Presidio Property Trust, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ARMISTICE CAPITAL, LLC | 11/14/2024 | 2.00 M | $70,000 | 0.00% | 16.09% |
| CSS LLC/IL | 11/14/2024 | 551,573 | $19,305 | 0.00% | 4.44% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 213,316 | $7,466 | 139.03% | 1.72% |
| VANGUARD GROUP INC | 11/13/2024 | 110,319 | $4,082 | 0.00% | 0.89% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 29,854 | $1,045 | 0.00% | 0.24% |
| ATRIA WEALTH SOLUTIONS, INC. | 11/08/2024 | 29,580 | $976 | -72.36% | 0.24% |
| CITADEL ADVISORS LLC | 11/14/2024 | 27,857 | $975 | 100.00% | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 20,630 | $648 | -14.33% | 0.17% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 11/05/2024 | 20,162 | $666 | 100.00% | 0.16% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 19,187 | $633 | 0.00% | 0.15% |
| STATE STREET CORP | 11/14/2024 | 18,399 | $607 | 0.00% | 0.15% |
| CI PRIVATE WEALTH, LLC | 11/12/2024 | 17,700 | $584 | 100.00% | 0.14% |
| AIRE ADVISORS, LLC | 11/14/2024 | 13,065 | $431 | 0.00% | 0.11% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 11,438 | $377 | 0.00% | 0.09% |
| PROSPERA FINANCIAL SERVICES INC | 11/07/2024 | 11,025 | $363 | 100.00% | 0.09% |
| SIGMA PLANNING CORP | 11/04/2024 | 10,218 | $337 | 0.00% | 0.08% |
| MORGAN STANLEY | 11/14/2024 | 7,962 | $263 | 0.00% | 0.06% |
| UBS GROUP AG | 11/14/2024 | 5,736 | $189 | -25.08% | 0.05% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/13/2024 | 4,074 | $149 | 0.00% | 0.03% |
| SUNBELT SECURITIES, INC. | 11/18/2024 | 3,467 | $114 | 0.00% | 0.03% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 1,536 | $51 | 100.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 1,378 | $45 | 0.00% | 0.01% |
| PSI ADVISORS, LLC | 10/22/2024 | 315 | $11 | 0.00% | 0.00% |
| JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 0 | $0 | -100.00% | 0.00% |
| LPL FINANCIAL LLC | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
| WEALTHPLAN PARTNERS, LLC | 11/05/2024 | 0 | $0 | -100.00% | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 0 | $0 | -100.00% | 0.00% |
| KESTRA ADVISORY SERVICES, LLC | 11/13/2024 | 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 - FAQ's
During the previous two years, 33 institutional investors and hedge funds held shares of Presidio Property Trust, Inc.. The most heavily invested institutionals were:
ARMISTICE CAPITAL, LLC: 2 M
CSS LLC/IL: 551,573
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 213,316
VANGUARD GROUP INC: 110,319
WELLS FARGO & COMPANY/MN: 29,854
Atria Wealth Solutions, Inc.: 29,580
25.17% of Presidio Property Trust, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.18 M shares in the last 24 months. This purchase volume represents approximately $95,405 in transactions.