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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
2024-05-06 23:49 2024-05-03 BEEP Mobile Infrastructure Corp Chavez Manuel III Director, Officer, 10% owner BUY $3.50 559 $1,957 115,577
2024-05-02 04:05 2024-04-24 FOR Forestar Group Inc. Oxley Anthony W Officer BUY $31.15 3,210 $99,991 3,210
2024-04-26 23:15 2024-04-25 BEEP Mobile Infrastructure Corp Chavez Manuel III Director, Officer, 10% owner BUY $3.50 100 $350 115,018
2024-04-27 00:49 2024-04-24 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner SELL $2.99 11,796 $35,300 56,353
2024-04-26 02:39 2024-04-24 BEEP Mobile Infrastructure Corp Chavez Manuel III Director, Officer, 10% owner BUY $3.48 1,535 $5,342 114,918
2024-04-24 23:15 2024-04-23 BEEP Mobile Infrastructure Corp Chavez Manuel III Director, Officer, 10% owner BUY $3.49 1,701 $5,936 113,383
2024-04-24 03:01 2024-04-22 BEEP Mobile Infrastructure Corp Chavez Manuel III Director, Officer, 10% owner BUY $3.44 5,442 $18,720 111,682
2024-04-24 01:00 2024-04-19 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner SELL $3.05 77,895 $237,642 56,417
2024-04-22 23:15 2024-04-19 BEEP Mobile Infrastructure Corp Chavez Manuel III Director, Officer, 10% owner BUY $3.39 55,116 $186,843 106,240
2024-04-19 23:30 2024-04-18 BEEP Mobile Infrastructure Corp Chavez Manuel III Director, Officer, 10% owner BUY $3.41 33,043 $112,677 51,124
2024-04-19 00:03 2024-04-17 BEEP Mobile Infrastructure Corp Chavez Manuel III Director, Officer, 10% owner BUY $3.45 16,861 $58,170 18,081
2024-04-19 01:41 2024-04-16 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner SELL $3.09 29,677 $91,574 56,840
2024-04-17 23:05 2024-04-16 BEEP Mobile Infrastructure Corp Chavez Manuel III Director, Officer, 10% owner BUY $3.49 1,220 $4,258 1,220
2024-04-17 23:12 2024-04-04 AHH Armada Hoffler Properties, Inc. Wimbush Frederick Blair Director BUY $10.46 89 $935 4,653
2024-04-16 01:01 2024-04-11 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner SELL $3.11 4,300 $13,392 57,001
2024-04-10 19:13 2024-04-08 SRG-PA Seritage Growth Properties Ursa Fund Partners LP 10% owner BUY $23.68 60,000 $1,420,632 279,843
2024-04-11 01:09 2023-04-08 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner SELL $3.10 31,675 $98,107 57,024
2024-04-09 01:59 2024-04-04 AHH Armada Hoffler Properties, Inc. KIRK A RUSSELL Director BUY $10.26 913 $9,364 46,593
2024-04-04 02:28 2024-04-01 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner SELL $3.15 4,163 $13,110 57,196
2024-04-04 04:30 2024-04-01 SRG Seritage Growth Properties LAMPERT EDWARD S 10% owner SELL $9.76 25,655 $250,288 13,484,162
2024-03-29 01:43 2024-03-26 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner SELL $3.19 11,417 $36,395 57,219
2024-03-19 23:02 2024-03-15 AHH Armada Hoffler Properties, Inc. Gartman Dennis H. Director BUY $10.37 4,500 $46,664 12,005
2024-03-15 00:17 2024-03-12 AHH Armada Hoffler Properties, Inc. Allen George F Director BUY $10.64 1,716 $18,258 28,724
2024-03-14 00:16 2024-01-04 AHH Armada Hoffler Properties, Inc. Apperson Eric E. Officer BUY $12.18 1,203 $14,647 97,650
