Presidio Property Trust, Inc. - SQFT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ketron Financial | History | New | 10,725 | 35 | 0.01% | — | 1 | +10,725 | New | Q4 2025 | Feb 24, 2026 |
| IFP Advisors, Inc | History | No change | 2,705 | 9 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,514 | 5 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,258 | 4 | 0.0% | 0.0% | 4 | +812 | 182.06% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 975 | 3 | 0.0% | — | 5 | +975 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 667 | 2 | 0.0% | 0.0% | 6 | -1,435 | -68.27% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | No change | 529 | 2 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AlphaCore Capital LLC | History | No change | 841 | 2 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Reduced | 452 | 1 | 0.0% | 0.0% | 11 | -2,171 | -82.77% | Q4 2025 | Jan 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 377 | 1 | 0.0% | 0.0% | 10 | -559 | -59.72% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 387 | 1 | 0.0% | — | 9 | +387 | New | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,464 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -464 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -342 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITIGROUP INC | History | New | 171 | 0 | — | — | — | +171 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 146 | 0 | — | — | — | -3 | -2.01% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 74 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |