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, Q4 2023
Institutional positions in Presidio Property Trust, Inc. as of Dec 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
- 31
- +1 vs. Q3 2023
- Shares held
- 1.13M
- −119.0K (−9.5%) vs. Q3 2023
- Total value
- $1.16M
- +$307.1K (+35.9%) vs. Q3 2023
- New holders
- 5
- 9 more added
- Sold out
- 4
- 10 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 257,406 | $265.1K | 0.00% | −5,700−2.2% | Reduced |
| Vanguard Group Inc | 189,465 | $195.1K | 0.00% | +543+0.3% | Added |
| Geode Capital Management, LLC | 112,814 | $116.2K | 0.00% | +2,847+2.6% | Added |
| International Assets Investment Management, LLC | 109,000 | $112.3K | 0.01% | −63,850−36.9% | Reduced |
| Renaissance Technologies LLC | 60,252 | $62.0K | 0.00% | +5,800+10.7% | Added |
| Susquehanna International Group, LLP | 42,271 | $43.5K | 0.00% | −27,508−39.4% | Reduced |
| Redwood Wealth Management Group, LLC | 40,562 | $41.8K | 0.05% | −16,354−28.7% | Reduced |
| Northern Trust Corp | 35,819 | $36.9K | 0.00% | +20,134+128.4% | Added |
| IFP Advisors, Inc | 28,600 | $29.5K | 0.00% | −5,343−15.7% | Reduced |
| State Street Corp | 25,718 | $26.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 25,717 | $26.5K | 0.00% | +50.0% | Added |
| Advisor Group Holdings, Inc. | 26,107 | $26.0K | 0.00% | −16,831−39.2% | Reduced |
| WealthPLAN Partners, LLC | 22,367 | $23.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 20,393 | $21.0K | 0.00% | +10.0% | Added |
| Two Sigma Securities, LLC | 18,723 | $19.3K | 0.00% | +18,723 | New |
| Jane Street Group, LLC | 15,129 | $15.6K | 0.00% | +15,129 | New |
| SageView Advisory Group, LLC | 13,119 | $15.1K | 0.00% | +13,119 | New |
| Commonwealth Equity Services, LLC | 13,728 | $14.0K | 0.00% | −821−5.6% | Reduced |
| Two Sigma Advisers, LP | 13,300 | $13.7K | 0.00% | −700−5.0% | Reduced |
| Creative Planning | 12,287 | $12.7K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 11,025 | $11.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 10,583 | $11.0K | 0.00% | +4,086+62.9% | Added |
| UBS Group AG | 6,757 | $6.96K | 0.00% | −99−1.4% | Reduced |
| CWM, LLC | 5,290 | $5.00K | 0.00% | +166+3.2% | Added |
| Tower Research Capital LLC (TRC) | 3,862 | $3.98K | 0.00% | −5,650−59.4% | Reduced |
| Larson Financial Group LLC | 3,426 | $3.53K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,625 | $2.70K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,974 | $2.03K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 19 | $20 | 0.00% | +6+46.2% | Added |
| Bank of America Corp | 16 | $16 | 0.00% | +16 | New |
| Simplex Trading, LLC | 100 | $0 | 0.00% | +100 | New |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −26,834−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −24,687−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −4,977−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |