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 2023
Institutional positions in Presidio Property Trust, Inc. as of Sep 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
- 0 vs. Q2 2023
- Shares held
- 1.21M
- −10.4K (−0.9%) vs. Q2 2023
- Total value
- $39.9K
- −$12.8K (−24.3%) vs. Q2 2023
- New holders
- 2
- 4 more added
- Sold out
- 2
- 5 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CSS LLC | 551,573 | $18.8K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 123,540 | $4.20K | 0.00% | −2,506−2.0% | Reduced |
| Vanguard Group Inc | 110,319 | $3.75K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 56,916 | $1.94K | 0.00% | −1,445−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 43,508 | $1.47K | 0.00% | +3,435+8.6% | Added |
| Wells Fargo & Company | 40,328 | $1.37K | 0.00% | +17,414+76.0% | Added |
| IFP Advisors, Inc | 33,943 | $1.15K | 0.00% | −2,266−6.3% | Reduced |
| Susquehanna International Group, LLP | 27,069 | $920 | 0.00% | +10,582+64.2% | Added |
| Cetera Investment Advisers | 26,834 | $912 | 0.00% | +6,857+34.3% | Added |
| WealthPLAN Partners, LLC | 22,367 | $760 | 0.00% | −280−1.2% | Reduced |
| Sigma Planning Corp | 15,115 | $514 | 0.00% | 00.0% | Unchanged |
| State Street Corp | 18,399 | $469 | 0.00% | – | – |
| Envestnet Asset Management Inc | 13,490 | $459 | 0.00% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 13,110 | $446 | 0.00% | 00.0% | Unchanged |
| Aire Advisors, LLC | 13,065 | $444 | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 11,143 | $379 | 0.00% | +11,143 | New |
| Prospera Financial Services Inc | 11,025 | $374 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,000 | $368 | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 11,438 | $291 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 7,962 | $271 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,340 | $250 | 0.00% | +7,340 | New |
| Sunbelt Securities, Inc. | 3,467 | $118 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,426 | $116 | 0.00% | −1,343−28.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,974 | $67 | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 1,536 | $52 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 315 | $11 | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,512 | $0 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,053 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,124 | $0 | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −61,545−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −16,215−100.0% | Sold out |