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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 100 | $0 | 0.00% | +100 | New |
| Bank of America Corp | 16 | $16 | 0.00% | +16 | New |
| JPMorgan Chase & Co | 19 | $20 | 0.00% | +6+46.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,974 | $2.03K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,625 | $2.70K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,426 | $3.53K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,862 | $3.98K | 0.00% | −5,650−59.4% | Reduced |
| CWM, LLC | 5,290 | $5.00K | 0.00% | +166+3.2% | Added |
| UBS Group AG | 6,757 | $6.96K | 0.00% | −99−1.4% | Reduced |
| Royal Bank of Canada | 10,583 | $11.0K | 0.00% | +4,086+62.9% | Added |
| Prospera Financial Services Inc | 11,025 | $11.4K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 12,287 | $12.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 13,300 | $13.7K | 0.00% | −700−5.0% | Reduced |
| Commonwealth Equity Services, LLC | 13,728 | $14.0K | 0.00% | −821−5.6% | Reduced |
| SageView Advisory Group, LLC | 13,119 | $15.1K | 0.00% | +13,119 | New |
| Jane Street Group, LLC | 15,129 | $15.6K | 0.00% | +15,129 | New |
| Two Sigma Securities, LLC | 18,723 | $19.3K | 0.00% | +18,723 | New |
| Morgan Stanley | 20,393 | $21.0K | 0.00% | +10.0% | Added |
| WealthPLAN Partners, LLC | 22,367 | $23.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 26,107 | $26.0K | 0.00% | −16,831−39.2% | Reduced |
| Wells Fargo & Company | 25,717 | $26.5K | 0.00% | +50.0% | Added |
| State Street Corp | 25,718 | $26.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 28,600 | $29.5K | 0.00% | −5,343−15.7% | Reduced |
| Northern Trust Corp | 35,819 | $36.9K | 0.00% | +20,134+128.4% | Added |
| Redwood Wealth Management Group, LLC | 40,562 | $41.8K | 0.05% | −16,354−28.7% | Reduced |
| Susquehanna International Group, LLP | 42,271 | $43.5K | 0.00% | −27,508−39.4% | Reduced |
| Renaissance Technologies LLC | 60,252 | $62.0K | 0.00% | +5,800+10.7% | Added |
| International Assets Investment Management, LLC | 109,000 | $112.3K | 0.01% | −63,850−36.9% | Reduced |
| Geode Capital Management, LLC | 112,814 | $116.2K | 0.00% | +2,847+2.6% | Added |
| Vanguard Group Inc | 189,465 | $195.1K | 0.00% | +543+0.3% | Added |
| Atria Wealth Solutions, Inc. | 257,406 | $265.1K | 0.00% | −5,700−2.2% | Reduced |
| 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 |