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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 29109 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.

Last 7 Days
$4,905,338
Buys
$6,099,704
Sells
Last 30 Days
$10,694,597
Buys
$24,006,193
Sells
Filing Date Trade Date Ticker Company Reporting Person Relationship Type Price Qty Total, $ Owned After
2025-10-02 01:10 2025-10-01 EPR EPR PROPERTIES Zimmerman Gregory E Officer SELL $58.12 7,500 $435,865 81,377
2025-10-02 00:51 2025-09-30 SPG SIMON PROPERTY GROUP INC. STEWART MARTA R Director BUY $185.95 186 $34,587 16,308
2025-10-02 00:47 2025-09-30 SPG SIMON PROPERTY GROUP INC. Roe Peggy Director BUY $185.95 76 $14,132 6,726
2025-10-02 00:31 2025-09-30 O REALTY INCOME CORP Preusse Mary Hogan Director SELL $60.43 11,000 $664,730 19,211
2025-10-02 00:04 2025-09-30 SPG SIMON PROPERTY GROUP INC. LEIBOWITZ REUBEN S Director BUY $185.95 464 $86,281 58,659
2025-10-02 00:02 2025-09-30 SPG SIMON PROPERTY GROUP INC. Smith Daniel C. Director BUY $185.95 335 $62,293 32,333
2025-10-02 00:00 2025-09-30 SPG SIMON PROPERTY GROUP INC. SELIG STEFAN M Director BUY $185.95 195 $36,260 32,076
2025-10-01 23:58 2025-09-30 SPG SIMON PROPERTY GROUP INC. RODKIN GARY M Director BUY $185.95 219 $40,723 19,229
2025-10-01 23:56 2025-09-30 SPG SIMON PROPERTY GROUP INC. LEWIS RANDALL J Director BUY $185.95 53 $9,855 4,640
2025-10-01 23:51 2025-09-30 SPG SIMON PROPERTY GROUP INC. Jones Nina P Director BUY $185.95 34 $6,322 2,996
2025-10-01 23:48 2025-09-30 SPG SIMON PROPERTY GROUP INC. GLASSCOCK LARRY C Director BUY $185.95 351 $65,268 43,536
2025-10-01 23:46 2025-09-30 SPG SIMON PROPERTY GROUP INC. Aeppel Glyn Director BUY $185.95 208 $38,678 19,265
2025-10-01 23:10 2025-09-30 CBL CBL & ASSOCIATES PROPERTIES INC Fields David Michael Director SELL $30.22 1,623 $49,047 18,768
2025-10-01 13:27 2025-09-29 IHT INNSUITES HOSPITALITY TRUST Kutasi Leslie T SELL $9,248.15 4,999 $46,231,502 80,000
2025-10-01 13:25 2025-09-29 IHT INNSUITES HOSPITALITY TRUST WIRTH JAMES F Officer, 10% owner SELL $17,900.00 10,000 $179,000,000 6,216,796
2025-10-01 00:03 2025-09-29 KIM KIMCO REALTY CORP Preusse Mary Hogan Director SELL $21.66 23,100 $500,249 40,260
2025-09-29 23:05 2025-09-26 DX DYNEX CAPITAL INC Popenoe Smriti Laxman Director, Officer BUY $12.16 4,260 $51,784 407,338
2025-09-29 23:05 2025-09-26 DX DYNEX CAPITAL INC COLLIGAN ROBERT S Officer BUY $12.12 4,200 $50,904 120,857
2025-09-29 22:57 2025-09-26 UMH UMH PROPERTIES, INC. LANDY SAMUEL A Director, Officer SELL $14.76 22,100 $326,196 1,074,568
2025-09-29 21:06 2025-09-29 UMH UMH PROPERTIES, INC. LANDY MICHAEL P Director BUY $14.46 10,000 $144,600 362,052
2025-09-27 00:29 2025-09-25 IHT INNSUITES HOSPITALITY TRUST WIRTH JAMES F Officer, 10% owner SELL $22,625.00 12,500 $282,812,500 6,226,796
2025-09-27 00:27 2025-09-25 IHT INNSUITES HOSPITALITY TRUST Kutasi Leslie T SELL $9,250.00 5,000 $46,250,000 84,999
2025-09-26 23:01 2025-09-25 NLCP NewLake Capital Partners, Inc. Weinstein David L. Director SELL $14.02 12,633 $177,115 27,681
2025-09-26 03:53 2025-09-22 NYC American Strategic Investment Co. SCHORSCH NICHOLAS S 10% owner BUY $9.99 5,589 $55,816 1,025,956
2025-09-26 01:08 2025-09-24 MAC MACERICH CO Lowenthal Marianne Director SELL $17.13 6,000 $102,780 36,876
