Presidio Property Trust, Inc.
SQFTW- 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; 31 institutions reported holding it in 13F filings for Q2 2026, worth $23.8K in total; no superinvestor holds it.
13F holders, Q3 2022
Institutional positions in Presidio Property Trust, Inc. as of Sep 30, 2022. 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
- 0 vs. Q2 2022
- Shares held
- 1.35M
- −34.2K (−2.5%) vs. Q2 2022
- Total value
- $175.5K
- −$86.5K (−33.0%) vs. Q2 2022
- New holders
- 3
- 4 more added
- Sold out
- 3
- 4 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SQFTW 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 | 31 | $23.8K |
| Q1 2026 | 32 | $33.1K |
| Q4 2025 | 35 | $44.1K |
| Q3 2025 | 34 | $36.4K |
| Q2 2025 | 29 | $46.7K |
| Q1 2025 | 30 | $110.8K |
| Q4 2024 | 28 | $109.1K |
| Q3 2024 | 28 | $110.5K |
| Q2 2024 | 29 | $124.9K |
| Q1 2024 | 27 | $220.7K |
| Q4 2023 | 31 | $199.3K |
| Q3 2023 | 29 | $39.9K |
| Q2 2023 | 29 | $52.7K |
| Q1 2023 | 27 | $48.0K |
| Q4 2022 | 26 | $67.9K |
| Q3 2022 | 25 | $175.5K |
| Q2 2022 | 26 | $262.0K |
| Q1 2022 | 27 | $317.0K |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CSS LLC | 551,573 | $66.0K | 0.00% | −16,553−2.9% | Reduced |
| Atria Wealth Solutions, Inc. | 271,472 | $32.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 76,603 | $24.0K | 0.00% | +8,795+13.0% | Added |
| Vanguard Group Inc | 110,319 | $13.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 92,097 | $11.0K | 0.00% | −43,640−32.2% | Reduced |
| Advisor Group Holdings, Inc. | 33,817 | $4.00K | 0.00% | −6,917−17.0% | Reduced |
| Avantax Advisory Services, Inc. | 24,274 | $3.00K | 0.00% | −952−3.8% | Reduced |
| State Street Corp | – | $3.00K | 0.00% | – | – |
| UBS Group AG | 24,697 | $3.00K | 0.00% | +7,970+47.6% | Added |
| Wells Fargo & Company | 14,837 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 17,452 | $2.00K | 0.00% | +1,638+10.4% | Added |
| Cetera Investment Advisers | 18,557 | $2.00K | 0.00% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 13,110 | $2.00K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 32,982 | $2.00K | 0.00% | +32,982 | New |
| Commonwealth Equity Services, LLC | 15,705 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 11,438 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 12,287 | $1.00K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 7,962 | $1.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,053 | $1.00K | 0.00% | +1,838+29.6% | Added |
| Larson Financial Group LLC | 4,769 | $1.00K | 0.00% | +4,769 | New |
| Meeder Asset Management Inc | 3,902 | $0 | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 1,536 | $0 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,378 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 315 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,947 | $0 | 0.00% | +1,947 | New |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −9,041−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Lake Point Wealth Management | – | – | – | – | Not filed |