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 2025
Institutional positions in Presidio Property Trust, Inc. as of Mar 31, 2025. 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
- 30
- +2 vs. Q4 2024
- Shares held
- 3.25M
- +44.3K (+1.4%) vs. Q4 2024
- Total value
- $110.8K
- +$1.76K (+1.6%) vs. Q4 2024
- New holders
- 3
- 5 more added
- Sold out
- 1
- 4 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Presidio Property Trust, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 8,053 | $0 | 0.00% | −4,326−34.9% | Reduced |
| Janney Montgomery Scott LLC | 13,500 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,124 | $0 | 0.00% | 00.0% | Unchanged |
| 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 | $53 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 1,805 | $62 | 0.00% | +1,805 | New |
| UBS Group AG | 2,726 | $93 | 0.00% | +674+32.8% | Added |
| CIBC Private Wealth Group, LLC | 4,074 | $151 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 7,962 | $273 | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,218 | $350 | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 11,025 | $378 | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 11,438 | $392 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 11,634 | $399 | 0.00% | +8,167+235.6% | Added |
| Aire Advisors, LLC | 13,065 | $448 | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 13,113 | $450 | 0.00% | +13,113 | New |
| WealthPlan Investment Management, LLC | 14,914 | $512 | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15,100 | $518 | 0.00% | −4,087−21.3% | Reduced |
| SageView Advisory Group, LLC | 16,967 | $582 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 16,254 | $606 | 0.00% | +16,254 | New |
| State Street Corp | 18,399 | $631 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 24,041 | $825 | 0.00% | +100+0.4% | Added |
| IFP Advisors, Inc | 29,863 | $1.02K | 0.00% | −6,912−18.8% | Reduced |
| Wells Fargo & Company | 29,854 | $1.02K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 40,752 | $1.32K | 0.00% | +18,518+83.3% | Added |
| Kestra Advisory Services, LLC | 92,854 | $3.19K | 0.00% | −2,329−2.4% | Reduced |
| Vanguard Group Inc | 110,319 | $4.08K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 171,903 | $5.90K | 0.00% | +3,324+2.0% | Added |
| CSS LLC | 551,573 | $18.9K | 0.00% | 00.0% | Unchanged |
| Armistice Capital, LLC | 2,000,000 | $68.6K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |