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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 315 | $285 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,974 | $1.78K | 0.00% | +1,974 | New |
| Geneos Wealth Management Inc. | 2,625 | $2.36K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,769 | $4.30K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,124 | $5.00K | 0.00% | +5,124 | New |
| Royal Bank of Canada | 6,497 | $6.00K | 0.00% | +282+4.5% | Added |
| Wells Fargo & Company | 8,302 | $7.50K | 0.00% | +9+0.1% | Added |
| Tower Research Capital LLC (TRC) | 10,428 | $9.42K | 0.00% | −121−1.1% | Reduced |
| Prospera Financial Services Inc | 11,025 | $9.95K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 12,287 | $11.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,549 | $13.0K | 0.00% | +354+2.5% | Added |
| Two Sigma Advisers, LP | 15,100 | $13.6K | 0.00% | −300−1.9% | Reduced |
| Two Sigma Securities, LLC | 15,246 | $13.8K | 0.00% | +15,246 | New |
| Jane Street Group, LLC | 15,476 | $14.0K | 0.00% | +15,476 | New |
| Northern Trust Corp | 15,685 | $14.2K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 19,977 | $18.0K | 0.00% | +6,858+52.3% | Added |
| Morgan Stanley | 20,392 | $18.4K | 0.00% | +12,430+156.1% | Added |
| WealthPLAN Partners, LLC | 22,647 | $20.4K | 0.00% | −3,005−11.7% | Reduced |
| State Street Corp | 26,569 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 28,813 | $26.0K | 0.06% | +3,488+13.8% | Added |
| Advisor Group Holdings, Inc. | 44,842 | $40.5K | 0.00% | +5,619+14.3% | Added |
| Renaissance Technologies LLC | 51,052 | $46.0K | 0.00% | +5,100+11.1% | Added |
| Redwood Wealth Management Group, LLC | 58,360 | $52.7K | 0.06% | −592−1.0% | Reduced |
| Susquehanna International Group, LLP | 80,256 | $72.4K | 0.00% | −18,061−18.4% | Reduced |
| Geode Capital Management, LLC | 103,770 | $93.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 191,897 | $173.2K | 0.00% | +600+0.3% | Added |
| Atria Wealth Solutions, Inc. | 257,787 | $232.7K | 0.00% | −56,924−18.1% | Reduced |
| 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 |