Real Estate Investment Trusts
Standard Industrial Classification: SIC 6798
Industry Insider Sentiment Analysis
The Real Estate Investment Trusts sector (SIC 6798) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-22 20:10 | 2026-05-20 | LFT | Lument Finance Trust, Inc. | HOULIHAN WILLIAM A | Director | BUY | $1.17 | 20,000 | $23,300 | 280,732 |
| 2026-05-23 01:47 | 2026-05-20 | NXDT | NEXPOINT DIVERSIFIED REAL ESTATE TRUST | NORRIS DUSTIN DAVID | Officer | BUY | $4.90 | 53,663 | $262,949 | 864,586 |
| 2026-05-22 23:45 | 2026-05-20 | ACR | ACRES Commercial Realty Corp. | Eagle Point Credit Management LLC | 10% owner | SELL | $22.50 | 404 | $9,090 | 737,524 |
| 2026-05-22 23:24 | 2026-05-21 | LTC | LTC PROPERTIES INC | Gruber David L | Director | BUY | $38.41 | 4,000 | $153,640 | 44,045 |
| 2026-05-22 20:16 | 2026-05-22 | AAT | American Assets Trust, Inc. | RADY ERNEST S | Director, Officer, 10% owner | BUY | $22.67 | 10,000 | $226,700 | 8,272,188 |
| 2026-05-22 20:18 | 2026-05-20 | RITM | Rithm Capital Corp. | Saltzman David | Director | SELL | $9.25 | 80,922 | $748,342 | 44,248 |
| 2026-05-22 13:29 | 2026-05-20 | MDRR | Medalist Diversified, Inc. | Winn Charles Brent Jr. | Officer | BUY | $11.25 | 74 | $833 | 60,945 |
| 2026-05-21 20:29 | 2026-05-19 | AAT | American Assets Trust, Inc. | RADY ERNEST S | Director, Officer, 10% owner | BUY | $21.56 | 78,855 | $1,699,775 | 8,262,188 |
| 2026-05-21 21:55 | 2026-05-20 | IRM | IRON MOUNTAIN INC | RAKOWICH WALTER C | Director | SELL | $124.45 | 757 | $94,209 | 1,135 |
| 2026-05-21 20:30 | 2026-05-21 | MAA | MID AMERICA APARTMENT COMMUNITIES INC. | FISCHER TAMARA D | Director | BUY | $128.55 | 1,100 | $141,400 | 1,100 |
| 2026-05-21 17:06 | 2026-05-20 | N-A | Inland Real Estate Income Trust, Inc. | Kyriazis Jerry | Officer | BUY | $16.89 | 276 | $4,654 | 276 |
| 2026-05-20 20:39 | 2026-05-19 | ABR | ARBOR REALTY TRUST INC | Tsunis George | Director | BUY | $5.86 | 3,500 | $20,509 | 30,000 |
| 2026-05-20 15:50 | 2026-05-20 | BXP | BXP, Inc. | Otteni Peter V | Officer | SELL | $59.06 | 4,863 | $287,186 | 0 |
| 2026-05-19 20:21 | 2026-05-18 | SMA | SmartStop Self Storage REIT, Inc. | Mueller David J | Director | SELL | $29.67 | 425 | $12,610 | 5,915 |
| 2026-05-19 20:05 | 2026-05-15 | ADC | AGREE REALTY CORP | RAKOLTA JOHN JR | Director | BUY | $74.57 | 20,000 | $1,491,400 | 595,798 |
| 2026-05-19 22:46 | 2026-05-18 | MDRR | Medalist Diversified, Inc. | Winn Charles Brent Jr. | Officer | BUY | $11.25 | 481 | $5,411 | 60,871 |
| 2026-05-19 22:12 | 2026-05-18 | EQIX | EQUINIX INC | PAISLEY CHRISTOPHER B | Director | SELL | $1,060.29 | 125 | $132,536 | 17,557 |
| 2026-05-18 20:35 | 2026-05-15 | SKT | TANGER INC. | RYAN BERMAN BRIDGET | Director | SELL | $35.24 | 14,698 | $517,958 | 86,593 |
| 2026-05-18 20:15 | 2026-05-14 | ABR | ARBOR REALTY TRUST INC | Tsunis George | Director | BUY | $5.83 | 3,510 | $20,463 | 1,000 |
| 2026-05-18 20:28 | 2026-05-15 | AMH | American Homes 4 Rent | CORRIGAN JACK E | Director | BUY | $23.48 | 3,400 | $79,823 | 17,000 |
| 2026-05-18 20:36 | 2026-05-15 | AAT | American Assets Trust, Inc. | RADY ERNEST S | Director, Officer, 10% owner | BUY | $20.94 | 100,528 | $2,104,926 | 102,859 |
| 2026-05-18 21:15 | 2026-05-15 | HHH | Howard Hughes Holdings Inc. | Carman James | Officer | SELL | $64.20 | 1,500 | $96,300 | 22,096 |
| 2026-05-18 15:28 | 2026-05-14 | CBL | CBL & ASSOCIATES PROPERTIES INC | Cobb Andrew Franklin | Officer | SELL | $45.81 | 8,150 | $373,334 | 59,622 |
| 2026-05-18 11:00 | 2026-05-14 | ADC | AGREE REALTY CORP | Agree Joey | Director, Officer | BUY | $75.41 | 13,295 | $1,002,576 | 675,105 |
| 2026-05-18 11:00 | 2026-05-14 | ADC | AGREE REALTY CORP | Lehmkuhl Greg | Director | BUY | $75.09 | 750 | $56,318 | 34,465 |
| 2026-05-15 20:15 | 2026-05-15 | TWO | TWO HARBORS INVESTMENT CORP. | KASNET STEPHEN G | Director | SELL | $12.57 | 7,034 | $88,417 | 95,993 |
| 2026-05-15 20:23 | 2026-05-14 | SELF | Global Self Storage, Inc. | WINMILL MARK CAMPBELL | Director, Officer | BUY | $5.33 | 4,000 | $21,320 | 368,582 |
| 2026-05-15 22:56 | 2026-05-13 | ARI | Apollo Commercial Real Estate Finance, Inc. | Whonder Carmencita N.M. | Director | SELL | $10.93 | 4,574 | $49,993 | 24,799 |
| 2026-05-15 21:00 | 2026-05-14 | XRN | Chiron Real Estate Inc. | Cypher Matthew | Director | BUY | $35.12 | 1,420 | $49,874 | 1,690 |
| 2026-05-15 21:01 | 2026-05-14 | VTR | Ventas, Inc. | RAKOWICH WALTER C | Director | SELL | $90.20 | 1,152 | $103,915 | 28,349 |
| 2026-05-15 20:14 | 2026-05-15 | TWO | TWO HARBORS INVESTMENT CORP. | Abraham Spencer | Director | SELL | $12.58 | 4,522 | $56,864 | 35,039 |
| 2026-05-14 21:16 | 2026-05-12 | AAT | American Assets Trust, Inc. | RADY ERNEST S | Director, Officer, 10% owner | BUY | $21.04 | 170,640 | $3,589,822 | 1,179,661 |
| 2026-05-14 21:18 | 2026-05-12 | AMH | American Homes 4 Rent | CORRIGAN JACK E | Director | BUY | $23.25 | 1,600 | $37,199 | 100 |
| 2026-05-14 20:00 | 2026-05-12 | AGNC | AGNC Investment Corp. | Bell Bernice | Officer | SELL | $10.79 | 10,000 | $107,920 | 406,560 |
| 2026-05-14 20:01 | 2026-05-13 | NLCP | NewLake Capital Partners, Inc. | Coniglio Anthony | Director, Officer | BUY | $14.33 | 350 | $5,016 | 617,844 |
| 2026-05-13 23:05 | 2026-05-12 | XRN | Chiron Real Estate Inc. | Wittman Lori | Director | BUY | $33.85 | 2,940 | $99,515 | 2,940 |
| 2026-05-13 23:02 | 2026-05-12 | XRN | Chiron Real Estate Inc. | Barber Jamie Allen | Officer | BUY | $33.50 | 1,481 | $49,614 | 1,481 |
| 2026-05-13 23:03 | 2026-05-12 | XRN | Chiron Real Estate Inc. | Marston Ronald | Director | BUY | $34.07 | 1,500 | $51,110 | 3,066 |
| 2026-05-13 21:31 | 2026-05-13 | DRH | DiamondRock Hospitality Co | Hartmeier Michael A. | Director | SELL | $10.46 | 20,000 | $209,200 | 95,354 |
| 2026-05-13 20:30 | 2026-05-12 | DOC | HEALTHPEAK PROPERTIES, INC. | Bohn Scott R | Officer | SELL | $19.45 | 10,989 | $213,740 | 7,636 |
| 2026-05-13 20:31 | 2026-05-12 | IRM | IRON MOUNTAIN INC | Arway Pamela M | Director | SELL | $128.97 | 1,892 | $244,011 | 40,196 |
| 2026-05-13 20:15 | 2026-05-11 | ABR | ARBOR REALTY TRUST INC | Friedman David Erwin | Officer | BUY | $6.84 | 8,840 | $60,466 | 68,478 |
| 2026-05-13 20:15 | 2026-05-11 | ABR | ARBOR REALTY TRUST INC | Friedman David Erwin | Officer | SELL | $6.87 | 7,685 | $52,796 | 59,638 |
| 2026-05-13 20:15 | 2026-05-11 | APLE | Apple Hospitality REIT, Inc. | KNIGHT GLADE M | Director, Officer | BUY | $13.97 | 5,000 | $69,825 | 747,191 |
| 2026-05-12 20:25 | 2026-05-08 | OLP | ONE LIBERTY PROPERTIES INC | Clair Justin | Officer | SELL | $23.36 | 2,676 | $62,511 | 33,074 |
| 2026-05-12 20:10 | 2026-05-08 | IRM | IRON MOUNTAIN INC | Meaney William L | Director, Officer | OPT+S | $128.93 | 38,474 | $4,960,487 | 0 |
| 2026-05-12 21:41 | 2026-05-12 | XRN | Chiron Real Estate Inc. | Decker Mark Okey Jr | Director, Officer | BUY | $33.94 | 5,000 | $169,700 | 59,774 |
| 2026-05-12 21:43 | 2026-05-12 | XRN | Chiron Real Estate Inc. | Holley Danica | Officer | BUY | $33.99 | 1,490 | $50,645 | 1,590 |
| 2026-05-12 21:44 | 2026-05-11 | XRN | Chiron Real Estate Inc. | KIERNAN ROBERT J | Officer | BUY | $33.49 | 3,000 | $100,470 | 6,000 |
| 2026-05-12 20:00 | 2026-04-06 | IOR | INCOME OPPORTUNITY REALTY INVESTORS INC /TX/ | TRANSCONTINENTAL REALTY INVESTORS INC | 10% owner | BUY | $17.94 | 1,649 | $29,583 | 3,440,529 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Real Estate Investment Trusts sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (6798) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Real Estate Investment Trusts
Every transaction in the Real Estate Investment Trusts 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.