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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-10 23:37 | 2026-04-08 | FRMI | Fermi Inc. | Everson Miles E. | Officer | SELL | $4.74 | 830,209 | $3,935,440 | 9,969,791 |
| 2026-04-10 23:38 | 2026-04-08 | FRMI | Fermi Inc. | Ortiz Blanes Jacobo | Officer | SELL | $4.74 | 830,908 | $3,938,753 | 5,469,092 |
| 2026-04-10 23:38 | 2026-04-08 | FRMI | Fermi Inc. | Hamilton Charles Lynn | Officer | SELL | $4.74 | 774,090 | $3,669,419 | 5,525,910 |
| 2026-04-09 23:44 | 2026-04-07 | WHLR | Wheeler Real Estate Investment Trust, Inc. | Magnetar Financial LLC | 10% owner | SELL | $0.84 | 25,354 | $21,338 | 96,627 |
| 2026-04-09 20:12 | 2026-04-08 | EQIX | EQUINIX INC | MORANDI BRANDI GALVIN | Officer | SELL | $1,020.00 | 424 | $432,480 | 9,970 |
| 2026-04-07 20:09 | 2026-02-18 | IOR | INCOME OPPORTUNITY REALTY INVESTORS INC /TX/ | TRANSCONTINENTAL REALTY INVESTORS INC | 10% owner | BUY | $17.64 | 93 | $1,641 | 3,438,680 |
| 2026-04-07 19:19 | 2026-04-06 | MKZR | MacKenzie Realty Capital, Inc. | DIXON ROBERT E | Officer | BUY | $3.50 | 10,000 | $34,972 | 54,241 |
| 2026-04-06 23:38 | 2026-04-01 | N-A | Starwood Real Estate Income Trust, Inc. | Nowlin Austin | Director | SELL | $19.75 | 11,743 | $231,924 | 95,292 |
| 2026-04-06 23:30 | 2026-04-01 | N-A | Starwood Real Estate Income Trust, Inc. | Guttin Matthew S | Officer | SELL | $19.75 | 3,256 | $64,306 | 35,062 |
| 2026-04-06 23:33 | 2026-04-01 | N-A | Starwood Real Estate Income Trust, Inc. | Nieto Joseph | Officer | SELL | $19.75 | 2,583 | $51,014 | 30,909 |
| 2026-04-06 22:56 | 2026-04-01 | N-A | Starwood Real Estate Income Trust, Inc. | STERNLICHT BARRY S | Director | SELL | $19.75 | 941,662 | $18,597,825 | 6,320,880 |
| 2026-04-06 22:37 | 2026-04-01 | WHLR | Wheeler Real Estate Investment Trust, Inc. | Magnetar Financial LLC | 10% owner | SELL | $0.93 | 23,088 | $21,460 | 121,981 |
| 2026-04-06 20:37 | 2026-04-06 | MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Carpenter Melanie | Officer | SELL | $124.78 | 731 | $91,214 | 21,243 |
| 2026-04-06 20:43 | 2026-04-06 | MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Argo Timothy | Officer | SELL | $124.73 | 183 | $22,826 | 21,382 |
| 2026-04-06 20:25 | 2026-04-02 | OLP | ONE LIBERTY PROPERTIES INC | RICKETTS LAWRENCE | Officer | SELL | $21.86 | 2,999 | $65,557 | 177,522 |
| 2026-04-06 20:29 | 2026-04-06 | MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Fairbanks Amber | Officer | SELL | $124.73 | 711 | $88,683 | 4,471 |
| 2026-04-06 20:16 | 2026-04-06 | MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Holder Aubrey Clay | Officer | SELL | $124.73 | 145 | $18,086 | 13,679 |
| 2026-04-06 12:16 | 2026-04-02 | SVC | Service Properties Trust | Penkar Rajan | Director | BUY | $1.20 | 10,000 | $12,000 | 10,000 |
| 2026-04-06 12:19 | 2026-04-02 | SVC | Service Properties Trust | FRAICHE DONNA D. | Director | BUY | $1.20 | 83,333 | $100,000 | 182,013 |
| 2026-04-03 20:07 | 2026-04-01 | N/A | Blackstone Real Estate Income Trust, Inc. | Harper Robert G IV | Officer | BUY | $14.24 | 773 | $11,000 | 564,811 |
| 2026-04-03 20:29 | 2026-04-01 | ADC | AGREE REALTY CORP | RAKOLTA JOHN JR | Director | BUY | $75.69 | 146 | $11,051 | 146 |
| 2026-04-03 22:00 | 2026-04-01 | STWD | STARWOOD PROPERTY TRUST, INC. | Dishner Jeffrey G. | Director | SELL | $17.13 | 7,013 | $120,137 | 168,152 |
| 2026-04-02 20:22 | 2026-04-01 | IRM | IRON MOUNTAIN INC | Meaney William L | Director, Officer | OPT+S | $102.71 | 38,474 | $3,951,665 | 0 |
| 2026-04-03 00:54 | 2026-04-02 | O | REALTY INCOME CORP | Bushore Michelle | Officer | SELL | $62.42 | 7,400 | $461,908 | 67,641 |
