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 2024
Institutional positions in Presidio Property Trust, Inc. as of Mar 31, 2024. 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
- −4 vs. Q4 2023
- Shares held
- 3.20M
- −108.6K (−3.3%) vs. Q4 2023
- Total value
- $220.7K
- +$21.4K (+10.8%) vs. Q4 2023
- New holders
- 3
- 2 more added
- Sold out
- 7
- 3 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Armistice Capital, LLC | 2,000,000 | $138.0K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 551,573 | $38.1K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 113,790 | $7.85K | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 110,319 | $7.61K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 105,046 | $7.25K | 0.00% | −18,862−15.2% | Reduced |
| Kestra Advisory Services, LLC | 57,637 | $3.98K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 34,638 | $2.39K | 0.00% | +6,038+21.1% | Added |
| Wells Fargo & Company | 29,854 | $2.06K | 0.00% | −10,474−26.0% | Reduced |
| WealthPLAN Partners, LLC | 22,367 | $1.54K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 21,499 | $1.49K | 0.00% | −5,178−19.4% | Reduced |
| State Street Corp | 18,399 | $1.27K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15,100 | $1.04K | 0.00% | +1,610+11.9% | Added |
| Commonwealth Equity Services, LLC | 12,277 | $1.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,379 | $1.00K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,500 | $1.00K | 0.00% | +13,500 | New |
| Aire Advisors, LLC | 13,065 | $901 | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 11,438 | $789 | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,218 | $705 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,000 | $690 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 7,962 | $549 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 6,757 | $466 | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 5,788 | $399 | 0.00% | +5,788 | New |
| CIBC Private Wealth Group, LLC | 4,074 | $282 | 0.00% | +4,074 | New |
| Sunbelt Securities, Inc. | 3,467 | $239 | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 1,536 | $106 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 315 | $22 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,124 | $0 | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −40,562−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −13,119−100.0% | Sold out |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −13,110−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −12,707−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −11,143−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −11,025−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −3,426−100.0% | Sold out |