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, Q1 2022
Institutional positions in Presidio Property Trust, Inc. as of Mar 31, 2022. 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
- 41
- +1 vs. Q4 2021
- Shares held
- 1.26M
- +448.8K (+55.0%) vs. Q4 2021
- Total value
- $4.78M
- +$1.61M (+51.0%) vs. Q4 2021
- New holders
- 8
- 14 more added
- Sold out
- 7
- 9 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 341,261 | $1.27M | 0.02% | +341,261 | New |
| IFP Advisors, Inc | 111,654 | $531.0K | 0.01% | +84,240+307.3% | Added |
| Vanguard Group Inc | 110,319 | $409.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 74,552 | $277.0K | 0.00% | −7,719−9.4% | Reduced |
| WealthPLAN Partners, LLC | 60,193 | $207.0K | 0.01% | +101+0.2% | Added |
| WealthPlan Investment Management, LLC | 60,193 | $207.0K | 0.01% | +60,193 | New |
| Advisor Group Holdings, Inc. | 48,051 | $179.0K | 0.00% | +4,822+11.2% | Added |
| Two Sigma Advisers, LP | 43,200 | $160.0K | 0.00% | −18,100−29.5% | Reduced |
| Kestra Advisory Services, LLC | 42,057 | $156.0K | 0.00% | +3,624+9.4% | Added |
| Susquehanna International Group, LLP | 32,825 | $122.0K | 0.00% | +6,934+26.8% | Added |
| BlackRock Inc. | 31,070 | $115.0K | 0.00% | +6,665+27.3% | Added |
| Avantax Advisory Services, Inc. | 27,019 | $100.0K | 0.00% | −1,731−6.0% | Reduced |
| Two Sigma Investments, LP | 24,666 | $92.0K | 0.00% | −28,462−53.6% | Reduced |
| State Street Corp | 23,299 | $86.0K | 0.00% | +2,000+9.4% | Added |
| Virtu Financial LLC | 22,035 | $82.0K | 0.01% | +22,035 | New |
| Geode Capital Management, LLC | 20,181 | $74.0K | 0.00% | +8,743+76.4% | Added |
| Sigma Planning Corp | 18,531 | $69.0K | 0.00% | −1,224−6.2% | Reduced |
| Cetera Investment Advisers | 18,557 | $69.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 15,900 | $58.0K | 0.00% | −1,284−7.5% | Reduced |
| Northern Trust Corp | 14,556 | $54.0K | 0.00% | +101+0.7% | Added |
| Wolverine Trading, LLC | 13,971 | $54.0K | 0.00% | +566+4.2% | Added |
| Prospera Financial Services Inc | 14,123 | $52.0K | 0.00% | 00.0% | Unchanged |
| Midwest Wealth Management Inc. | 13,530 | $50.0K | 0.03% | −1,393−9.3% | Reduced |
| Creative Planning | 12,287 | $46.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,000 | $37.0K | 0.01% | +10,000 | New |
| Asset Dedication, LLC | 9,041 | $34.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 7,971 | $30.0K | 0.00% | +1,297+19.4% | Added |
| Simplex Trading, LLC | 7,860 | $29.0K | 0.00% | +2,020+34.6% | Added |
| Acadian Asset Management LLC | 6,528 | $24.0K | 0.00% | +6,528 | New |
| Royal Bank of Canada | 5,885 | $21.0K | 0.00% | +2,000+51.5% | Added |
| CSS LLC | 5,629 | $21.0K | 0.00% | +5,629 | New |
| American Portfolios Advisors | 5,339 | $19.8K | 0.00% | +5,339 | New |
| Meeder Asset Management Inc | 3,902 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,128 | $8.00K | 0.00% | +1,674+368.7% | Added |
| Lake Point Wealth Management | 1,792 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,400 | $5.00K | 0.00% | −1,500−51.7% | Reduced |
| UBS Group AG | 1,330 | $5.00K | 0.00% | −1,271−48.9% | Reduced |
| HHM Wealth Advisors, LLC | 1,378 | $5.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 315 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 69 | $0 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 50 | $0 | 0.00% | +50 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −23,813−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −16,101−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,047−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,103−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −1,630−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |