PRESIDIO PPTY TR INC (SQFTW)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
Institutions report 1,717,858 shares against 1,434,432 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Ketron Financial | $8.9K | 613,834 | 0.00% | 3q | +13.1%+$1.0K |
| CSS LLC/IL | $8.0K | 55,158 | 0.00% | 18q | HELD |
| Clear Street Group Inc. | $4.5K | 311,566 | 0.00% | 4q | HELD |
| ARMISTICE CAPITAL, LLC | $2.9K | 200,000 | 0.00% | 11q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.8K | 110,319 | 0.00% | 2q | HELD |
| Kestra Advisory Services, LLC | $1.0K | 70,495 | 0.00% | 7q | +4.3% |
| ENVESTNET ASSET MANAGEMENT INC | $480 | 33,135 | 0.00% | 13q | +25.6% |
| OSAIC HOLDINGS, INC. | $454 | 37,543 | 0.00% | 18q | +32.5% |
| T3 Companies, LLC | $438 | 30,197 | 0.00% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $433 | 29,854 | 0.00% | 17q | -50.0% |
| GTS SECURITIES LLC | $353 | 22,040 | 0.00% | 3q | HELD |
| IFP Advisors, Inc | $337 | 23,221 | 0.00% | 18q | -14.3% |
| STATE STREET CORP | $294 | 18,399 | 0.00% | 18q | HELD |
| AIRE ADVISORS, LLC | $189 | 13,065 | 0.00% | 13q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $183 | 11,438 | 0.00% | 14q | HELD |
| Victrix Investment Advisors | $183 | 12,603 | 0.00% | 2q | HELD |
| LPL Financial LLC | $172 | 11,892 | 0.00% | 5q | HELD |
| Arax Advisory Partners | $165 | 11,342 | 0.00% | new | NEW |
| Marex Group Ltd | $160 | 10,000 | 0.00% | 4q | HELD |
| MML INVESTORS SERVICES, LLC | $159 | 10,943 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $159 | 10,993 | 0.00% | 6q | HELD |
| Prospera Financial Services Inc | $159 | 11,025 | 0.00% | 8q | HELD |
| Cetera Investment Advisers | $155 | 10,717 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $98 | 6,754 | 0.00% | 18q | +1.2% |
| Farther Finance Advisors, LLC | $64 | 4,401 | 0.00% | new | NEW |
| First Pacific Financial | $27 | 1,805 | 0.00% | 6q | HELD |
| UBS Group AG | $23 | 1,550 | 0.00% | new | NEW |
| ASSETMARK, INC | $9 | 641 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $0 | 8,053 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $0 | 13,500 | 0.00% | new | NEW |
| Virtu Financial LLC | $0 | 11,375 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 31 | $31.8K | 1,717,858 | 8 | 5 | 2 | 0.0% |
| Q1 2026 | 30 | $44.9K | 1,739,468 | 5 | 5 | 1 | 0.6% |
| Q4 2025 | 30 | $60.1K | 1,490,716 | 3 | 2 | 5 | 0.0% |
| Q3 2025 | 28 | $34.4K | 945,339 | 5 | 5 | 6 | 0.0% |
| Q2 2025 | 25 | $28.1K | 837,163 | 2 | 3 | 8 | 0.0% |
| Q1 2025 | 27 | $110.8K | 3,223,082 | 2 | 4 | 3 | 0.0% |
| Q4 2024 | 25 | $109.1K | 3,174,505 | 2 | 2 | 4 | 0.0% |
| Q3 2024 | 24 | $110.5K | 3,163,508 | 4 | 2 | 3 | 0.0% |
| Q2 2024 | 25 | $123.9K | 3,176,703 | 3 | 3 | 5 | 0.0% |
| Q1 2024 | 24 | $219.8K | 3,183,145 | 2 | 3 | 3 | 0.0% |
| Q4 2023 | 29 | $198.7K | 3,297,279 | 5 | 2 | 6 | 0.0% |
| Q3 2023 | 26 | $39.9K | 1,179,202 | 2 | 4 | 6 | 0.0% |
| Q2 2023 | 26 | $59.4K | 1,247,140 | 4 | 3 | 5 | 0.0% |
| Q1 2023 | 25 | $54.1K | 1,188,632 | 5 | 3 | 5 | 0.0% |
| Q4 2022 | 22 | $67.9K | 1,215,579 | 6 | 2 | 6 | 0.0% |
| Q3 2022 | 20 | $175.5K | 1,359,275 | 1 | 4 | 5 | 0.0% |
| Q2 2022 | 22 | $262.0K | 1,400,482 | 4 | 4 | 2 | 0.0% |
| Q1 2022 | 23 | $317.0K | 1,484,695 | 21 | 0 | 0 | 0.0% |