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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
2024-08-23 00:00 2024-08-20 AEI Alset Inc. Chan Heng Fai Ambrose Director, Officer, 10% owner BUY $0.95 2,983 $2,834 5,875,571
2024-08-22 01:00 2024-08-19 CWD CaliberCos Inc. Taylor Lawrence X. III Director BUY $0.61 1,000 $614 8,000
2024-08-22 00:11 2024-08-20 AOMR Angel Oak Mortgage REIT Inc. Morgan Jonathan Director SELL $12.17 4,377 $53,269 33,059
2024-08-21 22:09 2024-08-19 FRPH FRP HOLDINGS, INC. DEVILLIERS DAVID H JR Officer SELL $29.53 2,280 $67,328 51,003
2024-08-22 01:46 2024-08-20 CBRE CBRE GROUP, INC. Jenny Christopher T Director SELL $112.00 10,847 $1,214,885 51,244
2024-08-20 23:22 2024-08-16 BRST Broad Street Realty, Inc. Topchy Alexander Officer BUY $0.13 71,500 $9,295 425,878
2024-08-20 23:24 2024-08-16 BRST Broad Street Realty, Inc. Spiritos Samuel M Director BUY $0.14 19,000 $2,660 506,953
2024-08-20 23:20 2024-08-16 BRST Broad Street Realty, Inc. Jacoby Michael Z Director, Officer BUY $0.13 53,500 $6,778 57,125
2024-08-21 00:00 2024-08-16 CWD CaliberCos Inc. HANSEN DANIEL PAUL Director BUY $0.60 22,581 $13,549 50,000
2024-08-20 17:00 2024-08-16 CWD CaliberCos Inc. Taylor Lawrence X. III Director BUY $0.70 1,000 $700 7,000
2024-08-21 04:30 2024-08-16 AEI Alset Inc. Chan Heng Fai Ambrose Director, Officer, 10% owner BUY $0.94 27,413 $25,872 5,872,588
2024-08-20 00:45 2024-08-15 CWD CaliberCos Inc. HANSEN DANIEL PAUL Director BUY $0.59 27,419 $16,281 27,419
2024-08-19 22:52 2024-08-15 FRPH FRP HOLDINGS, INC. DEVILLIERS DAVID H JR Officer SELL $29.17 6,865 $200,236 53,283
2024-08-17 00:48 2024-08-15 AOMR Angel Oak Mortgage REIT Inc. Morgan Jonathan Director SELL $11.99 5,623 $67,432 37,436
2024-08-14 00:40 2024-08-09 TRNO Terreno Realty Corp Meyer John Tull Officer SELL $68.64 6,145 $421,793 110,988
2024-08-14 00:35 2024-08-09 TRNO Terreno Realty Corp Cannon Jaime Jackson Officer SELL $68.39 4,998 $341,813 101,927
2024-08-14 00:41 2024-08-09 TRNO Terreno Realty Corp COKE MICHAEL A Director, Officer SELL $68.53 7,500 $513,975 402,164
2024-08-14 00:26 2024-08-12 CBRE CBRE GROUP, INC. Giamartino Emma E. Officer SELL $108.89 3,311 $360,535 71,969
2024-08-14 00:26 2024-08-12 CBRE CBRE GROUP, INC. Kohli Vikramaditya Officer SELL $108.89 1,074 $116,948 69,226
2024-08-07 23:25 2024-08-06 FOR Forestar Group Inc. Parmer Elizabeth Director SELL $29.09 798 $23,214 0
2024-07-29 23:05 2024-07-29 FOR Forestar Group Inc. Parmer Elizabeth Director SELL $32.05 750 $24,038 798
2024-07-30 03:11 2024-07-26 CBRE CBRE GROUP, INC. Caplan Lindsey S Officer SELL $109.87 2,000 $219,746 16,606
2024-07-27 01:15 2024-07-24 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner SELL $3.22 23,900 $76,984 54,798
2024-07-24 23:26 2024-07-23 FOR Forestar Group Inc. Parmer Elizabeth Director SELL $32.24 1,547 $49,875 1,548
2024-07-24 02:26 2024-07-19 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner SELL $3.12 106,984 $333,822 54,928
2024-07-22 23:03 2024-07-15 LUXH LuxUrban Hotels Inc. Arigo Robert Officer BUY $0.17 176,470 $30,000 926,470
2024-07-22 23:05 2024-07-18 LUXH LuxUrban Hotels Inc. Schaefer Kimberly Director BUY $0.17 117,647 $20,000 238,345
2024-07-22 23:01 2024-07-18 LUXH LuxUrban Hotels Inc. McNamee Patrick Director BUY $0.17 735,294 $125,000 735,294
2024-07-22 23:02 2024-07-18 LUXH LuxUrban Hotels Inc. BLUTINGER ELAN Director BUY $0.17 147,058 $25,000 2,054,656
2024-07-18 00:39 2024-07-15 LUXH LuxUrban Hotels Inc. JAMES MICHAEL C Officer BUY $0.17 352,941 $60,000 1,624,941
2024-07-17 23:14 2024-07-15 LUXH LuxUrban Hotels Inc. TOBOROFF LEONARD Director BUY $0.17 147,058 $25,000 1,143,691
2024-07-17 23:11 2024-07-15 LUXH LuxUrban Hotels Inc. BLUTINGER ELAN Director BUY $0.17 147,058 $25,000 1,907,598
2024-07-11 23:34 2024-07-10 AHH Armada Hoffler Properties, Inc. Gartman Dennis H. Director BUY $11.09 4,500 $49,926 21,486
2024-07-11 23:22 2024-05-17 CHCI Comstock Holding Companies, Inc. Steffan Timothy Officer OPT+S $7.89 5,911 $46,638 95,221
2024-07-11 23:21 2022-11-21 CHCI Comstock Holding Companies, Inc. Steffan Timothy Officer OPT+S $4.60 4,764 $21,904 49,890
2024-07-10 00:12 2024-07-05 AHH Armada Hoffler Properties, Inc. Wimbush Frederick Blair Director BUY $10.95 87 $954 6,926
2024-07-10 00:13 2024-07-05 AHH Armada Hoffler Properties, Inc. KIRK A RUSSELL Director BUY $11.11 860 $9,552 47,452
2024-07-03 23:53 2024-07-02 EFC Ellington Financial Inc. Vranos Michael W Officer SELL $12.12 5,900 $71,508 179,655
2024-06-28 23:04 2024-06-27 FOR Forestar Group Inc. Ringler G.F. (Rick) III Director SELL $31.38 2,000 $62,756 7,951
2024-06-28 23:15 2024-06-26 AEI Alset Inc. Chan Heng Fai Ambrose Director, Officer, 10% owner BUY $1.78 123,318 $219,383 5,845,175
2024-06-27 04:00 2024-06-24 AEI Alset Inc. Chan Heng Fai Ambrose Director, Officer, 10% owner BUY $1.30 1,226 $1,594 5,721,857
2024-06-24 23:15 2024-06-20 AEI Alset Inc. Chan Heng Fai Ambrose Director, Officer, 10% owner BUY $1.21 59,092 $71,283 5,720,631
2024-06-20 23:15 2024-06-18 AEI Alset Inc. Chan Heng Fai Ambrose Director, Officer, 10% owner BUY $1.20 50,000 $60,000 5,661,539
2024-06-19 00:30 2024-06-14 EFC Ellington Financial Inc. Vranos Michael W Officer SELL $12.13 16,600 $201,385 160,874
2024-06-18 23:15 2024-06-14 AEI Alset Inc. Chan Heng Fai Ambrose Director, Officer, 10% owner BUY $1.14 52,821 $60,105 5,611,539
2024-06-17 23:05 2024-06-14 BEEP Mobile Infrastructure Corp Osher Jeffrey Director, 10% owner BUY $3.30 5,983 $19,750 95,000
2024-06-17 23:07 2024-06-13 LUXH LuxUrban Hotels Inc. Ferdinand Brian Director, 10% owner SELL $0.37 814,124 $302,203 0
2024-06-14 16:53 2024-06-12 FRPH FRP HOLDINGS, INC. MILTON JOHN D JR Officer SELL $30.40 1,500 $45,600 960
2024-06-13 23:15 2024-06-11 AEI Alset Inc. Chan Heng Fai Ambrose Director, Officer, 10% owner BUY $1.08 99,086 $107,112 5,558,718
2024-06-12 00:06 2024-06-07 AEI Alset Inc. Chan Heng Fai Ambrose Director, Officer, 10% owner BUY $1.08 66,567 $71,746 5,459,632
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.