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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ketron Financial | History | Reduced | 10,511 | 24 | 0.01% | 0.01% | 1 | -214 | -2.0% | Q1 2026 | Apr 21, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 6,645 | 15 | 0.0% | — | 2 | +6,645 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 2,705 | 6 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,514 | 3 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q1 2026 | Jul 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 975 | 3 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,009 | 2 | 0.0% | 0.0% | 6 | -249 | -19.79% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | No change | 667 | 1 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 529 | 1 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | No change | 841 | 1 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -387 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -377 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 128 | 0 | — | 0.0% | — | -324 | -71.68% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -171 | -100.0% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -146 | -100.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 74 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |