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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 11 | $13 | 0.00% | −3,851−99.7% | Reduced |
| JPMorgan Chase & Co | 26 | $32 | 0.00% | +7+36.8% | Added |
| Bank of America Corp | 160 | $195 | 0.00% | +144+900.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,974 | $2.41K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,426 | $4.18K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,074 | $4.81K | 0.00% | +4,074 | New |
| CWM, LLC | 5,290 | $6.00K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 4,978 | $6.07K | 0.00% | +4,978 | New |
| Aptus Capital Advisors, LLC | 5,788 | $7.06K | 0.00% | +5,788 | New |
| Royal Bank of Canada | 8,253 | $10.0K | 0.00% | −2,330−22.0% | Reduced |
| UBS Group AG | 8,625 | $10.5K | 0.00% | +1,868+27.6% | Added |
| Prospera Financial Services Inc | 11,025 | $13.4K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 12,118 | $14.8K | 0.00% | −13,600−52.9% | Reduced |
| Creative Planning | 12,287 | $15.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,500 | $16.0K | 0.00% | +13,500 | New |
| Two Sigma Advisers, LP | 13,300 | $16.2K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,728 | $17.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 14,825 | $18.1K | 0.00% | +14,825 | New |
| Wells Fargo & Company | 15,236 | $18.6K | 0.00% | −10,481−40.8% | Reduced |
| Morgan Stanley | 20,393 | $24.9K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,433 | $24.9K | 0.00% | +20,433 | New |
| WealthPLAN Partners, LLC | 22,367 | $27.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 25,057 | $30.6K | 0.00% | −1,050−4.0% | Reduced |
| IFP Advisors, Inc | 34,638 | $42.3K | 0.00% | +6,038+21.1% | Added |
| Northern Trust Corp | 35,819 | $43.7K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 65,352 | $80.0K | 0.00% | +5,100+8.5% | Added |
| Susquehanna International Group, LLP | 97,357 | $118.8K | 0.00% | +55,086+130.3% | Added |
| International Assets Investment Management, LLC | 109,000 | $128.6K | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 112,814 | $137.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 193,830 | $236.5K | 0.00% | +4,365+2.3% | Added |
| Atria Wealth Solutions, Inc. | 210,030 | $256.2K | 0.00% | −47,376−18.4% | 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 |