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Presidio Property Trust (SQFT) Institutional Ownership

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$0.65 +0.01 (+1.25%)
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Institutional Ownership Changes (13F Filings) for Presidio Property Trust (NASDAQ:SQFT)

Current
Institutional Ownership
Percentage
38.92%
Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$107.30K
Number of
Institutional Sellers
(last 12 months)
0
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SQFT Institutional Buying and Selling by Quarter

Presidio Property Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/7/2025Lepercq Multi Asset Fund134,125$107K0.1%N/A0.931%
1/25/2024 Redwood Wealth Management Group LLC40,562$42K0.0%-28.7%0.309%
1/24/2024 International Assets Investment Management LLC112,270$109M0.0%-35.0%0.855%
8/3/2023Atria Wealth Solutions Inc.257,787$233K0.0%-40.8%1.972%
4/19/2023 International Assets Investment Management LLC162,110$1.07M0.2%N/A1.240%
4/18/2023IFP Advisors Inc36,209$172K0.0%-58.4%0.277%
2/13/2023Atria Wealth Solutions Inc.435,693$414K0.0%+6.0%3.562%
2/7/2023Commonwealth Equity Services LLC60,112$57K0.0%+270.2%0.492%
2/1/2023 Redwood Wealth Management Group LLC57,769$55K0.1%N/A0.472%
1/31/2023Kestra Advisory Services LLC40,334$38K0.0%-19.3%0.330%
12/12/2022WealthPlan Investment Management LLC25,652$28K0.0%N/A0.210%
11/1/2022Kestra Advisory Services LLC49,961$62K0.0%+24.3%0.404%
8/17/2022 International Assets Investment Management LLC81,000$258K0.0%+710.0%0.655%
8/15/2022Atria Wealth Solutions Inc.391,067$1.25M0.0%+14.6%3.163%
5/3/2022 International Assets Investment Management LLC23,420$352K0.1%N/A0.189%
4/26/2022Kestra Advisory Services LLC42,057$156K0.0%+9.4%0.340%
2/14/2022Wolverine Trading LLC13,405$52K0.0%N/A0.117%
2/3/2022Advisor Group Holdings Inc.43,229$169K0.0%-20.0%0.376%
2/2/2022Sigma Planning Corp19,755$77K0.0%-27.8%0.172%
2/1/2022WealthPLAN Partners LLC60,092$219K0.0%-13.7%0.523%
1/31/2022Commonwealth Equity Services LLC17,184$67K0.0%+38.5%0.150%
1/20/2022Midwest Wealth Management Inc.14,923$58K0.0%-61.8%0.130%
12/9/2021WealthPLAN Partners LLC69,657$253K0.0%-10.6%0.606%
11/16/2021Cetera Advisor Networks LLC14,470$55K0.0%N/A0.138%
11/9/2021BlackRock Inc.27,683$105K0.0%-12.0%0.263%
11/5/2021Advisor Group Holdings Inc.54,063$204K0.0%+60.8%0.514%
11/2/2021 Cambridge Investment Research Advisors Inc.10,045$38K0.0%N/A0.096%
10/29/2021 Smart Money Group LLC13,133$50K0.0%-79.1%0.125%
8/19/2021WealthPLAN Partners LLC77,897$293K0.0%-39.7%0.741%
8/13/2021Renaissance Technologies LLC11,052$43K0.0%N/A0.105%
8/13/2021Sigma Planning Corp24,930$98K0.0%-17.5%0.262%
8/11/2021Midwest Wealth Management Inc.52,713$207K0.1%N/A0.554%
8/3/2021 Smart Money Group LLC62,945$267K0.3%+266.0%0.662%
8/2/2021Advisor Group Holdings Inc.33,619$132K0.0%-9.6%0.354%
7/31/2021IFP Advisors Inc27,618$109K0.0%+15.1%0.290%
5/21/2021Citadel Advisors LLC29,057$106K0.0%N/A0.306%
5/18/2021Citadel Advisors LLC29,057$106K0.0%N/A0.306%
5/17/2021HRT Financial LP10,100$36K0.0%N/A0.106%
5/13/2021Avantax Advisory Services Inc.20,778$77K0.0%N/A0.210%
5/6/2021Sigma Planning Corp30,231$111K0.0%N/A0.306%
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5/6/2021Prospera Financial Services Inc14,123$52K0.0%N/A0.143%
4/30/2021IFP Advisors Inc23,990$90K0.0%+15.4%0.242%
(Data available from 1/1/2016 forward)

SQFT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SQFT shares?

During the previous two years, the following institutional investors and hedge funds held shares of Presidio Property Trust shares: International Assets Investment Management LLC ($109M), Atria Wealth Solutions Inc. ($233K), and Lepercq Multi Asset Fund ($107K), Redwood Wealth Management Group LLC ($42K).Learn more on SQFT's institutional investors.

What percentage of Presidio Property Trust stock is owned by institutional investors?

38.92% of Presidio Property Trust stock is owned by institutional investors. Learn more on SQFT's institutional investor holdings.

Which institutional investors have been buying Presidio Property Trust stock?

The following institutional investors have purchased Presidio Property Trust stock in the last 24 months: Lepercq Multi Asset Fund ($134.13K).

How much institutional buying is happening at Presidio Property Trust?

Institutional investors have bought a total of 134,125 shares in the last 24 months. This purchase volume represents approximately $107.30K in transactions.

Which Presidio Property Trust major shareholders have been selling company stock?

The following institutional investors have sold Presidio Property Trust stock in the last 24 months: Atria Wealth Solutions Inc. ($177.91K), International Assets Investment Management LLC ($60.58K), and Redwood Wealth Management Group LLC ($16.35K).

How much institutional selling is happening at Presidio Property Trust?

Institutional investors have sold a total of 254,840 shares in the last 24 months. This volume of shares sold represents approximately $239.84K in transactions.



This page (NASDAQ:SQFT) was last updated on 5/1/2025 by MarketBeat.com Staff
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