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 7 institutions that hold shares in the stock, with a total of 188,915 shares, which have been reported (via 13F filing form) to have a value of $952,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lepercq Multi Asset Fund
Hamilton, D0 |
Feb 07, 2025 Q4 2024 |
134,125
shares
|
$675,990
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
29,863
shares
|
$150,509
0.0% of portfolio
|
Q1 2025
Reduced 18.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
13,258
shares
|
$66,820
0.0% of portfolio
|
Q2 2025
Reduced 49.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,339
shares
|
$26,908
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,074
shares
|
$20,532
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,792
shares
|
$9,031
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
464
shares
|
$2,338
0.0% of portfolio
|
Q2 2025
Reduced 90.03%
|