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Sector Analysis

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
2026-03-07 00:19 2026-03-04 PSTL Postal Realty Trust, Inc. Garber Jeremy Officer SELL $20.58 19,914 $409,922 223,451
2026-03-07 00:23 2026-03-04 AMT American Tower Corporation Vondran Steven O Director, Officer OPT+S $188.46 33,482 $6,309,967 105,374
2026-03-06 21:20 2026-03-05 SUI SUN COMMUNITIES INC LEWIS CLUNET R Director SELL $136.07 7,000 $952,518 0
2026-03-06 21:13 2026-03-06 HR Healthcare Realty Trust Inc Bohjalian Thomas N Director BUY $18.09 10,000 $180,900 85,520
2026-03-06 00:12 2026-03-03 IRM IRON MOUNTAIN INC Meaney William L Director, Officer SELL $107.10 197,318 $21,132,758 98,657
2026-03-05 23:12 2026-03-04 HR Healthcare Realty Trust Inc Gabbay Daniel Officer BUY $18.74 10 $187 10
2026-03-05 00:30 2026-03-03 FBRT Franklin BSP Realty Trust, Inc. Buffone Brian Officer BUY $9.41 27,000 $254,132 243,081
2026-03-05 01:02 2026-03-03 DRH DiamondRock Hospitality Co Spierto Steve Officer SELL $9.93 4,000 $39,720 77,977
2026-03-05 01:05 2026-03-03 CUBE CubeSmart Foster Jeffrey P Officer OPT+S $41.02 23,148 $949,420 205,057
2026-03-05 00:53 2026-03-04 EQIX EQUINIX INC Meyers Charles J Director SELL $965.15 2,716 $2,621,343 12,594
2026-03-05 00:09 2026-03-03 EQIX EQUINIX INC Paladin Michael Shane Officer OPT+S $955.12 208 $198,665 2,271
2026-03-05 00:08 2026-03-02 EQIX EQUINIX INC Pletcher Kurt Officer OPT+S $962.55 318 $305,850 4,109
2026-03-05 00:07 2026-03-03 EQIX EQUINIX INC Miller Simon Officer OPT+S $958.66 422 $404,793 7,617
2026-03-05 00:06 2026-03-03 EQIX EQUINIX INC Abdel Raouf Officer SELL $973.42 1,103 $1,073,677 7,768
2026-03-05 00:20 2026-03-02 AMT American Tower Corporation Noel Eugene M Officer OPT+S $191.05 41,209 $7,872,922 29,592
2026-03-05 03:42 2026-03-02 ACR Acres Commercial Realty Corp. Eagle Point Credit Management LLC 10% owner SELL $22.72 5,282 $120,032 349,907
2026-03-05 00:57 2026-03-02 AMH American Homes 4 Rent BENHAM DOUGLAS N Director BUY $24.20 1,200 $29,040 44,717
2026-03-05 00:11 2025-07-15 BNL Broadstone Net Lease, Inc. Fennell Kevin Officer BUY $15.92 859 $13,677 179,288
2026-03-04 00:09 2026-02-27 SKT TANGER INC. Guerrieri Thomas Joseph JR Officer SELL $37.61 10,432 $392,348 55,347
2026-03-04 01:16 2026-02-27 RITM Rithm Capital Corp. Zeiden David Officer OPT+S $10.11 9,217 $93,156 0
2026-03-04 00:54 2026-02-27 SUI SUN COMMUNITIES INC LEWIS CLUNET R Director SELL $136.51 7,000 $955,560 20,617
2026-03-04 00:20 2026-02-27 VNO VORNADO REALTY TRUST TISCH DANIEL R Director BUY $26.91 155,000 $4,171,004 185,000
2026-03-04 00:09 2026-02-27 SKT TANGER INC. REDDIN THOMAS Director SELL $37.50 10,000 $375,000 29,602
2026-03-04 00:13 2026-02-27 AMT American Tower Corporation Dowling Ruth T Officer SELL $186.16 656 $122,121 31,729
2026-03-04 00:15 2026-02-27 AMT American Tower Corporation Meyer Robert Joseph Officer SELL $186.73 4,454 $831,695 24,461
