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, Q3 2021
Institutional positions in Presidio Property Trust, Inc. as of Sep 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
- 37
- +8 vs. Q2 2021
- Shares held
- 731.8K
- +268.5K (+57.9%) vs. Q2 2021
- Total value
- $2.75M
- +$939.0K (+51.9%) vs. Q2 2021
- New holders
- 11
- 8 more added
- Sold out
- 3
- 9 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 77,952 | $294.0K | 0.00% | +66,900+605.3% | Added |
| WealthPLAN Partners, LLC | 69,657 | $253.0K | 0.02% | −8,240−10.6% | Reduced |
| Millennium Management LLC | 62,463 | $235.0K | 0.00% | +62,463 | New |
| Advisor Group Holdings, Inc. | 54,063 | $204.0K | 0.00% | +20,444+60.8% | Added |
| Midwest Wealth Management Inc. | 39,031 | $147.0K | 0.10% | −13,682−26.0% | Reduced |
| Cassia Capital Partners, LLC | 39,031 | $147.0K | 0.10% | +39,031 | New |
| Kestra Advisory Services, LLC | 38,333 | $145.0K | 0.00% | −834−2.1% | Reduced |
| Avantax Advisory Services, Inc. | 30,960 | $117.0K | 0.00% | +1,887+6.5% | Added |
| BlackRock Inc. | 27,683 | $105.0K | 0.00% | −3,781−12.0% | Reduced |
| Sigma Planning Corp | 27,352 | $103.0K | 0.00% | +2,422+9.7% | Added |
| IFP Advisors, Inc | 27,122 | $101.0K | 0.00% | −496−1.8% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 22,354 | $84.0K | 0.01% | −2,545−10.2% | Reduced |
| Two Sigma Investments, LP | 21,833 | $82.0K | 0.00% | +21,833 | New |
| State Street Corp | 21,299 | $80.0K | 0.00% | +21,299 | New |
| Cetera Investment Advisers | 18,557 | $70.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 14,470 | $55.0K | 0.00% | +14,470 | New |
| Two Sigma Advisers, LP | 14,200 | $54.0K | 0.00% | +14,200 | New |
| Prospera Financial Services Inc | 14,123 | $53.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13,622 | $51.0K | 0.00% | +13,622 | New |
| Smart Money Group LLC | 13,133 | $50.0K | 0.04% | +13,133 | New |
| Creative Planning | 12,287 | $46.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,407 | $46.0K | 0.00% | +1,329+12.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,045 | $38.0K | 0.00% | +10,045 | New |
| Asset Dedication, LLC | 9,041 | $34.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 7,851 | $30.0K | 0.00% | +6,674+567.0% | Added |
| Bank of America Corp | 6,514 | $25.0K | 0.00% | −4,483−40.8% | Reduced |
| Geneos Wealth Management Inc. | 6,552 | $24.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,902 | $15.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,885 | $15.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 3,290 | $12.0K | 0.00% | −2,757−45.6% | Reduced |
| Gemmer Asset Management LLC | 2,900 | $11.0K | 0.00% | −1,400−32.6% | Reduced |
| Lake Point Wealth Management | 1,792 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,988 | $7.00K | 0.00% | +1,841+1,252.4% | Added |
| HHM Wealth Advisors, LLC | 1,378 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 441 | $1.00K | 0.00% | +61+16.1% | Added |
| PSI Advisors, LLC | 315 | $1.00K | 0.00% | +315 | New |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −2,269−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −2,244−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −760−100.0% | Sold out |