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, Q3 2024
Institutional positions in Presidio Property Trust, Inc. as of Sep 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
- 25
- −8 vs. Q2 2024
- Shares held
- 800.0K
- −331.3K (−29.3%) vs. Q2 2024
- Total value
- $575.2K
- −$213.3K (−27.0%) vs. Q2 2024
- New holders
- 1
- 4 more added
- Sold out
- 9
- 9 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 191,299 | $137.4K | 0.00% | −2,531−1.3% | Reduced |
| Geode Capital Management, LLC | 112,814 | $81.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 79,551 | $57.1K | 0.00% | −106,515−57.2% | Reduced |
| Renaissance Technologies LLC | 68,352 | $49.1K | 0.00% | +600+0.9% | Added |
| Susquehanna International Group, LLP | 54,840 | $39.4K | 0.00% | +17,325+46.2% | Added |
| Northern Trust Corp | 35,718 | $25.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 34,717 | $24.9K | 0.00% | +1,599+4.8% | Added |
| Citadel Advisors LLC | 29,187 | $21.0K | 0.00% | −4,377−13.0% | Reduced |
| Kestra Advisory Services, LLC | 20,433 | $14.7K | 0.00% | −40,969−66.7% | Reduced |
| Morgan Stanley | 20,393 | $14.6K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 20,162 | $14.5K | 0.00% | +20,162 | New |
| Wells Fargo & Company | 15,155 | $10.9K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 14,098 | $10.1K | 0.00% | −1,309−8.5% | Reduced |
| Commonwealth Equity Services, LLC | 13,728 | $10.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,258 | $9.53K | 0.00% | −11,120−45.6% | Reduced |
| LPL Financial LLC | 12,722 | $9.13K | 0.00% | −2,103−14.2% | Reduced |
| Creative Planning | 12,287 | $8.82K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 12,118 | $8.70K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,211 | $6.00K | 0.00% | −42−0.5% | Reduced |
| CWM, LLC | 5,290 | $4.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,074 | $2.92K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,426 | $2.46K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,358 | $1.69K | 0.00% | +882+59.8% | Added |
| Tower Research Capital LLC (TRC) | 2,357 | $1.69K | 0.00% | −34−1.4% | Reduced |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −109,000−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −38,349−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −22,367−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −11,025−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −10,748−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −6,757−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,974−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −26−100.0% | Sold out |