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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 658 | $0 | 0.00% | +658 | New |
| Bank of America Corp | 13 | $12 | 0.00% | +13 | New |
| PSI Advisors, LLC | 315 | $299 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,000 | $950 | 0.00% | +1,000 | New |
| GWM Advisors LLC | 1,198 | $1.14K | 0.00% | +1,198 | New |
| Bellwether Advisors, LLC | 1,947 | $1.85K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,769 | $4.53K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,215 | $6.00K | 0.00% | −1,049−14.4% | Reduced |
| Morgan Stanley | 7,963 | $7.57K | 0.00% | +10.0% | Added |
| Wells Fargo & Company | 8,292 | $7.88K | 0.00% | +8,216+10,810.5% | Added |
| Jane Street Group, LLC | 10,025 | $9.52K | 0.00% | +10,025 | New |
| Tower Research Capital LLC (TRC) | 10,821 | $10.0K | 0.00% | +3,931+57.1% | Added |
| Prospera Financial Services Inc | 11,025 | $10.5K | 0.00% | +11,025 | New |
| Creative Planning | 12,287 | $11.7K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 13,779 | $13.1K | 0.00% | −10,790−43.9% | Reduced |
| Two Sigma Advisers, LP | 15,400 | $14.6K | 0.00% | −6,200−28.7% | Reduced |
| Northern Trust Corp | 15,685 | $14.9K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,557 | $17.6K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 26,177 | $24.9K | 0.00% | +576+2.2% | Added |
| State Street Corp | 26,569 | $26.6K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 25,652 | $29.2K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 25,652 | $30.0K | 0.00% | +25,652 | New |
| Ground Swell Capital, LLC | 35,862 | $35.9K | 0.16% | +16,425+84.5% | Added |
| Kestra Advisory Services, LLC | 40,334 | $38.3K | 0.00% | −9,627−19.3% | Reduced |
| Advisor Group Holdings, Inc. | 41,376 | $39.1K | 0.00% | +4,236+11.4% | Added |
| Renaissance Technologies LLC | 42,952 | $41.0K | 0.00% | −2,100−4.7% | Reduced |
| Redwood Wealth Management Group, LLC | 57,769 | $54.9K | 0.07% | +57,769 | New |
| Commonwealth Equity Services, LLC | 60,112 | $57.0K | 0.00% | +43,875+270.2% | Added |
| Geode Capital Management, LLC | 103,770 | $103.0K | 0.00% | −325−0.3% | Reduced |
| Susquehanna International Group, LLP | 119,884 | $119.9K | 0.00% | −14,898−11.1% | Reduced |
| Vanguard Group Inc | 191,297 | $181.7K | 0.00% | +325+0.2% | Added |
| Atria Wealth Solutions, Inc. | 435,693 | $413.9K | 0.01% | +24,539+6.0% | Added |
| 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 |