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 2022
Institutional positions in Presidio Property Trust, Inc. as of Sep 30, 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
- 31
- 0 vs. Q2 2022
- Shares held
- 1.34M
- +96.3K (+7.7%) vs. Q2 2022
- Total value
- $1.56M
- −$2.55M (−62.1%) vs. Q2 2022
- New holders
- 6
- 10 more added
- Sold out
- 6
- 8 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 411,154 | $513.9K | 0.01% | +20,087+5.1% | Added |
| Vanguard Group Inc | 190,972 | $239.0K | 0.00% | +8,492+4.7% | Added |
| Susquehanna International Group, LLP | 134,782 | $168.0K | 0.00% | +110,824+462.6% | Added |
| Geode Capital Management, LLC | 104,095 | $130.0K | 0.00% | +647+0.6% | Added |
| Kestra Advisory Services, LLC | 49,961 | $62.0K | 0.00% | +9,771+24.3% | Added |
| Renaissance Technologies LLC | 45,052 | $56.0K | 0.00% | −2,500−5.3% | Reduced |
| Advisor Group Holdings, Inc. | 37,140 | $47.0K | 0.00% | −11,868−24.2% | Reduced |
| State Street Corp | 26,569 | $33.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 25,601 | $32.0K | 0.00% | −720−2.7% | Reduced |
| Avantax Advisory Services, Inc. | 24,569 | $31.0K | 0.00% | −895−3.5% | Reduced |
| WealthPlan Investment Management, LLC | 25,652 | $28.0K | 0.00% | +25,652 | New |
| Two Sigma Advisers, LP | 21,600 | $27.0K | 0.00% | −8,000−27.0% | Reduced |
| Ground Swell Capital, LLC | 19,437 | $24.0K | 0.07% | +19,437 | New |
| Cetera Investment Advisers | 18,557 | $23.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 15,685 | $20.0K | 0.00% | −543−3.3% | Reduced |
| Commonwealth Equity Services, LLC | 16,237 | $20.0K | 0.00% | +103+0.6% | Added |
| Sigma Planning Corp | 15,914 | $20.0K | 0.00% | +27+0.2% | Added |
| UBS Group AG | 12,938 | $16.0K | 0.00% | +12,938 | New |
| Creative Planning | 12,287 | $15.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 7,962 | $10.0K | 0.00% | −2,524−24.1% | Reduced |
| Royal Bank of Canada | 7,264 | $9.00K | 0.00% | +138+1.9% | Added |
| Tower Research Capital LLC (TRC) | 6,890 | $9.00K | 0.00% | +6,701+3,545.5% | Added |
| American Portfolios Advisors | 5,339 | $6.67K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,769 | $6.00K | 0.00% | +4,769 | New |
| Meeder Asset Management Inc | 3,902 | $5.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,378 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,947 | $2.00K | 0.00% | +1,947 | New |
| CSS LLC | 500 | $1.00K | 0.00% | +500 | New |
| PSI Advisors, LLC | 315 | $0 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 76 | $0 | 0.00% | −2−2.6% | Reduced |
| IFP Advisors, Inc | 93,035 | – | – | +8,795+10.4% | Added |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −81,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,812−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −9,041−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −589−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Lake Point Wealth Management | – | – | – | – | Not filed |