Presidio Property Trust - ASQFT
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 29 institutions reported holding Presidio Property Trust - A (SQFT) in their 13F filings, up 4 from Q3 2024. 4 opened new positions and 3 sold out. The largest holders were Lepercq De Neuflize Asset Management LLC ($107K), Geode Capital Management, LLC ($90K) and Kestra Advisory Services, LLC ($68K). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $46K |
| Exits | 3 | $204K |
All 13F filers, Q3 2024 → Q4 2024: 141,651 shares bought and 313,203 shares sold, net −171,552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Lepercq De Neuflize Asset Management LLC | 0.08% | — | 134,125 | $107K |
| Geode Capital Management, LLC | 0.00% | No change | 112,814 | $90K |
| Kestra Advisory Services, LLC | 0.00% | Add +314.7% | 84,731 | $68K |
| Renaissance Technologies | 0.00% | Reduce -3.5% | 65,952 | $53K |
| Susquehanna International Group, LLP | 0.00% | Add +10.3% | 60,513 | $48K |
| IFP Advisors, Inc | 0.00% | Add +5.9% | 36,775 | $29K |
| Northern Trust Corp. | 0.00% | No change | 35,718 | $29K |
| Two Sigma Securities, LLC | 0.00% | Add +82.5% | 25,732 | $21K |
| Morgan Stanley | 0.00% | Reduce 0.0% | 20,392 | $16K |
| AE Wealth Management LLC | 0.00% | New | 17,000 | $14K |
| SageView Advisory Group, LLC | 0.00% | New | 15,667 | $13K |
| Wells Fargo & Company | 0.00% | No change | 15,155 | $12K |
| WealthPlan Investment Management, LLC | 0.00% | Reduce -26.0% | 14,914 | $12K |
| XTX Topco Ltd | 0.00% | New | 14,699 | $12K |
| Janney Montgomery Scott LLC | 0.00% | No change | 13,500 | $11K |
| Osaic Holdings, Inc. | 0.00% | No change | 13,258 | $11K |
| Creative Planning | 0.00% | No change | 12,287 | $10K |
| State Street Corp. | 0.00% | No change | 12,118 | $10K |
| LPL Financial LLC | 0.00% | Reduce -4.8% | 12,108 | $10K |
| UBS Group AG | 0.00% | New | 10,622 | $8K |
| Citadel Advisors | 0.00% | Reduce -67.6% | 9,445 | $8K |
| Royal Bank of Canada | 0.00% | No change | 8,211 | $7K |
| 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 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -3.0% | 2,287 | $2K |
| Bank of America Corp. | 0.00% | Reduce -23.3% | 1,808 | $1K |
| Ameriflex Group, Inc. | 0.00% | — | 1,630 | $1K |
| Transce3nd, LLC | 0.00% | — | 50 | $40 |
"% of holder's portfolio" is SQFT's weight in each manager's 13F, not the share of Presidio Property Trust - A the manager owns.