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 |
|---|---|---|---|---|---|
| CWM, LLC | 5,124 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 315 | $19 | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 1,536 | $92 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,426 | $206 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,467 | $208 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 6,757 | $405 | 0.00% | −583−7.9% | Reduced |
| Morgan Stanley | 7,962 | $478 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,000 | $600 | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,218 | $613 | 0.00% | −4,897−32.4% | Reduced |
| Prospera Financial Services Inc | 11,025 | $662 | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 11,143 | $669 | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 11,438 | $749 | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 12,707 | $762 | 0.00% | +12,707 | New |
| Aire Advisors, LLC | 13,065 | $784 | 0.00% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 13,110 | $787 | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13,490 | $809 | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 13,119 | $813 | 0.00% | +13,119 | New |
| 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 |
| State Street Corp | 18,399 | $1.21K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 22,367 | $1.34K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 26,677 | $1.38K | 0.00% | −16,831−38.7% | Reduced |
| IFP Advisors, Inc | 28,600 | $1.71K | 0.00% | −5,343−15.7% | Reduced |
| Wells Fargo & Company | 40,328 | $2.42K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 40,562 | $2.43K | 0.00% | −16,354−28.7% | Reduced |
| Kestra Advisory Services, LLC | 57,637 | $3.46K | 0.00% | +57,637 | New |
| Vanguard Group Inc | 110,319 | $6.62K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 113,790 | $6.83K | 0.00% | −9,750−7.9% | Reduced |
| Susquehanna International Group, LLP | 123,908 | $8.12K | 0.00% | +96,839+357.7% | Added |
| CSS LLC | 551,573 | $33.1K | 0.00% | 00.0% | Unchanged |
| Armistice Capital, LLC | 2,000,000 | $120.0K | 0.00% | +2,000,000 | New |
| 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 |