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 2023
Institutional positions in Presidio Property Trust, Inc. as of Mar 31, 2023. 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
- 34
- +1 vs. Q4 2022
- Shares held
- 1.38M
- −83.0K (−5.7%) vs. Q4 2022
- Total value
- $1.22M
- −$109.7K (−8.3%) vs. Q4 2022
- New holders
- 7
- 4 more added
- Sold out
- 6
- 11 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 314,711 | $324.6K | 0.00% | −120,982−27.8% | Reduced |
| Vanguard Group Inc | 191,297 | $197.3K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 103,770 | $107.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 98,317 | $102.3K | 0.00% | −21,567−18.0% | Reduced |
| Redwood Wealth Management Group, LLC | 58,952 | $60.8K | 0.07% | +1,183+2.0% | Added |
| Citadel Advisors LLC | 45,796 | $47.6K | 0.00% | +45,796 | New |
| Renaissance Technologies LLC | 45,952 | $47.0K | 0.00% | +3,000+7.0% | Added |
| Advisor Group Holdings, Inc. | 39,223 | $40.5K | 0.00% | −2,153−5.2% | Reduced |
| BlackRock Inc. | 27,041 | $27.9K | 0.00% | +864+3.3% | Added |
| State Street Corp | 26,569 | $27.6K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 25,652 | $26.5K | 0.00% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 25,325 | $26.3K | 0.04% | −10,537−29.4% | Reduced |
| Kestra Advisory Services, LLC | 17,346 | $17.9K | 0.00% | −22,988−57.0% | Reduced |
| Northern Trust Corp | 15,685 | $16.2K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 15,400 | $15.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,195 | $14.0K | 0.00% | −45,917−76.4% | Reduced |
| Virtu Financial LLC | 12,993 | $14.0K | 0.00% | +12,993 | New |
| Cetera Investment Advisers | 13,119 | $13.5K | 0.00% | −5,438−29.3% | Reduced |
| Creative Planning | 12,287 | $12.7K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,140 | $11.5K | 0.00% | −2,639−19.2% | Reduced |
| Prospera Financial Services Inc | 11,025 | $11.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,549 | $11.0K | 0.00% | −272−2.5% | Reduced |
| Wells Fargo & Company | 8,293 | $8.55K | 0.00% | +10.0% | Added |
| Morgan Stanley | 7,962 | $8.21K | 0.00% | −10.0% | Reduced |
| Royal Bank of Canada | 6,215 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,769 | $4.92K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,082 | $4.21K | 0.00% | +4,082 | New |
| Sunbelt Securities, Inc. | 3,467 | $3.54K | 0.00% | +3,467 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2,757 | $3.00K | 0.00% | +2,757 | New |
| Geneos Wealth Management Inc. | 2,625 | $2.70K | 0.00% | +2,625 | New |
| Bellwether Advisors, LLC | 1,947 | $2.01K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 315 | $325 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 36,209 | – | – | −50,788−58.4% | Reduced |
| International Assets Investment Management, LLC | 162,110 | – | – | +162,110 | New |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −25,652−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,025−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −1,198−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −658−100.0% | Sold out |