Hand of the Market Sectors
Insider buying breadth
15.9% −3.7 pp

Share of the companies with an open-market insider purchase (no 10b5-1 plan) in the last 90 days.

Insiders buying broadly — top 20%
Insider buying ($, 90d)
$30.39M

Dollars directors and officers spent on open-market purchases, all companies together, last 90 days.

Insider selling ($, 90d)
$165.29M

Dollars directors and officers received from open-market sales, all companies together, last 90 days.

Insider net buying (90d)
-$134.9M

Dollars bought minus sold on the open market by directors and officers, all companies together, last 90 days.

Conviction-fund buys
4

Companies the tracked conviction funds (Berkshire, Pershing Square, …) net bought in their latest 13F.

Active managers adding
52.3%

Share of the companies whose stake the largest active managers raised in their latest 13F.

Active funds adding
44.4%

Share of the companies whose stake the largest active mutual funds and ETFs raised in their latest N-PORT.

Growth accelerating
54.1% −1.7 pp

Share of the companies whose revenue growth is faster than a quarter earlier.

Margins improving
55.3% +2.6 pp

Share of the companies whose operating margin is up over 3 years.

Expected growth (HoM est.)
7.8% −0.3 pp

Median expected earnings growth in Hand of the Market's own model (HoM est.) (revenue-growth based).

Quality breadth
15.4%

Share of the companies with a return on invested capital of at least 10%.

Short interest (median)
5.4% +0.9 pp

Median shares sold short as % of shares outstanding (FINRA).

Industries

Select up to 4 to compare their medians side by side, like companies.

Companies

Ticker
Company
Industry
Quality checks
Revenue growth YoY
Op. margin change 3y
ROIC
Insiders buying (90d)
Insider $ bought (90d)
ADCAGREE REALTY CORPReal Estate Investment Trusts2/516.7%+1.3 pp3.0%3$4.14M
AMTAMERICAN TOWER CORP /MA/Real Estate Investment Trusts5/64.7%+14.5 pp11.2%2$508.6K
AMHAmerican Homes 4 RentReal Estate Investment Trusts2/2———2$534.63K
IIPRINNOVATIVE INDUSTRIAL PROPERTIES INCReal Estate2/50.7%−7.2 pp4.8%2$1.03M
ABRARBOR REALTY TRUST INCReal Estate Investment Trusts1/1———2$131.59K
MRPMillrose Properties, Inc.Real Estate0/132.1%—7.5%2$115.58K
LTCLTC PROPERTIES INCReal Estate Investment Trusts5/664.1%+25.4 pp10.8%1$153.2K
AATAmerican Assets Trust, Inc.Real Estate Investment Trusts4/61.4%−4.7 pp7.3%1$20.06M
BFSSAUL CENTERS, INC.Real Estate Investment Trusts4/68.4%+40.7 pp8.5%1$3.71K
BNLBroadstone Net Lease, Inc.Real Estate Investment Trusts3/68.3%−0.8 pp3.1%1$211.6K
GLPIGaming & Leisure Properties, Inc.Real Estate Investment Trusts3/59.0%+3.1 pp10.7%1$422.4K
NTSTNETSTREIT Corp.Real Estate Investment Trusts3/637.2%+15.0 pp2.4%1$24.14K
AREALEXANDRIA REAL ESTATE EQUITIES, INC.Real Estate Investment Trusts2/4-13.0%−83.3 pp-5.6%1$479.8K
WELLWELLTOWER INC.Real Estate Investment Trusts2/639.1%−5.7 pp-0.4%1$2.41M
BXMTBLACKSTONE MORTGAGE TRUST, INC.Real Estate Investment Trusts1/1———1$143.4K
MPTMEDICAL PROPERTIES TRUST INCReal Estate Investment Trusts1/57.9%−11.3 pp0.3%1$9.55K
ARRArmour Residential REIT, Inc.Real Estate Investment Trusts0/1———1$10.08K
JOEST JOE CoReal Estate6/623.1%+6.6 pp12.1%——
CBRECBRE GROUP, INC.Real Estate5/615.5%+1.4 pp10.4%——
JLLJONES LANG LASALLE INCReal Estate5/510.8%+1.6 pp11.9%——
LAMRLAMAR ADVERTISING CO/NEWReal Estate Investment Trusts5/66.5%+3.5 pp16.3%——
SBACSBA COMMUNICATIONS CORPReal Estate Investment Trusts5/62.3%+12.9 pp14.7%——
APLEApple Hospitality REIT, Inc.Real Estate Investment Trusts4/64.7%+0.8 pp5.5%——
CCICROWN CASTLE INC.Real Estate Investment Trusts4/6-4.9%+12.6 pp14.0%——
CWKCushman & Wakefield Ltd.Real Estate4/611.2%+1.8 pp9.0%——
DRHDiamondRock Hospitality CoReal Estate Investment Trusts4/54.1%+0.7 pp7.3%——
ELSEQUITY LIFESTYLE PROPERTIES INCReal Estate Investment Trusts4/65.6%+5.8 pp6.4%——
FRFIRST INDUSTRIAL REALTY TRUST INCReal Estate Investment Trusts4/58.2%+1.6 pp7.1%——
HSTHOST HOTELS & RESORTS, INC.Real Estate Investment Trusts4/63.4%−1.2 pp9.1%——
OUTOUTFRONT Media Inc.Real Estate Investment Trusts4/613.5%+34.5 pp12.3%——
UDRUDR, Inc.Real Estate Investment Trusts4/60.0%+2.2 pp8.0%——
AHRAmerican Healthcare REIT, Inc.Real Estate Investment Trusts3/524.3%+0.9 pp9.7%——
BRXBrixmor Property Group Inc.Real Estate Investment Trusts3/34.3%————
BXPBXP, Inc.Real Estate Investment Trusts3/63.1%−4.0 pp4.0%——
CDPCOPT DEFENSE PROPERTIESReal Estate Investment Trusts3/63.9%+3.9 pp5.8%——
CPTCAMDEN PROPERTY TRUSTReal Estate Investment Trusts3/318.9%————
CTRECareTrust REIT, Inc.Real Estate Investment Trusts3/543.5%+33.4 pp5.5%——
CUBECubeSmartReal Estate Investment Trusts3/41.5%−2.4 pp———
CXWCoreCivic, Inc.Real Estate Investment Trusts3/627.3%+1.3 pp6.8%——
EGPEASTGROUP PROPERTIES INCReal Estate Investment Trusts3/69.5%+1.3 pp4.8%——
EPREPR PROPERTIESReal Estate Investment Trusts3/610.1%+11.4 pp7.2%——
ESSESSEX PROPERTY TRUST, INC.Real Estate Investment Trusts3/64.1%−8.5 pp4.3%——
FRTFEDERAL REALTY INVESTMENT TRUSTReal Estate Investment Trusts3/57.8%−1.3 pp11.1%——
GTYGETTY REALTY CORP /MD/Real Estate3/610.9%+7.8 pp5.4%——
IRTINDEPENDENCE REALTY TRUST, INC.Real Estate Investment Trusts3/63.1%−6.3 pp1.5%——
IVTInvenTrust Properties Corp.Real Estate Investment Trusts3/612.6%+0.6 pp-1.0%——
LXPLXP Industrial TrustReal Estate Investment Trusts3/30.4%————
MAAMID AMERICA APARTMENT COMMUNITIES INC.Real Estate Investment Trusts3/30.9%————
MMIMarcus & Millichap, Inc.Real Estate3/417.8%+0.1 pp———
PLDPrologis, Inc.Real Estate Investment Trusts3/611.1%+6.6 pp5.3%——
PSAPublic StorageReal Estate Investment Trusts3/62.6%−10.1 pp10.0%——
RHPRyman Hospitality Properties, Inc.Real Estate Investment Trusts3/613.6%−1.9 pp11.9%——
STAGSTAG Industrial, Inc.Real Estate Investment Trusts3/68.1%+5.8 pp3.7%——
TRNOTerreno Realty CorpReal Estate3/611.1%+1.5 pp3.1%——
VTRVentas, Inc.Real Estate Investment Trusts3/621.7%+3.6 pp0.8%——
ADAMADAMAS TRUST, INC.Real Estate Investment Trusts2/3——9.7%——
CSRCENTERSPACEReal Estate Investment Trusts2/6-4.0%−5.0 pp3.3%——
CUZCOUSINS PROPERTIES INCReal Estate Investment Trusts2/511.8%+2.5 pp6.8%——
DEAEasterly Government Properties, Inc.Real Estate Investment Trusts2/59.7%+1.2 pp2.2%——
DLRDIGITAL REALTY TRUST, INC.Real Estate Investment Trusts2/628.9%+2.7 pp1.8%——
DOCHEALTHPEAK PROPERTIES, INC.Real Estate Investment Trusts2/611.1%−2.7 pp0.9%——
EQIXEQUINIX INCReal Estate Investment Trusts2/616.4%+5.1 pp5.8%——
EXRExtra Space Storage Inc.Real Estate Investment Trusts2/63.9%−12.4 pp5.1%——
GNLGlobal Net Lease, Inc.Real Estate Investment Trusts2/5-10.0%+16.4 pp0.0%——
HIWHIGHWOODS PROPERTIES, INC.Real Estate Investment Trusts2/47.9%−0.8 pp———
INVHInvitation Homes Inc.Real Estate2/49.7%−2.1 pp1.6%——
IRMIRON MOUNTAIN INCReal Estate Investment Trusts2/618.5%−0.1 pp7.7%——
KIMKIMCO REALTY CORPReal Estate Investment Trusts2/54.9%+0.9 pp4.4%——
KRCKILROY REALTY CORPReal Estate Investment Trusts2/3-6.0%————
KRGKITE REALTY GROUP TRUSTReal Estate Investment Trusts2/5-8.0%+0.0 pp1.9%——
OREALTY INCOME CORPReal Estate Investment Trusts2/69.7%−2.5 pp1.8%——
OHIOMEGA HEALTHCARE INVESTORS INCReal Estate Investment Trusts2/316.2%————
PEBPebblebrook Hotel TrustReal Estate Investment Trusts2/4-0.1%−4.2 pp1.2%——
PECOPhillips Edison & Company, Inc.Real Estate Investment Trusts2/36.7%————
REGREGENCY CENTERS CORPReal Estate Investment Trusts2/58.6%—8.0%——
REXRRexford Industrial Realty, Inc.Real Estate Investment Trusts2/5-1.6%+3.7 pp2.9%——
RYNRAYONIER INCReal Estate Investment Trusts2/5272.1%−8.0 pp0.9%——
SPGSIMON PROPERTY GROUP INC.Real Estate Investment Trusts2/619.5%−1.5 pp8.1%——
STWDSTARWOOD PROPERTY TRUST, INC.Real Estate Investment Trusts2/515.6%+0.7 pp0.1%——
SUISUN COMMUNITIES INCReal Estate Investment Trusts2/5-2.3%+5.5 pp0.5%——
UEUrban Edge PropertiesReal Estate2/37.6%————
VACMARRIOTT VACATIONS WORLDWIDE CorpReal Estate2/45.9%−19.3 pp-2.7%——
VICIVICI PROPERTIES INC.Real Estate Investment Trusts2/35.7%————
VMRKVIVMARK RESIDENTIALReal Estate Investment Trusts2/2—————
VNOVORNADO REALTY TRUSTReal Estate Investment Trusts2/34.7%————
WPCW. P. Carey Inc.Real Estate Investment Trusts2/57.0%−0.6 pp4.1%——
WYWEYERHAEUSER COReal Estate Investment Trusts2/6-0.9%−3.3 pp5.9%——
AGNTAGNT, Inc.Real Estate1/410.8%−0.6 pp-7.4%——
CURBCurbline Properties Corp.Real Estate1/152.9%————
DEIDouglas Emmett IncReal Estate Investment Trusts1/51.6%−1.9 pp2.1%——
EPRTESSENTIAL PROPERTIES REALTY TRUST, INC.Real Estate Investment Trusts1/516.4%−6.0 pp5.1%——
FCPTFour Corners Property Trust, Inc.Real Estate Investment Trusts1/27.6%————
HRHealthcare Realty Trust IncReal Estate Investment Trusts1/2-5.3%————
JBGSJBG SMITH PropertiesReal Estate Investment Trusts1/52.3%−6.1 pp-0.1%——
MACMACERICH COReal Estate Investment Trusts1/5-0.0%−5.4 pp-1.2%——
NHINATIONAL HEALTH INVESTORS INCReal Estate Investment Trusts1/233.8%————
NNNNNN REIT, INC.Real Estate Investment Trusts1/57.7%−3.0 pp5.3%——
PMTPennyMac Mortgage Investment TrustReal Estate Investment Trusts1/23.6%————
RITMRithm Capital Corp.Real Estate Investment Trusts1/25.4%————
SAFESafehold Inc.Real Estate Investment Trusts1/522.2%−16.5 pp1.5%——
SBRASabra Health Care REIT, Inc.Real Estate Investment Trusts1/224.7%————
SLGSL GREEN REALTY CORPReal Estate Investment Trusts1/49.1%—7.3%——
AGNCAGNC Investment Corp.Real Estate Investment Trusts0/1—————
AKRACADIA REALTY TRUSTReal Estate Investment Trusts0/4-5.1%—5.4%——
EFCEllington Financial Inc.Real Estate0/1—————
NLYANNALY CAPITAL MANAGEMENT INCReal Estate Investment Trusts0/1—————
SKTTANGER INC.Real Estate Investment Trusts0/111.2%————

Source: SEC EDGAR (Forms 4, 10-Q, 10-K, 13F, N-PORT) and FINRA short interest. Aggregated by Hand of the Market from each company's filings and the latest fund filings; fund signals are as of the funds' latest reports, so they lag by up to a quarter.

Not investment advice. These signals are starting points for research, not recommendations. Data may contain errors or lag the filings.