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 28 institutions that hold shares in the stock, with a total of 723,223 shares, which have been reported (via 13F filing form) to have a value of $5.46 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lepercq De Neuflize Asset Management LLC
New York, NY |
May 13, 2025 Q1 2025 |
134,125
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lepercq Multi Asset Fund
Hamilton, D0 |
Feb 07, 2025 Q4 2024 |
134,125
shares
|
$1.01 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
96,205
shares
|
$726,347
0.0% of portfolio
|
Q1 2025
Reduced 14.72%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
66,052
shares
|
$498,692
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
53,645
shares
|
$405,019
0.0% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
29,863
shares
|
$225,465
0.0% of portfolio
|
Q1 2025
Reduced 18.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
26,377
shares
|
$199,146
0.0% of portfolio
|
Q4 2024
Reduced 49.74%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
20,433
shares
|
$154,269
0.0% of portfolio
|
Q1 2025
Reduced 75.88%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
20,393
shares
|
$153,967
0.0% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
15,667
shares
|
$118,285
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
15,155
shares
|
$114,420
0.0% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
14,914
shares
|
$112,600
0.0% of portfolio
|
Q4 2024
Reduced 26.03%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
14,833
shares
|
$111,989
0.0% of portfolio
|
Q1 2025
Added 57.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
14,733
shares
|
$111,234
0.0% of portfolio
|
Q1 2025
Added 21.68%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,468
shares
|
$101,683
0.0% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
12,118
shares
|
$91,490
0.0% of portfolio
|
Q1 2024
Reduced 52.88%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
11,133
shares
|
$84,054
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,339
shares
|
$40,309
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
5,290
shares
|
$39,939
0.0% of portfolio
|
Q4 2023
Added 3.24%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,074
shares
|
$30,758
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,885
shares
|
$29,331
0.0% of portfolio
|
Q1 2025
Reduced 52.69%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,426
shares
|
$25,866
0.0% of portfolio
|
Q3 2023
Reduced 28.16%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,299
shares
|
$17,357
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,956
shares
|
$14,767
0.0% of portfolio
|
Q1 2025
Reduced 81.59%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,792
shares
|
$13,529
0.0% of portfolio
|
Q2 2021
New holding
|