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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 315 | $325 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,947 | $2.01K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,625 | $2.70K | 0.00% | +2,625 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2,757 | $3.00K | 0.00% | +2,757 | New |
| Sunbelt Securities, Inc. | 3,467 | $3.54K | 0.00% | +3,467 | New |
| UBS Group AG | 4,082 | $4.21K | 0.00% | +4,082 | New |
| Larson Financial Group LLC | 4,769 | $4.92K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,215 | $6.00K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 7,962 | $8.21K | 0.00% | −10.0% | Reduced |
| Wells Fargo & Company | 8,293 | $8.55K | 0.00% | +10.0% | Added |
| Tower Research Capital LLC (TRC) | 10,549 | $11.0K | 0.00% | −272−2.5% | Reduced |
| Prospera Financial Services Inc | 11,025 | $11.4K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,140 | $11.5K | 0.00% | −2,639−19.2% | Reduced |
| Creative Planning | 12,287 | $12.7K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,119 | $13.5K | 0.00% | −5,438−29.3% | Reduced |
| 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 |
| Two Sigma Advisers, LP | 15,400 | $15.9K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 15,685 | $16.2K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 17,346 | $17.9K | 0.00% | −22,988−57.0% | Reduced |
| Ground Swell Capital, LLC | 25,325 | $26.3K | 0.04% | −10,537−29.4% | Reduced |
| WealthPLAN Partners, LLC | 25,652 | $26.5K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 26,569 | $27.6K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 27,041 | $27.9K | 0.00% | +864+3.3% | Added |
| Advisor Group Holdings, Inc. | 39,223 | $40.5K | 0.00% | −2,153−5.2% | Reduced |
| Renaissance Technologies LLC | 45,952 | $47.0K | 0.00% | +3,000+7.0% | Added |
| Citadel Advisors LLC | 45,796 | $47.6K | 0.00% | +45,796 | New |
| Redwood Wealth Management Group, LLC | 58,952 | $60.8K | 0.07% | +1,183+2.0% | Added |
| Susquehanna International Group, LLP | 98,317 | $102.3K | 0.00% | −21,567−18.0% | Reduced |
| Geode Capital Management, LLC | 103,770 | $107.9K | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 191,297 | $197.3K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 314,711 | $324.6K | 0.00% | −120,982−27.8% | Reduced |
| 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 |