Sector ownership intelligence

Real Estate insider conviction

Executive and director activity assessed across 144 companies for breadth, transaction quality, clustering, freshness, and directional conviction.

Market dashboardCompany signalsFiling ledgerData API
68/100

Conviction accumulation

93/100 confidence
Level
Sector
Evidence window
Latest 90 days
Named insiders
602
Latest evidence
11 Sep 2026

Capital positioning read

Conviction accumulation

Priced common-share acquisitions carry more weighted evidence than disposals after freshness, role, size, and duplicate controls.

Research constructive setups

Evidence in favour

  • 252 distinct acquisition events survive duplicate and security-type controls.
  • Participation spans 602 named insiders rather than one filing source.
  • The latest qualifying evidence is fresh, dated 11 Sep 2026.

Decision risks

  • Reported purpose is unavailable in this feed, so even priced common-share transactions need filing context.
Conviction68Conviction accumulation
Confidence93Deep evidence
Controlled events487directional common-share events
Company breadth144represented companies
Acquisition value$53.5Mnormalized amount
Disposal value$256.3Mnormalized amount

Flow regime

Twelve-week filing pressure

Shows the cadence and balance of the full filing tape.

24229 Jun
5106 Jul
9113 Jul
7420 Jul
7527 Jul
9403 Aug
8210 Aug
17117 Aug
8724 Aug
7431 Aug
3807 Sep
014 Sep
AcquisitionsDisposalsScore 68 · Confidence 93

Relative positioning

Sector peer map

Current score with confidence.

FinancialsConviction accumulation7675 confidence Real EstateConviction accumulation6993 confidence UtilitiesAccumulation bias6396 confidence Basic MaterialsAccumulation bias5995 confidence Financial ServicesBalanced insider tape5195 confidence Consumer DefensiveBalanced insider tape4994 confidence EnergyBalanced insider tape4794 confidence IndustrialsBalanced insider tape4694 confidence Consumer CyclicalBalanced insider tape4494 confidence HealthcareDistribution bias4095 confidence Communication ServicesDistribution bias3392 confidence TechnologyConcentrated distribution2695 confidence

Directional balance

Controlled event mix

51.7%acquisition
Acquisition events
252
Disposal events
235
Net value
-$202.8M

Industry architecture

Real Estate conviction by industry

Activity and normalized value are shown alongside the controlled group read.

Reit - Mortgage26 companies58%acquisition filings · net $-39.7MReit - Retail20 companies72%acquisition filings · net $-59.2MReit - Industrial12 companies50%acquisition filings · net $-10.0MReal Estate Services20 companies49%acquisition filings · net $-60.7MReit - Residential13 companies56%acquisition filings · net $1.5MReit - Specialty13 companies39%acquisition filings · net $-21.0MReit - Healthcare Facilities8 companies70%acquisition filings · net $-1.0MReit - Diversified8 companies91%acquisition filings · net $18.9MReit - Office9 companies75%acquisition filings · net $-8.9MReit - Hotel & Motel7 companies79%acquisition filings · net $-4.4MReal Estate - Development6 companies73%acquisition filings · net $-3.7MReal Estate - Diversified2 companies0%acquisition filings · net $-14.4M

Evidence quality

What the filings represent

Common equity843
Equity compensation105
Options and derivatives46
Other securities170

Decision makers

Role participation

Director491
Other executive214
CEO and chair147
Large holder113
Finance leadership110
Other or unspecified89

Quality controls

Evidence usability

Normalized values
54%
Priced common share
45%
Named insiders
602
Controlled events
487

Auditable evidence

Latest Real Estate filings

Showing 1 to 30 of 1164.

