Presidio Property Trust - ASQFT

13F holders, Q1 2025 (March 31)
28holders −1
4new positions
5sold out
2famous investors
$0.58avg. 13F price*

At the end of Q1 2025, 28 institutions reported holding Presidio Property Trust - A (SQFT) in their 13F filings, down 1 from Q4 2024. 4 opened new positions and 5 sold out. The largest holders were Lepercq De Neuflize Asset Management LLC ($77K), Geode Capital Management, LLC ($55K) and Renaissance Technologies ($38K). 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

010203040 Q1 2024: 31Q1 2024Q2 2024: 33Q2 2024Q3 2024: 25Q3 2024Q4 2024: 29Q4 2024Q1 2025: 28Q1 2025Q2 2025: 2Q2 2025Q3 2025: 1Q3 2025

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions4$20K
Exits5$75K

All 13F filers, Q4 2024 → Q1 2025: 57,020 shares bought and 201,227 shares sold, net −144,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 28 holders

Lepercq De Neuflize Asset Management LLC 0.07% No change 134,125 $77K
Geode Capital Management, LLC 0.00% Reduce -14.7% 96,205 $55K
Renaissance Technologies 0.00% Add +0.1% 66,052 $38K
Susquehanna International Group, LLP 0.00% Reduce -11.3% 53,645 $31K
IFP Advisors, Inc 0.00% Reduce -18.8% 29,863 $17K
Osaic Holdings, Inc. 0.00% Add +99.0% 26,377 $15K
Kestra Advisory Services, LLC 0.00% Reduce -75.9% 20,433 $12K
Morgan Stanley 0.00% Add +0.0% 20,393 $12K
Signal Advisors Wealth, LLC 0.00% New 17,000 $10K
SageView Advisory Group, LLC 0.00% No change 15,667 $9K
Wells Fargo & Company 0.00% No change 15,155 $9K
WealthPlan Investment Management, LLC 0.00% No change 14,914 $9K
Citadel Advisors 0.00% Add +57.0% 14,833 $9K
LPL Financial LLC 0.00% Add +21.7% 14,733 $8K
Janney Montgomery Scott LLC 0.00% No change 13,500 $8K
Creative Planning 0.00% Add +9.6% 13,468 $8K
State Street Corp. 0.00% No change 12,118 $7K
Raymond James Financial Inc. 0.00% New 11,133 $6K
CX Institutional 0.00% New 4,656 $3K
Cwm, LLC 0.00% No change 5,290 $3K
CIBC Private Wealth Group LLC 0.00% No change 4,074 $2K
Royal Bank of Canada 0.00% Reduce -52.7% 3,885 $2K
Larson Financial Group LLC 0.00% No change 3,426 $2K
Tower Research Capital LLC (TRC) 0.00% Add +0.5% 2,299 $1K
UBS Group AG 0.00% Reduce -81.6% 1,956 $1K
First Pacific Financial 0.00% New 1,805 $1K
Ameriflex Group, Inc. 0.00% No change 1,630 $937
Bank of America Corp. 0.00% Reduce -19.3% 1,459 $839

"% of holder's portfolio" is SQFT's weight in each manager's 13F, not the share of Presidio Property Trust - A the manager owns.