2024-03-14 01:49 2024-03-12 UE Urban Edge Properties Milton Robert C. III Officer SELL $17.02 26,333 $448,103 0
2024-03-14 00:17 2024-01-04 AHH Armada Hoffler Properties, Inc. KIRK A RUSSELL Director BUY $12.26 715 $8,768 45,680
2024-03-13 01:06 2024-03-11 CBRE CBRE GROUP, INC. Giamartino Emma E. Officer SELL $93.49 3,371 $315,168 71,646
2024-03-05 01:40 2024-02-29 CWK Cushman & Wakefield Ltd. Robinson Nathaniel Officer SELL $9.99 40,000 $399,600 40,427
2024-03-05 01:22 2024-02-29 CWK Cushman & Wakefield Ltd. TPG GP A, LLC 10% owner SELL $9.74 7,734,954 $75,338,452 17,098,001
2024-03-01 05:30 2024-02-27 SRG Seritage Growth Properties LAMPERT EDWARD S 10% owner SELL $9.60 27,141 $260,605 13,509,817
2024-02-27 05:30 2024-02-22 SRG Seritage Growth Properties LAMPERT EDWARD S 10% owner SELL $9.66 181,905 $1,756,893 13,536,958
2024-02-24 01:35 2024-02-22 CBRE CBRE GROUP, INC. Durburg John E Officer SELL $92.20 25,000 $2,305,058 207,856
2024-02-23 03:34 2024-02-21 HPP Hudson Pacific Properties, Inc. SHOLEM BARRY A Director BUY $6.69 80,000 $535,200 110,176
2024-02-22 03:03 2024-02-16 HPP Hudson Pacific Properties, Inc. Gordon Drew Officer SELL $7.11 10,000 $71,118 116,694
2024-02-21 03:52 2024-02-16 CBRE CBRE GROUP, INC. Dhandapani Chandra Officer SELL $94.03 11,925 $1,121,277 127,064
2024-02-21 03:52 2024-02-16 CBRE CBRE GROUP, INC. Durburg John E Officer SELL $93.40 25,000 $2,335,110 232,856
2024-02-01 21:24 2024-01-31 GMPW GIVEMEPOWER CORP Igwealor Frank I Director, Officer, 10% owner BUY $0.02 369,026 $8,488 11,181,108
2024-01-27 05:30 2024-01-24 SRG Seritage Growth Properties LAMPERT EDWARD S 10% owner SELL $9.51 400 $3,803 13,718,863
2024-01-24 05:30 2024-01-19 SRG Seritage Growth Properties LAMPERT EDWARD S 10% owner SELL $9.58 280,737 $2,690,611 13,719,263
2024-01-20 04:34 2024-01-19 MYCB My City Builders, Inc. Pittilloni Francis Director, 10% owner BUY $950,000.00 3,800,000 $3,610,000,000,000 3,822,713
2024-01-20 04:19 2024-01-19 MYCB My City Builders, Inc. Goodell Yolanda Director, Officer, 10% owner BUY $950,000.00 3,800,000 $3,610,000,000,000 3,822,713
2024-01-19 01:26 2024-01-16 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner SELL $2.79 7,556 $21,054 57,281
2024-01-13 05:30 2024-01-10 SRG Seritage Growth Properties LAMPERT EDWARD S 10% owner SELL $9.53 69,137 $658,620 14,000,000
2024-01-06 01:49 2024-01-03 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner SELL $3.04 13,979 $42,551 57,322
2024-01-04 05:30 2023-12-29 SRG Seritage Growth Properties LAMPERT EDWARD S 10% owner SELL $9.44 93,350 $880,851 14,069,137
2024-01-03 00:22 2023-12-29 BRST Broad Street Realty, Inc. Neal Daniel J W Director BUY $0.81 31,998 $25,918 1,027,164
2024-01-03 00:20 2023-12-28 BRST Broad Street Realty, Inc. Jacoby Michael Z Director, Officer BUY $0.94 9,000 $8,490 39,625
2024-01-03 03:05 2023-12-28 FPH Five Point Holdings, LLC Luxor Capital Group, LP 10% owner SELL $3.14 56,465 $177,481 57,398
2023-12-30 05:29 2023-12-28 BRST Broad Street Realty, Inc. Spiritos Samuel M Director BUY $0.69 2,500 $1,725 253,163
2023-12-28 21:48 2023-12-27 FOR Forestar Group Inc. BARTOK DANIEL C Officer SELL $34.23 1,000 $34,225 20,000
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.