SKYHSky Harbour Group Corporation
GONZALEZ, FRANCISCOChief Financial Officer
AcquisitionCommon equity
$10.1KDirectional evidence
ARRARMOUR Residential REIT Inc
STATON, DANIEL CDirector, Chairman of the Board
DisposalCommon equity
$564.4KDirectional evidence
ORealty Income Corporation
MCLAUGHLIN, GREGORYDirector
DisposalCommon equity
$209.0KDirectional evidence
RYNRayonier Inc
BRIDWELL, MARK REVP, GC and Secretary
DisposalCommon equity
$107.4KDirectional evidence
AOMRAngel Oak Mortgage Inc
MINAMI, W DDirector
AcquisitionCommon equity
$55.1KDirectional evidence
SELFGlobal Self Storage Inc
WINMILL, MARK CAMPBELLDirector, President and CEO
AcquisitionCommon equity
$1.5KDirectional evidence
SELFGlobal Self Storage Inc
WINMILL, MARK CAMPBELLDirector, President and CEO
AcquisitionCommon equity
$258Directional evidence
CBLCBL & Associates Properties Inc
CURRY, JEFFERY V.Chief Legal Officer & Sec.
DisposalCommon equity
Not reportedContext evidence
CCSCentury Communities Inc
DIXON, JOHN SCOTTChief Financial Officer
AcquisitionOther securities
Not reportedContext evidence
CCSCentury Communities Inc
FRANCESCON, DALEDirector, Executive Chairman
AcquisitionOther securities
Not reportedContext evidence
CCSCentury Communities Inc
FRANCESCON, ROBERT JDirector, CEO and President
AcquisitionOther securities
Not reportedContext evidence
EFCEllington Financial Inc.
DANNHAUSER, STEPHEN JDirector
AcquisitionOther securities
Not reportedContext evidence
EFCEllington Financial Inc.
MUMFORD, LISADirector
AcquisitionCommon equity
Not reportedContext evidence
EFCEllington Financial Inc.
RESENDEZ, EDWARDDirector
AcquisitionOther securities
Not reportedContext evidence
EFCEllington Financial Inc.
SIMON, RONALD IDirector
AcquisitionCommon equity
Not reportedContext evidence
EPRTEssential Properties Realty Trust Inc
JENKINS, ROBERT MPresident and COO
AcquisitionOther securities
Not reportedContext evidence
EPRTEssential Properties Realty Trust Inc
SALISBURY, ROBERT WEBBExecutive VP, CFO and CSO
AcquisitionOther securities
Not reportedContext evidence
FPHFive Point Holdings LLC
BROWN, KATHLEENDirector
AcquisitionCommon equity
Not reportedContext evidence
FPHFive Point Holdings LLC
BROWNING, WILLIAMDirector
AcquisitionCommon equity
Not reportedContext evidence
FPHFive Point Holdings LLC
FOSTER, JONATHAN FDirector
AcquisitionCommon equity
Not reportedContext evidence
FPHFive Point Holdings LLC
HUNT, GARY HDirector
AcquisitionCommon equity
Not reportedContext evidence
FPHFive Point Holdings LLC
LEVINSON, SAMDirector
AcquisitionCommon equity
Not reportedContext evidence
FPHFive Point Holdings LLC
ROSSI, MICHAEL EDirector
AcquisitionCommon equity
Not reportedContext evidence
FPHFive Point Holdings LLC
WINER, MICHAEL HDirector
AcquisitionCommon equity
Not reportedContext evidence
CLPRClipper Realty Inc
LEVINSON, SAMDirector, 10% Owner
AcquisitionCommon equity
$365.9KDirectional evidence
MACMacerich Company
ZECCHINI, CHRISTOPHER JChief Accounting Officer
DisposalCommon equity
$63.8KDirectional evidence
SELFGlobal Self Storage Inc
WINMILL, MARK CAMPBELLDirector, President and CEO
AcquisitionCommon equity
$10.6KDirectional evidence
SELFGlobal Self Storage Inc
WINMILL, MARK CAMPBELLDirector, President and CEO
AcquisitionCommon equity
$8.3KDirectional evidence
MDRRMedalist Diversified Reit Inc
WINN, CHARLES BRENT JR.CHIEF FINANCIAL OFFICER
AcquisitionCommon equity
$588Directional evidence
SUISun Communities Inc
GARECHANA, ROBERTEVP, CFO, & Treasurer
AcquisitionEquity compensation
Not reportedContext evidence

Group-level method

Breadth before headline value

Company breadth

A sector or industry score must be supported across companies. One very large filing cannot manufacture broad conviction.

Economic duplicates

Matching company, date, side, security class, share count, and value records are consolidated for the directional calculation.

Evidence hierarchy

Priced common-share activity determines direction. Compensation and derivative records are mapped separately so ownership mechanics remain visible.

Positioning use

The score identifies where insider alignment merits research or where disposal concentration needs review. Price, trend, valuation, and portfolio risk still decide positioning.

Independent market research for education. This classification is not investment advice, a recommendation, a forecast, or an execution instruction.

Evidence context