Presidio Property Trust, Inc. - SQFT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | History | New | 23,631 | 59 | 0.0% | — | 1 | +23,631 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 13,268 | 32 | 0.0% | — | 2 | +13,268 | New | Q2 2026 | Sep 02, 2026 |
| Ketron Financial | History | No change | 10,511 | 26 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 6,645 | 16 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,318 | 5 | 0.0% | 0.0% | 5 | -387 | -14.31% | Q2 2026 | Jul 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,300 | 3 | 0.0% | 0.0% | 6 | -214 | -14.13% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 1,134 | 2 | 0.0% | — | 8 | +1,134 | New | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,009 | 2 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 596 | 1 | 0.0% | — | 12 | +596 | New | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 387 | 1 | 0.0% | — | 11 | +387 | New | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | New | 212 | 1 | 0.0% | — | 13 | +212 | New | Q2 2026 | Jul 01, 2026 |
| MORGAN STANLEY | History | No change | 667 | 1 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 529 | 1 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -841 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 142 | 0 | — | — | — | +142 | New | Q2 2026 | Jul 17, 2026 |
| UBS Group AG | History | Added to | 224 | 0 | — | — | — | +96 | 75.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -74 | -100.0% | Q2 2026 | Jul 20, 2026 |
| BARCLAYS PLC | History | New | 18 | 0 | — | — | — | +18 | New | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 04, 2026 |