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.
| Filing Date | Trade Date | Ticker | Company | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-10 16:15 | 2025-11-06 | KREF | KKR Real Estate Finance Trust Inc. | AHERN TERRANCE R | Director | BUY | $7.81 | 23,700 | $185,197 | 62,556 |
| 2025-11-10 16:15 | 2025-11-07 | KREF | KKR Real Estate Finance Trust Inc. | Lee Christen E.J. | Director | BUY | $7.80 | 10,000 | $77,978 | 229,133 |
| 2025-11-10 16:15 | 2025-11-06 | KREF | KKR Real Estate Finance Trust Inc. | Mattson W Patrick | Officer | BUY | $7.91 | 13,000 | $102,805 | 386,787 |
| 2025-11-10 16:15 | 2025-11-06 | KREF | KKR Real Estate Finance Trust Inc. | Salem Matthew A | Director, Officer | BUY | $7.84 | 32,000 | $250,963 | 561,825 |
| 2025-11-08 03:20 | 2025-11-06 | LTC | LTC PROPERTIES INC | Gruber David L | Director | BUY | $35.51 | 5,000 | $177,560 | 29,834 |
| 2025-11-08 03:06 | 2025-11-05 | ACR | ACRES Commercial Realty Corp. | Eagle Point Credit Management LLC | 10% owner | SELL | $22.55 | 3,977 | $89,665 | 391,079 |
| 2025-11-08 01:30 | 2025-11-05 | EGP | EASTGROUP PROPERTIES INC | Dunbar Richard Reid | Officer | SELL | $175.00 | 2,000 | $350,000 | 20,630 |
| 2025-11-08 01:29 | 2025-11-06 | IHT | INNSUITES HOSPITALITY TRUST | WIRTH JAMES F | Officer, 10% owner | SELL | $18,363.75 | 12,500 | $229,546,875 | 6,091,796 |
| 2025-11-08 01:27 | 2025-11-05 | IHT | INNSUITES HOSPITALITY TRUST | WIRTH JAMES F | Officer, 10% owner | SELL | $15,050.22 | 10,000 | $150,502,200 | 6,104,296 |
| 2025-11-08 00:04 | 2025-11-07 | NLCP | NewLake Capital Partners, Inc. | Coniglio Anthony | Director, Officer | BUY | $13.07 | 500 | $6,535 | 593,286 |
| 2025-11-07 02:50 | 2025-11-04 | VTR | Ventas, Inc. | Bulgarelli Peter J. | Officer | SELL | $75.05 | 4,960 | $372,256 | 111,528 |
| 2025-11-07 02:50 | 2025-11-04 | VTR | Ventas, Inc. | CAFARO DEBRA A | Director, Officer | OPT+S | $75.19 | 30,966 | $2,328,309 | 1,145,695 |
| 2025-11-07 01:26 | 2025-11-05 | RITM | Rithm Capital Corp. | Nierenberg Michael | Director, Officer | SELL | $11.00 | 301,548 | $3,316,093 | 0 |
| 2025-11-07 00:43 | 2025-11-05 | STAG | STAG Industrial, Inc. | Chase Michael | Officer | SELL | $38.75 | 13,144 | $509,304 | 9,422 |
| 2025-11-07 00:15 | 2025-11-06 | OHI | OMEGA HEALTHCARE INVESTORS INC | Gupta Vikas | Officer | BUY | $42.97 | 11,500 | $494,118 | 13,773 |
| 2025-11-07 00:15 | 2025-11-05 | OHI | OMEGA HEALTHCARE INVESTORS INC | PICKETT C TAYLOR | Director, Officer | BUY | $43.14 | 20,000 | $862,856 | 20,000 |
| 2025-11-06 00:15 | 2025-11-04 | CHCT | Community Healthcare Trust Inc | Cotman Cathrine | Director | BUY | $14.66 | 4,000 | $58,640 | 37,635 |
| 2025-11-06 00:11 | 2025-11-03 | IRM | IRON MOUNTAIN INC | Meaney William L | Director, Officer | OPT+S | $102.75 | 69,125 | $7,102,386 | 0 |
| 2025-11-06 00:10 | 2025-11-03 | IRM | IRON MOUNTAIN INC | Kidd Mark | Officer | SELL | $102.51 | 6,000 | $615,060 | 67,081 |
| 2025-11-05 17:12 | 2025-11-04 | GLPI | Gaming & Leisure Properties, Inc. | Urdang E Scott | Director | SELL | $45.49 | 4,000 | $181,960 | 129,953 |
| 2025-11-05 03:15 | 2025-10-31 | KRC | KILROY REALTY CORP | Roth Heidi Rena | Officer | SELL | $41.99 | 3,944 | $165,592 | 69,413 |
| 2025-11-05 03:13 | 2025-10-31 | ACR | ACRES Commercial Realty Corp. | Eagle Point Credit Management LLC | 10% owner | SELL | $24.75 | 2,441 | $60,426 | 391,557 |
| 2025-11-05 01:35 | 2025-11-03 | IRT | INDEPENDENCE REALTY TRUST, INC. | Gebert Richard D | Director | SELL | $15.74 | 500 | $7,870 | 40,372 |
| 2025-11-05 00:23 | 2025-11-03 | EQIX | EQUINIX INC | MORANDI BRANDI GALVIN | Officer | SELL | $840.47 | 100 | $84,047 | 8,277 |
| 2025-11-05 00:15 | 2025-10-31 | NXRT | NexPoint Residential Trust, Inc. | Mitts Brian | Director | SELL | $30.52 | 5,000 | $152,600 | 60,900 |
| 2025-11-05 00:15 | 2025-11-03 | NLY | ANNALY CAPITAL MANAGEMENT INC | Finkelstein David L | Director, Officer | SELL | $21.16 | 50,000 | $1,058,000 | 709,725 |
| 2025-11-05 00:14 | 2025-11-03 | NLY | ANNALY CAPITAL MANAGEMENT INC | Green Anthony C | Officer | SELL | $21.15 | 22,499 | $475,854 | 178,441 |
| 2025-11-05 00:10 | 2025-10-31 | AMT | AMERICAN TOWER CORP /MA/ | REILLY EUGENE F | Director | BUY | $178.99 | 5,554 | $994,110 | 5,689 |
| 2025-11-04 19:08 | 2025-11-03 | EPR | EPR PROPERTIES | Zimmerman Gregory E | Officer | SELL | $49.21 | 7,500 | $369,095 | 73,877 |
| 2025-11-04 02:56 | 2025-10-30 | VTR | Ventas, Inc. | CAFARO DEBRA A | Director, Officer | OPT+S | $74.22 | 337,902 | $25,079,458 | 1,145,695 |
| 2025-11-04 01:14 | 2025-11-03 | PLD | Prologis, Inc. | BITA CRISTINA GABRIELA | Director | SELL | $123.14 | 500 | $61,570 | 8,829 |
| 2025-11-04 00:38 | 2025-10-31 | MAA | MID AMERICA APARTMENT COMMUNITIES INC. | BOLTON H ERIC JR | Director, Officer | BUY | $129.36 | 578 | $74,769 | 320,391 |
| 2025-11-04 00:30 | 2025-11-03 | FCPT | Four Corners Property Trust, Inc. | Steele Toni S | Director | SELL | $23.90 | 838 | $20,030 | 25,829 |
| 2025-11-04 00:09 | 2025-10-31 | IRM | IRON MOUNTAIN INC | Kidd Mark | Officer | OPT+S | $100.82 | 7,306 | $736,591 | 73,081 |
| 2025-11-01 02:13 | 2025-10-30 | JBGS | JBG SMITH Properties | MUSELES STEVEN A | Officer | SELL | $19.50 | 31,256 | $609,442 | 0 |
| 2025-11-01 00:29 | 2025-10-30 | IHT | INNSUITES HOSPITALITY TRUST | WIRTH JAMES F | Officer, 10% owner | SELL | $18,960.00 | 12,500 | $237,000,000 | 6,114,296 |
| 2025-11-01 00:27 | 2025-10-29 | IHT | INNSUITES HOSPITALITY TRUST | WIRTH JAMES F | Officer, 10% owner | SELL | $16,032.00 | 10,000 | $160,320,000 | 6,126,796 |
| 2025-10-31 23:50 | 2025-10-31 | FCPT | Four Corners Property Trust, Inc. | HANSEN DOUGLAS B | Director | BUY | $23.64 | 1,984 | $46,902 | 78,247 |
| 2025-10-31 23:05 | 2025-10-30 | JBGS | JBG SMITH Properties | ESTES SCOTT A | Director | SELL | $19.87 | 10,000 | $198,700 | 20,000 |
| 2025-10-31 19:52 | 2025-10-30 | BDN | BRANDYWINE REALTY TRUST | DIGGS JAMES C | Director | SELL | $3.47 | 23,190 | $80,469 | 128,672 |
| 2025-10-31 00:59 | 2025-10-28 | ACR | ACRES Commercial Realty Corp. | Eagle Point Credit Management LLC | 10% owner | SELL | $22.09 | 972 | $21,475 | 770,512 |
| 2025-10-30 23:53 | 2025-10-28 | CCI | CROWN CASTLE INC. | Levendos Christopher | Officer | SELL | $93.99 | 1,065 | $100,094 | 15,818 |
| 2025-10-30 23:25 | 2025-10-28 | BRT | BRT Apartments Corp. | Ginsburg Alan H | Director | SELL | $14.88 | 0 | $1 | 66,679 |
| 2025-10-30 23:04 | 2025-10-29 | UHT | UNIVERSAL HEALTH REALTY INCOME TRUST | MILLER ALAN B | Director, Officer | BUY | $37.02 | 12,247 | $453,405 | 182,104 |
| 2025-10-29 04:29 | 2025-10-24 | PMT | PennyMac Mortgage Investment Trust | Lynch Catherine A. | Director | BUY | $12.67 | 1,470 | $18,623 | 56,196 |
| 2025-10-29 00:34 | 2025-10-27 | LADR | Ladder Capital Corp | STEINER JEFFREY B | Director | SELL | $10.89 | 19,481 | $212,148 | 27,311 |
| 2025-10-29 00:27 | 2025-10-24 | IHT | INNSUITES HOSPITALITY TRUST | WIRTH JAMES F | Officer, 10% owner | SELL | $18,448.75 | 12,500 | $230,609,375 | 6,136,796 |
| 2025-10-28 23:07 | 2025-10-24 | AGNC | AGNC Investment Corp. | Federico Peter J | Director, Officer | SELL | $10.24 | 137,393 | $1,406,973 | 1,511,603 |
| 2025-10-28 01:54 | 2025-10-24 | CCI | CROWN CASTLE INC. | SCHLANGER DANIEL K | Officer | SELL | $98.08 | 30,000 | $2,942,295 | 65,571 |
| 2025-10-27 19:58 | 2025-08-28 | IOR | INCOME OPPORTUNITY REALTY INVESTORS INC /TX/ | TRANSCONTINENTAL REALTY INVESTORS INC | 10% owner | BUY | $17.82 | 579 | $10,317 | 3,436,093 |
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.