Presidio Property Trust Ownership | Who Owns Presidio Property Trust?
Presidio Property Trust Ownership Summary
Presidio Property Trust is owned by 0.48% institutional investors, 23.50% insiders, and 76.02% retail investors. Lepercq multi-asset fund is the largest institutional shareholder, holding 1.07% of SQFT shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.32% of its assets in Presidio Property Trust shares.
SQFT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Presidio Property Trust | 0.48% | 23.50% | 76.02% |
| Sector | Real Estate Stocks | 46.98% | 8.71% | 44.31% |
| Industry | Diversified REIT Stocks | 46.84% | 5.53% | 47.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Lepercq multi-asset fund | 134.13K | 1.07% | $107.30K |
| Lepercq de neuflize asset management | 134.13K | 1.07% | $107.30K |
| Geode capital management | 112.81K | 0.90% | $90.29K |
| Kestra advisory services | 84.73K | 0.68% | $67.78K |
| Renaissance | 65.95K | 0.53% | $52.76K |
| Susquehanna group, llp | 60.51K | 0.48% | $48.41K |
| Ifp advisors | 36.77K | 0.29% | $29.42K |
| Morgan stanley | 20.39K | 0.17% | $14.22K |
| Sageview advisory group | 15.67K | 0.13% | $12.53K |
| Wells fargo & company/mn | 15.15K | 0.12% | $12.12K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lepercq multi-asset fund | 134.13K | 0.08% | $107.30K |
| Lepercq de neuflize asset management | 134.13K | 0.08% | $107.30K |
| Wealthplan investment management | 14.91K | 0.00% | $11.93K |
| Ifp advisors | 36.77K | 0.00% | $29.42K |
| Sageview advisory group | 15.67K | 0.00% | $12.53K |
| Kestra advisory services | 84.73K | 0.00% | $67.78K |
| Larson financial group | 3.43K | 0.00% | $2.74K |
| Renaissance | 65.95K | 0.00% | $52.76K |
| Tower research capital llc (trc) | 2.29K | - | $1.83K |
| Commonwealth equity services | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lepercq multi-asset fund | 134.13K | 0.08% | 134.13K |
| Lepercq de neuflize asset management | 134.13K | 0.08% | 134.13K |
| Kestra advisory services | 84.73K | 0.00% | 64.30K |
| Sageview advisory group | 15.67K | 0.00% | 15.67K |
| Ubs group | 10.62K | - | 10.62K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | - | - | -191.30K |
| International assets investment management | - | - | -109.00K |
| Atria wealth solutions | - | - | -79.55K |
| Redwood wealth management group | - | - | -38.35K |
| Northern trust | - | - | -35.72K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Lepercq multi-asset fund | 134.13K | 0.08% | 134.13K | $107.30K |
| Lepercq de neuflize asset management | 134.13K | 0.08% | 134.13K | $107.30K |
| Sageview advisory group | 15.67K | 0.00% | 15.67K | $12.53K |
| Citadel advisors | 1.30K | - | 1.30K | $906.00 |
Sold Out
| Holder | Change |
|---|---|
| Geneos wealth management | -2.63K |
| Aptus capital advisors | -5.79K |
| M securities | -10.75K |
| Prospera financial services | -11.03K |
| Two sigma advisers, lp | -13.30K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 28 | -9.68% | 620,094 | -30.54% | - | 0.93% | 11 | -8.33% | 7 | -12.50% |
| Dec 31, 2024 | 30 | 11.11% | 891,160 | 11.39% | 7 | 17.24% | 11 | 120.00% | 8 | -11.11% |
| Sep 30, 2024 | 26 | -25.71% | 765,331 | -32.35% | 6 | 7.27% | 4 | -55.56% | 9 | 28.57% |
| Jun 30, 2024 | 35 | 9.38% | 1,131,351 | 3.25% | 9 | 10.77% | 9 | -35.71% | 7 | 16.67% |
| Mar 31, 2024 | 32 | 10.34% | 1,095,714 | -1.70% | 9 | 10.45% | 14 | 7.69% | 6 | -33.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 186.29K | 1.32% | -2.53K |
| Vanguard Total Stock Mkt Idx Inv | 150.59K | 1.04% | -35.70K |
| Fidelity Extended Market Index | 57.60K | 0.41% | -17.26K |
| NT Ext Equity Mkt Idx Fd - L | 28.06K | 0.20% | - |
| Northern Trust Extended Eq Market Idx | 28.06K | 0.20% | - |
| SSgA U.S. Extended Market Index Class I | 21.30K | 0.15% | - |
| Fidelity Series Total Market Index | 15.97K | 0.11% | - |
| Spartan Extended Market Index Pool E | 12.30K | 0.09% | 652.00 |
| Spartan Extended Market Index Pool F | 12.30K | 0.09% | 652.00 |
| Schwab Total Stock Market Index | 8.87K | 0.06% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 10, 2023 | Heilbron Jack Kendrick | CEO and President | Buy | $1.31K |
| Nov 10, 2023 | Heilbron Jack Kendrick | CEO and President | Buy | $1.28K |
| Nov 06, 2023 | Heilbron Jack Kendrick | CEO and President | Buy | $1.37K |
| Oct 30, 2023 | Heilbron Jack Kendrick | CEO and President | Buy | $1.37K |
| Oct 18, 2023 | Heilbron Jack Kendrick | CEO and President | Buy | $3.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2023 Q4 | 3 | - |
| 2023 Q3 | 9 | - |
| 2023 Q2 | 8 | - |
| 2023 Q1 | - | - |
| 2022 Q4 | 11 | - |
SQFT Ownership FAQ
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