Institutional Ownership Presidio Property Trust, Inc. (SQFT)
This table provides information about the institutional ownership of Presidio Property Trust, Inc. (SQFT). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 805,580 shares, which have been reported (via 13F filing form) to have a value of $515,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
191,299
shares
|
$126,257
0.0% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
112,814
shares
|
$74,457
0.0% of portfolio
|
Q4 2023
Added 2.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
79,551
shares
|
$52,503
0.0% of portfolio
|
Q3 2024
Reduced 57.25%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
68,352
shares
|
$45,112
0.0% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
54,840
shares
|
$36,194
0.0% of portfolio
|
Q3 2024
Added 46.18%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
35,718
shares
|
$23,573
0.0% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
33,118
shares
|
$21,857
0.0% of portfolio
|
Q2 2024
Reduced 4.39%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
29,187
shares
|
$19,263
0.0% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
20,433
shares
|
$13,485
0.0% of portfolio
|
Q3 2024
Reduced 66.72%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
20,393
shares
|
$13,459
0.0% of portfolio
|
Q4 2023
Added 0.0%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
20,162
shares
|
$13,306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
15,155
shares
|
$10,002
0.0% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,098
shares
|
$9,304
0.0% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
13,728
shares
|
$9,060
0.0% of portfolio
|
Q4 2023
Reduced 5.64%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
13,500
shares
|
$8,910
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
13,258
shares
|
$8,750
0.0% of portfolio
|
Q3 2024
Reduced 45.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
12,722
shares
|
$8,396
0.0% of portfolio
|
Q3 2024
Reduced 14.19%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
12,287
shares
|
$8,109
0.0% of portfolio
|
Q2 2021
Added 16.4%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,118
shares
|
$7,997
0.0% of portfolio
|
Q1 2024
Reduced 52.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
8,211
shares
|
$5,419
0.0% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,339
shares
|
$3,523
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,290
shares
|
$3,491
0.0% of portfolio
|
Q4 2023
Added 3.24%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
4,074
shares
|
$2,688
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
3,426
shares
|
$2,261
0.0% of portfolio
|
Q3 2023
Reduced 28.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,358
shares
|
$1,556
0.0% of portfolio
|
Q3 2024
Added 59.76%
|