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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 20:01 | 2026-05-11 | LAMR | LAMAR ADVERTISING CO/NEW | Johnson Jay LeCoryelle | Officer | SELL | $157.02 | 10,000 | $1,570,200 | 0 |
| 2026-05-11 20:24 | 2026-05-07 | EPR | EPR PROPERTIES | Peterson Mark Alan | Officer | SELL | $57.50 | 8,696 | $500,020 | 216,084 |
| 2026-05-12 00:37 | 2026-05-11 | XRN | Chiron Real Estate Inc. | Cole Henry | Director | BUY | $34.30 | 583 | $19,998 | 2,129 |
| 2026-05-12 00:38 | 2026-05-11 | XRN | Chiron Real Estate Inc. | Crowley Paula | Director | BUY | $34.00 | 1,000 | $34,000 | 1,000 |
| 2026-05-11 22:00 | 2026-05-08 | PINE | Alpine Income Property Trust, Inc. | Richardson Andrew C | Director | SELL | $19.35 | 3,000 | $58,036 | 14,376 |
| 2026-05-11 21:35 | 2026-05-08 | HST | HOST HOTELS & RESORTS, INC. | TYRRELL NATHAN S | Officer | SELL | $22.00 | 58,579 | $1,288,738 | 697,658 |
| 2026-05-11 21:38 | 2026-05-08 | IRM | IRON MOUNTAIN INC | Kidd Mark | Officer | SELL | $127.91 | 6,000 | $767,460 | 119,507 |
| 2026-05-08 20:53 | 2026-05-08 | MAA | MID AMERICA APARTMENT COMMUNITIES INC. | French James Barton | Officer | SELL | $130.98 | 350 | $45,842 | 8,158 |
| 2026-05-08 21:09 | 2026-05-07 | KRC | KILROY REALTY CORP | Roth Heidi Rena | Officer | SELL | $35.22 | 19,541 | $688,187 | 83,173 |
| 2026-05-07 20:20 | 2026-05-06 | KRC | KILROY REALTY CORP | Stadler Lauren N | Officer | SELL | $34.65 | 3,000 | $103,935 | 15,456 |
| 2026-05-07 20:35 | 2026-05-06 | EQIX | EQUINIX INC | Meyers Charles J | Director | SELL | $1,085.23 | 5,224 | $5,669,216 | 7,370 |
| 2026-05-07 20:30 | 2026-05-06 | AKR | ACADIA REALTY TRUST | Livingston Reginald | Officer | SELL | $22.12 | 25,000 | $553,000 | 9,426 |
| 2026-05-07 20:32 | 2026-05-06 | ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | MARCUS JOEL S | Director, Officer | BUY | $46.34 | 7,500 | $347,558 | 587,724 |
| 2026-05-07 20:32 | 2026-05-06 | WPC | W. P. Carey Inc. | Zander Brian H | Officer | SELL | $74.00 | 433 | $32,042 | 13,882 |
| 2026-05-07 20:04 | 2026-05-06 | AGNC | AGNC Investment Corp. | BLANK DONNA | Director | SELL | $10.78 | 22,000 | $237,050 | 96,471 |
| 2026-05-07 19:11 | 2026-05-05 | IVR | Invesco Mortgage Capital Inc. | Gregson Mark William | Officer | BUY | $8.03 | 1,750 | $14,044 | 1,750 |
| 2026-05-07 12:49 | 2026-05-05 | REG | REGENCY CENTERS CORP | WIBBENMEYER NICHOLAS ANDREW | Officer | SELL | $79.06 | 7,927 | $626,715 | 33,069 |
| 2026-05-07 00:19 | 2026-04-08 | CFTR-PRA | Cantor Fitzgerald Income Trust, Inc. | Lutnick Brandon | Director | BUY | $25.00 | 100,000 | $2,500,000 | 100,000 |
| 2026-05-06 20:40 | 2026-05-05 | CCI | CROWN CASTLE INC. | Stephens Kevin A | Director | BUY | $90.24 | 820 | $73,997 | 23,934 |
| 2026-05-06 20:48 | 2026-05-05 | ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | MARCUS JOEL S | Director, Officer | BUY | $42.72 | 7,500 | $320,416 | 580,224 |
| 2026-05-06 20:30 | 2026-05-05 | FCPT | Four Corners Property Trust, Inc. | Lenehan William H | Director, Officer | BUY | $25.23 | 3,961 | $99,919 | 775,696 |
| 2026-05-05 20:21 | 2026-05-04 | AGNC | AGNC Investment Corp. | Mullings Paul E | Director | SELL | $10.74 | 6,800 | $73,032 | 149,886 |
