Presidio Property Trust - ASQFT
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 33 institutions reported holding Presidio Property Trust - A (SQFT) in their 13F filings, up 2 from Q1 2024. 4 opened new positions and 2 sold out. The largest holders were Vanguard Group Inc. ($135K), Atria Wealth Solutions, Inc. ($130K) and Geode Capital Management, LLC ($79K). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $46K |
| Exits | 2 | $23K |
All 13F filers, Q1 2024 → Q2 2024: 142,780 shares bought and 107,143 shares sold, net +35,637 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Vanguard Group Inc. | 0.00% | No change | 193,830 | $135K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -11.4% | 186,066 | $130K |
| Geode Capital Management, LLC | 0.00% | No change | 112,814 | $79K |
| International Assets Investment Management, LLC | 0.01% | No change | 109,000 | $76K |
| Renaissance Technologies | 0.00% | Add +3.7% | 67,752 | $47K |
| Kestra Advisory Services, LLC | 0.00% | Add +200.5% | 61,402 | $43K |
| Redwood Wealth Management Group, LLC | 0.02% | New | 38,349 | $27K |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.5% | 37,515 | $26K |
| Northern Trust Corp. | 0.00% | Reduce -0.3% | 35,718 | $25K |
| Citadel Advisors | 0.00% | Add +574.3% | 33,564 | $23K |
| IFP Advisors, Inc | 0.00% | Reduce -4.4% | 33,118 | $23K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.7% | 24,378 | $17K |
| WealthPLAN Partners, LLC | 0.00% | No change | 22,367 | $16K |
| Morgan Stanley | 0.00% | No change | 20,393 | $14K |
| Two Sigma Securities, LLC | 0.00% | New | 15,407 | $11K |
| Wells Fargo & Company | 0.00% | Reduce -0.5% | 15,155 | $11K |
| LPL Financial LLC | 0.00% | No change | 14,825 | $10K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 13,728 | $10K |
| Janney Montgomery Scott LLC | 0.00% | No change | 13,500 | $9K |
| Creative Planning | 0.00% | No change | 12,287 | $9K |
| State Street Corp. | 0.00% | No change | 12,118 | $8K |
| Prospera Financial Services Inc | 0.00% | No change | 11,025 | $8K |
| M Holdings Securities, Inc. | 0.00% | New | 10,748 | $7K |
| Royal Bank of Canada | 0.00% | No change | 8,253 | $6K |
| UBS Group AG | 0.00% | Reduce -21.7% | 6,757 | $5K |
| Cwm, LLC | 0.00% | No change | 5,290 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,074 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 3,426 | $2K |
| Geneos Wealth Management Inc. | 0.00% | New | 2,625 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +21636.4% | 2,391 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,974 | $1K |
| Bank of America Corp. | 0.00% | Add +822.5% | 1,476 | $1K |
| JPMorgan Chase & Co. | 0.00% | No change | 26 | $18 |
"% of holder's portfolio" is SQFT's weight in each manager's 13F, not the share of Presidio Property Trust - A the manager owns.