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 2024
Institutional positions in Presidio Property Trust, Inc. as of Dec 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
- 28
- 0 vs. Q3 2024
- Shares held
- 3.21M
- −1.28K (0.0%) vs. Q3 2024
- Total value
- $109.1K
- −$1.39K (−1.3%) vs. Q3 2024
- New holders
- 3
- 2 more added
- Sold out
- 3
- 4 more reduced
Compare with Q3 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.
| 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 2024
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 12,379 | $0 | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,500 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,124 | $0 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 50 | $2 | 0.00% | +50 | New |
| PSI Advisors, LLC | 315 | $11 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,378 | $47 | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,536 | $54 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,052 | $72 | 0.00% | −3,684−64.2% | Reduced |
| Sunbelt Securities, Inc. | 3,467 | $104 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,074 | $157 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 7,962 | $278 | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 11,438 | $343 | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,218 | $357 | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 11,025 | $384 | 0.00% | 00.0% | Unchanged |
| Aire Advisors, LLC | 13,065 | $456 | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 14,914 | $521 | 0.00% | −5,248−26.0% | Reduced |
| State Street Corp | 18,399 | $552 | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 16,967 | $593 | 0.00% | +16,967 | New |
| Envestnet Asset Management Inc | 19,187 | $670 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 22,234 | $690 | 0.00% | +1,604+7.8% | Added |
| Citadel Advisors LLC | 23,941 | $718 | 0.00% | −3,916−14.1% | Reduced |
| Wells Fargo & Company | 29,854 | $1.04K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 36,775 | $1.28K | 0.00% | +2,058+5.9% | Added |
| Vanguard Group Inc | 110,319 | $3.31K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 95,183 | $3.32K | 0.00% | +95,183 | New |
| Susquehanna International Group, LLP | 168,579 | $5.06K | 0.00% | −44,737−21.0% | Reduced |
| CSS LLC | 551,573 | $19.3K | 0.00% | 00.0% | Unchanged |
| Armistice Capital, LLC | 2,000,000 | $69.8K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −29,580−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −17,700−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −12,277−100.0% | Sold out |