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, Q4 2024
Institutional positions in Presidio Property Trust, Inc. as of Dec 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
- 29
- +4 vs. Q3 2024
- Shares held
- 764.3K
- −35.7K (−4.5%) vs. Q3 2024
- Total value
- $611.5K
- +$36.3K (+6.3%) vs. Q3 2024
- New holders
- 7
- 4 more added
- Sold out
- 3
- 7 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lepercq De Neuflize Asset Management LLC | 134,125 | $107.3K | 0.08% | +134,125 | New |
| Geode Capital Management, LLC | 112,814 | $90.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 84,731 | $67.8K | 0.00% | +64,298+314.7% | Added |
| Renaissance Technologies LLC | 65,952 | $52.8K | 0.00% | −2,400−3.5% | Reduced |
| Susquehanna International Group, LLP | 60,513 | $48.4K | 0.00% | +5,673+10.3% | Added |
| IFP Advisors, Inc | 36,775 | $29.4K | 0.00% | +2,058+5.9% | Added |
| Northern Trust Corp | 35,718 | $28.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 25,732 | $20.6K | 0.00% | +11,634+82.5% | Added |
| Morgan Stanley | 20,392 | $16.3K | 0.00% | −10.0% | Reduced |
| AE Wealth Management LLC | 17,000 | $13.6K | 0.00% | +17,000 | New |
| SageView Advisory Group, LLC | 15,667 | $12.5K | 0.00% | +15,667 | New |
| Wells Fargo & Company | 15,155 | $12.1K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 14,914 | $11.9K | 0.00% | −5,248−26.0% | Reduced |
| XTX Topco Ltd | 14,699 | $11.8K | 0.00% | +14,699 | New |
| Janney Montgomery Scott LLC | 13,500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,258 | $10.6K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 12,287 | $9.83K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 12,118 | $9.69K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 12,108 | $9.69K | 0.00% | −614−4.8% | Reduced |
| UBS Group AG | 10,622 | $8.50K | 0.00% | +10,622 | New |
| Citadel Advisors LLC | 9,445 | $7.56K | 0.00% | −19,742−67.6% | Reduced |
| Royal Bank of Canada | 8,211 | $7.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,290 | $4.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,074 | $3.13K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,426 | $2.74K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,287 | $1.83K | 0.00% | −70−3.0% | Reduced |
| Bank of America Corp | 1,808 | $1.45K | 0.00% | −550−23.3% | Reduced |
| Ameriflex Group, Inc. | 1,630 | $1.09K | 0.00% | +1,630 | New |
| Transce3nd, LLC | 50 | $40 | 0.00% | +50 | New |
| Vanguard Group Inc | 0 | $0 | 0.00% | −191,299−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −79,551−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −13,728−100.0% | Sold out |