2026-03-04 00:41 2026-02-27 ARE Alexandria Real Estate Equities, Inc. Gossett Bret E. Officer SELL $53.55 4,702 $251,792 41,793
2026-03-04 02:30 2026-03-02 IRM IRON MOUNTAIN INC Allerton Jennifer Director SELL $108.88 7,000 $762,160 11,541
2026-03-04 03:31 2026-03-02 IRM IRON MOUNTAIN INC Meaney William L Director, Officer OPT+S $109.39 137,133 $15,001,569 295,975
2026-03-04 02:43 2026-03-02 IRM IRON MOUNTAIN INC Kidd Mark Officer OPT+S $107.27 6,000 $643,620 131,507
2026-03-04 01:29 2026-03-02 IRT INDEPENDENCE REALTY TRUST, INC. Gebert Richard D Director SELL $16.47 500 $8,235 38,372
2026-03-04 00:25 2026-03-02 N/A Blackstone Real Estate Income Trust, Inc. Carras Susan Director BUY $14.21 7,038 $100,000 71,525
2026-03-03 18:10 2026-02-27 IVR Invesco Mortgage Capital Inc. Waldner Robert Director BUY $8.45 1,000 $8,446 1,000
2026-03-03 00:30 2026-02-26 KRG KITE REALTY GROUP TRUST WURTZEBACH CHARLES H Director SELL $26.08 7,722 $201,390 58,060
2026-03-03 00:48 2026-03-02 CXW CoreCivic, Inc. Carter, Cole G. Officer SELL $17.62 12,500 $220,250 253,383
2026-03-03 02:17 2026-02-27 RYN RAYONIER INC CREMERS ERIC J Director, Officer SELL $21.44 169,200 $3,627,648 709,583
2026-03-03 00:26 2026-02-27 HST HOST HOTELS & RESORTS, INC. LENTZ MICHAEL E Officer OPT+S $19.95 12,673 $252,826 331,536
2026-03-02 17:31 2026-02-27 BXP BXP, Inc. Spann Hilary J. Officer SELL $59.69 5,495 $327,997 17,832
2026-03-02 14:25 2026-02-25 IHT INNSUITES HOSPITALITY TRUST WIRTH JAMES F Officer, 10% owner SELL $9,407.32 8,822 $82,991,377 6,024,613
2026-02-28 00:21 2026-02-25 NLY ANNALY CAPITAL MANAGEMENT INC Campbell Steven Francis Officer SELL $22.83 26,491 $604,790 178,000
2026-02-28 00:07 2026-02-27 RHP Ryman Hospitality Properties, Inc. REED COLIN V Director, Officer BUY $100.67 7,800 $785,226 895,810
2026-02-28 04:19 2026-02-27 REXR Rexford Industrial Realty, Inc. Fitzmaurice Michael Officer BUY $37.55 2,650 $99,508 14,133
2026-02-28 04:20 2026-02-27 REXR Rexford Industrial Realty, Inc. STOCKERT DAVID P Director BUY $37.39 5,000 $186,958 6,829
2026-02-28 04:21 2026-02-27 REXR Rexford Industrial Realty, Inc. CLARK LAURA E Officer BUY $37.73 5,310 $200,338 5,310
2026-02-28 03:42 2026-02-27 SVC Service Properties Trust Burns Laurie B. Director SELL $2.32 87,680 $203,838 0
2026-02-28 01:42 2026-02-27 GLPI Gaming & Leisure Properties, Inc. Burke Desiree A. Officer SELL $49.02 9,804 $480,592 128,352
2026-02-28 01:23 2026-02-25 CCI CROWN CASTLE INC. Adams Edward B JR Officer SELL $86.34 4,650 $401,481 25,183
2026-02-28 01:27 2026-02-27 CCI CROWN CASTLE INC. Collins Robert Sean Officer SELL $87.49 3,000 $262,470 5,800
2026-02-28 00:34 2026-02-25 AMH American Homes 4 Rent BENHAM DOUGLAS N Director BUY $24.00 1,571 $37,704 43,517
2026-02-27 00:15 2026-02-24 AMH American Homes 4 Rent Reitz Brian Officer SELL $29.34 7,000 $205,380 24,625
2026-02-27 00:16 2026-02-24 AMH American Homes 4 Rent Goldberg David Director BUY $29.17 2,000 $58,340 34,723
SHOW ENTRIES

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.