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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
2026-06-17 23:55 2026-06-15 OUT OUTFRONT Media Inc. Sauer Richard H. Officer SELL $31.26 15,000 $468,950 76,947
2026-06-17 22:27 2026-06-15 ACR ACRES Commercial Realty Corp. Eagle Point Credit Management LLC 10% owner SELL $24.37 5,981 $145,753 339,325
2026-06-17 22:07 2026-06-15 PLD Prologis, Inc. Arndt Timothy D Officer SELL $150.00 3,597 $539,550 0
2026-06-17 18:24 2026-06-16 PPTINC Presidio Property Trust, Inc. DURFEY JAMES ROBERT Director SELL $2.63 2,500 $6,573 9,088
2026-06-17 15:35 2026-06-15 UMH UMH PROPERTIES, INC. Miller Kevin S. Officer BUY $14.63 68 $1,000 22,628
2026-06-16 14:08 2026-06-12 PSA Public Storage Vitan Nathaniel A. Officer SELL $324.81 950 $308,570 1,414
2026-06-16 10:19 2026-06-12 DRH DiamondRock Hospitality Co Merrill Kathleen Director SELL $11.88 20,000 $237,600 84,335
2026-06-15 20:36 2026-06-12 PEB Pebblebrook Hotel Trust BORTZ JON E Director, Officer BUY $18.18 20,000 $363,600 1,657,110
2026-06-15 20:58 2026-06-15 AAT American Assets Trust, Inc. RADY ERNEST S Director, Officer, 10% owner BUY $24.21 10,000 $242,100 8,426,525
2026-06-15 23:08 2026-06-12 REG REGENCY CENTERS CORP Devereaux Terah L Officer SELL $80.14 1,240 $99,367 17,990
2026-06-15 21:21 2026-06-15 NHI NATIONAL HEALTH INVESTORS INC MCCABE ROBERT A JR Director BUY $71.65 890 $63,767 44,159
2026-06-12 20:21 2026-06-10 CUBE CubeSmart MARR CHRISTOPHER P Director, Officer OPT+S $42.24 108,932 $4,601,625 609,605
2026-06-12 22:49 2026-06-10 ACR ACRES Commercial Realty Corp. Eagle Point Credit Management LLC 10% owner SELL $23.76 2,591 $61,552 343,036
2026-06-12 20:40 2026-06-10 PEB Pebblebrook Hotel Trust BORTZ JON E Director, Officer BUY $17.48 40,000 $699,200 1,637,110
2026-06-12 20:41 2026-06-11 EXR Extra Space Storage Inc. McNeal Gwyn Goodson Officer SELL $150.00 3,300 $495,000 37,374
2026-06-12 20:32 2026-06-10 AAT American Assets Trust, Inc. RADY ERNEST S Director, Officer, 10% owner BUY $24.63 30,000 $738,900 8,416,525
2026-06-11 20:27 2026-06-11 OUT OUTFRONT Media Inc. Norton James Michael Officer BUY $30.81 4,130 $127,245 4,130
2026-06-11 20:47 2026-06-09 ARE ALEXANDRIA REAL ESTATE EQUITIES, INC. Binda Marc E Officer SELL $54.00 2,000 $108,000 188,264
2026-06-11 20:31 2026-06-09 KRC KILROY REALTY CORP Smart Justin William Officer SELL $38.71 10,848 $419,904 519,872
2026-06-11 13:51 2026-06-10 EPR EPR PROPERTIES Peterson Mark Alan Officer SELL $60.00 8,334 $500,040 207,750
2026-06-11 12:48 2026-06-10 GLPI Gaming & Leisure Properties, Inc. Urdang E Scott Director SELL $48.32 3,000 $144,960 127,429
2026-06-10 20:30 2026-06-08 VNO VORNADO REALTY TRUST WIGHT RUSSELL B JR Director BUY $16.94 4,000 $67,754 4,000
2026-06-10 20:30 2026-06-09 ALX ALEXANDERS INC WIGHT RUSSELL B JR Director, 10% owner SELL $267.00 423 $112,941 900
2026-06-10 14:25 2026-06-09 BXP BXP, Inc. LABELLE MICHAEL E Officer SELL $66.35 26,113 $1,732,532 5,839
2026-06-09 21:05 2026-06-08 GPMT Granite Point Mortgage Trust Inc. DEHNE TANUJA M Director OPT+S $1.48 10,827 $16,024 109,632
