Presidio Property Trust Ownership | Who Owns Presidio Property Trust?

Presidio Property Trust Ownership Summary

Presidio Property Trust is owned by 0.04% institutional investors, 25.30% insiders, and 74.66% 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	0.04%	25.30%	74.66%
Sector	Real Estate Stocks	49.25%	9.14%	41.62%
Industry	Diversified REIT Stocks	44.38%	5.55%	50.07%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Lepercq multi-asset fund	134.13K	1.07%	$107.30K
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
Royal bank of canada	8.21K	0.07%	$7.00K
Cx institutional	464.00	0.04%	$2.00K
Northwestern mutual wealth management	1.97K	0.02%	$1.38K
Bank of america corp /de/	1.48K	0.01%	$1.03K
Citadel advisors	1.30K	0.01%	$906.00
Jpmorgan chase	26.00	0.00%	$18.00

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Lepercq multi-asset fund	134.13K	0.08%	$107.30K
Ifp advisors	36.77K	0.00%	$29.42K
Cx institutional	464.00	0.00%	$2.00K
Commonwealth equity services	-	-	-
Tower research capital llc (trc)	-	-	-
Cwm	-	-	-
Susquehanna group, llp	60.51K	-	$48.41K
Two sigma securities	-	-	-
Signal advisors wealth	-	-	-
Two sigma advisers, lp	-	-	-

Top Buyers

Holder	Shares	% Assets	Change
Lepercq multi-asset fund	134.13K	0.08%	134.13K
Susquehanna group, llp	60.51K	-	5.67K
Ifp advisors	36.77K	0.00%	2.06K
Bank of america corp /de/	1.48K	-	1.32K
Citadel advisors	1.30K	-	1.30K

Top Sellers

Holder	Shares	% Assets	Change
Vanguard group	-	-	-191.30K
Lepercq de neuflize asset management	-	-	-134.13K
International assets investment management	-	-	-109.00K
Geode capital management	-	-	-96.20K
Atria wealth solutions	-	-	-79.55K

New Positions

Holder	Shares	% Assets	Change	Value
Lepercq multi-asset fund	134.13K	0.08%	134.13K	$107.30K
Citadel advisors	1.30K	-	1.30K	$906.00

Sold Out

Holder	Change
First pacific financial	-1.80K
Ubs group	-1.96K
Tower research capital llc (trc)	-2.30K
Geneos wealth management	-2.63K
Larson financial group	-3.43K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	1	-66.67%	464	-98.94%	-	0.28%	-	-	-	-100.00%
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%

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	5.67K	0.40%	-40.00
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	1.32K	0.09%	40.00
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	-

SQFT Ownership FAQ

Who Owns Presidio Property Trust?

Presidio Property Trust shareholders are primarily institutional investors at 0.04%, followed by 25.30% insiders and 74.66% retail investors. The average institutional ownership in Presidio Property Trust's industry, Diversified REIT Stocks, is 44.38%, 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%), Susquehanna group, llp (60.51K shares, 0.48%), and Ifp advisors (36.78K shares, 0.29%). Together, they hold 1.85% 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 multi-asset fund 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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