| 2026-04-02 22:15 | 2026-03-31 | OUT | OUTFRONT Media Inc. | SIEGEL MATTHEW | Officer | SELL | $25.79 | 50,000 | $1,289,500 | 289,925 |
| 2026-04-02 21:30 | 2026-03-31 | PINE | Alpine Income Property Trust, Inc. | Richardson Andrew C | Director | SELL | $18.14 | 2,750 | $49,877 | 16,444 |
| 2026-04-02 20:21 | 2026-04-01 | IRM | IRON MOUNTAIN INC | Kidd Mark | Officer | SELL | $102.71 | 6,000 | $616,260 | 125,507 |
| 2026-04-02 18:02 | 2026-04-02 | SVC | Service Properties Trust | PORTNOY ADAM D. | Director | BUY | $1.20 | 41,666,666 | $49,999,999 | 41,666,666 |
| 2026-04-02 18:03 | 2026-04-02 | SVC | Service Properties Trust | Bilotto Christopher J. | Director, Officer | BUY | $1.20 | 100,000 | $120,000 | 298,369 |
| 2026-04-02 18:04 | 2026-04-02 | SVC | Service Properties Trust | Donley Brian E. | Officer | BUY | $1.20 | 55,000 | $66,000 | 203,660 |
| 2026-04-01 19:53 | 2026-03-31 | SPG | SIMON PROPERTY GROUP INC. | Roe Peggy | Director | BUY | $183.80 | 81 | $14,888 | 6,885 |
| 2026-04-01 19:54 | 2026-03-31 | SPG | SIMON PROPERTY GROUP INC. | SELIG STEFAN M | Director | BUY | $183.80 | 206 | $37,863 | 32,483 |
| 2026-04-01 19:56 | 2026-03-31 | SPG | SIMON PROPERTY GROUP INC. | Smith Daniel C. | Director | BUY | $183.80 | 355 | $65,249 | 33,035 |
| 2026-04-01 23:09 | 2026-04-01 | O | REALTY INCOME CORP | McLaughlin Gregory | Director | SELL | $61.87 | 3,275 | $202,624 | 34,993 |
| 2026-04-01 23:11 | 2026-03-30 | FRMI | Fermi Inc. | Perry Griffin | 10% owner | SELL | $5.12 | 11,000,000 | $56,268,300 | 60,946,450 |
| 2026-04-01 22:08 | 2026-03-30 | ACR | ACRES Commercial Realty Corp. | Eagle Point Credit Management LLC | 10% owner | SELL | $22.12 | 1,095 | $24,221 | 737,928 |
| 2026-04-01 22:10 | 2026-03-31 | BXMT | BLACKSTONE MORTGAGE TRUST, INC. | Pena Fernando Austin | Director, Officer | SELL | $18.88 | 1,666 | $31,459 | 76,967 |
| 2026-04-01 21:53 | 2026-04-01 | IRT | INDEPENDENCE REALTY TRUST, INC. | Gebert Richard D | Director | SELL | $14.85 | 500 | $7,425 | 37,872 |
| 2026-04-01 20:56 | 2026-04-01 | CXW | CoreCivic, Inc. | Carter, Cole G. | Officer | SELL | $18.94 | 12,500 | $236,750 | 240,883 |
| 2026-04-01 19:58 | 2026-03-31 | SPG | SIMON PROPERTY GROUP INC. | STEWART MARTA R | Director | BUY | $183.80 | 196 | $36,025 | 16,696 |
| 2026-04-01 19:42 | 2026-03-31 | SPG | SIMON PROPERTY GROUP INC. | Aeppel Glyn | Director | BUY | $183.80 | 221 | $40,620 | 19,702 |
| 2026-04-01 19:44 | 2026-03-31 | SPG | SIMON PROPERTY GROUP INC. | GLASSCOCK LARRY C | Director | BUY | $183.80 | 373 | $68,557 | 44,272 |
| 2026-04-01 19:46 | 2026-03-31 | SPG | SIMON PROPERTY GROUP INC. | LEIBOWITZ REUBEN S | Director | BUY | $183.80 | 491 | $90,246 | 54,130 |
| 2026-04-01 19:48 | 2026-03-31 | SPG | SIMON PROPERTY GROUP INC. | Jones Nina P | Director | BUY | $183.80 | 36 | $6,617 | 3,067 |
| 2026-04-01 19:49 | 2026-03-31 | SPG | SIMON PROPERTY GROUP INC. | LEWIS RANDALL J | Director | BUY | $183.80 | 56 | $10,293 | 5,883 |
| 2026-04-01 19:51 | 2026-03-31 | SPG | SIMON PROPERTY GROUP INC. | RODKIN GARY M | Director | BUY | $183.80 | 232 | $42,642 | 19,687 |
| 2026-04-01 16:35 | 2026-04-01 | UMH | UMH PROPERTIES, INC. | Carus Jeffrey A | Director | BUY | $14.50 | 500 | $7,250 | 33,566 |
| 2026-04-01 13:08 | 2026-03-27 | LFT | Lument Finance Trust, Inc. | HOULIHAN WILLIAM A | Director | BUY | $1.30 | 5,000 | $6,500 | 260,732 |
| 2026-04-01 13:05 | 2026-03-30 | BFS | SAUL CENTERS, INC. | Heard Carlos Lawrence | Officer | BUY | $20.60 | 500 | $10,300 | 4,500 |
| 2026-04-01 00:24 | 2026-03-27 | WHLR | Wheeler Real Estate Investment Trust, Inc. | Magnetar Financial LLC | 10% owner | SELL | $0.96 | 18,166 | $17,385 | 145,069 |
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.