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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.

Other share classesSQFTSQFTP

13F holders, Q3 2024

Institutional positions in Presidio Property Trust, Inc. as of Sep 30, 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
28
0 vs. Q2 2024
Shares held
3.21M
−11.7K (−0.4%) vs. Q2 2024
Total value
$110.5K
−$14.4K (−11.5%) vs. Q2 2024
New holders
5
2 more added
Sold out
5
3 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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.

Institutional holdersQ3 2024: 28 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 27 institutionsQ2 2022: 26 institutionsQ3 2022: 25 institutionsQ4 2022: 26 institutionsQ1 2023: 27 institutionsQ2 2023: 29 institutionsQ3 2023: 29 institutionsQ4 2023: 31 institutionsQ1 2024: 27 institutionsQ2 2024: 29 institutionsQ3 2024: 28 institutionsQ4 2024: 28 institutionsQ1 2025: 30 institutionsQ2 2025: 29 institutionsQ3 2025: 34 institutionsQ4 2025: 35 institutionsQ1 2026: 32 institutionsQ2 2026: 31 institutions
Value heldQ3 2024: $110.5K
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $317.0KQ2 2022: $262.0KQ3 2022: $175.5KQ4 2022: $67.9KQ1 2023: $48.0KQ2 2023: $52.7KQ3 2023: $39.9KQ4 2023: $199.3KQ1 2024: $220.7KQ2 2024: $124.9KQ3 2024: $110.5KQ4 2024: $109.1KQ1 2025: $110.8KQ2 2025: $46.7KQ3 2025: $36.4KQ4 2025: $44.1KQ1 2026: $33.1KQ2 2026: $23.8K
Institutions holding SQFTW and their total value by quarter
QuarterHoldersValue
Q2 202631$23.8K
Q1 202632$33.1K
Q4 202535$44.1K
Q3 202534$36.4K
Q2 202529$46.7K
Q1 202530$110.8K
Q4 202428$109.1K
Q3 202428$110.5K
Q2 202429$124.9K
Q1 202427$220.7K
Q4 202331$199.3K
Q3 202329$39.9K
Q2 202329$52.7K
Q1 202327$48.0K
Q4 202226$67.9K
Q3 202225$175.5K
Q2 202226$262.0K
Q1 202227$317.0K
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q2 2024.

Institutions holding SQFTW in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Armistice Capital, LLC2,000,000$70.0K0.00%00.0%Unchanged
CSS LLC551,573$19.3K0.00%00.0%Unchanged
Susquehanna International Group, LLP213,316$7.47K0.00%+124,075+139.0%Added
Vanguard Group Inc110,319$4.08K0.00%00.0%Unchanged
IFP Advisors, Inc34,717$1.15K0.00%+1,599+4.8%Added
Wells Fargo & Company29,854$1.04K0.00%00.0%Unchanged
Atria Wealth Solutions, Inc.29,580$9760.00%−77,422−72.4%Reduced
Citadel Advisors LLC27,857$9750.00%+27,857New
WealthPlan Investment Management, LLC20,162$6660.00%+20,162New
Advisor Group Holdings, Inc.20,630$6480.00%−3,451−14.3%Reduced
Envestnet Asset Management Inc19,187$6330.00%00.0%Unchanged
State Street Corp18,399$6070.00%00.0%Unchanged
CI Private Wealth, LLC17,700$5840.00%+17,700New
Aire Advisors, LLC13,065$4310.00%00.0%Unchanged
Geode Capital Management, LLC11,438$3770.00%00.0%Unchanged
Prospera Financial Services Inc11,025$3630.00%+11,025New
Sigma Planning Corp10,218$3370.00%00.0%Unchanged
Morgan Stanley7,962$2630.00%00.0%Unchanged
UBS Group AG5,736$1890.00%−1,920−25.1%Reduced
CIBC Private Wealth Group, LLC4,074$1490.00%00.0%Unchanged
Sunbelt Securities, Inc.3,467$1140.00%00.0%Unchanged
BlackRock, Inc.1,536$510.00%+1,536New
Bank of America Corp1,378$450.00%00.0%Unchanged
PSI Advisors, LLC315$110.00%00.0%Unchanged
Janney Montgomery Scott LLC13,500$00.00%00.0%Unchanged
Commonwealth Equity Services, LLC12,277$00.00%00.0%Unchanged
Royal Bank of Canada12,379$00.00%00.0%Unchanged
CWM, LLC5,124$00.00%00.0%Unchanged
Kestra Advisory Services, LLC0$00.00%−51,994−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−38,350−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−22,367−100.0%Sold out
LPL Financial LLC0$00.00%−10,109−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−10,000−100.0%Sold out
BlackRock Inc.––––Not filed