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.
Q3 2024 vs. Q2 2024
How the institutions holding Presidio Property Trust, Inc. changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 33 | 25 | −8 |
| Shares | 1.13M | 800.0K | −331.3K (−29.3%) |
| Value | $788.5K | $575.2K | −$213.3K (−27.0%) |
New holders (1)
Institutions that held Presidio Property Trust, Inc. at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| WealthPlan Investment Management, LLC | 20,162 | $14.5K | 0.00% |
Sold out (9)
Institutions that held Presidio Property Trust, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| International Assets Investment Management, LLC | 109,000 | $76.0K |
| Redwood Wealth Management Group, LLC | 38,349 | $26.7K |
| WealthPLAN Partners, LLC | 22,367 | $15.6K |
| Prospera Financial Services Inc | 11,025 | $7.68K |
| M Holdings Securities, Inc. | 10,748 | $7.00K |
| UBS Group AG | 6,757 | $4.71K |
| Geneos Wealth Management Inc. | 2,625 | $1.84K |
| Northwestern Mutual Wealth Management Co | 1,974 | $1.38K |
| JPMorgan Chase & Co | 26 | $18 |