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, Q2 2023
Institutional positions in Presidio Property Trust, Inc. as of Jun 30, 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
- 29
- +2 vs. Q1 2023
- Shares held
- 1.22M
- +27.4K (+2.3%) vs. Q1 2023
- Total value
- $52.7K
- +$4.67K (+9.7%) vs. Q1 2023
- New holders
- 5
- 2 more added
- Sold out
- 3
- 5 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 8,053 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,124 | $0 | 0.00% | +5,124 | New |
| PSI Advisors, LLC | 315 | $14 | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 1,536 | $67 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,974 | $86 | 0.00% | +1,974 | New |
| Sunbelt Securities, Inc. | 3,467 | $152 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,769 | $209 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 7,962 | $349 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,000 | $438 | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 11,025 | $482 | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 11,438 | $546 | 0.00% | 00.0% | Unchanged |
| Aire Advisors, LLC | 13,065 | $573 | 0.00% | +13,065 | New |
| Round Rock Advisors, LLC | 13,110 | $575 | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13,490 | $591 | 0.00% | +13,490 | New |
| Sigma Planning Corp | 15,115 | $663 | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 16,215 | $711 | 0.00% | −1,378−7.8% | Reduced |
| Susquehanna International Group, LLP | 16,487 | $788 | 0.00% | −6,688−28.9% | Reduced |
| Cetera Investment Advisers | 19,977 | $875 | 0.00% | +6,858+52.3% | Added |
| WealthPLAN Partners, LLC | 22,647 | $992 | 0.00% | −10,335−31.3% | Reduced |
| Commonwealth Equity Services, LLC | 13,512 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 22,914 | $1.01K | 0.00% | 00.0% | Unchanged |
| State Street Corp | – | $1.02K | 0.00% | – | – |
| Advisor Group Holdings, Inc. | 40,073 | $1.69K | 0.00% | +9,512+31.1% | Added |
| Redwood Wealth Management Group, LLC | 58,361 | $2.56K | 0.00% | −591−1.0% | Reduced |
| Kestra Advisory Services, LLC | 61,545 | $2.70K | 0.00% | +61,545 | New |
| Vanguard Group Inc | 110,319 | $4.84K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 126,046 | $5.53K | 0.00% | −44,120−25.9% | Reduced |
| CSS LLC | 551,573 | $24.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 36,209 | – | – | 00.0% | Unchanged |
| UBS Group AG | 0 | $0 | 0.00% | −18,986−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −1,947−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −100−100.0% | Sold out |