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, Q1 2023
Institutional positions in Presidio Property Trust, Inc. as of Mar 31, 2023. 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
- 27
- +1 vs. Q4 2022
- Shares held
- 1.19M
- −119.1K (−9.1%) vs. Q4 2022
- Total value
- $48.0K
- −$19.9K (−29.3%) vs. Q4 2022
- New holders
- 4
- 2 more added
- Sold out
- 3
- 6 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 13,512 | $0 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,053 | $0 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 100 | $4 | 0.00% | +100 | New |
| PSI Advisors, LLC | 315 | $13 | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 1,536 | $64 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,947 | $80 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,467 | $183 | 0.00% | +3,467 | New |
| Larson Financial Group LLC | 4,769 | $198 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 7,962 | $330 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,000 | $415 | 0.00% | −4,400−30.6% | Reduced |
| Prospera Financial Services Inc | 11,025 | $457 | 0.00% | +11,025 | New |
| Geode Capital Management, LLC | 11,438 | $499 | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,119 | $544 | 0.00% | −5,438−29.3% | Reduced |
| Round Rock Advisors, LLC | 13,110 | $544 | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 15,115 | $627 | 0.00% | −1,305−7.9% | Reduced |
| Avantax Advisory Services, Inc. | 17,593 | $730 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 18,986 | $797 | 0.00% | +15,436+434.8% | Added |
| State Street Corp | – | $931 | 0.00% | – | – |
| Wells Fargo & Company | 22,914 | $951 | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 23,175 | $1.01K | 0.00% | +23,175 | New |
| Advisor Group Holdings, Inc. | 30,561 | $1.27K | 0.00% | −2,153−6.6% | Reduced |
| WealthPLAN Partners, LLC | 32,982 | $1.37K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 58,952 | $2.45K | 0.00% | +1,183+2.0% | Added |
| Vanguard Group Inc | 110,319 | $4.58K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 170,166 | $7.06K | 0.00% | −90,631−34.8% | Reduced |
| CSS LLC | 551,573 | $22.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 36,209 | – | – | −34,356−48.7% | Reduced |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −32,982−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −1,198−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |