Sector ownership intelligence

Real Estate insider conviction

Executive and director activity assessed across 141 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
588
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

  • 248 distinct acquisition events survive duplicate and security-type controls.
  • Participation spans 588 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 events479directional common-share events
Company breadth141represented companies
Acquisition value$53.3Mnormalized amount
Disposal value$246.6Mnormalized 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 accumulation7578 confidence Real EstateConviction accumulation6993 confidence UtilitiesAccumulation bias6396 confidence Basic MaterialsAccumulation bias5995 confidence Financial ServicesBalanced insider tape5295 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

51.8%acquisition
Acquisition events
248
Disposal events
231
Net value
-$193.3M

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 companies73%acquisition filings · net $-59.0MReit - Industrial12 companies50%acquisition filings · net $-10.0MReal Estate Services20 companies48%acquisition filings · net $-60.7MReit - Specialty13 companies40%acquisition filings · net $-20.9MReit - Residential12 companies51%acquisition filings · net $1.4MReit - Healthcare Facilities8 companies70%acquisition filings · net $-1.0MReit - Diversified8 companies91%acquisition filings · net $18.9MReit - Office8 companies76%acquisition filings · net $-8.9MReit - Hotel & Motel7 companies79%acquisition filings · net $-4.4MReal Estate - Development6 companies76%acquisition filings · net $-3.7MReal Estate - Diversified1 companies0%acquisition filings · net $-5.2M

Evidence quality

What the filings represent

Common equity829
Equity compensation101
Options and derivatives44
Other securities170

Decision makers

Role participation

Director479
Other executive212
CEO and chair146
Finance leadership110
Large holder110
Other or unspecified87

Quality controls

Evidence usability

Normalized values
54%
Priced common share
45%
Named insiders
588
Controlled events
479

Auditable evidence

Latest Real Estate filings

Showing 31 to 60 of 1144.

SBRASabra Healthcare REIT Inc
MATROS, RICHARD KDirector, Chair, CEO and President
DisposalCommon equity
$4.2MDirectional evidence
SUISun Communities Inc
GARECHANA, ROBERTEVP, CFO, & Treasurer
AcquisitionCommon equity
$749.9KDirectional evidence
HRHealthcare Realty Trust Incorporated
HULL, ROBERT EEVP and COO
DisposalCommon equity
$401.3KDirectional evidence
DXDynex Capital Inc
POPENOE, SMRITI LAXMANDirector, Co-CEO and President
DisposalCommon equity
$251.7KDirectional evidence
DXDynex Capital Inc
BOSTON, BYRON LDirector, Co-CEO & Chairman of the Board
DisposalCommon equity
$201.9KDirectional evidence
CWKCushman & Wakefield plc
ROBINSON, NATHANIELSee Remarks
DisposalCommon equity
$167.4KDirectional evidence
CLPRClipper Realty Inc
LEVINSON, SAMDirector, 10% Owner
AcquisitionCommon equity
$22.2KDirectional evidence
MDRRMedalist Diversified Reit Inc
WINN, CHARLES BRENT JR.CHIEF FINANCIAL OFFICER
AcquisitionCommon equity
$3.2KDirectional evidence
PSTLPostal Realty Trust Inc
SPODEK, ANDREWDirector, CEO and Director, 10% Owner
AcquisitionOther securities
Not reportedContext evidence
EQIXEquinix Inc
PALADIN, MICHAEL SHANEChief Customer & Rev Officer
DisposalCommon equity
$317.7KDirectional evidence
CMTGClaros Mortgage Trust Inc
MACK, RICHARDDirector, CEO AND CHAIRMAN
AcquisitionCommon equity
$32.8KDirectional evidence
NTSTNetstreit Corp
DONLAN, DANIEL PCFO and Treasurer
AcquisitionCommon equity
$24.1KDirectional evidence
MDRRMedalist Diversified Reit Inc
WINN, CHARLES BRENT JR.CHIEF FINANCIAL OFFICER
AcquisitionCommon equity
$96Directional evidence
OPADOfferpad Solutions Inc
GRABOSKE, BENJAMINDirector
AcquisitionCommon equity
Not reportedContext evidence
PKPark Hotels & Resorts Inc
BALTIMORE, THOMAS J JRDirector, CEO
AcquisitionCommon equity
Not reportedContext evidence
PKPark Hotels & Resorts Inc
DELL'ORTO, SEAN M.EVP, CFO & Treasurer
AcquisitionCommon equity
Not reportedContext evidence
PKPark Hotels & Resorts Inc
MAYFIELD, CARL A.EVP, Design and Construction
AcquisitionCommon equity
Not reportedContext evidence
PKPark Hotels & Resorts Inc
OLANDER, JILL CEVP, Human Resources
AcquisitionCommon equity
Not reportedContext evidence
PKPark Hotels & Resorts Inc
PIANTEDOSI, JOSEPH M.EVP, Asset Management
AcquisitionCommon equity
Not reportedContext evidence
PKPark Hotels & Resorts Inc
VU, NANCY M.EVP,Gen. Counsel & Secretary
AcquisitionCommon equity
Not reportedContext evidence
CMTGClaros Mortgage Trust Inc
MACK, RICHARDDirector, CEO AND CHAIRMAN
AcquisitionCommon equity
$318.5KDirectional evidence
OUTOutfront Media Inc
BONANNI, MARK EMILIOEVP, CRO, Commercial
DisposalCommon equity
$100.9KDirectional evidence
CBLCBL & Associates Properties Inc
CURRY, JEFFERY V.Chief Legal Officer & Sec.
DisposalCommon equity
$37.5KDirectional evidence
MDRRMedalist Diversified Reit Inc
WINN, CHARLES BRENT JR.CHIEF FINANCIAL OFFICER
AcquisitionCommon equity
$24Directional evidence
AATAmerican Assets Trust Inc
RADY, ERNEST SDirector, Executive Chairman, 10% Owner
AcquisitionCommon equity
$2.2MDirectional evidence
EQIXEquinix Inc
PALADIN, MICHAEL SHANEChief Customer & Rev Officer
DisposalCommon equity
$152.8KDirectional evidence
EQIXEquinix Inc
PALADIN, MICHAEL SHANEChief Customer & Rev Officer
DisposalCommon equity
$53.4KDirectional evidence
CLPRClipper Realty Inc
LEVINSON, SAMDirector, 10% Owner
AcquisitionCommon equity
$17.5KDirectional evidence
MDRRMedalist Diversified Reit Inc
WINN, CHARLES BRENT JR.CHIEF FINANCIAL OFFICER
AcquisitionCommon equity
$24Directional evidence
EQIXEquinix Inc
PALADIN, MICHAEL SHANEChief Customer & Rev Officer
AcquisitionCommon equity
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