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, Q4 2021
Institutional positions in Presidio Property Trust, Inc. as of Dec 31, 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
- 40
- +3 vs. Q3 2021
- Shares held
- 815.8K
- +84.0K (+11.5%) vs. Q3 2021
- Total value
- $3.16M
- +$415.0K (+15.1%) vs. Q3 2021
- New holders
- 9
- 8 more added
- Sold out
- 6
- 11 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 69 | $0 | 0.00% | −372−84.4% | Reduced |
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 315 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 454 | $2.00K | 0.00% | −1,534−77.2% | Reduced |
| HHM Wealth Advisors, LLC | 1,378 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,630 | $6.00K | 0.00% | +1,630 | New |
| Lake Point Wealth Management | 1,792 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,625 | $10.0K | 0.00% | +2,625 | New |
| UBS Group AG | 2,601 | $10.0K | 0.00% | +2,601 | New |
| Gemmer Asset Management LLC | 2,900 | $11.0K | 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 |
| Simplex Trading, LLC | 5,840 | $22.0K | 0.00% | +5,840 | New |
| Morgan Stanley | 6,674 | $26.0K | 0.00% | −1,177−15.0% | Reduced |
| Asset Dedication, LLC | 9,041 | $35.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 10,103 | $39.0K | 0.00% | −4,367−30.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,047 | $39.0K | 0.00% | +20.0% | Added |
| Geode Capital Management, LLC | 11,438 | $44.0K | 0.00% | +11,438 | New |
| Creative Planning | 12,287 | $48.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 13,405 | $52.0K | 0.00% | +13,405 | New |
| Prospera Financial Services Inc | 14,123 | $55.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 14,455 | $56.0K | 0.00% | +14,455 | New |
| Midwest Wealth Management Inc. | 14,923 | $58.0K | 0.04% | −24,108−61.8% | Reduced |
| Millennium Management LLC | 16,101 | $63.0K | 0.00% | −46,362−74.2% | Reduced |
| Commonwealth Equity Services, LLC | 17,184 | $67.0K | 0.00% | +4,777+38.5% | Added |
| Cetera Investment Advisers | 18,557 | $72.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 19,755 | $77.0K | 0.00% | −7,597−27.8% | Reduced |
| State Street Corp | 21,299 | $83.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 23,813 | $93.0K | 0.00% | +10,191+74.8% | Added |
| BlackRock Inc. | 24,405 | $95.0K | 0.00% | −3,278−11.8% | Reduced |
| Susquehanna International Group, LLP | 25,891 | $101.0K | 0.00% | +25,891 | New |
| IFP Advisors, Inc | 27,414 | $108.0K | 0.00% | +292+1.1% | Added |
| Avantax Advisory Services, Inc. | 28,750 | $112.0K | 0.00% | −2,210−7.1% | Reduced |
| Kestra Advisory Services, LLC | 38,433 | $150.0K | 0.00% | +100+0.3% | Added |
| Advisor Group Holdings, Inc. | 43,229 | $169.0K | 0.00% | −10,834−20.0% | Reduced |
| Two Sigma Investments, LP | 53,128 | $207.0K | 0.00% | +31,295+143.3% | Added |
| WealthPLAN Partners, LLC | 60,092 | $219.0K | 0.01% | −9,565−13.7% | Reduced |
| Two Sigma Advisers, LP | 61,300 | $239.0K | 0.00% | +47,100+331.7% | Added |
| Renaissance Technologies LLC | 82,271 | $321.0K | 0.00% | +4,319+5.5% | Added |
| Vanguard Group Inc | 110,319 | $430.0K | 0.00% | +110,319 | New |
| Cassia Capital Partners, LLC | 0 | $0 | 0.00% | −39,031−100.0% | Sold out |
| Cantor Fitzgerald Investment Adviser L.P. | 0 | $0 | 0.00% | −22,354−100.0% | Sold out |
| Smart Money Group LLC | 0 | $0 | 0.00% | −13,133−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −6,514−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −6,552−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −3,290−100.0% | Sold out |