Recent Quarter Total Invested
$788,524
Recent Quarter Institutional Ownership Percentage
9.2%
Total Invested of Last Quarter
$1.33 M
Ownership Percentage of Last Quarter
9.25%
Presidio Property Trust, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 193,830 | $135,119 | 0.00% | 1.58% |
| ATRIA WEALTH SOLUTIONS, INC. | 07/22/2024 | 186,066 | $129,707 | -11.41% | 1.51% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 112,814 | $78,674 | 0.00% | 0.92% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/30/2024 | 109,000 | $75,984 | 0.00% | 0.89% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 67,752 | $47,230 | 3.67% | 0.55% |
| KESTRA ADVISORY SERVICES, LLC | 08/14/2024 | 61,402 | $42,803 | 200.50% | 0.50% |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 08/09/2024 | 38,349 | $26,733 | 100.00% | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 37,515 | $26,152 | -61.47% | 0.31% |
| NORTHERN TRUST CORP | 08/14/2024 | 35,718 | $24,899 | -0.28% | 0.29% |
| CITADEL ADVISORS LLC | 08/14/2024 | 33,564 | $23,397 | 574.25% | 0.27% |
| IFP ADVISORS, INC | 07/30/2024 | 33,118 | $23,086 | -4.39% | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 24,378 | $17,021 | -2.71% | 0.20% |
| WEALTHPLAN PARTNERS, LLC | 08/09/2024 | 22,367 | $15,592 | 0.00% | 0.18% |
| MORGAN STANLEY | 08/14/2024 | 20,393 | $14,216 | 0.00% | 0.17% |
| TWO SIGMA SECURITIES, LLC | 08/14/2024 | 15,407 | $10,740 | 100.00% | 0.13% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 15,155 | $10,565 | -0.53% | 0.12% |
| LPL FINANCIAL LLC | 08/07/2024 | 14,825 | $10,334 | 0.00% | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 13,728 | $10,000 | 0.00% | 0.11% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 13,500 | $9,000 | 0.00% | 0.11% |
| CREATIVE PLANNING | 08/15/2024 | 12,287 | $8,565 | 0.00% | 0.10% |
| STATE STREET CORP | 08/14/2024 | 12,118 | $8,447 | 0.00% | 0.10% |
| PROSPERA FINANCIAL SERVICES INC | 08/13/2024 | 11,025 | $7,685 | 0.00% | 0.09% |
| M HOLDINGS SECURITIES, INC. | 08/13/2024 | 10,748 | $7,000 | 100.00% | 0.09% |
| CITADEL ADVISORS LLC | 08/14/2024 | 10,000 | $6,971 | 20.48% | 0.08% |
| ROYAL BANK OF CANADA | 08/14/2024 | 8,253 | $6,000 | 0.00% | 0.07% |
| UBS GROUP AG | 08/14/2024 | 6,757 | $4,710 | -21.66% | 0.06% |
| CWM, LLC | 07/10/2024 | 5,290 | $4,000 | 0.00% | 0.04% |
| CIBC PRIVATE WEALTH GROUP, LLC | 08/09/2024 | 4,074 | $2,550 | 0.00% | 0.03% |
| LARSON FINANCIAL GROUP LLC | 08/02/2024 | 3,426 | $2,388 | 0.00% | 0.03% |
| GENEOS WEALTH MANAGEMENT INC. | 07/23/2024 | 2,625 | $1,838 | 100.00% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 2,391 | $1,667 | 21,636.36% | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/16/2024 | 1,974 | $1,376 | 0.00% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 1,476 | $1,028 | 822.50% | 0.01% |
| CITADEL ADVISORS LLC | 08/14/2024 | 1,300 | $906 | 100.00% | 0.01% |
| JPMORGAN CHASE & CO | 08/12/2024 | 26 | $18 | 0.00% | 0.00% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| APTUS CAPITAL ADVISORS, LLC | 07/31/2024 | 0 | $0 | -100.00% | 0.00% |
Presidio Property Trust, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of SQFT shares?
During the previous two years, 38 institutional investors and hedge funds held shares of Presidio Property Trust, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 193,830
Atria Wealth Solutions, Inc.: 186,066
GEODE CAPITAL MANAGEMENT, LLC: 112,814
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 109,000
RENAISSANCE TECHNOLOGIES LLC: 67,752
Kestra Advisory Services, LLC: 61,402
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What percentage of Presidio Property Trust, Inc. stock is owned by institutional investors?
9.20% of Presidio Property Trust, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at SQFT ?
Institutional investors have bought a total of 1.15 M shares in the last 24 months. This purchase volume represents approximately $806,408 in transactions.