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, Q3 2023
Institutional positions in Presidio Property Trust, Inc. as of Sep 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
- 30
- +1 vs. Q2 2023
- Shares held
- 1.25M
- −6.74K (−0.5%) vs. Q2 2023
- Total value
- $855.3K
- −$89.1K (−9.4%) vs. Q2 2023
- New holders
- 3
- 6 more added
- Sold out
- 2
- 11 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 13 | $10 | 0.00% | +13 | New |
| PSI Advisors, LLC | 315 | $251 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,974 | $1.57K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,625 | $2.10K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,426 | $2.73K | 0.00% | −1,343−28.2% | Reduced |
| Legacy Financial Group LLC | 4,977 | $3.96K | 0.00% | +4,977 | New |
| CWM, LLC | 5,124 | $4.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,497 | $5.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 6,856 | $5.46K | 0.00% | +6,856 | New |
| Tower Research Capital LLC (TRC) | 9,512 | $7.57K | 0.00% | −916−8.8% | Reduced |
| Prospera Financial Services Inc | 11,025 | $8.78K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 12,287 | $9.78K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 14,000 | $11.1K | 0.00% | −1,100−7.3% | Reduced |
| Commonwealth Equity Services, LLC | 14,549 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 15,685 | $12.5K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 20,392 | $16.2K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 22,367 | $17.8K | 0.00% | −280−1.2% | Reduced |
| Ground Swell Capital, LLC | 24,687 | $19.7K | 0.03% | −4,126−14.3% | Reduced |
| Wells Fargo & Company | 25,712 | $20.5K | 0.00% | +17,410+209.7% | Added |
| State Street Corp | 25,718 | $20.5K | 0.00% | −851−3.2% | Reduced |
| Cetera Investment Advisers | 26,834 | $21.4K | 0.00% | +6,857+34.3% | Added |
| IFP Advisors, Inc | 33,943 | $27.0K | 0.00% | −2,266−6.3% | Reduced |
| Advisor Group Holdings, Inc. | 42,938 | $34.2K | 0.00% | −1,904−4.2% | Reduced |
| Renaissance Technologies LLC | 54,452 | $43.0K | 0.00% | +3,400+6.7% | Added |
| Redwood Wealth Management Group, LLC | 56,916 | $45.3K | 0.05% | −1,444−2.5% | Reduced |
| Susquehanna International Group, LLP | 69,779 | $55.5K | 0.00% | −10,477−13.1% | Reduced |
| Geode Capital Management, LLC | 109,967 | $87.6K | 0.00% | +6,197+6.0% | Added |
| Vanguard Group Inc | 188,922 | $150.4K | 0.00% | −2,975−1.6% | Reduced |
| Atria Wealth Solutions, Inc. | 263,106 | $209.4K | 0.00% | +5,319+2.1% | Added |
| International Assets Investment Management, LLC | 172,850 | – | – | +633+0.4% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,476−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,246−100.0% | Sold out |