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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Wells Fargo & Company | 441 | $1.00K | 0.00% | +61+16.1% | Added |
| PSI Advisors, LLC | 315 | $1.00K | 0.00% | +315 | New |
| HHM Wealth Advisors, LLC | 1,378 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Gemmer Asset Management LLC | 2,900 | $11.0K | 0.00% | −1,400−32.6% | Reduced |
| CX Institutional | 3,290 | $12.0K | 0.00% | −2,757−45.6% | Reduced |
| 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 |
| Geneos Wealth Management Inc. | 6,552 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 6,514 | $25.0K | 0.00% | −4,483−40.8% | Reduced |
| Morgan Stanley | 7,851 | $30.0K | 0.00% | +6,674+567.0% | Added |
| Asset Dedication, LLC | 9,041 | $34.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,045 | $38.0K | 0.00% | +10,045 | 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 |
| Smart Money Group LLC | 13,133 | $50.0K | 0.04% | +13,133 | New |
| Citadel Advisors LLC | 13,622 | $51.0K | 0.00% | +13,622 | New |
| Prospera Financial Services Inc | 14,123 | $53.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 14,200 | $54.0K | 0.00% | +14,200 | New |
| Cetera Advisor Networks LLC | 14,470 | $55.0K | 0.00% | +14,470 | New |
| Cetera Investment Advisers | 18,557 | $70.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 21,299 | $80.0K | 0.00% | +21,299 | New |
| Two Sigma Investments, LP | 21,833 | $82.0K | 0.00% | +21,833 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 22,354 | $84.0K | 0.01% | −2,545−10.2% | Reduced |
| IFP Advisors, Inc | 27,122 | $101.0K | 0.00% | −496−1.8% | Reduced |
| Sigma Planning Corp | 27,352 | $103.0K | 0.00% | +2,422+9.7% | Added |
| BlackRock Inc. | 27,683 | $105.0K | 0.00% | −3,781−12.0% | Reduced |
| Avantax Advisory Services, Inc. | 30,960 | $117.0K | 0.00% | +1,887+6.5% | Added |
| Kestra Advisory Services, LLC | 38,333 | $145.0K | 0.00% | −834−2.1% | Reduced |
| 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 |
| Advisor Group Holdings, Inc. | 54,063 | $204.0K | 0.00% | +20,444+60.8% | Added |
| Millennium Management LLC | 62,463 | $235.0K | 0.00% | +62,463 | New |
| WealthPLAN Partners, LLC | 69,657 | $253.0K | 0.02% | −8,240−10.6% | Reduced |
| Renaissance Technologies LLC | 77,952 | $294.0K | 0.00% | +66,900+605.3% | Added |
| 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 |