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 |
|---|---|---|---|---|---|
| Transce3nd, LLC | 50 | $40 | 0.00% | +50 | New |
| Ameriflex Group, Inc. | 1,630 | $1.09K | 0.00% | +1,630 | New |
| Bank of America Corp | 1,808 | $1.45K | 0.00% | −550−23.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,287 | $1.83K | 0.00% | −70−3.0% | Reduced |
| Larson Financial Group LLC | 3,426 | $2.74K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,074 | $3.13K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,290 | $4.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,211 | $7.00K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 9,445 | $7.56K | 0.00% | −19,742−67.6% | Reduced |
| UBS Group AG | 10,622 | $8.50K | 0.00% | +10,622 | New |
| LPL Financial LLC | 12,108 | $9.69K | 0.00% | −614−4.8% | Reduced |
| State Street Corp | 12,118 | $9.69K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 12,287 | $9.83K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,258 | $10.6K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,500 | $11.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 14,699 | $11.8K | 0.00% | +14,699 | New |
| WealthPlan Investment Management, LLC | 14,914 | $11.9K | 0.00% | −5,248−26.0% | Reduced |
| Wells Fargo & Company | 15,155 | $12.1K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 15,667 | $12.5K | 0.00% | +15,667 | New |
| AE Wealth Management LLC | 17,000 | $13.6K | 0.00% | +17,000 | New |
| Morgan Stanley | 20,392 | $16.3K | 0.00% | −10.0% | Reduced |
| Two Sigma Securities, LLC | 25,732 | $20.6K | 0.00% | +11,634+82.5% | Added |
| Northern Trust Corp | 35,718 | $28.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 36,775 | $29.4K | 0.00% | +2,058+5.9% | Added |
| Susquehanna International Group, LLP | 60,513 | $48.4K | 0.00% | +5,673+10.3% | Added |
| Renaissance Technologies LLC | 65,952 | $52.8K | 0.00% | −2,400−3.5% | Reduced |
| Kestra Advisory Services, LLC | 84,731 | $67.8K | 0.00% | +64,298+314.7% | Added |
| Geode Capital Management, LLC | 112,814 | $90.3K | 0.00% | 00.0% | Unchanged |
| Lepercq De Neuflize Asset Management LLC | 134,125 | $107.3K | 0.08% | +134,125 | 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 |