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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-16 03:11 | 2026-01-14 | ACRE | Ares Commercial Real Estate Corporation | Gonzales Jeffrey Michael | Officer | SELL | $4.93 | 6,218 | $30,640 | 88,533 |
| 2026-01-16 03:07 | 2026-01-14 | ACRE | Ares Commercial Real Estate Corporation | FEINGOLD ANTON | Officer | SELL | $4.93 | 7,606 | $37,479 | 92,754 |
| 2026-01-16 00:12 | 2026-01-15 | TWO | TWO HARBORS INVESTMENT CORP. | Halm Jillian | Officer | SELL | $13.18 | 379 | $4,995 | 18,833 |
| 2026-01-15 05:50 | 2025-12-18 | GBCS | SELECTIS HEALTH, INC. | Baller Lance | Director, 10% owner | BUY | $2.20 | 6,192 | $13,622 | 52,808 |
| 2026-01-14 20:00 | 2026-01-12 | TCI | TRANSCONTINENTAL REALTY INVESTORS INC | AMERICAN REALTY INVESTORS INC | 10% owner | BUY | $55.50 | 70,023 | $3,886,277 | 5,408,515 |
| 2026-01-13 14:59 | 2026-01-09 | ADC | Agree Realty Corporation | Coughenour Peter | Officer | BUY | $69.80 | 500 | $34,900 | 18,544 |
| 2026-01-14 03:04 | 2026-01-09 | ACR | Acres Commercial Realty Corp. | Eagle Point Credit Management LLC | 10% owner | SELL | $24.92 | 17,681 | $440,639 | 363,830 |
| 2026-01-13 00:18 | 2026-01-12 | TWO | TWO HARBORS INVESTMENT CORP. | Halm Jillian | Officer | SELL | $12.25 | 1,744 | $21,364 | 19,212 |
| 2026-01-13 00:16 | 2026-01-12 | TWO | TWO HARBORS INVESTMENT CORP. | Campbell James D | Officer | SELL | $12.39 | 1,692 | $20,964 | 37,056 |
| 2026-01-13 00:15 | 2026-01-09 | TWO | TWO HARBORS INVESTMENT CORP. | BOUCHER NATHAN | Officer | SELL | $12.31 | 1,267 | $15,593 | 27,249 |
| 2026-01-13 00:15 | 2026-01-09 | PCH | POTLATCHDELTIC CORP | Smith Glen F | Officer | SELL | $41.80 | 738 | $30,848 | 8,159 |
| 2026-01-12 15:09 | 2026-01-09 | ADC | Agree Realty Corporation | AGREE RICHARD | Director, Officer | BUY | $70.67 | 24,000 | $1,696,080 | 159,855 |
| 2026-01-13 05:05 | 2026-01-07 | NYC | American Strategic Investment Co. | SCHORSCH NICHOLAS S | 10% owner | BUY | $9.08 | 4,128 | $37,487 | 1,056,936 |
| 2026-01-13 03:47 | 2025-05-19 | CXW | CoreCivic, Inc. | PRANN JOHN R JR | Director | SELL | $22.52 | 8,000 | $180,168 | 100,396 |
| 2026-01-09 00:48 | 2026-01-08 | MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Fairbanks Amber | Officer | SELL | $134.98 | 185 | $24,971 | 3,519 |
| 2026-01-09 00:44 | 2026-01-08 | MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Holder Aubrey Clay | Officer | SELL | $134.98 | 73 | $9,854 | 10,418 |
| 2026-01-09 00:35 | 2026-01-08 | MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Argo Timothy | Officer | SELL | $134.98 | 53 | $7,154 | 19,118 |
| 2026-01-09 00:59 | 2026-01-08 | MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Carpenter Melanie | Officer | SELL | $134.98 | 145 | $19,572 | 20,830 |
| 2026-01-08 16:46 | 2025-12-30 | LFT | Lument Finance Trust, Inc. | Keenan Walter C | Director | BUY | $1.46 | 25,000 | $36,448 | 197,116 |
| 2026-01-09 01:38 | 2026-01-06 | ARR | Armour Residential REIT Inc. | Hain Robert C | Director | SELL | $18.06 | 6,833 | $123,435 | 1,010 |
| 2026-01-08 00:57 | 2026-01-07 | GLPI | Gaming & Leisure Properties, Inc. | Ladany Steven | Officer | SELL | $45.04 | 13,409 | $603,941 | 57,886 |
| 2026-01-07 19:44 | 2026-01-05 | CPT | CAMDEN PROPERTY TRUST | Baker Laurie | Officer | OPT+S | $109.88 | 681 | $74,827 | 96,636 |
| 2026-01-07 19:40 | 2026-01-05 | CPT | CAMDEN PROPERTY TRUST | Brunner Heather J. | Director | SELL | $109.69 | 2,104 | $230,792 | 10,205 |
| 2026-01-07 19:35 | 2026-01-05 | CPT | CAMDEN PROPERTY TRUST | Jessett Alexander J. | Officer | SELL | $109.69 | 5,627 | $617,237 | 141,821 |
| 2026-01-07 19:46 | 2026-01-05 | CPT | CAMDEN PROPERTY TRUST | Benito Javier | Director | SELL | $109.69 | 101 | $11,079 | 7,872 |
