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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
2025-12-30 19:36 2025-12-16 PPTINC Presidio Property Trust, Inc. Heilbron Jack Kendrick Director, Officer BUY $3.29 10,000 $32,900 15,061
2025-12-30 04:34 2025-12-22 NYC American Strategic Investment Co. SCHORSCH NICHOLAS S 10% owner BUY $8.29 4,398 $36,479 1,048,322
2025-12-30 01:12 2025-12-23 SLG SL GREEN REALTY CORP HOLLIDAY MARC Director, Officer SELL $44.40 22,223 $986,701 9,698
2025-12-30 01:00 2025-12-23 HHH Howard Hughes Holdings Inc. SELLERS R SCOT Director BUY $77.94 5,000 $389,713 67,517
2025-12-30 00:30 2025-12-24 ADC AGREE REALTY CORP RAKOLTA JOHN JR Director BUY $72.18 15,000 $1,082,700 562,606
2025-12-30 00:25 2025-12-22 AHR American Healthcare REIT, Inc. Hanson Jeffrey T Director SELL $48.38 54,778 $2,650,401 0
2025-12-30 00:11 2025-12-23 ACR ACRES Commercial Realty Corp. Eagle Point Credit Management LLC 10% owner SELL $22.28 954 $21,254 760,391
2025-12-24 01:05 2025-12-22 SLG SL GREEN REALTY CORP LEVINE ANDREW S Officer SELL $45.27 1,493 $67,588 7,045
2025-12-24 00:19 2025-12-19 BMNM BIMINI CAPITAL MANAGEMENT, INC. Dwyer Robert J Director, 10% owner BUY $1.55 100,000 $155,000 1,476,339
2025-12-24 00:16 2025-12-22 PCH POTLATCHDELTIC CORP WASECHEK WAYNE Officer SELL $39.48 1,651 $65,181 29,026
2025-12-24 00:15 2025-12-22 PCH POTLATCHDELTIC CORP Tyler Michele Officer SELL $39.36 4,343 $170,940 42,184
2025-12-24 00:14 2025-12-22 PCH POTLATCHDELTIC CORP Cribb Ashlee Townsend Officer SELL $39.35 4,756 $187,149 39,619
2025-12-24 00:13 2025-12-22 PCH POTLATCHDELTIC CORP DeReu William R Officer SELL $39.33 3,278 $128,924 73,845
2025-12-24 00:12 2025-12-22 PCH POTLATCHDELTIC CORP Ball Darin Robert Officer SELL $39.30 4,127 $162,191 49,054
2025-12-24 00:11 2025-12-22 PCH POTLATCHDELTIC CORP Torma Anna E. Officer SELL $39.40 2,425 $95,545 27,807
2025-12-24 00:10 2025-12-22 PCH POTLATCHDELTIC CORP CREMERS ERIC J Director, Officer SELL $39.33 24,123 $948,758 296,043
2025-12-24 00:09 2025-12-22 PCH POTLATCHDELTIC CORP Schwartz Robert L. Officer SELL $39.33 3,303 $129,907 52,012
2025-12-24 00:07 2025-12-19 BMNM BIMINI CAPITAL MANAGEMENT, INC. Cauley Robert E Director, Officer, 10% owner BUY $1.55 192,248 $297,984 1,560,215
2025-12-24 00:06 2025-12-19 BMNM BIMINI CAPITAL MANAGEMENT, INC. Haas G Hunter IV Director, Officer, 10% owner BUY $1.55 192,247 $297,983 1,491,517
2025-12-24 00:04 2025-12-19 BMNM BIMINI CAPITAL MANAGEMENT, INC. Griffith Ashley B Director BUY $1.55 50,000 $77,500 50,000
2025-12-23 02:59 2025-12-18 NREF NexPoint Real Estate Finance, Inc. Mitts Brian Director SELL $14.51 11,904 $172,727 0
2025-12-23 02:59 2025-12-18 NXDT NEXPOINT DIVERSIFIED REAL ESTATE TRUST Mitts Brian Director SELL $4.18 14,449 $60,397 0
2025-12-23 02:58 2025-12-18 NXRT NexPoint Residential Trust, Inc. Mitts Brian Director SELL $28.64 32,748 $938,011 52,448
2025-12-23 00:39 2025-12-18 INN Summit Hotel Properties, Inc. Patel Mehulkumar Bhikhubhai Director SELL $5.12 10,000 $51,200 469,295
2025-12-23 00:15 2025-12-22 TWO TWO HARBORS INVESTMENT CORP. Dellal William Officer SELL $11.44 7,087 $81,099 36,703
2025-12-23 00:02 2025-12-19 PLYM Plymouth Industrial REIT, Inc. Connolly James Officer OPT+S $21.86 59,376 $1,297,959 120,236
2025-12-23 00:02 2025-12-19 PLYM Plymouth Industrial REIT, Inc. Saladino Anthony Officer OPT+S $21.86 88,730 $1,939,638 127,314
2025-12-23 00:01 2025-12-19 PLYM Plymouth Industrial REIT, Inc. Witherell Jeffrey E Director, Officer OPT+S $21.86 151,583 $3,313,604 437,682
2025-12-22 16:59 2025-12-19 NTST NETSTREIT Corp. Donlan Daniel P Officer BUY $17.40 1,000 $17,396 25,075
2025-12-22 16:13 2025-12-18 LFT Lument Finance Trust, Inc. Keenan Walter C Director BUY $1.49 10,000 $14,908 172,116
2025-12-20 04:16 2025-12-17 NYC American Strategic Investment Co. SCHORSCH NICHOLAS S 10% owner BUY $8.12 3,030 $24,614 1,043,924
2025-12-20 01:28 2025-12-19 TWO TWO HARBORS INVESTMENT CORP. Sandberg Rebecca B Officer SELL $11.43 27,370 $312,787 156,718
2025-12-20 01:27 2025-12-19 TWO TWO HARBORS INVESTMENT CORP. RUSH ROBERT Officer SELL $11.43 23,594 $269,561 98,207
2025-12-20 01:27 2025-12-19 TWO TWO HARBORS INVESTMENT CORP. LETICA NICHOLAS Officer SELL $11.42 55,488 $633,723 166,507
2025-12-20 01:26 2025-12-19 TWO TWO HARBORS INVESTMENT CORP. HANSON ALECIA Officer SELL $11.41 10,768 $122,913 45,288
2025-12-20 01:26 2025-12-19 TWO TWO HARBORS INVESTMENT CORP. GREENBERG WILLIAM ROSS Director, Officer SELL $11.42 103,893 $1,186,458 700,699
2025-12-20 00:37 2025-12-17 FR FIRST INDUSTRIAL REALTY TRUST INC YAP JOHANNSON L Officer SELL $58.37 680 $39,688 3,770
2025-12-19 01:23 2025-12-17 WY WEYERHAEUSER CO Lewis Sara Grootwassink Director BUY $23.61 4,500 $106,226 25,978
2025-12-18 22:13 2025-12-17 SUI SUN COMMUNITIES INC SHIFFMAN GARY A Director SELL $123.53 156,875 $19,378,769 0
2025-12-18 04:10 2025-12-15 ACR ACRES Commercial Realty Corp. Eagle Point Credit Management LLC 10% owner SELL $22.26 1,372 $30,541 761,345
2025-12-18 02:52 2025-12-17 BXMT BLACKSTONE MORTGAGE TRUST, INC. URBASZEK MARCIN Officer SELL $20.29 400 $8,116 26,628
2025-12-18 02:51 2025-12-17 BXMT BLACKSTONE MORTGAGE TRUST, INC. Marone Anthony F. JR Officer SELL $20.31 1,012 $20,556 75,500
2025-12-18 00:18 2025-12-16 ARE ALEXANDRIA REAL ESTATE EQUITIES, INC. Alsbrook Madeleine Thorp Officer SELL $46.15 3,486 $160,879 23,371
2025-12-17 23:16 2025-12-15 WY WEYERHAEUSER CO Stockfish Devin W Director, Officer OPT+S $23.33 90,162 $2,103,624 1,024,861
2025-12-17 04:02 2025-12-11 NYC American Strategic Investment Co. SCHORSCH NICHOLAS S 10% owner BUY $8.02 4,180 $33,541 1,040,894
2025-12-17 02:42 2025-12-15 MPW MEDICAL PROPERTIES TRUST INC Hooper Rosa Handley Officer SELL $5.00 2,000 $10,000 395,182
2025-12-17 01:22 2025-12-15 ARI Apollo Commercial Real Estate Finance, Inc. ROTHSTEIN STUART Director, Officer SELL $10.16 52,072 $529,135 229,709
2025-12-17 01:13 2025-12-15 FPI Farmland Partners Inc. Good John A Director BUY $10.20 3,000 $30,609 15,100
2025-12-17 00:44 2025-12-15 DHC DIVERSIFIED HEALTHCARE TRUST Bilotto Christopher J. Director, Officer BUY $4.89 20,000 $97,720 266,285
2025-12-17 00:42 2025-12-12 CUBE CubeSmart MARR CHRISTOPHER P Director, Officer OPT+S $36.55 47,604 $1,739,921 581,191
SHOW ENTRIES
PAGE 4 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.