US Student Housing REIT Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of USQ?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,546,654	2.78%
Institutions	3,102,660	5.59%
VC/PE Firms	4,500,000	8.1%
Private Companies	6,933,467	12.5%
General Public	39,458,437	71%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 18 shareholders own 28.96% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.1%	Auctus Investment Group Limited	4,500,000	AU$4.7m	0%	100.0%
4.68%	Netwealth Investments Ltd.	2,599,690	AU$2.7m	36.2%	0.02%
3.51%	Kja Holdings Pty Ltd	1,950,123	AU$2.0m	0%	no data
1.74%	G & N Siokos Pty Ltd	967,023	AU$1.0m	0%	no data
1.58%	Sammin Investments Pty Ltd	875,666	AU$919.5k	-0.01%	no data
1.43%	Sarene Investments Limited	795,947	AU$835.7k	0%	no data
1.08%	P&L Drayton Pty Ltd	601,523	AU$631.6k	0%	no data
0.96%	Ralph Stagg	534,595	AU$561.3k	0%	no data
0.91%	National Australia Bank Limited, Asset Management Arm	502,970	AU$528.1k	-63.6%	0.09%
0.71%	Jereks Pty Ltd	392,726	AU$412.4k	0%	no data
0.66%	Jrs Longreach Holdings Pty Ltd	366,985	AU$385.3k	0%	no data
0.64%	Terrence Towell	356,030	AU$373.8k	0%	no data
0.64%	Colleen Towell	356,029	AU$373.8k	0%	no data
0.64%	Exwere Investments Pty Ltd	355,777	AU$373.6k	16.4%	no data
0.57%	Jolly Yield Australia Pty Ltd	317,697	AU$333.6k	0%	no data
0.56%	J B Holdings (Victoria) Pty Ltd	310,000	AU$325.5k	0%	no data
0.27%	Barry Janes	150,000	AU$157.5k	0%	no data
0.27%	Paul Cross	150,000	AU$157.5k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/01/30 03:44
End of Day Share Price	2024/01/29 00:00
Earnings	2023/06/30
Annual Earnings	2023/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

US Student Housing REIT is covered by 0 analysts. of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution