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, Q1 2025
Institutional positions in Presidio Property Trust, Inc. as of Mar 31, 2025. 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
- 28
- −1 vs. Q4 2024
- Shares held
- 620.1K
- −144.2K (−18.9%) vs. Q4 2024
- Total value
- $357.0K
- −$254.5K (−41.6%) vs. Q4 2024
- New holders
- 4
- 7 more added
- Sold out
- 5
- 7 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lepercq De Neuflize Asset Management LLC | 134,125 | $77.1K | 0.07% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 96,205 | $55.3K | 0.00% | −16,609−14.7% | Reduced |
| Renaissance Technologies LLC | 66,052 | $38.0K | 0.00% | +100+0.2% | Added |
| Susquehanna International Group, LLP | 53,645 | $30.8K | 0.00% | −6,868−11.3% | Reduced |
| IFP Advisors, Inc | 29,863 | $17.2K | 0.00% | −6,912−18.8% | Reduced |
| Advisor Group Holdings, Inc. | 26,377 | $15.2K | 0.00% | +13,119+99.0% | Added |
| Kestra Advisory Services, LLC | 20,433 | $11.7K | 0.00% | −64,298−75.9% | Reduced |
| Morgan Stanley | 20,393 | $11.7K | 0.00% | +10.0% | Added |
| Signal Advisors Wealth, LLC | 17,000 | $9.78K | 0.00% | +17,000 | New |
| SageView Advisory Group, LLC | 15,667 | $9.01K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 15,155 | $8.71K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 14,914 | $8.58K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 14,833 | $8.53K | 0.00% | +5,388+57.0% | Added |
| LPL Financial LLC | 14,733 | $8.47K | 0.00% | +2,625+21.7% | Added |
| Janney Montgomery Scott LLC | 13,500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 13,468 | $7.74K | 0.00% | +1,181+9.6% | Added |
| State Street Corp | 12,118 | $6.97K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 11,133 | $6.40K | 0.00% | +11,133 | New |
| CWM, LLC | 5,290 | $3.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 4,656 | $3.00K | 0.00% | +4,656 | New |
| CIBC Private Wealth Group, LLC | 4,074 | $2.41K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,885 | $2.00K | 0.00% | −4,326−52.7% | Reduced |
| Larson Financial Group LLC | 3,426 | $1.97K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,299 | $1.32K | 0.00% | +12+0.5% | Added |
| UBS Group AG | 1,956 | $1.13K | 0.00% | −8,666−81.6% | Reduced |
| First Pacific Financial | 1,805 | $1.04K | 0.00% | +1,805 | New |
| Ameriflex Group, Inc. | 1,630 | $937 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,459 | $839 | 0.00% | −349−19.3% | Reduced |
| Northern Trust Corp | 0 | $0 | 0.00% | −35,718−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −25,732−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,699−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |