Recent Quarter Total Invested
$550,308
Recent Quarter Institutional Ownership Percentage
6.16%
Total Invested of Last Quarter
$788,524
Ownership Percentage of Last Quarter
9.2%
Presidio Property Trust, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 112,814 | $81,031 | 0.00% | 0.91% |
| ATRIA WEALTH SOLUTIONS, INC. | 11/08/2024 | 79,551 | $57,118 | -57.25% | 0.64% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 68,352 | $49,077 | 0.89% | 0.55% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 54,840 | $39,375 | 46.18% | 0.44% |
| CITADEL ADVISORS LLC | 11/14/2024 | 29,187 | $20,956 | -13.04% | 0.23% |
| KESTRA ADVISORY SERVICES, LLC | 11/13/2024 | 20,433 | $14,671 | -66.72% | 0.16% |
| MORGAN STANLEY | 11/14/2024 | 20,393 | $14,642 | 0.00% | 0.16% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 11/05/2024 | 20,162 | $14,476 | 100.00% | 0.16% |
| CITADEL ADVISORS LLC | 11/14/2024 | 18,500 | $13,283 | 85.00% | 0.15% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 15,155 | $10,881 | 0.00% | 0.12% |
| TWO SIGMA SECURITIES, LLC | 11/14/2024 | 14,098 | $10,122 | -8.50% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 13,728 | $10,000 | 0.00% | 0.11% |
| JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 13,500 | $10,000 | 0.00% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 13,258 | $9,533 | -45.61% | 0.11% |
| LPL FINANCIAL LLC | 11/08/2024 | 12,722 | $9,134 | -14.19% | 0.10% |
| CREATIVE PLANNING | 10/11/2024 | 12,287 | $8,822 | 0.00% | 0.10% |
| STATE STREET CORP | 11/14/2024 | 12,118 | $8,701 | 0.00% | 0.10% |
| ROYAL BANK OF CANADA | 11/14/2024 | 8,211 | $6,000 | -0.51% | 0.07% |
| CWM, LLC | 10/08/2024 | 5,290 | $4,000 | 0.00% | 0.04% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/13/2024 | 4,074 | $2,925 | 0.00% | 0.03% |
| LARSON FINANCIAL GROUP LLC | 11/12/2024 | 3,426 | $2,460 | 0.00% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 2,358 | $1,693 | 59.76% | 0.02% |
| CITADEL ADVISORS LLC | 11/14/2024 | 300 | $215 | -76.92% | 0.00% |
| JPMORGAN CHASE & CO | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| PROSPERA FINANCIAL SERVICES INC | 11/07/2024 | 0 | $0 | -100.00% | 0.00% |
| M HOLDINGS SECURITIES, INC. | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| WEALTHPLAN PARTNERS, LLC | 11/05/2024 | 0 | $0 | -100.00% | 0.00% |
| GENEOS WEALTH MANAGEMENT INC. | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 0 | $0 | -100.00% | 0.00% |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
Presidio Property Trust, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of SQFT shares?
During the previous two years, 34 institutional investors and hedge funds held shares of Presidio Property Trust, Inc.. The most heavily invested institutionals were:
GEODE CAPITAL MANAGEMENT, LLC: 112,814
Atria Wealth Solutions, Inc.: 79,551
RENAISSANCE TECHNOLOGIES LLC: 68,352
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 54,840
CITADEL ADVISORS LLC: 29,187
Kestra Advisory Services, LLC: 20,433
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What percentage of Presidio Property Trust, Inc. stock is owned by institutional investors?
6.16% 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 589,736 shares in the last 24 months. This purchase volume represents approximately $383,328 in transactions.