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 2023
Institutional positions in Presidio Property Trust, Inc. as of Dec 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
- 31
- +2 vs. Q3 2023
- Shares held
- 3.31M
- +2.10M (+174.2%) vs. Q3 2023
- Total value
- $199.3K
- +$159.4K (+400.0%) vs. Q3 2023
- New holders
- 4
- 2 more added
- Sold out
- 2
- 7 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Armistice Capital, LLC | 2,000,000 | $120.0K | 0.00% | +2,000,000 | New |
| CSS LLC | 551,573 | $33.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 123,908 | $8.12K | 0.00% | +96,839+357.7% | Added |
| Atria Wealth Solutions, Inc. | 113,790 | $6.83K | 0.00% | −9,750−7.9% | Reduced |
| Vanguard Group Inc | 110,319 | $6.62K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 57,637 | $3.46K | 0.00% | +57,637 | New |
| Redwood Wealth Management Group, LLC | 40,562 | $2.43K | 0.00% | −16,354−28.7% | Reduced |
| Wells Fargo & Company | 40,328 | $2.42K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 28,600 | $1.71K | 0.00% | −5,343−15.7% | Reduced |
| Advisor Group Holdings, Inc. | 26,677 | $1.38K | 0.00% | −16,831−38.7% | Reduced |
| WealthPLAN Partners, LLC | 22,367 | $1.34K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 18,399 | $1.21K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,277 | $1.00K | 0.00% | −1,235−9.1% | Reduced |
| Royal Bank of Canada | 12,379 | $1.00K | 0.00% | +4,326+53.7% | Added |
| SageView Advisory Group, LLC | 13,119 | $813 | 0.00% | +13,119 | New |
| Envestnet Asset Management Inc | 13,490 | $809 | 0.00% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 13,110 | $787 | 0.00% | 00.0% | Unchanged |
| Aire Advisors, LLC | 13,065 | $784 | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 12,707 | $762 | 0.00% | +12,707 | New |
| Geode Capital Management, LLC | 11,438 | $749 | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 11,143 | $669 | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 11,025 | $662 | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,218 | $613 | 0.00% | −4,897−32.4% | Reduced |
| International Assets Investment Management, LLC | 10,000 | $600 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 7,962 | $478 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 6,757 | $405 | 0.00% | −583−7.9% | Reduced |
| Sunbelt Securities, Inc. | 3,467 | $208 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,426 | $206 | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 1,536 | $92 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 315 | $19 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,124 | $0 | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −26,834−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,974−100.0% | Sold out |