Report
Jonathan Moreland
EUR 8.70 For Business Accounts Only

Monthly Insider Special Screens: Apr 1, 2018

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process
Underlyings
Agree Realty Corporation

Agree Realty is an integrated real estate investment trust primarily focused on the ownership, acquisition, development and management of retail properties net leased to tenants. The company's assets are held by, and all of its operations are conducted through, directly or indirectly, Agree Limited Partnership, of which the company is the sole general partner and in which it holds a majority interest.

American Assets Trust Inc.

American Assets Trust is a self-administered real estate investment trust that owns, operates, acquires and develops retail, office, multifamily and mixed-use properties in Southern California, Northern California, Oregon, Washington, Texas and Hawaii. The company operates in four segments: Retail, which primarily include rental of retail space and other tenant services, including tenant reimbursements, parking and storage space rental; Office, which primarily include rental of office space and other tenant services; Multifamily, which include rental of apartments and other tenant services; and Mixed-use, which include rental of retail space and other tenant services.

Andeavor Logistics LP

Apple Hospitality REIT Inc

Apple Hospitality REIT is a real estate investment trust that invests in real estate, primarily in the lodging sector, in the U.S. The company owns hotels located in urban, suburban and developing markets throughout several states. All of the company's hotels operate under Marriott, Hilton or Hyatt brands. The hotels are operated and managed under separate management agreements with hotel management companies, none of which are affiliated with the company

ARMOUR Residential REIT Inc.

ARMOUR Residential REIT is a real estate investment trust. The company is managed by ARMOUR Capital Management LP, an investment advisor. The company invests in mortgage backed securities (MBS). Some MBS are issued or guaranteed by a United States Government-sponsored entity (GSE) or a government agency. The remaining MBS in which the company invests are either backed by hybrid adjustable rate or adjustable rate loans. Other MBS in which the company invests, for which the payment of principal and interest is not guaranteed by a GSE or government agency, may benefit from credit improvement derived from structural elements such as subordination, over collateralization or insurance.

Big 5 Sporting Goods Corp.

Big 5 Sporting Goods is a holding company. The company is a sporting goods retailer. The company's product mix includes athletic shoes, apparel and accessories, as well as a range of outdoor and athletic equipment for team sports, fitness, camping, hunting, fishing, tennis, golf, winter and summer recreation and roller sports. The company's stores carry a range of products from brand name manufacturers, including adidas, Coleman, Columbia, Everlast, New Balance, Nike, Rawlings, Skechers, Spalding, Under Armour and Wilson. The company also provides brand name merchandise produced for it, private label merchandise and items the company purchases through opportunistic buys of vendor over-stock and close-out merchandise.

Centerspace

Investors Real Estate Trust is a self-advised equity real estate investment trust engaged in acquiring, owning and leasing real estate. The company conducts its day-to-day business operations through its operating partnership, IRET Properties. The company's investments consist of multifamily and healthcare properties located primarily in the Midwest states of Minnesota and North Dakota. As of Apr 30 2017, the company held for investment 87 multifamily properties containing apartment units and 42 commercial properties, consisting of healthcare, and office, retail and industrial. The company operates in two reportable real estate segments: multifamily and healthcare.

Chatham Lodging Trust

Chatham Lodging Trust is a real estate investment trust. All of the company's assets are held by, and all operations are conducted through its operating partnership, Chatham Lodging, L.P., which leases the company's wholly owned hotels to taxable REIT subsidiary lessees. The company's wholly owned hotels include hotels that operate under the Residence Inn by Marriott? brand and Homewood Suites by Hilton? brand, as well as hotels that operate under the Courtyard by Marriott? brand, the Hampton Inn or Hampton Inn and Suites by Hilton? brand, the Hilton Garden Inn by Hilton? brand, the SpringHill Suites by Marriott? brand, the Hyatt Place? brand and all suite hotels that operate under the Embassy Suites brand?.

Concurrent Computer Corporation

CoreCivic Inc.

CoreCivic is a real estate investment trust. The company is the owner of partnership correctional, detention, and residential reentry facilities and prison operators. Through three segments, CoreCivic Safety, CoreCivic Community, and CoreCivic Properties, the company provides a range of solutions to government partners that serve the public good through corrections and detention management, a network of residential reentry centers to help address America's recidivism crisis, and government real estate solutions. In addition to providing fundamental residential services, the company's correctional, detention, and residential reentry facilities provide a variety of rehabilitation and educational programs.

CorEnergy Infrastructure Trust

CorEnergy Infrastructure Trust is a real estate investment trust. Co primarily owns assets in the midstream and downstream U.S. energy sectors that perform utility-like functions, such as pipelines, storage terminals, rail terminals and gas and electric transmission and distribution assets. The company has provided financing loans to owners and operators of energy infrastructure real property assets, secured by such assets and related equipment, as well as by the outstanding equity of the borrowers.

CORPORATE CAP TR

Corporate Capital Trust is a non-diversified closed-end management investment company. The company mainly focuses on the following investments: senior debt, which generally takes the form of senior secured first lien loans, senior secured second lien loans or senior secured bonds; subordinated debt, which are generally subordinated to senior debt and generally unsecured; structured products, which may include collateralized debt obligations, collateralized bond obligations, collateralized loan obligations, structured notes and credit-linked notes; as well as equity investments. At Dec 31 2016, the company's investment portfolio totaled $4.03 billion and consisted mainly of senior and subordinated debt.

Developers Diversified Realty Corporation

Ellington Residential Mortgage REIT

Ellington Residential Mortgaging Real Estate Investment Trust is focused on acquiring, investing in, and managing residential mortgage- and real estate-related assets. The company conducts business through its subsidiaries, EARN OP GP LLC and Ellington Residential Mortgage LP. The company may acquire and mortgage servicing rights, credit risk transfer securities, residential mortgage loans, and other mortgage- and real estate-related assets. The company may also invest in other instruments, including forward-settling To-Be-Announced Agency pass-through certificates, interest rate swaps and swaptions, U.S. Treasury securities, Eurodollar and U.S. Treasury futures, other financial derivatives, and cash equivalents.

EMC Insurance Group Inc.

EMC Insurance Group is an insurance holding company. The company conducts operations in property and casualty insurance and reinsurance through its subsidiaries. The company primarily focuses on the sale of commercial lines of property and casualty insurance to small and medium-sized businesses. These products are sold through independent insurance agents who are supported by a decentralized network of branch offices. The company operates through two business segments: property and casualty insurance, which writes both commercial and personal lines of insurance, with a focus on medium-sized commercial accounts; and reinsurance, which provides reinsurance for other insurers and reinsurers.

Enbridge Inc.

Enbridge is an energy transportation and distribution companyoperating in 5 segments: Liquids Pipelines, consists of common carrier and contract crude oil, natural gas liquids and refined products pipelines and terminals; Gas Distribution, of Co.'s natural gas utility operations; Gas Pipelines and Processi consists of investments in natural gas pipelines and processing facilities; Green Power and Transmission, consists of Co.'s investments in renewable energy assets and transmission facilities; and Energy Services, consist of physical commodity marketing activity and logistical services.

Entercom Communications Corp. Class A

Entercom Communications is a holding company. Through its subsidiaries, Co, is a media and entertainment company primarily engaged in the sale of advertising time to local, regional and national advertisers and national network advertisers who purchase commercials in varying lengths. The company focuses on station-related digital product suites, which allow for audience interaction and participation, and integrated digital advertising solutions. The company's stations are classified by their format, such as news, sports, talk, classic rock, urban, adult contemporary, alternative and country, among others.

Enterprise Products Partners L.P.

Enterprise Products Partners is a provider of midstream energy services to producers and consumers of natural gas, natural gas liquids (NGLs), crude oil, petrochemicals and refined products. The company's midstream energy operations include: natural gas gathering, treating, processing, transportation and storage; NGL transportation, fractionation, storage, and export and import terminals; crude oil gathering, transportation, storage, and export and import terminals; petrochemical and refined products transportation, storage, export and import terminals, and related services; and a marine transportation business that operates primarily on the U.S. inland and Intracoastal Waterway systems.

Fidus Investment Corp

Fidus Investment operates as an externally managed, closed-end, non-diversified business development company. The company's investment objective is to provide risk-adjusted returns by generating both current income from its debt investments and capital appreciation from its equity related investments.

Fortress Transportation and Infrastructure Investors LLC

FS KKR Capital Corp.

FS KKR Capital is an externally managed, non-diversified, closed-end management investment company. The company is managed by FS/KKR Advisor, LLC, an investment adviser, which oversees the management of the company's operations. The company's portfolio is comprised of investments in senior secured loans and second lien secured loans of private middle market U.S. companies and, to a lesser extent, subordinated loans of private U.S. companies. The company may purchase interests in loans or make other debt investments, including investments in senior secured bonds, through secondary market transactions in the over-the-counter, market or directly from its target companies as primary market or directly originated investments.

Harvest Capital Credit Corp

Harvest Capital Credit is an externally managed, closed-end, non-diversified management investment company. The company's investment objective is to generate both income and capital appreciation primarily by making direct investments in the form of subordinated debt, senior debt, and to a lesser extent, minority equity investments in privately-held United States small to mid-sized companies.

Hersha Hospitality Trust Class A

Hersha Hospitality Trust is a real estate investment trust. The company invests primarily in institutional grade hotels in primary urban gateway markets including New York, Washington, District of Columbia, Boston, Philadelphia, South Florida and select markets on the West Coast. The company owns its hotels and its investments in joint ventures through its operating partnership, Hersha Hospitality Limited Partnership, for which the company serves as the sole general partner. The majority of the company's wholly-owned hotels are managed by Hersha Hospitality Management, L.P., a management company owned by certain of its trustees and executive officers and other unaffiliated third party investors.

Horizon Technology Finance Corp.

Horizon Technology Finance is a finance company that lends to and invests in development-stage companies in the technology, life science, healthcare information and services and cleantech industries (collectively, Target Industries). The company focuses on making secured debt investments to venture capital backed companies in its Target Industries. The company is an externally managed, closed-end, non-diversified management investment company that has elected to be regulated as a business development company. The company also has elected to be treated as a regulated investment company. The company's investment activities, and its day-to-day operations, are managed by its advisor, Horizon Technology Finance Management LLC.

Invesco Mortgage Capital Inc.

Invesco Mortgage Capital is a holding company and a real estate investment trust. The company is focused on investing in, financing and managing residential and commercial mortgage-backed securities and other mortgage related assets. The company primarily invests in the following: residential mortgage-backed securities; commercial mortgage-backed securities; credit risk transfer securities; residential and commercial mortgage loans; and other real estate-related financing arrangements. The company conducts its business through its wholly-owned subsidiary IAS Operating Partnership L.P. The company is externally managed and advised by Invesco Advisers, Inc., the company's manager, an indirect wholly-owned subsidiary of Invesco Ltd.

LaSalle Hotel Properties

LaSalle Hotel Properties is a self-administered and self-managed real estate investment trust. The company primarily buys, owns, redevelops and leases upscale and luxury full-service hotels located in convention, resort and urban business markets.

Monroe Capital Corp

Monroe Capital is an externally managed non-diversified, closed-end management investment company. The company's investment objective is to provide the total return to its stockholders in the form of income and capital appreciation through investment in senior secured, unitranche secured and junior secured debt and unsecured subordinated debt and equity investments.

National Healthcare Corp.

National HealthCare is engaged in the operation of skilled nursing facilities, assisted living facilities, independent living facilities and homecare programs. The company's business activities include providing sub-acute and post-acute skilled nursing care, intermediate nursing care, rehabilitative care, memory and Alzheimer's care, senior living services, and home health care services. The company has a non-controlling ownership interest in a hospice care business that services the company-owned health care centers and others. In addition, the company provides management services, accounting and financial services, as well as insurance services to third party operators of health care facilities.

New Mountain Finance Corporation

New Mountain Finance is a closed-end, non-diversified management investment company that is engaged in the sourcing and origination of debt securities at various levels of the capital structure, including first and second lien debt, notes, bonds and mezzanine securities. In some cases, the company's investments may also include equity interests. The company makes investments through both primary originations and open-market secondary purchases.

NGL Energy Partners LP

Noble Midstream Partners LP

NorthStar Asset Management Corp

Oaktree Strategic Income

Oaktree Strategic Income is a finance company focused on providing customized capital solutions. The Fund operate as an externally managed, closed-end management investment company. The Fund seeks to generate a stable source of current income while minimizing the risk of principal loss and, to a lesser extent, capital appreciation by providing first-lien financing solutions to companies across a variety of industries. The Fund invests in companies and to a lesser extent, the Fund may also invests in unsecured loans, including subordinated loans, issued by private middle-market companies, senior and subordinated loans issued by public companies and equity investments.

Physicians Realty Trust

Physicians Realty Trust is a self-managed healthcare real estate company. The company acquires, selectively develops, owns and manages healthcare properties that are leased to physicians, hospitals, and healthcare delivery systems. The company invests in real estate that is integral to providing healthcare services. The company's properties are located on a campus with a hospital or other healthcare facilities or strategically affiliated with a hospital or other healthcare system. The company's principal investments include medical office buildings, outpatient treatment facilities, and other real estate integral to health care providers.

Preferred Employers Holdings Inc

Prospect Capital Corporation

Prospect Capital is a financial services company that primarily lends to and invests in middle market privately-held companies. The company is a closed-end investment company. The company's investment objective is to generate both income and long-term capital appreciation through debt and equity investments. The company invests primarily in senior and subordinated debt and equity of private companies in need of capital for acquisitions, divestitures, growth, development, recapitalizations and other purposes.

Schlumberger NV

Schlumberger provides technology for reservoir characterization, drilling, production and processing to the oil and gas industry. The company has four segments: Reservoir Characterization, which consists of the principal technologies involved in finding and defining hydrocarbon resources; Drilling, which consists of the principal technologies involved in the drilling and positioning of oil and gas wells; Production, which consists of the principal technologies involved in the lifetime production of oil and gas reservoirs; and Cameron, which consists of the principal technologies involved in pressure and flow control for drilling and intervention rigs, oil and gas wells and production facilities.

Spirit Realty Capital

Spirit Realty Capital is a self-administered and self-managed real estate investment trust with in-house capabilities, including acquisition, portfolio management, asset management, credit research, real estate research, legal, finance and accounting and capital markets. The company primarily invests in single-tenant, operationally essential real estate throughout the U.S., with business operations within mainly retail, but also office and industrial property types. The company's operations are carried out through an operating partnership, Spirit Realty, L.P. As of Dec 31 2017, the company's real estate portfolio consisted of 2,392 owned properties located in 49 states as well as in the U.S. Virgin Islands.

Stellus Capital Investment Corp

Stellus Capital Investment is an externally managed, closed-end, non-diversified management investment company. The company's investment objective is to maximize the total return to its stockholders in the form of current income and capital appreciation through debt and related equity investments in middle-market companies.

StoneMor Inc.

StoneMor Partners is a provider of funeral and cemetery products and services in the death care industry. The company's segments include: Cemetery Operations, which include sales of cemetery interment rights, merchandise and services and the performance of cemetery maintenance and other services; and Funeral Homes Operations, which provides a range of services, including family consultation, final expense insurance products, the removal and preparation of remains, provision of caskets and related funeral merchandise, the use of funeral home facilities for visitation, worship and performance of funeral services and transportation services.

TCW Strategic Income Fund Inc.

Templeton Emerging Markets Income Fund

Tile Shop Holdings Inc.

Tile Shop Holdings is a holding company. Through its subsidiaries, the company is a retailer of natural stone and man-made tiles, setting and maintenance materials, and related accessories in the U.S. The company provides a range of natural stone and man-made tile products, sourced directly from its suppliers. Natural stone products include marble, travertine, granite, quartz, sandstone, slate, and onyx tiles. Man-made products include ceramic, porcelain, glass, cement, wood look, and metal tiles. The company's accessories, including trim pieces, mosaics, pencils, listellos, and other products. The company also provides a range of setting and maintenance materials, such as thinset, grout, sealers, and accessories.

UMH Properties Inc.

UMH Properties is a self-administered and self-managed qualified real estate investment trust (REIT). The company's primary business is the ownership and operation of manufactured home communities, which includes leasing manufactured home spaces on an annual or month-to-month basis to residential manufactured home owners. The company also leases homes to residents, and through its wholly-owned REIT subsidiary, UMH Sales and Finance, Inc., sells and finances homes to residents and prospective residents of its communities. The company also owns a portfolio of REIT securities. The company owns and operates home communities located in New Jersey, New York, Ohio, Pennsylvania, Tennessee, Indiana, Michigan and Maryland.

W. P. Carey Inc.

W. P. Carey is an internally-managed diversified real estate investment trust (REIT). The company's business operates in two segments: Real Estate, in which the company invests in commercial real estate properties that are net-leased to tenants, primarily located in the U.S. and Northern and Western Europe; and Investment Management, in which the company manages tjhe portfolios of certain non-traded investment programs through its investment management business, non-traded REITs that have invested in lodging and lodging-related properties, and a private limited partnership formed for the purpose of developing, owning, and operating student housing properties and similar investments in Europe.

Westlake Chemical Partners LP

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Jonathan Moreland

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