2026-06-09 20:05 2026-06-08 JBGS JBG SMITH Properties MUSELES STEVEN A Officer SELL $15.01 20,010 $300,270 0
2026-06-09 21:05 2026-06-08 GPMT Granite Point Mortgage Trust Inc. KASNET STEPHEN G Director OPT+S $1.48 26,772 $39,623 178,723
2026-06-09 20:30 2026-06-08 PEB Pebblebrook Hotel Trust BORTZ JON E Director, Officer BUY $16.97 40,000 $678,600 1,597,110
2026-06-09 14:25 2026-06-05 CBL CBL & ASSOCIATES PROPERTIES INC Fields David Michael Director SELL $47.97 3,592 $172,308 18,522
2026-06-09 13:11 2025-06-06 BMNM BIMINI CAPITAL MANAGEMENT, INC. Dwyer Robert J Director, 10% owner BUY $0.88 5,000 $4,400 1,369,209
2026-06-09 13:13 2025-01-17 BMNM BIMINI CAPITAL MANAGEMENT, INC. Dwyer Robert J Director, 10% owner BUY $0.93 5,500 $5,126 1,358,709
2026-06-08 23:45 2026-06-08 EQIX EQUINIX INC MORANDI BRANDI GALVIN Officer SELL $1,076.36 3,726 $4,010,517 6,132
2026-06-08 22:23 2026-06-04 EGP EASTGROUP PROPERTIES INC Fields David Michael Director SELL $195.77 504 $98,668 3,531
2026-06-08 22:26 2026-06-05 UDR UDR, Inc. TOOMEY THOMAS W Director, Officer SELL $39.25 80,000 $3,140,008 810,455
2026-06-08 19:01 2026-06-05 BHM Bluerock Homes Trust, Inc. Vohs Christopher J. Officer BUY $22.50 2,400 $54,000 2,400
2026-06-08 11:00 2026-06-04 ADC AGREE REALTY CORP AGREE RICHARD Director, Officer BUY $71.41 5,000 $357,050 90,512
2026-06-05 20:15 2026-06-03 VTR Ventas, Inc. EMBLER MICHAEL J Director BUY $78.81 2,500 $197,025 19,202
2026-06-05 20:15 2026-06-04 ABR ARBOR REALTY TRUST INC Tsunis George Director SELL $5.57 26,700 $148,719 30,000
2026-06-05 20:15 2026-06-04 ABR ARBOR REALTY TRUST INC Tsunis George Director BUY $5.58 26,700 $148,986 56,700
2026-06-05 19:14 2026-06-05 CPT CAMDEN PROPERTY TRUST CAMPO RICHARD J Director, Officer SELL $112.42 30,000 $3,372,600 297,437
2026-06-05 14:52 2026-06-05 NHI NATIONAL HEALTH INVESTORS INC Mendelsohn D. Eric Director, Officer BUY $68.84 1,500 $103,260 133,316
2026-06-05 01:38 2026-06-03 FRMI Fermi Inc. Uzman Mesut Officer SELL $6.31 158,541 $1,000,394 670,491
2026-06-04 23:00 2026-06-04 LTC LTC PROPERTIES INC BOITANO DAVID M Officer BUY $34.77 10,000 $347,700 46,160
2026-06-04 20:49 2026-05-05 IOR INCOME OPPORTUNITY REALTY INVESTORS INC /TX/ TRANSCONTINENTAL REALTY INVESTORS INC 10% owner BUY $17.91 8,575 $153,575 3,449,104
2026-06-03 20:22 2026-06-01 AHR American Healthcare REIT, Inc. Foster Mark E. Officer SELL $48.32 2,000 $96,640 55,495
2026-06-03 20:15 2026-06-01 ABR ARBOR REALTY TRUST INC Tsunis George Director BUY $5.48 1,000 $5,480 2,000
2026-06-03 20:14 2026-06-02 EQIX EQUINIX INC Fox-Martin Adaire Director, Officer OPT+S $1,057.11 2,935 $3,102,612 22,284
2026-06-03 23:28 2026-06-01 ACR ACRES Commercial Realty Corp. Eagle Point Credit Management LLC 10% owner SELL $25.21 6,228 $157,032 344,106
2026-06-03 20:16 2026-06-01 AAT American Assets Trust, Inc. RADY ERNEST S Director, Officer, 10% owner BUY $23.40 10,000 $234,000 8,388,525
2026-06-03 20:16 2026-06-02 EQIX EQUINIX INC Abdel Raouf Officer OPT+S $1,060.38 158 $167,806 5,934
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.