2025-09-25 23:15 2025-09-24 NLOP Net Lease Office Properties PINOLA RICHARD J Director BUY $29.49 1,012 $29,842 13,221
2025-09-25 03:00 2025-09-22 NREF NexPoint Real Estate Finance, Inc. DONDERO JAMES D Director, Officer, 10% owner SELL $14.33 66,000 $945,780 2,797,486
2025-09-25 03:00 2025-09-22 NREF NexPoint Real Estate Finance, Inc. DONDERO JAMES D Director, Officer, 10% owner BUY $14.33 66,000 $945,780 319,490
2025-09-25 01:33 2025-09-22 ACR ACRES Commercial Realty Corp. Eagle Point Credit Management LLC 10% owner SELL $22.62 226 $5,111 773,984
2025-09-25 00:09 2025-09-22 PMT PennyMac Mortgage Investment Trust Lynch Catherine A. Director BUY $12.02 2,823 $33,932 54,711
2025-09-24 23:34 2025-09-23 STAG STAG Industrial, Inc. Guillemette Larry T Director SELL $35.20 2,004 $70,541 38,666
2025-09-24 00:27 2025-09-22 IHT INNSUITES HOSPITALITY TRUST WIRTH JAMES F Officer, 10% owner SELL $18,527.00 10,000 $185,270,000 6,239,296
2025-09-24 00:25 2025-09-19 IHT INNSUITES HOSPITALITY TRUST BERG MARC E Officer SELL $10,575.00 5,000 $52,875,000 43,475
2025-09-20 03:00 2025-09-17 NYC American Strategic Investment Co. SCHORSCH NICHOLAS S 10% owner BUY $9.90 1,458 $14,427 1,020,367
2025-09-20 02:40 2025-09-17 ACR ACRES Commercial Realty Corp. Eagle Point Credit Management LLC 10% owner SELL $22.61 5,683 $128,497 774,210
2025-09-20 00:37 2025-09-18 KRC KILROY REALTY CORP Paratte A. Robert Officer SELL $44.00 3,500 $154,016 84,061
2025-09-19 01:24 2025-09-17 BXMT BLACKSTONE MORTGAGE TRUST, INC. Marone Anthony F. JR Officer SELL $19.48 1,006 $19,600 62,570
2025-09-19 01:23 2025-09-17 BXMT BLACKSTONE MORTGAGE TRUST, INC. Keenan Katharine A Director, Officer SELL $19.49 4,593 $89,529 230,006
2025-09-19 01:22 2025-09-17 BXMT BLACKSTONE MORTGAGE TRUST, INC. URBASZEK MARCIN Officer SELL $19.50 398 $7,761 11,691
2025-09-19 00:01 2025-09-17 CDP COPT DEFENSE PROPERTIES Trimberger Lisa G Director SELL $30.64 7,896 $241,965 0
2025-09-18 23:05 2025-09-17 HIW HIGHWOODS PROPERTIES, INC. Hartzell David John Director SELL $32.10 4,300 $138,030 27,489
2025-09-18 00:51 2025-09-15 VTR Ventas, Inc. Bulgarelli Peter J. Officer SELL $70.00 406 $28,419 121,082
2025-09-17 04:11 2025-09-12 NYC American Strategic Investment Co. SCHORSCH NICHOLAS S 10% owner BUY $9.85 1,179 $11,608 1,018,909
2025-09-17 02:57 2025-09-12 ACR ACRES Commercial Realty Corp. Eagle Point Credit Management LLC 10% owner SELL $22.57 10,761 $242,876 776,433
2025-09-17 02:56 2025-09-16 CTO CTO Realty Growth, Inc. Albright John P Director, Officer BUY $16.38 2,000 $32,760 634,547
2025-09-17 00:30 2025-09-11 CTO CTO Realty Growth, Inc. Albright John P Director, Officer BUY $16.38 2,000 $32,760 634,547
2025-09-16 23:50 2025-09-16 FCPT Four Corners Property Trust, Inc. Stewart Niccole Officer SELL $25.30 3,950 $99,943 27,502
2025-09-16 23:33 2025-09-15 ARI Apollo Commercial Real Estate Finance, Inc. ROTHSTEIN STUART Director, Officer SELL $10.78 52,073 $561,269 281,781
2025-09-16 23:30 2025-09-15 MFA MFA FINANCIAL, INC. Lin Mei Officer SELL $10.10 2,775 $28,028 10,778
2025-09-16 23:17 2025-09-12 DLR DIGITAL REALTY TRUST, INC. Power Andrew Director, Officer OPT+S $175.16 58,000 $10,158,996 0
SHOW ENTRIES
PAGE 10 OF 583 | TOTAL 29,109 FILINGS

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.