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, Q4 2022
Institutional positions in Presidio Property Trust, Inc. as of Dec 31, 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
- 26
- +1 vs. Q3 2022
- Shares held
- 1.31M
- −43.1K (−3.2%) vs. Q3 2022
- Total value
- $67.9K
- −$107.6K (−61.3%) vs. Q3 2022
- New holders
- 5
- 1 more added
- Sold out
- 4
- 7 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CSS LLC | 551,573 | $30.3K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 260,797 | $14.3K | 0.00% | −10,675−3.9% | Reduced |
| Vanguard Group Inc | 110,319 | $6.07K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 57,769 | $3.18K | 0.00% | +57,769 | New |
| WealthPlan Investment Management, LLC | 32,982 | $2.76K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 32,982 | $2.15K | 0.00% | +32,982 | New |
| Wells Fargo & Company | 22,914 | $1.26K | 0.00% | +8,077+54.4% | Added |
| State Street Corp | – | $1.17K | 0.00% | – | – |
| Cetera Investment Advisers | 18,557 | $1.02K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 32,714 | $1.00K | 0.00% | −1,103−3.3% | Reduced |
| Avantax Advisory Services, Inc. | 17,593 | $968 | 0.00% | −6,681−27.5% | Reduced |
| Sigma Planning Corp | 16,420 | $903 | 0.00% | −1,032−5.9% | Reduced |
| International Assets Investment Management, LLC | 14,400 | $792 | 0.00% | +14,400 | New |
| Round Rock Advisors, LLC | 13,110 | $721 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 7,962 | $438 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,769 | $262 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,550 | $213 | 0.00% | −21,147−85.6% | Reduced |
| Bellwether Advisors, LLC | 1,947 | $107 | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 1,536 | $84 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,198 | $66 | 0.00% | +1,198 | New |
| Money Concepts Capital Corp | 1,000 | $55 | 0.00% | +1,000 | New |
| PSI Advisors, LLC | 315 | $17 | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,512 | $0 | 0.00% | −2,193−14.0% | Reduced |
| Royal Bank of Canada | 8,053 | $0 | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 11,438 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 70,565 | – | – | −6,038−7.9% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −92,097−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −12,287−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −3,902−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,378−100.0% | Sold out |