Gross qualifying purchases (USD), summed per company. Research leads, not recommendations: a company page shows the roles, transaction types and source filings.

What changed?

Compared with 2026-10-12 · 253 same-sector companies present in both snapshots

-0.79 pp
Common-cohort change

+1 / −3
Entered / left buying status

+5 / −7
Coverage / classification additions and removals

Buying companies among coverage additions / removals: 0 / 1

Entered buying status (1)

INNOVATIVE INDUSTRIAL PROPERTIES INC

Left buying status (3)

BRANDYWINE REALTY TRUST · American Assets Trust, Inc. · GENERATION INCOME PROPERTIES, INC.

Endpoint changes can reflect rolling-window expiry or filing backfills; they do not establish fresh trades or intent.

Buying characteristics

Top three companies’ share of qualifying gross purchase value: 69.4%

Companies with purchases: 16 · Multiple buyers: 6 · Repeat buyers on distinct dates: 6

Multiple buyers · 6/16 (37.5%)
6/16

Repeat buying · 6/16 (37.5%)
6/16

Largest recorded gross purchases: Howard Hughes Holdings Inc. (USD 1,667,490) · INNOVATIVE INDUSTRIAL PROPERTIES INC (USD 1,000,000) · SIMON PROPERTY GROUP INC. (USD 460,716)

Features overlap. Buyer-days consolidate the same reported buyer and date, not verified independent purchase events. Name variants may remain. Concentration requires complete values; currencies are never mixed.

Companies to investigate

Company	Buying status	Buyers	Buyer-days	Gross purchases	Latest buy
Howard Hughes Holdings Inc. HHH	Buying	2	2	USD 1,667,490	2026-09-23
INNOVATIVE INDUSTRIAL PROPERTIES INC IIPR	Buying	1	1	USD 1,000,000	2026-10-08
SIMON PROPERTY GROUP INC. SPG	Buying	11	11	USD 460,716	2026-09-30
Clipper Realty Inc. CLPR	Buying	2	3	USD 323,705	2026-09-28
CRESUD INC CRESY	Buying	1	3	USD 292,020	2026-10-15
Angel Oak Mortgage REIT, Inc. AOMR	Buying	1	1	USD 290,445	2026-09-25
NexPoint Residential Trust, Inc. NXRT	Buying	1	2	USD 201,049	2026-10-05
AGREE REALTY CORP ADC	Buying	1	1	USD 67,550	2026-09-21
Sky Harbour Group Corp SKYH	Buying	1	3	USD 65,188	2026-10-02
REDWOOD TRUST INC RWT	Buying	2	2	USD 40,572	2026-09-21
AH Realty Trust, Inc. AHRT	Buying	3	4	USD 35,786	2026-10-08
DYNEX CAPITAL INC DX	Buying	1	1	USD 27,950	2026-09-25
UMH PROPERTIES, INC. UMH	Buying	2	3	USD 21,890	2026-10-15
Armour Residential REIT, Inc. ARR	Buying	1	1	USD 10,085	2026-09-29
SAUL CENTERS, INC. BFS	Buying	1	1	USD 3,706	2026-09-28
Presidio Property Trust, Inc. PPTINC	Buying	1	1	USD 1,863	2026-09-21

242 other eligible companies had no qualifying buying in the window

ACADIA REALTY TRUST · ACRES Commercial Realty Corp. · ADAMAS TRUST, INC. · AGNC Investment Corp. · Alexander & Baldwin, Inc. · ALEXANDERS INC · ALEXANDRIA REAL ESTATE EQUITIES, INC. · Alpine Income Property Trust, Inc. · ALTISOURCE PORTFOLIO SOLUTIONS S.A. · American Assets Trust, Inc. · American Healthcare REIT, Inc. · American Homes 4 Rent · American Strategic Investment Co. · AMERICAN TOWER CORP /MA/ · AMERICOLD REALTY TRUST · AMREP CORP. · ANNALY CAPITAL MANAGEMENT INC · Anywhere Real Estate Inc. · APARTMENT INVESTMENT & MANAGEMENT CO · Apollo Commercial Real Estate Finance, Inc. · Apple Hospitality REIT, Inc. · ARBOR REALTY TRUST INC · Ares Commercial Real Estate Corp · ASHFORD HOSPITALITY TRUST INC · AVALONBAY COMMUNITIES INC · BIMINI CAPITAL MANAGEMENT, INC. · Blackstone Digital Infrastructure Trust Inc. · BLACKSTONE MORTGAGE TRUST, INC. · Bluerock Homes Trust, Inc. · BOSTON OMAHA Corp · Braemar Hotels & Resorts Inc. · BRANDYWINE REALTY TRUST · BrightSpire Capital, Inc. · Brixmor Property Group Inc. · Broadstone Net Lease, Inc. · BRT Apartments Corp. · BXP, Inc. · CalEthos, Inc. · CAMDEN PROPERTY TRUST · Cantor Fitzgerald Income Trust, Inc. · CareTrust REIT, Inc. · CBL & ASSOCIATES PROPERTIES INC · CBRE GROUP, INC. · CEDAR REALTY TRUST, INC. · CENTERSPACE · Chatham Lodging Trust · Cherry Hill Mortgage Investment Corp · Chicago Atlantic Real Estate Finance, Inc. · CHIMERA INVESTMENT CORP · Chiron Real Estate Inc. · City Office REIT, Inc. · Claros Mortgage Trust, Inc. · Community Healthcare Trust Inc · Compass, Inc. · Comstock Holding Companies, Inc. · COPT DEFENSE PROPERTIES · CoreCivic, Inc. · COSTAR GROUP, INC. · COUSINS PROPERTIES INC · Creative Media & Community Trust Corp · CROWN CASTLE INC. · CTO Realty Growth, Inc. · CubeSmart · Curbline Properties Corp. · Cushman & Wakefield Ltd. · DiamondRock Hospitality Co · DIGITAL REALTY TRUST, INC. · DIVERSIFIED HEALTHCARE TRUST · Douglas Elliman Inc. · Douglas Emmett Inc · Easterly Government Properties, Inc. · EASTGROUP PROPERTIES INC · Ellington Credit Co · Ellington Financial Inc. · Elme Communities · Empire State Realty Trust, Inc. · EPR PROPERTIES · EQUINIX INC · EQUITY LIFESTYLE PROPERTIES INC · ESSENTIAL PROPERTIES REALTY TRUST, INC. · ESSEX PROPERTY TRUST, INC. · eXp World Holdings, Inc. · Extra Space Storage Inc. · Farmland Partners Inc. · Fathom Holdings Inc. · FEDERAL REALTY INVESTMENT TRUST · Fermi Inc. · FIRST INDUSTRIAL REALTY TRUST INC · FIRST REAL ESTATE INVESTMENT TRUST OF NEW JERSEY, INC. · Five Point Holdings, LLC · Forestar Group Inc. · Four Corners Property Trust, Inc. · Franklin BSP Realty Trust, Inc. · FRANKLIN STREET PROPERTIES CORP /MA/ · FrontView REIT, Inc. · FRP HOLDINGS, INC. · FS Credit Real Estate Income Trust, Inc. · Gaming & Leisure Properties, Inc. · GENERATION INCOME PROPERTIES, INC. · GETTY REALTY CORP /MD/ · GLADSTONE COMMERCIAL CORP · Global Net Lease, Inc. · Global Self Storage, Inc. · Granite Point Mortgage Trust Inc. · Healthcare Realty Trust Inc · HEALTHPEAK PROPERTIES, INC. · HG Holdings, Inc. · HIGHWOODS PROPERTIES, INC. · HOST HOTELS & RESORTS, INC. · Hudson Pacific Properties, Inc. · INCOME OPPORTUNITY REALTY INVESTORS INC /TX/ · INDEPENDENCE REALTY TRUST, INC. · Industrial Logistics Properties Trust · INNSUITES HOSPITALITY TRUST · INTERGROUP CORP · InvenTrust Properties Corp. · Invesco Mortgage Capital Inc. · Invitation Homes Inc. · IRON MOUNTAIN INC · IRSA INVESTMENTS & REPRESENTATIONS INC · Janus Living, Inc. · JBG SMITH Properties · JLL Income Property Trust, Inc. · JONES LANG LASALLE INC · KE Holdings Inc. · Kennedy-Wilson Holdings, Inc. · KILROY REALTY CORP · KIMCO REALTY CORP · KITE REALTY GROUP TRUST · KKR Real Estate Finance Trust Inc. · La Rosa Holdings Corp. · Ladder Capital Corp · LAMAR ADVERTISING CO/NEW · Lineage, Inc. · Linkhome Holdings Inc. · Logistic Properties of the Americas · LTC PROPERTIES INC · Lument Finance Trust, Inc. · LXP Industrial Trust · MACERICH CO · MacKenzie Realty Capital, Inc. · MANHATTAN BRIDGE CAPITAL, INC · Marcus & Millichap, Inc. · MARRIOTT VACATIONS WORLDWIDE Corp · MAUI LAND & PINEAPPLE CO INC · MDJM LTD · Medalist Diversified REIT, Inc. · MEDICAL PROPERTIES TRUST INC · MFA FINANCIAL, INC. · MID AMERICA APARTMENT COMMUNITIES INC. · Millrose Properties, Inc. · Mobile Infrastructure Corp · MODIV INDUSTRIAL, INC. · NAM TAI PROPERTY INC. · NATIONAL HEALTH INVESTORS INC · National Healthcare Properties, Inc. · National Storage Affiliates Trust · NETSTREIT Corp. · NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP · NewLake Capital Partners, Inc. · NEWMARK GROUP, INC. · NEXPOINT DIVERSIFIED REAL ESTATE TRUST · NexPoint Real Estate Finance, Inc. · NNN REIT, INC. · Offerpad Solutions Inc. · OFFICE PROPERTIES INCOME TRUST · OMEGA HEALTHCARE INVESTORS INC · ONE LIBERTY PROPERTIES INC · Opendoor Technologies Inc. · Orchid Island Capital, Inc. · Orion Properties Inc. · OUTFRONT Media Inc. · Paramount Group, Inc. · Peakstone Realty Trust · Pebblebrook Hotel Trust · PennyMac Mortgage Investment Trust · Phillips Edison & Company, Inc. · Piedmont Realty Trust, Inc. · Plymouth Industrial REIT, Inc. · Postal Realty Trust, Inc. · POTLATCHDELTIC CORP · Power REIT · Prologis, Inc. · Public Storage · RAYONIER INC · RE/MAX Holdings, Inc. · Ready Capital Corp · Real REMAX Group Inc. · reAlpha Tech Corp. · REALTY INCOME CORP · REGENCY CENTERS CORP · Rexford Industrial Realty, Inc. · Rithm Capital Corp. · Rithm Perpetual Life Residential Trust · Rithm Property Trust Inc. · RLJ Lodging Trust · RREEF Property Trust, Inc. · Ryman Hospitality Properties, Inc. · Sabra Health Care REIT, Inc. · Safehold Inc. · SBA COMMUNICATIONS CORP · Seaport Entertainment Group Inc. · SELECTIS HEALTH, INC. · Seritage Growth Properties · Service Properties Trust · Seven Hills Realty Trust · Sila Realty Trust, Inc. · SITE Centers Corp. · SL GREEN REALTY CORP · SmartStop Self Storage REIT, Inc. · Sotherly Hotels Inc. · ST JOE Co · STAG Industrial, Inc. · STARWOOD PROPERTY TRUST, INC. · STRATUS PROPERTIES INC · Strawberry Fields REIT, Inc. · Summit Hotel Properties, Inc. · SUN COMMUNITIES INC · Sunrise Realty Trust, Inc. · TANGER INC. · TDH Holdings, Inc. · TEJON RANCH CO · Terreno Realty Corp · TPG Mortgage Investment Trust, Inc. · TPG RE Finance Trust, Inc. · TRANSCONTINENTAL REALTY INVESTORS INC · TWO HARBORS INVESTMENT CORP. · UDR, Inc. · UNIVERSAL HEALTH REALTY INCOME TRUST · Urban Edge Properties · Ventas, Inc. · Veris Residential, Inc. · Vesta Real Estate Corporation, S.A.B. de C.V. · VICI PROPERTIES INC. · VIVMARK RESIDENTIAL · VORNADO REALTY TRUST · W. P. Carey Inc. · WELLTOWER INC. · WEYERHAEUSER CO · Wheeler Real Estate Investment Trust, Inc. · Whitestone REIT · Zoned Properties, Inc.

Background

Price and liquidity context

-11.7%
median 30-day company return · 75 companies

7,987,680
median daily turnover

13
companies with buy / ADTV

Price movement is a descriptive comparison. Buy / ADTV is shown only when the insider value and turnover use the same currency; it is not an estimate of market impact.

Earnings-related buying

4
earnings events in 180 days

2
events followed by buying

-0.7%
median 5-day reaction

Observed patterns: NO_POST_EARNINGS_BUY (2) · EPS_MEET_BUY (1) · EPS_MISS_DOWN_BUY (1)

Earnings surprise and price reaction are kept separate from insider activity. Missing estimates or event dates are not inferred.

Coverage and evidence quality

Eligible companies: 258 · Buying companies: 16 · Price history: 75 · Complete purchase values: 16

Not available yet: outcomes after earlier buying (no archived snapshot has 20 days of prices after it yet).

A missing value is reported as unavailable and does not lower a signal. Source filing links remain the audit record.

Participation is not a return forecast. No sector score is added. Missing detail is not zero activity.

Market breadth & relative performance

Price participation, separate from insider buying.

Sector ETF performance

2026-10-16 · Price returns, excluding dividends. Smaller figures show excess over S&P 500 in percentage points.

Sector / ETF	1M	3M	6M
S&P 500 Price benchmark	+1.4%	+1.7%	+8.8%
Real EstateXLRE	-1.5%-2.9 pp vs S&P	-7.3%-8.9 pp vs S&P	-3.8%-12.5 pp vs S&P

ETF series coverage: 1/1 · ETF portfolios differ from this research universe.

Methodology & dates

Yahoo Finance close prices; complete matching sessions required. ETF holdings coverage has not been verified.

1M: 2026-09-16 → 2026-10-16 · 3M: 2026-07-16 → 2026-10-16 · 6M: 2026-04-16 → 2026-10-16

Constituent price coverage

5 / 258 companies have complete aligned 200-session history. Coverage is still building; these sample statistics cannot represent the whole sector.

View coverage and exploratory sample statistics

2026-10-16 · S&P 500 (^GSPC)

Above-MA percentages use companies with complete 50/200-session closes; coverage is shown against eligible issuers. Returns are equal-weight buy-and-hold price returns for the fully covered current-company sample, not a sector index. Dividends are excluded.

Sector	MA50	MA200	1M	3M	6M
Real Estate	20.0% · 1/5 coverage 5/258	40.0% · 2/5 coverage 5/258	-4.6% -6.1 pp 5/258	+1.9% +0.2 pp 5/258	-1.5% -10.2 pp 5/258