| 2026-05-05 20:06 | 2026-05-04 | NLY | ANNALY CAPITAL MANAGEMENT INC | Wolfe Serena | Officer | SELL | $22.48 | 16,537 | $371,752 | 200,964 |
| 2026-05-06 00:41 | 2026-05-04 | REG | REGENCY CENTERS CORP | STEIN MARTIN E JR | Director, Officer | SELL | $78.40 | 274,615 | $21,528,937 | 0 |
| 2026-05-05 20:32 | 2026-05-04 | ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | MARCUS JOEL S | Director, Officer | BUY | $41.02 | 10,000 | $410,200 | 572,724 |
| 2026-05-04 20:33 | 2026-04-30 | ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | Thomas Gregory Calvin | Officer | BUY | $41.00 | 3,500 | $143,500 | 33,024 |
| 2026-05-01 22:06 | 2026-05-01 | CXW | CoreCivic, Inc. | Carter, Cole G. | Officer | SELL | $20.64 | 12,500 | $258,000 | 228,383 |
| 2026-05-01 21:30 | 2026-05-01 | IRT | INDEPENDENCE REALTY TRUST, INC. | Gebert Richard D | Director | SELL | $16.33 | 500 | $8,165 | 37,372 |
| 2026-05-01 20:13 | 2026-04-30 | KRC | KILROY REALTY CORP | Paratte A. Robert | Officer | SELL | $33.11 | 10,000 | $331,130 | 125,886 |
| 2026-04-30 20:16 | 2026-04-28 | AMT | AMERICAN TOWER CORP /MA/ | Dowling Ruth T | Officer | SELL | $178.08 | 972 | $173,092 | 29,461 |
| 2026-04-29 00:06 | 2026-04-28 | REXR | Rexford Industrial Realty, Inc. | Lanzer David E. | Officer | OPT+S | $35.47 | 33,299 | $1,181,232 | 0 |
| 2026-04-28 20:01 | 2026-04-24 | AGNC | AGNC Investment Corp. | Federico Peter J | Director, Officer | SELL | $11.01 | 193,234 | $2,126,598 | 1,927,083 |
| 2026-04-27 20:24 | 2026-04-23 | NTST | NETSTREIT Corp. | Zeigler Robin McBride | Director | SELL | $20.85 | 7,192 | $149,958 | 18,344 |
| 2026-04-27 20:30 | 2026-04-24 | KREF | KKR Real Estate Finance Trust Inc. | Mattson W Patrick | Officer | BUY | $6.03 | 40,000 | $241,072 | 500,287 |
| 2026-04-27 20:30 | 2026-04-24 | KREF | KKR Real Estate Finance Trust Inc. | Salem Matthew A | Director, Officer | BUY | $6.04 | 60,000 | $362,472 | 703,075 |
| 2026-04-21 20:23 | 2026-04-17 | ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | Kuhn Hallie E. | Officer | SELL | $48.20 | 536 | $25,835 | 48,301 |
| 2026-04-21 11:48 | 2026-04-20 | RYN | RAYONIER INC | WASECHEK WAYNE | Officer | SELL | $21.17 | 2,920 | $61,816 | 115,530 |
| 2026-04-17 20:16 | 2026-04-16 | SMA | SmartStop Self Storage REIT, Inc. | Mueller David J | Director | SELL | $31.78 | 425 | $13,507 | 6,340 |
| 2026-04-16 19:12 | 2026-04-15 | WHLR | Wheeler Real Estate Investment Trust, Inc. | Magnetar Financial LLC | 10% owner | SELL | $0.80 | 3,127 | $2,488 | 0 |
| 2026-04-16 19:17 | 2026-04-14 | EPR | EPR PROPERTIES | Peterson Mark Alan | Officer | SELL | $55.00 | 9,091 | $500,005 | 224,780 |
| 2026-04-15 20:21 | 2026-04-14 | EPR | EPR PROPERTIES | Mater Tonya L. | Officer | SELL | $56.28 | 4,600 | $258,900 | 55,859 |
| 2026-04-15 00:22 | 2026-04-10 | WHLR | Wheeler Real Estate Investment Trust, Inc. | Magnetar Financial LLC | 10% owner | SELL | $0.85 | 93,500 | $79,550 | 3,127 |
| 2026-04-13 20:24 | 2026-04-10 | PPTINC | Presidio Property Trust, Inc. | DURFEY JAMES ROBERT | Director | SELL | $3.89 | 1,000 | $3,890 | 11,588 |
| 2026-04-13 20:31 | 2026-04-10 | PPTINC | Presidio Property Trust, Inc. | Heilbron Jack Kendrick | Director, Officer | SELL | $3.92 | 5,884 | $23,065 | 114,079 |
| 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 |
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.