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, Q1 2024
Institutional positions in Presidio Property Trust, Inc. as of Mar 31, 2024. 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
- 0 vs. Q4 2023
- Shares held
- 1.10M
- −32.7K (−2.9%) vs. Q4 2023
- Total value
- $1.33M
- +$169.4K (+14.6%) vs. Q4 2023
- New holders
- 6
- 7 more added
- Sold out
- 6
- 6 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 210,030 | $256.2K | 0.00% | −47,376−18.4% | Reduced |
| Vanguard Group Inc | 193,830 | $236.5K | 0.00% | +4,365+2.3% | Added |
| Geode Capital Management, LLC | 112,814 | $137.7K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 109,000 | $128.6K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 97,357 | $118.8K | 0.00% | +55,086+130.3% | Added |
| Renaissance Technologies LLC | 65,352 | $80.0K | 0.00% | +5,100+8.5% | Added |
| Northern Trust Corp | 35,819 | $43.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 34,638 | $42.3K | 0.00% | +6,038+21.1% | Added |
| Advisor Group Holdings, Inc. | 25,057 | $30.6K | 0.00% | −1,050−4.0% | Reduced |
| WealthPLAN Partners, LLC | 22,367 | $27.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,433 | $24.9K | 0.00% | +20,433 | New |
| Morgan Stanley | 20,393 | $24.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 15,236 | $18.6K | 0.00% | −10,481−40.8% | Reduced |
| LPL Financial LLC | 14,825 | $18.1K | 0.00% | +14,825 | New |
| Commonwealth Equity Services, LLC | 13,728 | $17.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 13,300 | $16.2K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,500 | $16.0K | 0.00% | +13,500 | New |
| Creative Planning | 12,287 | $15.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 12,118 | $14.8K | 0.00% | −13,600−52.9% | Reduced |
| Prospera Financial Services Inc | 11,025 | $13.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 8,625 | $10.5K | 0.00% | +1,868+27.6% | Added |
| Royal Bank of Canada | 8,253 | $10.0K | 0.00% | −2,330−22.0% | Reduced |
| Aptus Capital Advisors, LLC | 5,788 | $7.06K | 0.00% | +5,788 | New |
| Citadel Advisors LLC | 4,978 | $6.07K | 0.00% | +4,978 | New |
| CWM, LLC | 5,290 | $6.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,074 | $4.81K | 0.00% | +4,074 | New |
| Larson Financial Group LLC | 3,426 | $4.18K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,974 | $2.41K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 160 | $195 | 0.00% | +144+900.0% | Added |
| JPMorgan Chase & Co | 26 | $32 | 0.00% | +7+36.8% | Added |
| Tower Research Capital LLC (TRC) | 11 | $13 | 0.00% | −3,851−99.7% | Reduced |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −40,562−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −18,723−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,129−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −13,119−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |