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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
2011-09-10 00:16 2011-09-08 CBG CBRE GROUP, INC. SULENTIC ROBERT E Officer SELL $14.61 32,647 $476,813 478,455
2011-09-10 00:16 2011-09-08 CBG CBRE GROUP, INC. WHITE W BRETT Director, Officer SELL $14.61 75,761 $1,106,861 559,976
2011-08-25 13:00 2011-08-23 TRNO Terreno Realty Corp BAIRD W BLAKE Director, Officer BUY $14.90 657 $9,789 321,257
2011-08-17 21:19 2011-08-15 GOV OFFICE PROPERTIES INCOME TRUST GILMORE BARBARA D Director BUY $22.38 3,000 $67,138 3,000
2011-08-12 13:00 2011-08-10 TRNO Terreno Realty Corp BAIRD W BLAKE Director, Officer BUY $15.55 5,000 $77,740 320,600
2011-08-12 23:10 2011-08-10 TRNO Terreno Realty Corp COKE MICHAEL A Director, Officer BUY $15.60 10,000 $155,994 166,000
2011-08-11 23:27 2011-08-09 PATR FRP HOLDINGS, INC. WINSTON JAMES H Director SELL $24.00 146 $3,504 2,854
2011-07-22 22:07 2011-07-21 GTY GETTY REALTY CORP /MD/ COOPER MILTON Director SELL $25.79 1,852 $47,763 24,254
2011-07-16 02:21 2011-07-13 CBG CBRE GROUP, INC. Borok Gil Officer SELL $23.89 759 $18,132 108,586
2011-07-16 02:21 2011-07-13 CBG CBRE GROUP, INC. Frese Calvin W Jr Officer SELL $23.88 3,028 $72,309 373,394
2011-07-16 02:21 2011-07-13 CBG CBRE GROUP, INC. Midler Laurence H Officer SELL $23.87 3,188 $76,098 183,151
2011-07-16 02:21 2011-07-13 CBG CBRE GROUP, INC. SULENTIC ROBERT E Officer SELL $23.86 1,425 $34,000 394,617
2011-07-16 02:21 2011-07-13 CBG CBRE GROUP, INC. WHITE W BRETT Director, Officer SELL $23.85 7,323 $174,663 488,312
2011-07-07 18:25 2011-07-05 BARA Broad Street Realty, Inc. MARINO GARY O Director, Officer, 10% owner BUY $1.75 118,000 $206,701 686,083
2011-07-01 00:02 2011-06-29 KW Kennedy-Wilson Holdings, Inc. FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 10% owner BUY $10.70 400,000 $4,280,000 400,000
2011-07-01 01:07 2011-06-29 TRC TEJON RANCH CO STINE ROBERT A Director, Officer SELL $33.79 40,000 $1,351,600 55,183
2011-06-29 21:02 2011-06-28 TRC TEJON RANCH CO STINE ROBERT A Director, Officer OPT+S $33.44 15,127 $505,847 95,183
2011-06-28 21:00 2011-06-27 TRC TEJON RANCH CO STINE ROBERT A Director, Officer OPT+S $33.80 36,869 $1,246,172 95,533
2011-06-27 20:48 2011-06-24 TRC TEJON RANCH CO STINE ROBERT A Director, Officer OPT+S $34.52 48,004 $1,657,098 95,533
2011-06-27 18:42 2011-06-23 TRC TEJON RANCH CO STINE ROBERT A Director, Officer OPT+S $34.30 4,000 $137,200 95,533
2011-06-27 20:36 2011-06-23 TRC TEJON RANCH CO STINE ROBERT A Director, Officer OPT+S $34.30 40,000 $1,372,000 95,533
2011-06-15 17:14 2011-06-14 PATR FRP HOLDINGS, INC. BAKER JOHN D II Director BUY $20.50 25 $513 6,713
2011-06-16 02:41 2011-06-15 KW Kennedy-Wilson Holdings, Inc. MOUTON KENT Y Director BUY $11.86 4,175 $49,516 66,942
2011-06-13 18:14 2011-05-25 PATR FRP HOLDINGS, INC. BAKER JOHN D II Director BUY $22.25 6,688 $148,808 6,688
2011-06-10 23:33 2011-06-08 KW Kennedy-Wilson Holdings, Inc. MOUTON KENT Y Director BUY $11.80 4,225 $49,853 62,767
2011-06-10 02:14 2011-06-07 CBG CBRE GROUP, INC. MALEK FREDERIC V Director SELL $25.66 10,000 $256,600 623,611
2011-06-03 03:01 2011-05-31 KW Kennedy-Wilson Holdings, Inc. LYLE FREEMAN Officer SELL $11.15 50,000 $557,530 527,792
2011-06-02 01:27 2011-05-27 CBG CBRE GROUP, INC. Strong Michael J Officer OPT+S $26.52 27,000 $716,032 205,103
2011-05-24 18:05 2011-05-23 BARA Broad Street Realty, Inc. MARINO GARY O Director, Officer, 10% owner BUY $2.00 150,000 $300,000 568,283
2011-05-24 02:41 2011-05-19 KW Kennedy-Wilson Holdings, Inc. Herrema Donald J. Officer SELL $11.10 31,800 $352,980 547,231
2011-05-20 18:27 2011-05-18 BARA Broad Street Realty, Inc. MARINO GARY O Director, Officer, 10% owner BUY $2.00 11,500 $23,000 418,283
2011-05-21 02:50 2011-05-18 CBG CBRE GROUP, INC. Borok Gil Officer SELL $26.90 6,627 $178,278 109,345
2011-05-19 21:59 2011-05-18 PATR FRP HOLDINGS, INC. BAKER JOHN D II Director, 10% owner BUY $22.28 667 $14,861 25,812
2011-05-18 18:00 2011-05-17 PATR FRP HOLDINGS, INC. BAKER JOHN D II Director, 10% owner BUY $22.29 2,645 $58,957 25,145
2011-05-19 00:24 2011-05-17 GTY GETTY REALTY CORP /MD/ LIEBOWITZ LEO Director BUY $24.48 50,000 $1,224,150 2,034,606
2011-05-19 00:14 2011-05-13 GTY GETTY REALTY CORP /MD/ LIEBOWITZ LEO Director BUY $24.44 30,000 $733,200 1,984,606
2011-05-19 00:10 2011-05-13 GTY GETTY REALTY CORP /MD/ LIEBOWITZ LEO Director BUY $24.28 50,000 $1,214,000 1,954,606
2011-05-16 21:54 2011-05-12 PATR FRP HOLDINGS, INC. Klopfenstein John D Officer BUY $23.46 1,064 $24,950 7,807
2011-05-13 02:46 2011-05-10 CBG CBRE GROUP, INC. Kantor Michael Director OPT+S $27.80 8,847 $245,962 24,894
2011-05-11 23:16 2011-05-09 TRNO Terreno Realty Corp BAIRD W BLAKE Director, Officer BUY $16.85 9,600 $161,764 315,600
2011-05-10 04:04 2011-05-05 KW Kennedy-Wilson Holdings, Inc. Hart Robert E. Officer SELL $10.89 41,634 $453,548 69,875
2011-05-10 04:04 2011-05-05 KW Kennedy-Wilson Holdings, Inc. SCHLESINGER BARRY Officer SELL $11.02 8,068 $88,894 157,959
2011-05-10 04:49 2011-05-05 KW Kennedy-Wilson Holdings, Inc. LYLE FREEMAN Officer SELL $11.04 42,716 $471,768 577,792
2011-05-05 21:04 2011-05-03 HPP Hudson Pacific Properties, Inc. Farallon Capital Partners, L.P. 10% owner BUY $14.62 3,125,000 $45,687,500 840,347
2011-05-05 21:04 2011-05-03 HPP Hudson Pacific Properties, Inc. FARALLON PARTNERS L L C/CA 10% owner BUY $14.62 3,125,000 $45,687,500 840,347
2011-05-05 00:37 2011-05-03 HPP Hudson Pacific Properties, Inc. Linehan Mark David Director BUY $14.62 7,500 $109,650 17,535
2011-05-05 00:33 2011-05-03 HPP Hudson Pacific Properties, Inc. Porter Barry Alan Director BUY $14.62 15,000 $219,300 31,059
2011-05-05 03:35 2011-05-02 KW Kennedy-Wilson Holdings, Inc. Hart Robert E. Officer SELL $11.09 18,274 $202,602 111,509
2011-05-05 00:33 2011-05-03 HPP Hudson Pacific Properties, Inc. Stern Howard Steven Director, Officer BUY $14.62 2,500 $36,550 99,333
2011-05-05 00:33 2011-05-03 HPP Hudson Pacific Properties, Inc. GLASER JONATHAN M Director BUY $14.62 25,000 $365,500 60,059
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.