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 2022
Institutional positions in Presidio Property Trust, Inc. as of Dec 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
- 33
- +3 vs. Q3 2022
- Shares held
- 1.46M
- +123.8K (+9.3%) vs. Q3 2022
- Total value
- $1.33M
- −$221.4K (−14.3%) vs. Q3 2022
- New holders
- 8
- 9 more added
- Sold out
- 5
- 8 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 435,693 | $413.9K | 0.01% | +24,539+6.0% | Added |
| Vanguard Group Inc | 191,297 | $181.7K | 0.00% | +325+0.2% | Added |
| Susquehanna International Group, LLP | 119,884 | $119.9K | 0.00% | −14,898−11.1% | Reduced |
| Geode Capital Management, LLC | 103,770 | $103.0K | 0.00% | −325−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 60,112 | $57.0K | 0.00% | +43,875+270.2% | Added |
| Redwood Wealth Management Group, LLC | 57,769 | $54.9K | 0.07% | +57,769 | New |
| Renaissance Technologies LLC | 42,952 | $41.0K | 0.00% | −2,100−4.7% | Reduced |
| Advisor Group Holdings, Inc. | 41,376 | $39.1K | 0.00% | +4,236+11.4% | Added |
| Kestra Advisory Services, LLC | 40,334 | $38.3K | 0.00% | −9,627−19.3% | Reduced |
| Ground Swell Capital, LLC | 35,862 | $35.9K | 0.16% | +16,425+84.5% | Added |
| WealthPLAN Partners, LLC | 25,652 | $30.0K | 0.00% | +25,652 | New |
| WealthPlan Investment Management, LLC | 25,652 | $29.2K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 26,569 | $26.6K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 26,177 | $24.9K | 0.00% | +576+2.2% | Added |
| Cetera Investment Advisers | 18,557 | $17.6K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 15,685 | $14.9K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 15,400 | $14.6K | 0.00% | −6,200−28.7% | Reduced |
| Avantax Advisory Services, Inc. | 13,779 | $13.1K | 0.00% | −10,790−43.9% | Reduced |
| Creative Planning | 12,287 | $11.7K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 11,025 | $10.5K | 0.00% | +11,025 | New |
| Tower Research Capital LLC (TRC) | 10,821 | $10.0K | 0.00% | +3,931+57.1% | Added |
| Jane Street Group, LLC | 10,025 | $9.52K | 0.00% | +10,025 | New |
| Wells Fargo & Company | 8,292 | $7.88K | 0.00% | +8,216+10,810.5% | Added |
| Morgan Stanley | 7,963 | $7.57K | 0.00% | +10.0% | Added |
| Royal Bank of Canada | 6,215 | $6.00K | 0.00% | −1,049−14.4% | Reduced |
| Larson Financial Group LLC | 4,769 | $4.53K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,947 | $1.85K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,198 | $1.14K | 0.00% | +1,198 | New |
| Money Concepts Capital Corp | 1,000 | $950 | 0.00% | +1,000 | New |
| PSI Advisors, LLC | 315 | $299 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 13 | $12 | 0.00% | +13 | New |
| Simplex Trading, LLC | 658 | $0 | 0.00% | +658 | New |
| IFP Advisors, Inc | 86,997 | – | – | −6,038−6.5% | Reduced |
| Sigma Planning Corp | 0 | $0 | 0.00% | −15,914−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −12,938−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −3,902−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,378−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |