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, Q2 2024
Institutional positions in Presidio Property Trust, Inc. as of Jun 30, 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
- 33
- +2 vs. Q1 2024
- Shares held
- 1.13M
- +35.6K (+3.3%) vs. Q1 2024
- Total value
- $788.5K
- −$543.3K (−40.8%) vs. Q1 2024
- New holders
- 4
- 5 more added
- Sold out
- 2
- 7 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 193,830 | $135.1K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 186,066 | $129.7K | 0.00% | −23,964−11.4% | Reduced |
| Geode Capital Management, LLC | 112,814 | $78.7K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 109,000 | $76.0K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 67,752 | $47.2K | 0.00% | +2,400+3.7% | Added |
| Kestra Advisory Services, LLC | 61,402 | $42.8K | 0.00% | +40,969+200.5% | Added |
| Redwood Wealth Management Group, LLC | 38,349 | $26.7K | 0.02% | +38,349 | New |
| Susquehanna International Group, LLP | 37,515 | $26.2K | 0.00% | −59,842−61.5% | Reduced |
| Northern Trust Corp | 35,718 | $24.9K | 0.00% | −101−0.3% | Reduced |
| Citadel Advisors LLC | 33,564 | $23.4K | 0.00% | +28,586+574.2% | Added |
| IFP Advisors, Inc | 33,118 | $23.1K | 0.00% | −1,520−4.4% | Reduced |
| Advisor Group Holdings, Inc. | 24,378 | $17.0K | 0.00% | −679−2.7% | Reduced |
| WealthPLAN Partners, LLC | 22,367 | $15.6K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 20,393 | $14.2K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,407 | $10.7K | 0.00% | +15,407 | New |
| Wells Fargo & Company | 15,155 | $10.6K | 0.00% | −81−0.5% | Reduced |
| LPL Financial LLC | 14,825 | $10.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,728 | $10.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 12,287 | $8.56K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 12,118 | $8.45K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 11,025 | $7.68K | 0.00% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 10,748 | $7.00K | 0.00% | +10,748 | New |
| Royal Bank of Canada | 8,253 | $6.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 6,757 | $4.71K | 0.00% | −1,868−21.7% | Reduced |
| CWM, LLC | 5,290 | $4.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,074 | $2.55K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,426 | $2.39K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,625 | $1.84K | 0.00% | +2,625 | New |
| Tower Research Capital LLC (TRC) | 2,391 | $1.67K | 0.00% | +2,380+21,636.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,974 | $1.38K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,476 | $1.03K | 0.00% | +1,316+822.5% | Added |
| JPMorgan Chase & Co | 26 | $18 | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −5,788−100.0% | Sold out |