Presidio Property Trust Ownership | Who Owns Presidio Property Trust?
Presidio Property Trust Ownership Summary
Presidio Property Trust is owned by 24.90% insiders, and 75.10% retail investors. 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 | - | 24.90% | 75.10% |
Sector | Real Estate Stocks | 69.85% | 9.10% | 21.05% |
Industry | Diversified REIT Stocks | 62.09% | 5.58% | 32.34% |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2025 | 3 | -89.29% | 43,585 | -92.97% | - | 1.46% | - | -100.00% | 2 | -71.43% |
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% |
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 |
Vanguard Institutional Extnd Mkt Idx Tr | 6.64K | 0.46% | 6.14K |
Fidelity Extended Market Index | 5.71K | 0.39% | - |
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 | 1.60K | 0.11% | - |
Spartan Extended Market Index Pool F | 1.28K | 0.09% | - |
Spartan Extended Market Index Pool E | 12.30K | 0.09% | 652.00 |
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 | - |
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