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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 315 | $0 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 76 | $0 | 0.00% | −2−2.6% | Reduced |
| CSS LLC | 500 | $1.00K | 0.00% | +500 | New |
| 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 |
| Meeder Asset Management Inc | 3,902 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,769 | $6.00K | 0.00% | +4,769 | New |
| American Portfolios Advisors | 5,339 | $6.67K | 0.00% | 00.0% | Unchanged |
| 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 |
| Morgan Stanley | 7,962 | $10.0K | 0.00% | −2,524−24.1% | Reduced |
| Creative Planning | 12,287 | $15.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 12,938 | $16.0K | 0.00% | +12,938 | New |
| 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 |
| Cetera Investment Advisers | 18,557 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 19,437 | $24.0K | 0.07% | +19,437 | New |
| Two Sigma Advisers, LP | 21,600 | $27.0K | 0.00% | −8,000−27.0% | Reduced |
| WealthPlan Investment Management, LLC | 25,652 | $28.0K | 0.00% | +25,652 | New |
| Avantax Advisory Services, Inc. | 24,569 | $31.0K | 0.00% | −895−3.5% | Reduced |
| BlackRock Inc. | 25,601 | $32.0K | 0.00% | −720−2.7% | Reduced |
| State Street Corp | 26,569 | $33.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 37,140 | $47.0K | 0.00% | −11,868−24.2% | Reduced |
| Renaissance Technologies LLC | 45,052 | $56.0K | 0.00% | −2,500−5.3% | Reduced |
| Kestra Advisory Services, LLC | 49,961 | $62.0K | 0.00% | +9,771+24.3% | Added |
| Geode Capital Management, LLC | 104,095 | $130.0K | 0.00% | +647+0.6% | Added |
| Susquehanna International Group, LLP | 134,782 | $168.0K | 0.00% | +110,824+462.6% | Added |
| Vanguard Group Inc | 190,972 | $239.0K | 0.00% | +8,492+4.7% | Added |
| Atria Wealth Solutions, Inc. | 411,154 | $513.9K | 0.01% | +20,087+5.1% | Added |
| 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 |