Saul Centers Ownership | Who Owns Saul Centers?
Saul Centers Ownership Summary
Saul Centers is owned by 45.27% institutional investors, 48.00% insiders, and 6.74% retail investors. Blackrock is the largest institutional shareholder, holding 8.42% of BFS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 3.26% of its assets in Saul Centers shares.
BFS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Saul Centers | 45.27% | 48.00% | 6.74% |
| Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
| Industry | Retail REIT Stocks | 76.66% | 8.21% | 15.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 2.03M | 8.42% | $74.56M |
| Vanguard group | 2.02M | 8.39% | $74.32M |
| T. rowe price investment management | 1.47M | 6.11% | $54.14M |
| Principal financial group | 746.33K | 3.10% | $27.44M |
| Adage capital partners gp | 577.02K | 2.39% | $21.22M |
| State street | 504.33K | 2.09% | $18.54M |
| Geode capital management | 300.90K | 1.25% | $11.07M |
| Renaissance | 228.47K | 0.95% | $8.40M |
| Dimensional fund advisors lp | 209.84K | 0.87% | $7.72M |
| Morgan stanley | 191.19K | 0.79% | $7.03M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Beacon investment advisors | 27.73K | 0.52% | $1.02M |
| Cary street partners investment advisory | 64.29K | 0.10% | $2.36M |
| Gsa capital partners llp | 36.78K | 0.09% | $1.35M |
| Xml financial | 25.12K | 0.09% | $923.53K |
| Y-intercept (hong kong) | 33.14K | 0.07% | $1.22M |
| Quest partners | 11.87K | 0.06% | $436.31K |
| Sargent investment group | 6.03K | 0.05% | $221.54K |
| Nebula research & development | 7.17K | 0.04% | $263.68K |
| Inspire investing | 9.67K | 0.04% | $355.49K |
| Adage capital partners gp | 577.02K | 0.04% | $21.22M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 96.98K | 0.00% | 96.98K |
| Millennium management | 88.99K | 0.00% | 88.99K |
| Blackrock | 2.03M | 0.00% | 41.89K |
| Nuveen asset management | 86.20K | 0.00% | 33.66K |
| Qube research | 34.23K | 0.00% | 32.73K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 1.47M | 0.03% | -357.81K |
| Alyeska investment group | 22.91K | 0.00% | -253.71K |
| Hillsdale investment management | - | - | -78.80K |
| Lsv asset management | - | - | -54.10K |
| Principal financial group | 746.33K | 0.02% | -40.51K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 96.98K | 0.00% | 96.98K | $3.57M |
| Hsbc | 29.32K | 0.00% | 29.32K | $1.06M |
| Los angeles capital management | 16.23K | 0.00% | 16.23K | $596.81K |
| Exoduspoint capital management, lp | 15.52K | 0.00% | 15.52K | $570.00K |
| Arrowstreet capital, limited partnership | 11.35K | 0.00% | 11.35K | $417.00K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Concord wealth partners | -3.00 |
| Parallel advisors | -7.00 |
| Wealthcollab | -53.00 |
| Systm wealth solutions | -130.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 161 | 3.21% | 10,914,838 | -0.58% | 45 | 2.18% | 81 | -2.41% | 46 | - |
| Jun 30, 2024 | 154 | 14.93% | 10,977,986 | 0.25% | 45 | 2.21% | 81 | 35.00% | 46 | - |
| Mar 31, 2024 | 134 | 2.29% | 10,950,739 | -0.64% | 45 | 2.16% | 60 | -4.76% | 46 | -6.12% |
| Dec 31, 2023 | 131 | 0.77% | 11,020,940 | 1.34% | 45 | 2.24% | 63 | 14.55% | 49 | 19.51% |
| Sep 30, 2023 | 130 | 13.04% | 10,874,749 | 0.00% | 45 | 2.21% | 55 | 22.22% | 41 | -8.89% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 787.66K | 3.26% | 408.00 |
| T. Rowe Price Small-Cap Value | 766.47K | 3.18% | -6.93K |
| Vanguard Real Estate Index Investor | 518.00K | 2.13% | -4.68K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 433.98K | 1.80% | -27.60K |
| Vanguard Total Stock Mkt Idx Inv | 404.40K | 1.67% | -11.34K |
| iShares Russell 2000 ETF | 307.71K | 1.27% | -644.00 |
| Vanguard Small Cap Index | 303.19K | 1.25% | 600.00 |
| Principal Real Estate Securities R5 | 279.99K | 1.15% | - |
| Vanguard Small Cap Value Index Inv | 204.49K | 0.84% | -72.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 174.29K | 0.72% | -1.01K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 27, 2024 | Heard Carlos Lawrence | Senior Vice President & CFO | Buy | $4.65K |
| May 07, 2024 | Friedlis Zachary Maxwell | Sr. VP-Director of Leasing | Buy | $12.50K |
| May 07, 2024 | Heard Carlos Lawrence | Senior Vice President & CFO | Buy | $4.15K |
| Mar 15, 2024 | Pearson David Todd | President & COO | Buy | $84.00K |
| Mar 06, 2024 | Lansdale James Page | - | Sell | $208.49K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 2 | - |
| 2024 Q1 | 3 | 2 |
| 2023 Q4 | - | - |
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