Presidio Property Trust, Inc.
SQFT- Exchange
- Nasdaq
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001080657
In the last 90 days, Presidio Property Trust, Inc. insiders filed 1 open-market purchase and 0 sales; 16 institutions reported holding it in 13F filings for Q2 2026, worth $155.3K in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Presidio Property Trust, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 29
- +6 vs. Q1 2021
- Shares held
- 463.3K
- +74.0K (+19.0%) vs. Q1 2021
- Total value
- $1.81M
- +$435.0K (+31.7%) vs. Q1 2021
- New holders
- 12
- 6 more added
- Sold out
- 6
- 4 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SQFT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 16 | $155.3K |
| Q1 2026 | 10 | $57.1K |
| Q4 2025 | 15 | $69.3K |
| Q3 2025 | 14 | $199.8K |
| Q2 2025 | 13 | $147.2K |
| Q1 2025 | 28 | $357.0K |
| Q4 2024 | 29 | $611.5K |
| Q3 2024 | 25 | $575.2K |
| Q2 2024 | 33 | $788.5K |
| Q1 2024 | 31 | $1.33M |
| Q4 2023 | 31 | $1.16M |
| Q3 2023 | 30 | $855.3K |
| Q2 2023 | 29 | $944.3K |
| Q1 2023 | 34 | $1.22M |
| Q4 2022 | 33 | $1.33M |
| Q3 2022 | 31 | $1.56M |
| Q2 2022 | 32 | $4.11M |
| Q1 2022 | 41 | $4.78M |
| Q4 2021 | 40 | $3.16M |
| Q3 2021 | 37 | $2.75M |
| Q2 2021 | 29 | $1.81M |
| Q1 2021 | 23 | $1.37M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WealthPLAN Partners, LLC | 77,897 | $293.0K | 0.02% | −51,368−39.7% | Reduced |
| Midwest Wealth Management Inc. | 52,713 | $207.0K | 0.15% | +52,713 | New |
| Kestra Advisory Services, LLC | 39,167 | $154.0K | 0.00% | +39,167 | New |
| Advisor Group Holdings, Inc. | 33,619 | $132.0K | 0.00% | −3,565−9.6% | Reduced |
| BlackRock Inc. | 31,464 | $124.0K | 0.00% | +31,464 | New |
| Avantax Advisory Services, Inc. | 29,073 | $114.0K | 0.00% | +8,295+39.9% | Added |
| IFP Advisors, Inc | 27,618 | $109.0K | 0.00% | +3,628+15.1% | Added |
| Sigma Planning Corp | 24,930 | $98.0K | 0.00% | −5,301−17.5% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 24,899 | $98.0K | 0.01% | +24,899 | New |
| Cetera Investment Advisers | 18,557 | $73.0K | 0.00% | −7,022−27.5% | Reduced |
| Prospera Financial Services Inc | 14,123 | $56.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 12,287 | $48.0K | 0.00% | +1,731+16.4% | Added |
| Commonwealth Equity Services, LLC | 11,078 | $43.0K | 0.00% | +84+0.8% | Added |
| Bank of America Corp | 10,997 | $43.0K | 0.00% | +10,997 | New |
| Renaissance Technologies LLC | 11,052 | $43.0K | 0.00% | +11,052 | New |
| Asset Dedication, LLC | 9,041 | $36.0K | 0.01% | +9,041 | New |
| Geneos Wealth Management Inc. | 6,552 | $27.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 6,047 | $24.0K | 0.00% | +2,215+57.8% | Added |
| Gemmer Asset Management LLC | 4,300 | $17.0K | 0.00% | +1,000+30.3% | Added |
| Royal Bank of Canada | 3,885 | $15.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,902 | $15.0K | 0.00% | +3,902 | New |
| Barnett & Company, Inc. | 2,269 | $9.00K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 2,244 | $9.00K | 0.00% | +2,244 | New |
| Lake Point Wealth Management | 1,792 | $7.00K | 0.00% | +1,792 | New |
| HHM Wealth Advisors, LLC | 1,378 | $5.00K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,177 | $5.00K | 0.00% | +1,177 | New |
| The PNC Financial Services Group, Inc. | 760 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 380 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 147 | $1.00K | 0.00% | +147 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −29,057−100.0% | Sold out |
| Smart Money Group LLC | 0 | $0 | 0.00% | −17,198−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −6,203−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,757−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |