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 29107 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-20 02:47 | 2026-02-17 | ACR | ACRES Commercial Realty Corp. | Eagle Point Credit Management LLC | 10% owner | SELL | $24.16 | 782 | $18,890 | 355,048 |
| 2026-02-20 02:33 | 2026-02-18 | NLY | ANNALY CAPITAL MANAGEMENT INC | Finkelstein David L | Director, Officer | SELL | $23.13 | 50,000 | $1,156,500 | 688,134 |
| 2026-02-20 02:33 | 2026-02-18 | NLY | ANNALY CAPITAL MANAGEMENT INC | Wolfe Serena | Officer | SELL | $23.14 | 16,536 | $382,643 | 173,081 |
| 2026-02-20 02:32 | 2026-02-18 | NLY | ANNALY CAPITAL MANAGEMENT INC | Campbell Steven Francis | Officer | SELL | $23.12 | 28,225 | $652,562 | 204,491 |
| 2026-02-20 01:09 | 2026-02-17 | FBRT | Franklin BSP Realty Trust, Inc. | ORTALE BUFORD H | Director | BUY | $8.82 | 4,000 | $35,290 | 51,851 |
| 2026-02-20 01:07 | 2026-02-18 | CPT | CAMDEN PROPERTY TRUST | Gallagher Michael P | Officer | SELL | $108.43 | 169 | $18,325 | 39,640 |
| 2026-02-20 01:04 | 2026-02-18 | CPT | CAMDEN PROPERTY TRUST | Baker Laurie | Officer | SELL | $108.40 | 2,168 | $235,007 | 94,468 |
| 2026-02-20 00:22 | 2026-02-18 | EQR | EQUITY RESIDENTIAL | Manelis Michael L | Officer | SELL | $63.56 | 2,429 | $154,387 | 43,702 |
| 2026-02-20 00:20 | 2026-02-17 | AAT | American Assets Trust, Inc. | RADY ERNEST S | Director, Officer, 10% owner | BUY | $18.81 | 159,866 | $3,007,687 | 8,024,431 |
| 2026-02-20 00:19 | 2026-02-18 | EQR | EQUITY RESIDENTIAL | Kaufman Ian | Officer | SELL | $63.56 | 909 | $57,776 | 29,444 |
| 2026-02-20 00:15 | 2026-02-18 | EQIX | EQUINIX INC | TAYLOR KEITH D | Officer | OPT+S | $934.25 | 2,422 | $2,262,756 | 26,587 |
| 2026-02-20 00:15 | 2026-02-18 | EQR | EQUITY RESIDENTIAL | Carraway Catherine | Officer | SELL | $63.56 | 749 | $47,606 | 15,901 |
| 2026-02-20 00:14 | 2026-02-18 | EQIX | EQUINIX INC | Pletcher Kurt | Officer | OPT+S | $940.52 | 823 | $774,048 | 4,285 |
| 2026-02-20 00:13 | 2026-02-18 | EQIX | EQUINIX INC | Paladin Michael Shane | Officer | OPT+S | $934.23 | 673 | $628,735 | 1,969 |
| 2026-02-20 00:11 | 2026-02-18 | EQIX | EQUINIX INC | Meyers Charles J | Director | OPT+S | $932.95 | 1,609 | $1,501,111 | 15,310 |
| 2026-02-20 00:10 | 2026-02-18 | EQIX | EQUINIX INC | Lin Jonathan | Officer | OPT+S | $940.53 | 1,124 | $1,057,392 | 10,788 |
| 2026-02-20 00:08 | 2026-02-18 | EQIX | EQUINIX INC | MORANDI BRANDI GALVIN | Officer | OPT+S | $933.83 | 1,568 | $1,464,240 | 10,394 |
| 2026-02-20 00:07 | 2026-02-18 | EQIX | EQUINIX INC | Fox-Martin Adaire | Director, Officer | OPT+S | $933.09 | 4,230 | $3,946,973 | 18,626 |
| 2026-02-20 00:07 | 2026-02-17 | AMT | AMERICAN TOWER CORP /MA/ | Smith Rodney M | Officer | OPT+S | $192.09 | 34,341 | $6,596,528 | 74,314 |
| 2026-02-20 00:06 | 2026-02-18 | EQIX | EQUINIX INC | Abdel Raouf | Officer | OPT+S | $940.53 | 1,169 | $1,099,479 | 8,871 |
| 2026-02-20 00:05 | 2026-02-18 | EQIX | EQUINIX INC | PAISLEY CHRISTOPHER B | Director | SELL | $948.30 | 100 | $94,830 | 17,682 |
| 2026-02-20 00:00 | 2026-02-17 | AGNC | AGNC Investment Corp. | Bell Bernice | Officer | SELL | $11.31 | 50,397 | $570,034 | 367,330 |
| 2026-02-19 01:30 | 2026-02-17 | KIM | KIMCO REALTY CORP | LOURENSO FRANK | Director | SELL | $23.14 | 8,594 | $198,872 | 203,936 |
| 2026-02-19 00:15 | 2026-02-18 | FCPT | Four Corners Property Trust, Inc. | Lenehan William H | Director, Officer | BUY | $24.73 | 10,080 | $249,321 | 757,980 |
| 2026-02-19 00:10 | 2026-02-13 | DEI | Douglas Emmett Inc | Kaplan Jordan L | Director, Officer | BUY | $10.18 | 98,000 | $997,640 | 2,949,640 |
| 2026-02-18 00:40 | 2026-02-12 | EQIX | EQUINIX INC | MORANDI BRANDI GALVIN | Officer | SELL | $965.72 | 600 | $579,432 | 8,951 |
| 2026-02-18 00:38 | 2026-02-12 | EQIX | EQUINIX INC | TAYLOR KEITH D | Officer | SELL | $956.44 | 2,000 | $1,912,880 | 24,373 |
| 2026-02-18 00:15 | 2026-02-17 | FCPT | Four Corners Property Trust, Inc. | Steele Toni S | Director | SELL | $24.49 | 815 | $19,959 | 25,343 |
| 2026-02-14 00:45 | 2026-02-12 | ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | MARCUS JOEL S | Director, Officer | BUY | $53.92 | 25,000 | $1,347,890 | 562,724 |
| 2026-02-14 00:10 | 2026-02-11 | VTR | Ventas, Inc. | Roberts Carey S. | Officer | SELL | $85.00 | 35,532 | $3,020,117 | 72,755 |
| 2026-02-14 00:07 | 2026-02-12 | BRX | Brixmor Property Group Inc. | Bowerman Julie | Director | SELL | $29.03 | 8,000 | $232,220 | 18,400 |
| 2026-02-13 22:38 | 2026-02-13 | BXP | BXP, Inc. | THOMAS OWEN D | Director, Officer | SELL | $61.22 | 1,198 | $73,341 | 0 |
| 2026-02-12 00:31 | 2026-02-10 | EQR | EQUITY RESIDENTIAL | Manelis Michael L | Officer | SELL | $65.13 | 5,765 | $375,474 | 46,131 |
| 2026-02-12 00:25 | 2026-02-10 | EQR | EQUITY RESIDENTIAL | Garechana Robert | Officer | SELL | $65.13 | 3,637 | $236,878 | 18,740 |
| 2026-02-12 00:18 | 2026-02-10 | EQR | EQUITY RESIDENTIAL | Carraway Catherine | Officer | SELL | $65.13 | 656 | $42,725 | 18,339 |
| 2026-02-11 16:44 | 2026-02-10 | REG | REGENCY CENTERS CORP | ROTH ALAN TODD | Officer | SELL | $77.05 | 8,000 | $616,400 | 14,991 |
| 2026-02-11 00:30 | 2026-02-06 | LADR | Ladder Capital Corp | Harris Brian | Director, Officer | BUY | $10.32 | 5,000 | $51,600 | 15,088 |
| 2026-02-11 00:27 | 2026-02-06 | CCI | CROWN CASTLE INC. | Levendos Christopher | Officer | SELL | $79.71 | 1,883 | $150,094 | 13,935 |
| 2026-02-11 00:05 | 2026-02-06 | VTR | Ventas, Inc. | CAFARO DEBRA A | Director, Officer | OPT+S | $82.23 | 10,322 | $848,751 | 1,114,034 |
| 2026-02-10 23:33 | 2026-02-10 | REG | REGENCY CENTERS CORP | MAS MICHAEL J | Officer | SELL | $76.85 | 15,000 | $1,152,752 | 39,020 |
| 2026-02-10 23:33 | 2026-02-10 | REG | REGENCY CENTERS CORP | PALMER LISA | Director, Officer | SELL | $76.75 | 26,000 | $1,995,500 | 107,690 |
| 2026-02-10 22:53 | 2026-02-06 | PW | Power REIT | POSNER HENRY III | 10% owner | BUY | $6.61 | 24,633 | $162,928 | 34,000 |
| 2026-02-06 19:38 | 2026-02-05 | BXP | BXP, Inc. | Spann Hilary J. | Officer | SELL | $63.31 | 1,194 | $75,592 | 17,832 |
| 2026-02-05 02:58 | 2026-02-02 | ACR | ACRES Commercial Realty Corp. | Eagle Point Credit Management LLC | 10% owner | SELL | $22.11 | 5,346 | $118,217 | 355,557 |
| 2026-02-05 02:09 | 2026-02-02 | PW | Power REIT | POSNER HENRY III | 10% owner | BUY | $7.97 | 2,022 | $16,120 | 9,367 |
| 2026-02-05 00:48 | 2026-02-03 | WY | WEYERHAEUSER CO | Chaney Brian K | Officer | OPT+S | $25.82 | 11,157 | $288,037 | 88,838 |
| 2026-02-04 19:50 | 2026-02-02 | IRT | INDEPENDENCE REALTY TRUST, INC. | Gebert Richard D | Director | SELL | $16.73 | 500 | $8,365 | 38,872 |
| 2026-02-04 00:31 | 2026-02-02 | VTR | Ventas, Inc. | CAFARO DEBRA A | Director, Officer | OPT+S | $77.66 | 10,322 | $801,605 | 1,114,034 |
| 2026-02-03 05:31 | 2026-01-30 | NYC | American Strategic Investment Co. | SCHORSCH NICHOLAS S | 10% owner | BUY | $11.58 | 1,664 | $19,269 | 1,070,620 |
| 2026-02-03 01:52 | 2026-02-02 | EPR | EPR PROPERTIES | Zimmerman Gregory E | Officer | SELL | $53.89 | 7,500 | $404,192 | 66,294 |
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.