Presidio Property Trust (SQFT) Institutional Ownership $0.64 +0.01 (+0.79%) As of 04/16/2025 04:00 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Presidio Property Trust (NASDAQ:SQFT)CurrentInstitutional OwnershipPercentage38.92%Number ofInstitutional Buyers(last 12 months)1TotalInstitutional Inflows(last 12 months)$107.30KNumber ofInstitutional Sellers(last 12 months)0 Get SQFT Insider Trade Alerts Want to know when executives and insiders are buying or selling Presidio Property Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SQFT Institutional Buying and Selling by Quarter Remove Ads Presidio Property Trust Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/7/2025Lepercq Multi Asset Fund134,125$107K0.1%N/A0.931% 1/25/2024Redwood Wealth Management Group LLC40,562$42K0.0%-28.7%0.309% 1/24/2024International 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% 4/19/2023International 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% 2/1/2023Redwood Wealth Management Group LLC57,769$55K0.1%N/A0.472% 1/31/2023Kestra Advisory Services LLC40,334$38K0.0%-19.3%0.330% Get the Latest News and Ratings for SQFT and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Presidio Property Trust and its competitors with MarketBeat's FREE daily newsletter. 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% 8/17/2022International 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% 5/3/2022International 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% 11/2/2021Cambridge Investment Research Advisors Inc.10,045$38K0.0%N/A0.096% 10/29/2021Smart 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% 8/3/2021Smart 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% Elon Reveals Why There Soon Won’t Be Any Money For Social Security (Ad)Elon Musk's Near-Death Experience Sparks Dire Warning for Americans After cheating death twice—once in a terrifying supercar crash with billionaire Peter Thiel, then from a deadly strain of malaria—Elon Musk emerged with a stark warning for Americans about looming financial dangers. Discover the little-known Trump IRS loophole that thousands are now using to safeguard their retirement from inflation and market turmoil—before it's too late.See why thousands of forward-thinking retirement savers are now requesting this FREE 2025 Wealth Pro5/6/2021Prospera Financial Services Inc14,123$52K0.0%N/A0.143% 4/30/2021IFP Advisors Inc23,990$90K0.0%+15.4%0.242% 4/26/2021Smart Money Group LLC17,198$63K0.1%-72.7%0.174% (Data available from 1/1/2016 forward)Remove Ads 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), IFP Advisors Inc ($172K), 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: International Assets Investment Management LLC ($162.11K), and Lepercq Multi Asset Fund ($134.13K). How much institutional buying is happening at Presidio Property Trust? Institutional investors have bought a total of 296,235 shares in the last 24 months. This purchase volume represents approximately $274.52K 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), IFP Advisors Inc ($50.79K), 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 305,628 shares in the last 24 months. This volume of shares sold represents approximately $292.23K in transactions. 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