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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-10-06 20:30 | 2026-10-02 | RYN | RAYONIER INC | Daniels Ryan M. | Officer | SELL | $18.22 | 14 | $255 | 53,699 |
| 2026-10-05 20:09 | 2026-10-01 | IRM | IRON MOUNTAIN INC | Meaney William L | Director, Officer | OPT+S | $110.45 | 38,474 | $4,249,330 | 0 |
| 2026-10-05 23:41 | 2026-10-01 | NXRT | NexPoint Residential Trust, Inc. | McGraner Matt | Officer | BUY | $18.65 | 10,780 | $201,049 | 361,605 |
| 2026-10-05 20:06 | 2026-10-01 | IRM | IRON MOUNTAIN INC | McIntosh Greg W | Officer | SELL | $110.72 | 5,000 | $553,600 | 70,634 |
| 2026-10-02 20:04 | 2026-10-01 | OUT | OUTFRONT Media Inc. | SIEGEL MATTHEW | Officer | SELL | $27.84 | 25,000 | $696,000 | 264,925 |
| 2026-10-02 22:03 | 2026-10-01 | PMT | PennyMac Mortgage Investment Trust | Hendry Gregory L | Officer | SELL | $7.86 | 2,444 | $19,210 | 4,886 |
| 2026-10-02 21:07 | 2026-09-30 | WHLR | Wheeler Real Estate Investment Trust, Inc. | Stilwell Joseph | Director, 10% owner | SELL | $3.03 | 5 | $15 | 584,573 |
| 2026-10-02 20:36 | 2026-10-01 | CXW | CoreCivic, Inc. | Carter, Cole G. | Officer | SELL | $32.02 | 12,500 | $400,250 | 165,883 |
| 2026-10-01 20:30 | 2026-09-29 | VNO | VORNADO REALTY TRUST | Chera Haim | Officer | SELL | $34.01 | 90,000 | $3,060,738 | 110,000 |
| 2026-10-01 23:49 | 2026-09-30 | BXMT | BLACKSTONE MORTGAGE TRUST, INC. | Pena Fernando Austin | Director, Officer | SELL | $11.65 | 1,725 | $20,091 | 70,047 |
| 2026-10-01 20:36 | 2026-09-30 | RYN | RAYONIER INC | Daniels Ryan M. | Officer | SELL | $18.56 | 887 | $16,463 | 53,713 |
| 2026-10-01 20:12 | 2026-09-30 | FRT | FEDERAL REALTY INVESTMENT TRUST | Lamb-Hale Nicole | Director | SELL | $108.89 | 1,500 | $163,342 | 4,613 |
| 2026-10-01 20:05 | 2026-10-01 | IRT | INDEPENDENCE REALTY TRUST, INC. | Gebert Richard D | Director | SELL | $14.47 | 500 | $7,235 | 41,069 |
| 2026-10-01 19:27 | 2026-09-30 | SPG | SIMON PROPERTY GROUP INC. | SELIG STEFAN M | Director | BUY | $202.78 | 208 | $42,178 | 34,020 |
| 2026-10-01 19:28 | 2026-09-30 | SPG | SIMON PROPERTY GROUP INC. | Smith Daniel C. | Director | BUY | $202.78 | 350 | $70,973 | 34,830 |
| 2026-10-01 19:31 | 2026-09-30 | SPG | SIMON PROPERTY GROUP INC. | STEWART MARTA R | Director | BUY | $202.78 | 199 | $40,353 | 18,199 |
| 2026-10-01 19:34 | 2026-09-30 | SPG | SIMON PROPERTY GROUP INC. | Roe Peggy | Director | BUY | $202.78 | 88 | $17,845 | 8,135 |
| 2026-10-01 19:11 | 2026-09-30 | SPG | SIMON PROPERTY GROUP INC. | Cicco Martin J | Director | BUY | $202.78 | 15 | $3,042 | 1,402 |
| 2026-10-01 19:12 | 2026-09-30 | SPG | SIMON PROPERTY GROUP INC. | GLASSCOCK LARRY C | Director | BUY | $202.78 | 367 | $74,420 | 46,269 |
| 2026-10-01 19:15 | 2026-09-30 | SPG | SIMON PROPERTY GROUP INC. | Jones Nina P | Director | BUY | $202.78 | 46 | $9,328 | 4,229 |
| 2026-10-01 19:17 | 2026-09-30 | SPG | SIMON PROPERTY GROUP INC. | LEIBOWITZ REUBEN S | Director | BUY | $202.78 | 480 | $97,334 | 56,277 |
| 2026-10-01 19:21 | 2026-09-30 | SPG | SIMON PROPERTY GROUP INC. | LEWIS RANDALL J | Director | BUY | $202.78 | 65 | $13,181 | 7,083 |
| 2026-10-01 19:22 | 2026-09-30 | SPG | SIMON PROPERTY GROUP INC. | RODKIN GARY M | Director | BUY | $202.78 | 232 | $47,045 | 21,248 |
| 2026-10-01 19:09 | 2026-09-30 | SPG | SIMON PROPERTY GROUP INC. | Aeppel Glyn | Director | BUY | $202.78 | 222 | $45,017 | 21,289 |
| 2026-09-30 21:51 | 2026-09-28 | CLPR | Clipper Realty Inc. | Bistricer Jacob | Officer | BUY | $3.35 | 73,500 | $246,225 | 73,500 |
| 2026-09-30 20:47 | 2026-09-29 | ARR | Armour Residential REIT, Inc. | Losyev Sergey | Officer | BUY | $13.91 | 725 | $10,085 | 9,677 |
| 2026-09-30 13:59 | 2026-09-28 | BFS | SAUL CENTERS, INC. | Friedman Joel Albert | Officer | BUY | $18.53 | 200 | $3,706 | 400 |
| 2026-09-28 20:22 | 2026-09-25 | AHR | American Healthcare REIT, Inc. | Foster Mark E. | Officer | SELL | $52.06 | 1,500 | $78,090 | 50,117 |
| 2026-09-28 12:43 | 2026-09-25 | DX | DYNEX CAPITAL INC | Connelly Terrence John JR | Officer | BUY | $11.18 | 2,500 | $27,950 | 58,695 |
| 2026-09-25 20:36 | 2026-09-25 | UMH | UMH PROPERTIES, INC. | Mitchell William Edward | Director | BUY | $15.30 | 1,300 | $19,890 | 36,829 |
| 2026-09-25 20:07 | 2026-09-23 | CLPR | Clipper Realty Inc. | Levinson Sam | Director, 10% owner | BUY | $3.38 | 22,923 | $77,434 | 411,021 |
| 2026-09-25 14:01 | 2026-09-24 | CBL | CBL & ASSOCIATES PROPERTIES INC | Cope Jennifer | Officer | SELL | $52.00 | 6,763 | $351,684 | 24,009 |
| 2026-09-24 23:15 | 2026-09-23 | HHH | Howard Hughes Holdings Inc. | Davis Andrew D. | Officer | BUY | $64.49 | 1,000 | $64,490 | 32,530 |
| 2026-09-24 23:15 | 2026-09-23 | HHH | Howard Hughes Holdings Inc. | GRANDISSON MARC | Director, Officer | BUY | $64.12 | 25,000 | $1,602,938 | 96,943 |
| 2026-09-23 20:01 | 2026-09-22 | CBL | CBL & ASSOCIATES PROPERTIES INC | Khalili Joseph | Officer | SELL | $54.21 | 6,763 | $366,653 | 23,948 |
| 2026-09-23 11:00 | 2026-09-21 | ADC | AGREE REALTY CORP | Erlich Craig | Officer | BUY | $67.55 | 1,000 | $67,550 | 60,388 |
| 2026-09-22 20:51 | 2026-09-21 | PPTINC | Presidio Property Trust, Inc. | Heilbron Jack Kendrick | Director, Officer | BUY | $6.21 | 300 | $1,863 | 18,163 |
| 2026-09-21 20:26 | 2026-09-21 | RWT | REDWOOD TRUST INC | Macomber Sasha G. | Officer | BUY | $4.08 | 4,895 | $19,968 | 95,298 |
| 2026-09-21 20:19 | 2026-09-21 | RWT | REDWOOD TRUST INC | Stone Andrew P | Officer | BUY | $4.12 | 5,000 | $20,594 | 183,631 |
| 2026-09-19 00:27 | 2026-09-17 | IHT | INNSUITES HOSPITALITY TRUST | BERG MARC E | Officer | SELL | $22,593.60 | 16,000 | $361,497,600 | 32,475 |
| 2026-09-18 21:31 | 2026-09-17 | BXMT | BLACKSTONE MORTGAGE TRUST, INC. | Pena Fernando Austin | Director, Officer | SELL | $13.42 | 1,127 | $15,129 | 71,772 |
| 2026-09-18 21:31 | 2026-09-17 | BXMT | BLACKSTONE MORTGAGE TRUST, INC. | URBASZEK MARCIN | Officer | SELL | $13.42 | 864 | $11,597 | 23,960 |
| 2026-09-17 20:52 | 2026-09-16 | SMA | SmartStop Self Storage REIT, Inc. | Mueller David J | Director | SELL | $32.05 | 425 | $13,621 | 4,215 |
| 2026-09-17 18:10 | 2026-09-16 | GIPR | GENERATION INCOME PROPERTIES, INC. | HRT FINANCIAL LP | 10% owner | BUY | $0.57 | 6,960 | $3,995 | 12,961 |
| 2026-09-17 17:47 | 2026-09-16 | CBL | CBL & ASSOCIATES PROPERTIES INC | LEBOVITZ STEPHEN D | Director, Officer | SELL | $52.83 | 50,000 | $2,641,425 | 507,019 |
| 2026-09-17 11:00 | 2026-09-16 | ADC | AGREE REALTY CORP | Agree Joey | Director, Officer | BUY | $68.06 | 7,360 | $500,922 | 682,465 |
| 2026-09-17 11:00 | 2026-09-16 | ADC | AGREE REALTY CORP | RAKOLTA JOHN JR | Director | BUY | $68.78 | 20,000 | $1,375,600 | 654,602 |
| 2026-09-16 20:21 | 2026-09-14 | AAT | American Assets Trust, Inc. | RADY ERNEST S | Director, Officer, 10% owner | BUY | $21.65 | 50,000 | $1,082,500 | 2,463,658 |
| 2026-09-16 23:54 | 2026-09-14 | LAMR | LAMAR ADVERTISING CO/NEW | REIFENHEISER THOMAS V | Director | SELL | $149.03 | 8,099 | $1,207,000 | 36,387 |
| 2026-09-16 20:45 | 2026-09-14 | CLPR | Clipper Realty Inc. | Levinson Sam | Director, 10% owner | BUY | $3.29 | 9,084 | $29,879 | 388,098 |
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.