10-20 23:06 2011-10-18 EFC Ellington Financial Inc. Vranos Michael W Director, Officer, 10% owner BUY $17.79 750 $13,343 2,820
2011-10-18 23:01 2011-10-14 EFC Ellington Financial Inc. Vranos Michael W Director, Officer, 10% owner BUY $17.48 960 $16,783 2,070
2011-10-18 23:00 2011-10-14 EFC Ellington Financial Inc. Tecotzky Mark Officer BUY $17.48 320 $5,594 690
2011-10-18 22:57 2011-10-14 EFC Ellington Financial Inc. Penn Laurence Director, Officer BUY $17.48 1,120 $19,580 2,414
2011-10-14 23:11 2011-10-12 EFC Ellington Financial Inc. Vranos Michael W Director, Officer, 10% owner BUY $17.55 1,110 $19,475 1,110
2011-10-14 23:05 2011-10-12 EFC Ellington Financial Inc. Tecotzky Mark Officer BUY $17.55 370 $6,492 370
2011-10-14 23:04 2011-10-12 EFC Ellington Financial Inc. Penn Laurence Director, Officer BUY $17.55 1,294 $22,704 1,294
2011-10-03 17:58 2010-09-20 HPP Hudson Pacific Properties, Inc. COLEMAN VICTOR J Director, Officer BUY $25.70 1,900 $48,830 21,900
2011-09-19 16:45 2011-09-16 FOR Forestar Group Inc. DeCosmo James M Director, Officer BUY $11.77 17,000 $200,090 133,157
2011-09-10 00:17 2011-09-08 CBG CBRE GROUP, INC. Borok Gil Officer SELL $14.75 14,646 $215,958 118,463
2011-09-10 00:17 2011-09-08 CBG CBRE GROUP, INC. Frese Calvin W Jr Officer SELL $14.63 35,336 $516,828 448,412
2011-09-10 00:16 2011-09-08 CBG CBRE GROUP, INC. LAFITTE MICHAEL J Officer SELL $14.73 18,830 $277,381 303,407
2011-09-10 00:16 2011-09-08 CBG CBRE GROUP, INC. Midler Laurence H Officer SELL $14.66 19,611 $287,556 207,988
2011-09-10 00:16 2011-09-08 CBG CBRE GROUP, INC. Strong Michael J Officer SELL $14.62 27,880 $407,603 238,530
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.