内部人交易雷达

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行业简报 · 2026-10-18 · 30 天窗口

房地产 US

258 家符合资格公司中有 16 家出现符合条件的买入。共同样本广度:收缩;目前有 16 家公司的买入金额完整。

6.2%买入广度
-0.79 pp共同样本变化
-11.7%30天收益中位数
2财报后买入事件

欧洲:符合条件的净买入;美国:符合条件的权益 P 买入,不抵扣卖出。两个市场口径不同。

买入参与度

16 / 258 家符合资格的公司在窗口内有合格买入

0%2%4%6%8%房地产全部行业2026-10-122026-10-152026-10-182026-10-12: 房地产 7.3% · 全部行业 5.8%2026-10-13: 房地产 7.3% · 全部行业 5.8%2026-10-14: 房地产 6.9% · 全部行业 5.4%2026-10-15: 房地产 6.5% · 全部行业 4.9%2026-10-16: 房地产 6.2% · 全部行业 5.3%2026-10-18: 房地产 6.2% · 全部行业 4.9%
房地产全部行业
历史曲线使用各日样本,覆盖变化可能影响曲线。 · 2026-10-12 → 2026-10-18 · 6 个归档快照

本窗口买入金额最大的公司

CRESUD INCUSD 292.0k
Angel Oak Mortgage REIT, Inc.USD 290.4k
Sky Harbour Group CorpUSD 65.2k

合格买入总额(USD),按公司合计。这些只是研究入口,不构成推荐;进入公司页查看职位、交易类型和原始申报。

广度为什么变化?

对比 2026-10-12 · 253 两期均覆盖且行业不变的公司

-0.79 pp
共同样本变化
+1 / −3
进入/退出买入状态
+5 / −7
覆盖或分类新增/移出

覆盖新增/移出中的买入公司: 0 / 1

进入买入状态 (1)

INNOVATIVE INDUSTRIAL PROPERTIES INC

退出买入状态 (3)

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

两期变化也可能来自窗口到期或披露回填,不能直接视为新交易或意图变化。

买入行为与集中度

前三家公司占合格买入总额的比例: 69.4%

有买入明细的公司: 16 · 多位买入者: 6 · 同一买入者跨日期买入: 6

多位买入者 · 6/16 (37.5%)
6/16

重复买入 · 6/16 (37.5%)
6/16

已记录买入总额最高的公司:Howard Hughes Holdings Inc. (USD 1,667,490) · INNOVATIVE INDUSTRIAL PROPERTIES INC (USD 1,000,000) · SIMON PROPERTY GROUP INC. (USD 460,716)

特征可重叠。买入者日合并同一申报姓名与日期,不代表已核实的独立买入事件;姓名变体可能仍存在。集中度要求金额完整,不混合币种。

同业研究列表

公司买入状态买入人数买入者日买入总额最近买入
Howard Hughes Holdings Inc.
HHH
有买入22USD 1,667,4902026-09-23
INNOVATIVE INDUSTRIAL PROPERTIES INC
IIPR
有买入11USD 1,000,0002026-10-08
SIMON PROPERTY GROUP INC.
SPG
有买入1111USD 460,7162026-09-30
Clipper Realty Inc.
CLPR
有买入23USD 323,7052026-09-28
CRESUD INC
CRESY
有买入13USD 292,0202026-10-15
Angel Oak Mortgage REIT, Inc.
AOMR
有买入11USD 290,4452026-09-25
NexPoint Residential Trust, Inc.
NXRT
有买入12USD 201,0492026-10-05
AGREE REALTY CORP
ADC
有买入11USD 67,5502026-09-21
Sky Harbour Group Corp
SKYH
有买入13USD 65,1882026-10-02
REDWOOD TRUST INC
RWT
有买入22USD 40,5722026-09-21
AH Realty Trust, Inc.
AHRT
有买入34USD 35,7862026-10-08
DYNEX CAPITAL INC
DX
有买入11USD 27,9502026-09-25
UMH PROPERTIES, INC.
UMH
有买入23USD 21,8902026-10-15
Armour Residential REIT, Inc.
ARR
有买入11USD 10,0852026-09-29
SAUL CENTERS, INC.
BFS
有买入11USD 3,7062026-09-28
Presidio Property Trust, Inc.
PPTINC
有买入11USD 1,8632026-09-21
另有 242 家符合资格的公司在窗口内没有合格买入

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.

背景

价格与流动性背景

-11.7%
公司30天收益率中位数 · 75 家公司
7,987,680
日成交额中位数
13
有买入/ADTV的公司

价格变化只是描述性对照。只有买入金额和成交额币种一致时才显示买入/ADTV;它不代表真实市场冲击。

财报相关买入

4
180天内财报事件
2
财报后出现买入
-0.7%
5日价格反应中位数

观察到的模式:NO_POST_EARNINGS_BUY (2) · EPS_MEET_BUY (1) · EPS_MISS_DOWN_BUY (1)

财报结果、市场预期和价格反应与 insider activity 分开;缺少预期或日期时不做推断。

覆盖与证据质量

符合资格公司:258 · 出现买入公司:16 · 有价格历史:75 · 金额完整:16

暂时没有:之前买入的后续结果(还没有走完 20 天价格的归档快照).

缺失值显示为不可用,不会被当作负面信号;原始披露链接仍是审计依据。

参与度不预测收益,不新增行业评分;缺失明细不等于零交易。

市场广度与相对表现

股价参与度,与内部人买入广度分开。

行业ETF表现

2026-10-16 · 价格收益,不含股息。下方小字为相对S&P 500的收益差(百分点)。

行业/ETF1M3M6M
S&P 500
价格基准
+1.4%+1.7%+8.8%
Real EstateXLRE-1.5%-2.9 pp 较标普-7.3%-8.9 pp 较标普-3.8%-12.5 pp 较标普

ETF日线覆盖:1/1 · ETF持仓与本站研究样本不同。

计算方法与日期

使用Yahoo Finance收盘价,要求完整对齐的交易日;未核验ETF持仓覆盖率。

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

成分股价格覆盖

5 / 258家公司具备完整对齐的200个交易日历史。 覆盖仍在补齐,当前样本统计不能代表整个行业。

查看覆盖情况与探索性样本统计

2026-10-16 · S&P 500 (^GSPC)

均线上方比例以具备完整50/200个交易日收盘价的公司为分母,并显示其占合格公司的覆盖率。收益为价格完整的当前公司样本等权持有收益,不是行业指数;不含股息。

行业MA50MA2001M3M6M
Real Estate20.0% · 1/5
覆盖 5/258
40.0% · 2/5
覆盖 5/258
-4.6%
-6.1 pp
5/258
+1.9%
+0.2 pp
5/258
-1.5%
-10.2 pp
5/258