A look at the shareholders of Charter Hall Social Infrastructure REIT (ASX:CQE) can tell us which group is most powerful. And the group that holds the biggest piece of the pie are individual investors with 57% ownership. Put another way, the group faces the maximum upside potential (or downside risk).

Meanwhile, institutions make up 41% of the company’s shareholders. Institutions will often hold stock in bigger companies, and we expect to see insiders owning a noticeable percentage of the smaller ones.

Let's delve deeper into each type of owner of Charter Hall Social Infrastructure REIT, beginning with the chart below.

View our latest analysis for Charter Hall Social Infrastructure REIT

What Does The Institutional Ownership Tell Us About Charter Hall Social Infrastructure REIT?

Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices.

Charter Hall Social Infrastructure REIT already has institutions on the share registry. Indeed, they own a respectable stake in the company. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of Charter Hall Social Infrastructure REIT, (below). Of course, keep in mind that there are other factors to consider, too.

We note that hedge funds don't have a meaningful investment in Charter Hall Social Infrastructure REIT. Our data shows that Folkestone Limited is the largest shareholder with 8.6% of shares outstanding. In comparison, the second and third largest shareholders hold about 8.6% and 8.3% of the stock.

On studying our ownership data, we found that 25 of the top shareholders collectively own less than 50% of the share register, implying that no single individual has a majority interest.

While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.

Insider Ownership Of Charter Hall Social Infrastructure REIT

While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.