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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-06-09 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 |
| 2026-06-03 20:17 | 2026-06-02 | EQIX | EQUINIX INC | Lin Jonathan | Officer | OPT+S | $1,060.41 | 150 | $159,326 | 10,911 |
| 2026-06-03 20:18 | 2026-06-02 | EQIX | EQUINIX INC | Pletcher Kurt | Officer | OPT+S | $1,060.25 | 79 | $84,025 | 4,212 |
| 2026-06-03 18:54 | 2026-06-02 | UMH | UMH PROPERTIES, INC. | Mitchell William Edward | Director | BUY | $14.94 | 133 | $1,987 | 32,317 |
| 2026-06-03 16:51 | 2026-06-02 | CBL | CBL & ASSOCIATES PROPERTIES INC | Jaenicke Benjamin W | Officer | SELL | $48.46 | 6,500 | $314,985 | 130,607 |
| 2026-06-02 20:07 | 2026-05-29 | RC | Ready Capital Corp | Ahlborn Andrew | Officer | SELL | $1.81 | 2,799 | $5,066 | 1,150,311 |
| 2026-06-02 20:07 | 2025-04-29 | RC | Ready Capital Corp | Ahlborn Andrew | Officer | BUY | $2.39 | 4,099 | $9,811 | 1,153,110 |
| 2026-06-02 20:36 | 2026-06-01 | IRM | IRON MOUNTAIN INC | Meaney William L | Director, Officer | OPT+S | $127.55 | 38,474 | $4,907,536 | 0 |
| 2026-06-02 22:18 | 2026-05-29 | LADR | Ladder Capital Corp | Perelman Robert | Officer | SELL | $10.26 | 35,000 | $358,925 | 428,684 |
| 2026-06-02 20:46 | 2026-06-01 | N/A | Blackstone Real Estate Income Trust, Inc. | Harper Robert G IV | Officer | BUY | $14.35 | 2,439 | $35,000 | 571,091 |
| 2026-06-02 20:32 | 2026-06-01 | IRM | IRON MOUNTAIN INC | Kidd Mark | Officer | SELL | $126.70 | 6,000 | $760,200 | 113,507 |
| 2026-06-02 16:47 | 2026-05-29 | CDP | COPT DEFENSE PROPERTIES | PICKETT C TAYLOR | Director | SELL | $32.25 | 31,798 | $1,025,581 | 15,188 |
| 2026-06-01 20:13 | 2026-06-01 | IRT | INDEPENDENCE REALTY TRUST, INC. | Gebert Richard D | Director | SELL | $16.15 | 500 | $8,075 | 43,069 |
| 2026-06-01 20:46 | 2026-06-01 | CXW | CoreCivic, Inc. | Carter, Cole G. | Officer | SELL | $21.00 | 12,500 | $262,500 | 215,883 |
| 2026-06-01 15:06 | 2026-05-28 | BFS | SAUL CENTERS, INC. | Pearson David Todd | Director, Officer | BUY | $34.75 | 2,600 | $90,337 | 79,321 |
| 2026-05-29 20:09 | 2026-05-27 | ESS | ESSEX PROPERTY TRUST, INC. | Kasaris Mary | Director | SELL | $279.45 | 600 | $167,670 | 2,394 |
| 2026-05-29 20:16 | 2026-05-27 | AAT | American Assets Trust, Inc. | RADY ERNEST S | Director, Officer, 10% owner | BUY | $22.72 | 106,337 | $2,415,796 | 8,378,525 |
| 2026-05-28 20:23 | 2026-05-26 | CDP | COPT DEFENSE PROPERTIES | DENTON ROBERT L | Director | SELL | $32.38 | 3,922 | $126,994 | 3,803 |
| 2026-05-27 22:40 | 2026-05-26 | KRG | KITE REALTY GROUP TRUST | Grimes Steven P | Director | SELL | $27.25 | 5,922 | $161,375 | 696,384 |
| 2026-05-27 21:30 | 2026-05-22 | PINE | Alpine Income Property Trust, Inc. | Richardson Andrew C | Director | SELL | $19.26 | 2,000 | $38,514 | 12,376 |
| 2026-05-27 20:15 | 2026-05-26 | ABR | ARBOR REALTY TRUST INC | Tsunis George | Director | BUY | $5.51 | 1,000 | $5,505 | 1,500 |
| 2026-05-27 20:16 | 2026-05-22 | ILPT | Industrial Logistics Properties Trust | PHELAN KEVIN C | Director | BUY | $8.87 | 2,000 | $17,736 | 7,500 |
| 2026-05-27 20:19 | 2026-05-26 | HST | HOST HOTELS & RESORTS, INC. | RAKOWICH WALTER C | Director | SELL | $22.90 | 3,408 | $78,041 | 76,537 |
| 2026-05-27 20:19 | 2026-05-26 | HST | HOST HOTELS & RESORTS, INC. | TYRRELL NATHAN S | Officer | SELL | $23.00 | 15,569 | $358,087 | 682,089 |
| 2026-05-27 18:58 | 2026-05-26 | SUI | SUN COMMUNITIES INC | Castro-Caratini Fernando | Officer | SELL | $124.43 | 23,750 | $2,955,281 | 9,998 |
| 2026-05-26 20:05 | 2026-05-22 | MDRR | Medalist Diversified, Inc. | Winn Charles Brent Jr. | Officer | BUY | $10.42 | 1,640 | $17,089 | 62,585 |
| 2026-05-26 20:26 | 2026-05-22 | OUT | OUTFRONT Media Inc. | Mathes Peter | Director | SELL | $33.54 | 10,000 | $335,400 | 41,398 |
| 2026-05-26 20:35 | 2026-05-22 | EQIX | EQUINIX INC | Abdel Raouf | Officer | SELL | $1,083.47 | 2,040 | $2,210,279 | 5,728 |
| 2026-05-26 20:20 | 2026-05-21 | IRM | IRON MOUNTAIN INC | Borges Daniel | Officer | SELL | $125.50 | 7,189 | $902,220 | 0 |
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.