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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-27 20:10 | 2026-03-26 | LFT | Lument Finance Trust, Inc. | Keenan Walter C | Director | BUY | $19.50 | 1,500 | $29,250 | 5,400 |
| 2026-03-27 20:10 | 2026-03-26 | LFT | Lument Finance Trust, Inc. | Keenan Walter C | Director | SELL | $19.67 | 3,600 | $70,828 | 3,900 |
| 2026-03-27 20:10 | 2026-03-26 | LFT | Lument Finance Trust, Inc. | HOULIHAN WILLIAM A | Director | BUY | $1.29 | 15,000 | $19,350 | 255,732 |
| 2026-03-27 20:33 | 2026-03-25 | AHR | American Healthcare REIT, Inc. | Foster Mark E. | Officer | OPT+S | $48.55 | 2,000 | $97,100 | 56,121 |
| 2026-03-27 17:57 | 2026-03-27 | UMH | UMH PROPERTIES, INC. | HIRSCH MATTHEW I | Director | BUY | $14.48 | 500 | $7,240 | 60,792 |
| 2026-03-27 01:25 | 2026-03-25 | SBRA | Sabra Health Care REIT, Inc. | FLORES JESSICA | Officer | SELL | $19.86 | 15,231 | $302,488 | 71,709 |
| 2026-03-26 22:48 | 2026-03-26 | WHLR | Wheeler Real Estate Investment Trust, Inc. | Magnetar Financial LLC | 10% owner | SELL | $1.10 | 8,840 | $9,692 | 163,235 |
| 2026-03-26 21:15 | 2026-03-25 | HHH | Howard Hughes Holdings Inc. | Davis Andrew D. | Officer | SELL | $63.87 | 1,636 | $104,491 | 31,530 |
| 2026-03-26 16:20 | 2026-03-25 | UMH | UMH PROPERTIES, INC. | QUIGLEY KENNETH K JR | Director | BUY | $14.34 | 2,500 | $35,850 | 42,367 |
| 2026-03-25 20:25 | 2026-03-23 | OLP | ONE LIBERTY PROPERTIES INC | RICKETTS LAWRENCE | Officer | SELL | $22.87 | 7,500 | $171,541 | 180,521 |
| 2026-03-25 20:02 | 2026-03-23 | LAMR | LAMAR ADVERTISING CO/NEW | Reilly Ross Lamar | Officer | OPT+S | $128.65 | 5,969 | $767,912 | 15,850 |
| 2026-03-24 21:12 | 2026-03-19 | NXRT | NexPoint Residential Trust, Inc. | Richards Paul | Officer | BUY | $24.73 | 1,700 | $42,037 | 30,559 |
| 2026-03-24 21:12 | 2026-03-23 | JAN | Janus Living, Inc. | Miller Jeffrey H | Officer | BUY | $20.00 | 7,500 | $150,000 | 7,500 |
| 2026-03-24 21:13 | 2026-03-20 | NXRT | NexPoint Residential Trust, Inc. | McGraner Matt | Officer | BUY | $24.37 | 2,000 | $48,740 | 331,334 |
| 2026-03-24 21:13 | 2026-03-23 | JAN | Janus Living, Inc. | Brinker Scott M | Director, Officer | BUY | $20.00 | 100,000 | $2,000,000 | 100,000 |
| 2026-03-24 21:13 | 2026-03-23 | JAN | Janus Living, Inc. | Arabia John V | Director | BUY | $20.00 | 60,000 | $1,200,000 | 67,500 |
| 2026-03-24 21:14 | 2026-03-23 | JAN | Janus Living, Inc. | HERMAN CHARLES J JR | Director | BUY | $20.00 | 5,500 | $110,000 | 13,000 |
| 2026-03-24 21:16 | 2026-03-23 | JAN | Janus Living, Inc. | Olsen Denise | Director | BUY | $20.00 | 500 | $10,000 | 8,000 |
| 2026-03-24 21:18 | 2026-03-23 | JAN | Janus Living, Inc. | Sandstrom Katherine M | Director | BUY | $20.00 | 13,500 | $270,000 | 21,000 |
| 2026-03-24 19:00 | 2026-03-20 | BHM | Bluerock Homes Trust, Inc. | KAMFAR RAMIN | Director, Officer | BUY | $10.97 | 5,707 | $62,606 | 59,224 |
| 2026-03-23 22:35 | 2026-03-23 | OUT | OUTFRONT Media Inc. | Diaz Manuel A. | Director | SELL | $26.93 | 11,271 | $303,528 | 36,244 |
| 2026-03-23 20:14 | 2026-03-20 | EPRT | ESSENTIAL PROPERTIES REALTY TRUST, INC. | Peil A Joseph | Officer | SELL | $32.10 | 19,657 | $630,990 | 76,525 |
| 2026-03-23 20:14 | 2026-03-19 | IRM | IRON MOUNTAIN INC | Bhargava Mithu | Officer | SELL | $104.62 | 59,725 | $6,248,238 | 16,054 |
| 2026-03-23 20:14 | 2026-03-20 | EPRT | ESSENTIAL PROPERTIES REALTY TRUST, INC. | Salisbury Robert Webb | Officer | SELL | $31.88 | 5,851 | $186,530 | 8,310 |
| 2026-03-20 21:12 | 2026-03-18 | ELS | EQUITY LIFESTYLE PROPERTIES INC | CONTIS DAVID J | Director | SELL | $67.22 | 3,000 | $201,660 | 14,890 |
| 2026-03-20 20:00 | 2026-03-18 | BHM | Bluerock Homes Trust, Inc. | KAMFAR RAMIN | Director, Officer | BUY | $10.94 | 25,798 | $282,114 | 53,517 |
| 2026-03-19 01:27 | 2026-03-16 | ACR | ACRES Commercial Realty Corp. | Eagle Point Credit Management LLC | 10% owner | SELL | $22.07 | 2,954 | $65,195 | 739,023 |
| 2026-03-19 00:59 | 2026-03-17 | REXR | Rexford Industrial Realty, Inc. | Frankel Michael S. | Director, Officer | SELL | $35.29 | 23,132 | $816,358 | 560,406 |
| 2026-03-18 22:31 | 2026-03-17 | BXMT | BLACKSTONE MORTGAGE TRUST, INC. | URBASZEK MARCIN | Officer | SELL | $19.13 | 452 | $8,647 | 26,176 |
| 2026-03-18 21:58 | 2025-07-10 | PLD | Prologis, Inc. | Slusser Sarah A | Director | SELL | $113.79 | 111 | $12,631 | 11 |
| 2026-03-18 21:58 | 2025-05-14 | PLD | Prologis, Inc. | Slusser Sarah A | Director | BUY | $107.34 | 13 | $1,395 | 122 |
| 2026-03-18 20:25 | 2026-03-16 | OLP | ONE LIBERTY PROPERTIES INC | RICKETTS LAWRENCE | Officer | SELL | $23.30 | 3,992 | $93,032 | 188,021 |
| 2026-03-18 20:15 | 2026-03-17 | ABR | ARBOR REALTY TRUST INC | Tsunis George | Director | BUY | $7.85 | 1,927 | $15,127 | 24,990 |
| 2026-03-18 00:00 | 2026-03-16 | COLD | AMERICOLD REALTY TRUST | Harris Robert E. | Officer | OPT+S | $11.40 | 665 | $7,579 | 8,334 |
| 2026-03-17 20:25 | 2026-03-16 | SMA | SmartStop Self Storage REIT, Inc. | Mueller David J | Director | SELL | $32.81 | 425 | $13,944 | 6,766 |
| 2026-03-16 21:35 | 2026-03-13 | HHH | Howard Hughes Holdings Inc. | Valane Joseph | Officer | BUY | $64.45 | 1,260 | $81,207 | 29,209 |
| 2026-03-16 20:36 | 2026-03-12 | LINE | Lineage, Inc. | Marchetti Kevin Patrick | Director, Officer, 10% owner | BUY | $37.50 | 13,300 | $498,699 | 113,690 |
| 2026-03-16 20:30 | 2026-03-13 | FCPT | Four Corners Property Trust, Inc. | Stewart Niccole | Officer | SELL | $25.97 | 2,427 | $63,018 | 22,568 |
| 2026-03-16 21:26 | 2026-03-13 | EXR | Extra Space Storage Inc. | Margolis Joseph D | Director, Officer | SELL | $142.08 | 7,500 | $1,065,600 | 66,495 |
| 2026-03-16 20:51 | 2026-03-12 | VNO | VORNADO REALTY TRUST | TISCH DANIEL R | Director | BUY | $25.55 | 30,000 | $766,500 | 215,000 |
| 2026-03-16 21:11 | 2026-03-16 | EPR | EPR PROPERTIES | Moriarty Brian Andrew | Officer | SELL | $56.44 | 5,000 | $282,200 | 13,704 |
| 2026-03-13 20:14 | 2026-03-12 | EQIX | EQUINIX INC | Pletcher Kurt | Officer | OPT+S | $965.69 | 559 | $539,819 | 4,109 |
| 2026-03-13 20:12 | 2026-03-12 | EQIX | EQUINIX INC | Paladin Michael Shane | Officer | OPT+S | $966.67 | 118 | $114,067 | 2,450 |
| 2026-03-13 20:10 | 2026-03-12 | EQIX | EQUINIX INC | Miller Simon | Officer | OPT+S | $965.73 | 289 | $279,096 | 7,615 |
| 2026-03-13 20:08 | 2026-03-12 | EQIX | EQUINIX INC | Meyers Charles J | Director | OPT+S | $961.19 | 305 | $293,163 | 12,594 |
| 2026-03-13 20:07 | 2026-03-12 | EQIX | EQUINIX INC | Lin Jonathan | Officer | OPT+S | $965.71 | 635 | $613,227 | 10,788 |
| 2026-03-13 20:06 | 2026-03-12 | EQIX | EQUINIX INC | MORANDI BRANDI GALVIN | Officer | OPT+S | $961.19 | 630 | $605,550 | 10,394 |
| 2026-03-13 20:05 | 2026-03-12 | EQIX | EQUINIX INC | Fox-Martin Adaire | Director, Officer | OPT+S | $966.20 | 1,086 | $1,049,295 | 19,574 |
| 2026-03-13 20:04 | 2026-03-12 | EQIX | EQUINIX INC | Abdel Raouf | Officer | OPT+S | $965.69 | 584 | $563,961 | 7,768 |
| 2026-03-13 22:04 | 2026-03-11 | NXRT | NexPoint Residential Trust, Inc. | McGraner Matt | Officer | BUY | $26.14 | 1,000 | $26,140 | 316,821 |
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.