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, Q2 2023
Institutional positions in Presidio Property Trust, Inc. as of Jun 30, 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
- 29
- −4 vs. Q1 2023
- Shares held
- 1.25M
- −120.1K (−8.7%) vs. Q1 2023
- Total value
- $944.3K
- −$270.5K (−22.3%) vs. Q1 2023
- New holders
- 4
- 10 more added
- Sold out
- 8
- 6 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 257,787 | $232.7K | 0.00% | −56,924−18.1% | Reduced |
| Vanguard Group Inc | 191,897 | $173.2K | 0.00% | +600+0.3% | Added |
| Geode Capital Management, LLC | 103,770 | $93.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 80,256 | $72.4K | 0.00% | −18,061−18.4% | Reduced |
| Redwood Wealth Management Group, LLC | 58,360 | $52.7K | 0.06% | −592−1.0% | Reduced |
| Renaissance Technologies LLC | 51,052 | $46.0K | 0.00% | +5,100+11.1% | Added |
| Advisor Group Holdings, Inc. | 44,842 | $40.5K | 0.00% | +5,619+14.3% | Added |
| Ground Swell Capital, LLC | 28,813 | $26.0K | 0.06% | +3,488+13.8% | Added |
| State Street Corp | 26,569 | $24.0K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 22,647 | $20.4K | 0.00% | −3,005−11.7% | Reduced |
| Morgan Stanley | 20,392 | $18.4K | 0.00% | +12,430+156.1% | Added |
| Cetera Investment Advisers | 19,977 | $18.0K | 0.00% | +6,858+52.3% | Added |
| Northern Trust Corp | 15,685 | $14.2K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,476 | $14.0K | 0.00% | +15,476 | New |
| Two Sigma Securities, LLC | 15,246 | $13.8K | 0.00% | +15,246 | New |
| Two Sigma Advisers, LP | 15,100 | $13.6K | 0.00% | −300−1.9% | Reduced |
| Commonwealth Equity Services, LLC | 14,549 | $13.0K | 0.00% | +354+2.5% | Added |
| Creative Planning | 12,287 | $11.1K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 11,025 | $9.95K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,428 | $9.42K | 0.00% | −121−1.1% | Reduced |
| Wells Fargo & Company | 8,302 | $7.50K | 0.00% | +9+0.1% | Added |
| Royal Bank of Canada | 6,497 | $6.00K | 0.00% | +282+4.5% | Added |
| CWM, LLC | 5,124 | $5.00K | 0.00% | +5,124 | New |
| Larson Financial Group LLC | 4,769 | $4.30K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,625 | $2.36K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,974 | $1.78K | 0.00% | +1,974 | New |
| PSI Advisors, LLC | 315 | $285 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 36,209 | – | – | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 172,217 | – | – | +10,107+6.2% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −45,796−100.0% | Sold out |
| BlackRock Inc. | 0 | $0 | 0.00% | −27,041−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −17,346−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,993−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −11,140−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −4,082−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −3,467−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −1,947−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |