Presidio Property Trust Ownership | Who Owns Presidio Property Trust?

Presidio Property Trust Ownership Summary

Presidio Property Trust is owned by 7.14% institutional investors, 26.22% insiders, and 66.64% 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	7.14%	26.22%	66.64%
Sector	Real Estate Stocks	55.70%	8.24%	36.06%
Industry	Diversified REIT Stocks	47.05%	6.23%	46.72%

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
Northern trust	35.72K	0.29%	$24.90K
Two sigma securities	25.73K	0.21%	$20.59K
Morgan stanley	20.39K	0.17%	$14.22K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Lepercq de neuflize asset management	134.13K	0.08%	$107.30K
Lepercq multi-asset fund	134.13K	0.08%	$107.30K
Two sigma securities	25.73K	0.00%	$20.59K
Wealthplan investment management	14.91K	0.00%	$11.93K
Xtx topco	14.70K	0.00%	$11.76K
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
Ae wealth management	17.00K	0.00%	$13.60K

Top Buyers

Holder	Shares	% Assets	Change
Lepercq de neuflize asset management	134.13K	0.08%	134.13K
Lepercq multi-asset fund	134.13K	0.08%	134.13K
Kestra advisory services	84.73K	0.00%	64.30K
Ae wealth management	17.00K	0.00%	17.00K
Sageview advisory group	15.67K	0.00%	15.67K

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
Wealthplan partners	-	-	-22.37K

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
Ae wealth management	17.00K	0.00%	17.00K	$13.60K
Sageview advisory group	15.67K	0.00%	15.67K	$12.53K
Xtx topco	14.70K	0.00%	14.70K	$11.76K

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 %
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%
Dec 31, 2023	29	-3.33%	1,114,626	-11.20%	9	8.37%	13	30.00%	9	-18.18%

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	74.86K	0.53%	-477.00
Northern Trust Extended Eq Market Idx	28.06K	0.23%	-
NT Ext Equity Mkt Idx Fd - L	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	11.65K	0.08%	477.00
Spartan Extended Market Index Pool F	11.65K	0.08%	477.00
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

Who Owns Presidio Property Trust?

Presidio Property Trust shareholders are primarily institutional investors at 7.14%, followed by 26.22% insiders and 66.64% retail investors. The average institutional ownership in Presidio Property Trust's industry, Diversified REIT Stocks, is 47.05%, which Presidio Property Trust falls below.

Who owns the most shares of Presidio Property Trust?

Presidio Property Trust’s largest shareholders are Lepercq multi-asset fund (134.12K shares, 1.07%), Lepercq de neuflize asset management (134.12K shares, 1.07%), and Geode capital management (112.81K shares, 0.90%). Together, they hold 3.05% 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?

Lepercq de neuflize asset management is Presidio Property Trust’s biggest shareholder by percentage of total assets invested, with 0.08% of its assets in 134.12K Presidio Property Trust shares, valued at 107.3K$.

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

Vanguard US Total Market Shares ETF is the top mutual fund holder of Presidio Property Trust shares, with 1.32% of its total shares outstanding invested in 186.29K Presidio Property Trust shares.

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