SQFT · Presidio Property Trust, Inc. · Shareholders & Ownership
Every disclosed holder of SQFT in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns SQFT
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 1,816,732 | 126.65% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 497,027 | 34.65% |
| Remaining | 879,327 | -61.30% |
| Registered funds (N-PORT, not summed) | 15,068 | 1.05% |
Shares outstanding: 1,434,432, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of SQFT
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Ketron Financial
13F
CIK 2113129 · Registered investment adviser · Jun 30, 2026
Classes SQFT, SQFTW, carried, not yet filed for the newest quarter
|
624,345 | ||
| 2 |
Heilbron Jack Kendrick
13D
CIK 1437208 · Unknown · Oct 2, 2026
Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands
|
337,379 | ||
| 2.1 |
Heilbron Jack Kendrick
Insider
CIK 1437208 · Oct 2, 2026
Director, Chief Executive Officer, issuer-wide, not summed
|
213,976 | ||
| 3 |
Clear Street Group Inc.
13F
CIK 1881567 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
311,566 | ||
| 4 |
ARMISTICE CAPITAL, LLC
13F
CIK 1601086 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
200,000 | ||
| 5 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
Classes SQFT, SQFTW, carried, not yet filed for the newest quarter
|
116,964 | ||
| 6 |
Gary M. Katz
13D
CIK 1764243 · Unknown · Oct 2, 2026
Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands
|
99,461 | ||
| 6.1 |
KATZ GARY MORRIS
Insider
CIK 1764243 · Oct 2, 2026
Chief Investment Officer, issuer-wide, not summed
|
83,565 | ||
| 7 |
Kestra Advisory Services, LLC
13F
CIK 1830819 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
70,495 | ||
| 8 |
VITO GARFI
13D
CIK 1538439 · Unknown · May 9, 2024
|
59,828 | ||
| 9 |
|
55,158 | ||
| 10 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
Classes SQFT, SQFTW, carried, not yet filed for the newest quarter
|
38,552 | ||
| 11 |
Bentzen Edwin H IV
Insider
CIK 1695081 · Oct 2, 2026
Chief Financial Officer, issuer-wide, not summed
|
37,278 | ||
| 12 |
ACT Advisors, LLC.
13F
CIK 1842554 · Unknown · Sep 30, 2026
|
37,023 | ||
| 13 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
33,135 | ||
| 14 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
Classes SQFT, SQFTW, carried, not yet filed for the newest quarter
|
31,154 | ||
| 15 |
T3 Companies, LLC
13F
CIK 2052441 · Unknown · Sep 30, 2026
|
30,197 | ||
| 16 |
|
28,658 | ||
| 17 |
IFP Advisors, Inc
13F
CIK 1641866 · Registered investment adviser · Sep 30, 2026
Classes SQFT, SQFTW
|
25,539 | ||
| 18 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,631 | ||
| 19 |
GTS SECURITIES LLC
13F
CIK 1452765 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
22,040 | ||
| 20 |
|
18,399 | ||
| 21 |
Janney Montgomery Scott LLC
13F
CIK 1329948 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,500 | ||
| 22 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,268 | ||
| 23 |
AIRE ADVISORS, LLC
13F
CIK 1908177 · Registered investment adviser · Sep 30, 2026
|
13,065 | ||
| 24 |
Victrix Investment Advisors
13F
CIK 2055229 · Registered investment adviser · Sep 30, 2026
|
12,603 | ||
| 25 |
Arax Advisory Partners
13F
CIK 1586767 · Registered investment adviser · Jun 30, 2026
Classes SQFT, SQFTW, carried, not yet filed for the newest quarter
|
12,476 | ||
| 26 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,892 | ||
| 27 |
|
11,812 | ||
| 28 |
|
11,558 | ||
| 29 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,438 | ||
| 30 |
Virtu Financial LLC
13F
CIK 1533964 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,375 | ||
| 31 |
Prospera Financial Services Inc
13F
CIK 1541625 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,025 | ||
| 32 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,993 | ||
| 33 |
MML INVESTORS SERVICES, LLC
13F
CIK 701059 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,943 | ||
| 34 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,717 | ||
| 35 |
Marex Group plc
13F
CIK 1997464 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,000 | ||
| 36 |
|
9,088 | ||
| 37 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
Classes SQFT, SQFTW, carried, not yet filed for the newest quarter
|
8,440 | ||
| 38 |
|
7,458 | ||
| 39 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
Classes SQFT, SQFTW, carried, not yet filed for the newest quarter
|
7,421 | ||
| 40 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
7,017 | ||
| 41 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
6,645 | ||
| 42 |
Farther Finance Advisors, LLC
13F
CIK 1992825 · Registered investment adviser · Sep 30, 2026
Classes SQFT, SQFTW
|
4,543 | ||
| 43 |
First Pacific Financial
13F
CIK 1810089 · Registered investment adviser · Sep 30, 2026
|
1,805 | ||
| 44 |
UBS Group AG
13F
CIK 1610520 · Bank · Jun 30, 2026
Classes SQFT, SQFTW, carried, not yet filed for the newest quarter
|
1,774 | ||
| 45 |
Fidelity Series Total Market Index Fund
Fund
S000065248 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
805 | ||
| 46 |
ASSETMARK, INC
13F
CIK 1344551 · Registered investment adviser · Sep 30, 2026
|
641 | ||
| 47 |
Fidelity Nasdaq Composite Index Fund
Fund
S000055366 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
601 | ||
| 48 |
Tower Research Capital LLC (TRC)
13F
CIK 1533421 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
596 | ||
| 49 |
Radoff Bradley Louis
13D
CIK 1380585 · Unknown · Apr 9, 2025
|
359 | ||
| 50 |
|
18 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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