Presidio Property Trust - ASQFT
13F holders, Q1 2024 (March 31)31holders
2famous investors
$1.22avg. 13F price*
At the end of Q1 2024, 31 institutions reported holding Presidio Property Trust - A (SQFT) in their 13F filings. The largest holders were Atria Wealth Solutions, Inc. ($256K), Vanguard Group Inc. ($236K) and Geode Capital Management, LLC ($138K). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Presidio Property Trust - A
- CUSIP
- 74102L303
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $77K |
| Exits | 6 | $94K |
Ownership 31 holders
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -18.4% | 210,030 | $256K |
| Vanguard Group Inc. | 0.00% | Add +2.3% | 193,830 | $236K |
| Geode Capital Management, LLC | 0.00% | No change | 112,814 | $138K |
| International Assets Investment Management, LLC | 0.01% | No change | 109,000 | $129K |
| Susquehanna International Group, LLP | 0.00% | Add +130.3% | 97,357 | $119K |
| Renaissance Technologies | 0.00% | Add +8.5% | 65,352 | $80K |
| Northern Trust Corp. | 0.00% | No change | 35,819 | $44K |
| IFP Advisors, Inc | 0.00% | Add +21.1% | 34,638 | $42K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.0% | 25,057 | $31K |
| WealthPLAN Partners, LLC | 0.00% | No change | 22,367 | $27K |
| Kestra Advisory Services, LLC | 0.00% | New | 20,433 | $25K |
| Morgan Stanley | 0.00% | No change | 20,393 | $25K |
| Wells Fargo & Company | 0.00% | Reduce -40.8% | 15,236 | $19K |
| LPL Financial LLC | 0.00% | New | 14,825 | $18K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 13,728 | $17K |
| Two Sigma Advisers, LP | 0.00% | No change | 13,300 | $16K |
| Janney Montgomery Scott LLC | 0.00% | New | 13,500 | $16K |
| Creative Planning | 0.00% | No change | 12,287 | $15K |
| State Street Corp. | 0.00% | Reduce -52.9% | 12,118 | $15K |
| Prospera Financial Services Inc | 0.00% | No change | 11,025 | $13K |
| UBS Group AG | 0.00% | Add +27.6% | 8,625 | $11K |
| Royal Bank of Canada | 0.00% | Reduce -22.0% | 8,253 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | New | 5,788 | $7K |
| Citadel Advisors | 0.00% | New | 4,978 | $6K |
| Cwm, LLC | 0.00% | No change | 5,290 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | New | 4,074 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 3,426 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,974 | $2K |
| Bank of America Corp. | 0.00% | Add +900.0% | 160 | $195 |
| JPMorgan Chase & Co. | 0.00% | Add +36.8% | 26 | $32 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.7% | 11 | $13 |
"% of holder's portfolio" is SQFT's weight in each manager's 13F, not the share of Presidio Property Trust - A the manager owns.