SQFT
Presidio Property Trust, Inc.
$2.58
+0.06 (+2.18%)
At close · Jul 2
Market Cap
$3.70M
Shares
1,437,030
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 11
Total Value: $57,653
Total Shares: 24,835
Institutional Ownership Trend
5 quarters
Holder Concentration
Across 10 13F filersTop Holder
42.7%
of institutional value
Top 5
90.9%
of institutional value
Top 10
100.0%
of institutional value
HHI
2,750
Highly concentrated
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Small Ketron Financial | $24,385 | 42.30% | 10,511 | Shares | Sole | 2026-04-22 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $15,416 | 26.74% | 6,645 | Shares | Defined | 2026-05-15 | ||||
| Mid IFP Advisors, Inc | $6,275 | 10.88% | 2,705 | Shares | Sole | 2026-04-13 | ||||
| Mega WELLS FARGO & COMPANY/MN | $3,512 | 6.09% | 1,514 | Shares | Defined | 2026-05-11 | ||||
| Large OSAIC HOLDINGS, INC. | $2,340 | 4.06% | 1,009 | Shares | Defined | 2026-05-15 | ||||
| Mid AlphaCore Capital LLC | $1,951 | 3.38% | 841 | Shares | Sole | 2026-05-15 | ||||
| Mega MORGAN STANLEY | $1,547 | 2.68% | 667 | Shares | Defined | 2026-05-15 | ||||
| Large CWM, LLC | $1,227 | 2.13% | 529 | Shares | Sole | 2026-05-14 | ||||
| Mid CX Institutional | $533 | 0.92% | 212 | Shares | Sole | 2026-07-02 | ||||
| Mega UBS Group AG | $296 | 0.51% | 128 | Shares | Defined | 2026-05-05 | ||||
| Mid Sound Income Strategies, LLC | $171 | 0.30% | 74 | Shares | Sole | 2026-04-27 | ||||
| No holders match your search. | ||||||||||