Presidio Property Trust Ownership | Who Owns Presidio Property Trust?

Presidio Property Trust Ownership Summary

Presidio Property Trust is owned by 9.20% institutional investors, 20.81% insiders, and 69.99% retail investors. Vanguard group is the largest institutional shareholder, holding 1.58% of SQFT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.04% of its assets in Presidio Property Trust shares.

SQFT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Presidio Property Trust	9.20%	20.81%	69.99%
Sector	Real Estate Stocks	64.18%	7.35%	28.47%
Industry	Diversified REIT Stocks	58.58%	4.95%	36.47%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	193.83K	1.58%	$135.12K
Atria wealth solutions	186.07K	1.51%	$129.71K
Geode capital management	112.81K	0.92%	$78.67K
Renaissance	67.75K	0.55%	$47.23K
Kestra advisory services	61.40K	0.50%	$42.80K
Susquehanna group, llp	37.52K	0.31%	$26.15K
Northern trust	35.72K	0.29%	$24.90K
Ifp advisors	33.12K	0.27%	$23.09K
Advisor group	24.38K	0.20%	$17.02K
Morgan stanley	20.39K	0.17%	$14.22K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Atria wealth solutions	186.07K	0.00%	$129.71K
Ifp advisors	33.12K	0.00%	$23.09K
Kestra advisory services	61.40K	0.00%	$42.80K
Larson financial group	3.43K	0.00%	$2.39K
Renaissance	67.75K	0.00%	$47.23K
Two sigma securities	15.41K	0.00%	$10.74K
Tower research capital llc (trc)	2.39K	-	$1.67K
Commonwealth equity services	13.73K	-	$10.00K
Advisor group	24.38K	-	$17.02K
Cwm	5.29K	-	$4.00K

Top Buyers

Holder	Shares	% Assets	Change
Kestra advisory services	61.40K	0.00%	40.97K
Two sigma securities	15.41K	0.00%	15.41K
Renaissance	67.75K	0.00%	2.40K
Tower research capital llc (trc)	2.39K	-	2.38K
Bank of america corp /de/	1.48K	-	1.32K

Top Sellers

Holder	Shares	% Assets	Change
International assets investment management	-	-	-109.00K
Susquehanna group, llp	37.52K	-	-59.84K
Redwood wealth management group	-	-	-38.35K
Atria wealth solutions	186.07K	0.00%	-23.96K
Wealthplan partners	-	-	-22.37K

New Positions

Holder	Shares	% Assets	Change	Value
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 %
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%
Dec 31, 2023	29	-3.33%	1,114,626	-11.20%	9	8.37%	13	30.00%	9	-18.18%
Sep 30, 2023	30	7.14%	1,255,266	1.26%	10	9.66%	10	-23.08%	11	83.33%
Jun 30, 2023	28	-20.00%	1,239,641	-9.04%	10	7.90%	13	18.18%	6	-40.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	150.59K	1.04%	-35.70K
Fidelity Extended Market Index	79.34K	0.55%	-321.00
Northern Trust Extended Eq Market Idx	28.06K	0.19%	-
NT Ext Equity Mkt Idx Fd - L	28.06K	0.19%	-
SSgA U.S. Extended Market Index Class I	21.30K	0.15%	-
Fidelity Series Total Market Index	15.97K	0.11%	-
Schwab Total Stock Market Index	8.87K	0.06%	-
State St US Extended Mkt Indx NL Cl C	7.70K	0.05%	-
Spartan Extended Market Index Pool E	7.16K	0.05%	321.00
NT Ext Equity Mkt Idx Fd - NL	6.53K	0.04%	-

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

Who Owns Presidio Property Trust?

Presidio Property Trust shareholders are primarily institutional investors at 9.20%, followed by 20.81% insiders and 69.99% retail investors. The average institutional ownership in Presidio Property Trust's industry, Diversified REIT Stocks, is 58.58%, which Presidio Property Trust falls below.

Who owns the most shares of Presidio Property Trust?

Presidio Property Trust’s largest shareholders are Vanguard group (193.83K shares, 1.58%), Atria wealth solutions (186.07K shares, 1.51%), and Geode capital management (112.81K shares, 0.92%). Together, they hold 4.01% of Presidio Property Trust’s total shares outstanding.

Does Blackrock own Presidio Property Trust?

BlackRock is not among the top 10 institutional shareholders of Presidio Property Trust.

Who is Presidio Property Trust’s biggest shareholder by percentage of total assets invested?

Atria wealth solutions is Presidio Property Trust’s biggest shareholder by percentage of total assets invested, with 0.00% of its assets in 186.07K Presidio Property Trust shares, valued at 129.71K$.

Who is the top mutual fund holder of Presidio Property Trust shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Presidio Property Trust shares, with 1.04% of its total shares outstanding invested in 150.59K Presidio Property Trust shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools