Share of the companies with an open-market insider purchase (no 10b5-1 plan) in the last 90 days.
Dollars directors and officers spent on open-market purchases, all companies together, last 90 days.
Dollars directors and officers received from open-market sales, all companies together, last 90 days.
Dollars bought minus sold on the open market by directors and officers, all companies together, last 90 days.
Companies the tracked conviction funds (Berkshire, Pershing Square, …) net bought in their latest 13F.
Conviction funds buying — top 20%Share of the companies whose stake the largest active managers raised in their latest 13F.
Share of the companies whose stake the largest active mutual funds and ETFs raised in their latest N-PORT.
Share of the companies whose revenue growth is faster than a quarter earlier.
Share of the companies whose operating margin is up over 3 years.
Median expected earnings growth in Hand of the Market's own model (HoM est.) (revenue-growth based).
Share of the companies with a return on invested capital of at least 10%.
Median shares sold short as % of shares outstanding (FINRA).
Ticker | Company | Quality checks | Revenue growth YoY | Op. margin change 3y | ROIC | Insiders buying (90d) | Insider $ bought (90d) |
|---|---|---|---|---|---|---|---|
| ADC | AGREE REALTY CORP | 2/5 | 16.7% | +1.3 pp | 3.0% | 3 | $4.14M |
| AMT | AMERICAN TOWER CORP /MA/ | 5/6 | 4.7% | +14.5 pp | 11.2% | 2 | $508.6K |
| AMH | American Homes 4 Rent | 2/2 | — | — | — | 2 | $534.63K |
| ABR | ARBOR REALTY TRUST INC | 1/1 | — | — | — | 2 | $131.59K |
| LTC | LTC PROPERTIES INC | 5/6 | 64.1% | +25.4 pp | 10.8% | 1 | $153.2K |
| AAT | American Assets Trust, Inc. | 4/6 | 1.4% | −4.7 pp | 7.3% | 1 | $20.06M |
| BFS | SAUL CENTERS, INC. | 4/6 | 8.4% | +40.7 pp | 8.5% | 1 | $3.71K |
| BNL | Broadstone Net Lease, Inc. | 3/6 | 8.3% | −0.8 pp | 3.1% | 1 | $211.6K |
| GLPI | Gaming & Leisure Properties, Inc. | 3/5 | 9.0% | +3.1 pp | 10.7% | 1 | $422.4K |
| NTST | NETSTREIT Corp. | 3/6 | 37.2% | +15.0 pp | 2.4% | 1 | $24.14K |
| ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | 2/4 | -13.0% | −83.3 pp | -5.6% | 1 | $479.8K |
| WELL | WELLTOWER INC. | 2/6 | 39.1% | −5.7 pp | -0.4% | 1 | $2.41M |
| BXMT | BLACKSTONE MORTGAGE TRUST, INC. | 1/1 | — | — | — | 1 | $143.4K |
| MPT | MEDICAL PROPERTIES TRUST INC | 1/5 | 7.9% | −11.3 pp | 0.3% | 1 | $9.55K |
| ARR | Armour Residential REIT, Inc. | 0/1 | — | — | — | 1 | $10.08K |
| LAMR | LAMAR ADVERTISING CO/NEW | 5/6 | 6.5% | +3.5 pp | 16.3% | — | — |
| SBAC | SBA COMMUNICATIONS CORP | 5/6 | 2.3% | +12.9 pp | 14.7% | — | — |
| APLE | Apple Hospitality REIT, Inc. | 4/6 | 4.7% | +0.8 pp | 5.5% | — | — |
| CCI | CROWN CASTLE INC. | 4/6 | -4.9% | +12.6 pp | 14.0% | — | — |
| DRH | DiamondRock Hospitality Co | 4/5 | 4.1% | +0.7 pp | 7.3% | — | — |
| ELS | EQUITY LIFESTYLE PROPERTIES INC | 4/6 | 5.6% | +5.8 pp | 6.4% | — | — |
| FR | FIRST INDUSTRIAL REALTY TRUST INC | 4/5 | 8.2% | +1.6 pp | 7.1% | — | — |
| HST | HOST HOTELS & RESORTS, INC. | 4/6 | 3.4% | −1.2 pp | 9.1% | — | — |
| OUT | OUTFRONT Media Inc. | 4/6 | 13.5% | +34.5 pp | 12.3% | — | — |
| UDR | UDR, Inc. | 4/6 | 0.0% | +2.2 pp | 8.0% | — | — |
| AHR | American Healthcare REIT, Inc. | 3/5 | 24.3% | +0.9 pp | 9.7% | — | — |
| BRX | Brixmor Property Group Inc. | 3/3 | 4.3% | — | — | — | — |
| BXP | BXP, Inc. | 3/6 | 3.1% | −4.0 pp | 4.0% | — | — |
| CDP | COPT DEFENSE PROPERTIES | 3/6 | 3.9% | +3.9 pp | 5.8% | — | — |
| CPT | CAMDEN PROPERTY TRUST | 3/3 | 18.9% | — | — | — | — |
| CTRE | CareTrust REIT, Inc. | 3/5 | 43.5% | +33.4 pp | 5.5% | — | — |
| CUBE | CubeSmart | 3/4 | 1.5% | −2.4 pp | — | — | — |
| CXW | CoreCivic, Inc. | 3/6 | 27.3% | +1.3 pp | 6.8% | — | — |
| EGP | EASTGROUP PROPERTIES INC | 3/6 | 9.5% | +1.3 pp | 4.8% | — | — |
| EPR | EPR PROPERTIES | 3/6 | 10.1% | +11.4 pp | 7.2% | — | — |
| ESS | ESSEX PROPERTY TRUST, INC. | 3/6 | 4.1% | −8.5 pp | 4.3% | — | — |
| FRT | FEDERAL REALTY INVESTMENT TRUST | 3/5 | 7.8% | −1.3 pp | 11.1% | — | — |
| IRT | INDEPENDENCE REALTY TRUST, INC. | 3/6 | 3.1% | −6.3 pp | 1.5% | — | — |
| IVT | InvenTrust Properties Corp. | 3/6 | 12.6% | +0.6 pp | -1.0% | — | — |
| LXP | LXP Industrial Trust | 3/3 | 0.4% | — | — | — | — |
| MAA | MID AMERICA APARTMENT COMMUNITIES INC. | 3/3 | 0.9% | — | — | — | — |
| PLD | Prologis, Inc. | 3/6 | 11.1% | +6.6 pp | 5.3% | — | — |
| PSA | Public Storage | 3/6 | 2.6% | −10.1 pp | 10.0% | — | — |
| RHP | Ryman Hospitality Properties, Inc. | 3/6 | 13.6% | −1.9 pp | 11.9% | — | — |
| STAG | STAG Industrial, Inc. | 3/6 | 8.1% | +5.8 pp | 3.7% | — | — |
| VTR | Ventas, Inc. | 3/6 | 21.7% | +3.6 pp | 0.8% | — | — |
| ADAM | ADAMAS TRUST, INC. | 2/3 | — | — | 9.7% | — | — |
| CSR | CENTERSPACE | 2/6 | -4.0% | −5.0 pp | 3.3% | — | — |
| CUZ | COUSINS PROPERTIES INC | 2/5 | 11.8% | +2.5 pp | 6.8% | — | — |
| DEA | Easterly Government Properties, Inc. | 2/5 | 9.7% | +1.2 pp | 2.2% | — | — |
| DLR | DIGITAL REALTY TRUST, INC. | 2/6 | 28.9% | +2.7 pp | 1.8% | — | — |
| DOC | HEALTHPEAK PROPERTIES, INC. | 2/6 | 11.1% | −2.7 pp | 0.9% | — | — |
| EQIX | EQUINIX INC | 2/6 | 16.4% | +5.1 pp | 5.8% | — | — |
| EXR | Extra Space Storage Inc. | 2/6 | 3.9% | −12.4 pp | 5.1% | — | — |
| GNL | Global Net Lease, Inc. | 2/5 | -10.0% | +16.4 pp | 0.0% | — | — |
| HIW | HIGHWOODS PROPERTIES, INC. | 2/4 | 7.9% | −0.8 pp | — | — | — |
| IRM | IRON MOUNTAIN INC | 2/6 | 18.5% | −0.1 pp | 7.7% | — | — |
| KIM | KIMCO REALTY CORP | 2/5 | 4.9% | +0.9 pp | 4.4% | — | — |
| KRC | KILROY REALTY CORP | 2/3 | -6.0% | — | — | — | — |
| KRG | KITE REALTY GROUP TRUST | 2/5 | -8.0% | +0.0 pp | 1.9% | — | — |
| O | REALTY INCOME CORP | 2/6 | 9.7% | −2.5 pp | 1.8% | — | — |
| OHI | OMEGA HEALTHCARE INVESTORS INC | 2/3 | 16.2% | — | — | — | — |
| PEB | Pebblebrook Hotel Trust | 2/4 | -0.1% | −4.2 pp | 1.2% | — | — |
| PECO | Phillips Edison & Company, Inc. | 2/3 | 6.7% | — | — | — | — |
| REG | REGENCY CENTERS CORP | 2/5 | 8.6% | — | 8.0% | — | — |
| REXR | Rexford Industrial Realty, Inc. | 2/5 | -1.6% | +3.7 pp | 2.9% | — | — |
| RYN | RAYONIER INC | 2/5 | 272.1% | −8.0 pp | 0.9% | — | — |
| SPG | SIMON PROPERTY GROUP INC. | 2/6 | 19.5% | −1.5 pp | 8.1% | — | — |
| STWD | STARWOOD PROPERTY TRUST, INC. | 2/5 | 15.6% | +0.7 pp | 0.1% | — | — |
| SUI | SUN COMMUNITIES INC | 2/5 | -2.3% | +5.5 pp | 0.5% | — | — |
| VICI | VICI PROPERTIES INC. | 2/3 | 5.7% | — | — | — | — |
| VMRK | VIVMARK RESIDENTIAL | 2/2 | — | — | — | — | — |
| VNO | VORNADO REALTY TRUST | 2/3 | 4.7% | — | — | — | — |
| WPC | W. P. Carey Inc. | 2/5 | 7.0% | −0.6 pp | 4.1% | — | — |
| WY | WEYERHAEUSER CO | 2/6 | -0.9% | −3.3 pp | 5.9% | — | — |
| DEI | Douglas Emmett Inc | 1/5 | 1.6% | −1.9 pp | 2.1% | — | — |
| EPRT | ESSENTIAL PROPERTIES REALTY TRUST, INC. | 1/5 | 16.4% | −6.0 pp | 5.1% | — | — |
| FCPT | Four Corners Property Trust, Inc. | 1/2 | 7.6% | — | — | — | — |
| HR | Healthcare Realty Trust Inc | 1/2 | -5.3% | — | — | — | — |
| JBGS | JBG SMITH Properties | 1/5 | 2.3% | −6.1 pp | -0.1% | — | — |
| MAC | MACERICH CO | 1/5 | -0.0% | −5.4 pp | -1.2% | — | — |
| NHI | NATIONAL HEALTH INVESTORS INC | 1/2 | 33.8% | — | — | — | — |
| NNN | NNN REIT, INC. | 1/5 | 7.7% | −3.0 pp | 5.3% | — | — |
| PMT | PennyMac Mortgage Investment Trust | 1/2 | 3.6% | — | — | — | — |
| RITM | Rithm Capital Corp. | 1/2 | 5.4% | — | — | — | — |
| SAFE | Safehold Inc. | 1/5 | 22.2% | −16.5 pp | 1.5% | — | — |
| SBRA | Sabra Health Care REIT, Inc. | 1/2 | 24.7% | — | — | — | — |
| SLG | SL GREEN REALTY CORP | 1/4 | 9.1% | — | 7.3% | — | — |
| AGNC | AGNC Investment Corp. | 0/1 | — | — | — | — | — |
| AKR | ACADIA REALTY TRUST | 0/4 | -5.1% | — | 5.4% | — | — |
| NLY | ANNALY CAPITAL MANAGEMENT INC | 0/1 | — | — | — | — | — |
| SKT | TANGER INC. | 0/1 | 11.2% | — | — | — | — |