| 2026-01-08 05:37 | 2025-12-30 | NYC | American Strategic Investment Co. | SCHORSCH NICHOLAS S | 10% owner | BUY | $8.63 | 4,486 | $38,727 | 1,052,808 |
| 2026-01-07 19:42 | 2026-01-05 | CPT | CAMDEN PROPERTY TRUST | WESTBROOK KELVIN R | Director | SELL | $109.69 | 2,225 | $244,065 | 28,985 |
| 2026-01-07 19:38 | 2026-01-05 | CPT | CAMDEN PROPERTY TRUST | CAMPO RICHARD J | Director, Officer | OPT+S | $109.83 | 43,621 | $4,790,955 | 295,556 |
| 2026-01-06 23:03 | 2025-12-10 | IOR | INCOME OPPORTUNITY REALTY INVESTORS INC /TX/ | TRANSCONTINENTAL REALTY INVESTORS INC | 10% owner | BUY | $17.69 | 678 | $11,995 | 3,438,587 |
| 2026-01-07 03:06 | 2026-01-06 | MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Fairbanks Amber | Officer | SELL | $136.50 | 233 | $31,805 | 3,799 |
| 2026-01-07 02:47 | 2026-01-06 | MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Holder Aubrey Clay | Officer | SELL | $136.50 | 51 | $6,962 | 10,647 |
| 2026-01-07 03:04 | 2026-01-06 | MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Argo Timothy | Officer | SELL | $136.50 | 58 | $7,917 | 19,284 |
| 2026-01-07 02:25 | 2026-01-06 | MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Carpenter Melanie | Officer | SELL | $136.50 | 290 | $39,585 | 21,037 |
| 2026-01-07 01:49 | 2026-01-02 | VTR | Ventas, Inc. | Probst Robert F | Officer | SELL | $77.25 | 29,930 | $2,312,188 | 138,434 |
| 2026-01-07 00:40 | 2026-01-05 | INN | Summit Hotel Properties, Inc. | Patel Mehulkumar Bhikhubhai | Director | SELL | $4.84 | 25,000 | $121,000 | 444,295 |
| 2026-01-07 00:37 | 2026-01-05 | PCH | POTLATCHDELTIC CORP | DeReu William R | Officer | SELL | $39.59 | 44 | $1,742 | 73,895 |
| 2026-01-07 00:36 | 2026-01-05 | PCH | POTLATCHDELTIC CORP | Tyler Michele | Officer | SELL | $39.59 | 57 | $2,257 | 42,248 |
| 2026-01-07 00:36 | 2026-01-05 | PCH | POTLATCHDELTIC CORP | Torma Anna E. | Officer | SELL | $39.59 | 33 | $1,306 | 27,842 |
| 2026-01-07 00:36 | 2026-01-05 | PCH | POTLATCHDELTIC CORP | Schwartz Robert L. | Officer | SELL | $39.59 | 44 | $1,742 | 52,060 |
| 2026-01-07 00:35 | 2026-01-05 | PCH | POTLATCHDELTIC CORP | Cribb Ashlee Townsend | Officer | SELL | $39.59 | 62 | $2,455 | 39,690 |
| 2026-01-07 00:33 | 2026-01-05 | PCH | POTLATCHDELTIC CORP | Ball Darin Robert | Officer | SELL | $39.59 | 55 | $2,177 | 49,117 |
| 2026-01-07 00:33 | 2026-01-05 | PCH | POTLATCHDELTIC CORP | WASECHEK WAYNE | Officer | SELL | $39.59 | 22 | $871 | 29,049 |
| 2026-01-07 00:35 | 2026-01-05 | PCH | POTLATCHDELTIC CORP | CREMERS ERIC J | Director, Officer | SELL | $39.63 | 313 | $12,404 | 296,424 |
| 2026-01-07 01:50 | 2026-01-02 | VTR | Ventas, Inc. | CAFARO DEBRA A | Director, Officer | OPT+S | $77.26 | 10,322 | $797,475 | 1,145,695 |
| 2026-01-07 00:17 | 2026-01-02 | EPR | EPR PROPERTIES | Zimmerman Gregory E | Officer | SELL | $50.07 | 7,500 | $375,538 | 56,751 |
| 2026-01-07 02:16 | 2026-01-02 | IRM | IRON MOUNTAIN INC | Kidd Mark | Officer | SELL | $83.10 | 6,000 | $498,600 | 55,081 |
| 2026-01-07 02:12 | 2026-01-02 | IRM | IRON MOUNTAIN INC | Meaney William L | Director, Officer | OPT+S | $83.17 | 38,482 | $3,200,602 | 0 |
| 2026-01-06 00:16 | 2026-01-02 | N/A | Blackstone Real Estate Income Trust, Inc. | Harper Robert G IV | Officer | BUY | $14.01 | 1,356 | $19,000 | 558,320 |
| 2026-01-06 00:53 | 2026-01-02 | MAA | MID AMERICA APARTMENT COMMUNITIES INC. | DelPriore Robert J. | Officer | SELL | $138.23 | 5,426 | $750,036 | 49,745 |
| 2026-01-06 01:10 | 2025-12-31 | GLPI | Gaming & Leisure Properties, Inc. | Ladany Steven | Officer | SELL | $44.64 | 23,455 | $1,046,963 | 71,295 |
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.