Presidio Property Trust Ownership 2024 | Who Owns Presidio Property Trust Now?

Overview RevenueFinancials Chart

Institutional Ownership

9.20%

Insider Ownership

20.81%

Retail Ownership

69.99%

Institutional Holders

35.00

Presidio Property Trust Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	1.58%	-	193,830	-	-	135,119	Jun 30, 2024
ATRIA WEALTH SOLUTIONS, INC.	1.51%	0.00%	186,066	-23,964	-11.41%	129,707	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.92%	-	112,814	-	-	78,674	Jun 30, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.89%	0.01%	109,000	-	-	75,984	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.55%	0.00%	67,752	2,400	3.67%	47,230	Jun 30, 2024
KESTRA ADVISORY SERVICES, LLC	0.50%	0.00%	61,402	40,969	200.50%	42,803	Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC	0.31%	0.02%	38,349	38,349	100.00%	26,733	Jun 30, 2024
NORTHERN TRUST CORP	0.29%	-	35,718	-101	-0.28%	24,899,000	Jun 30, 2024
IFP ADVISORS, INC	0.27%	0.00%	33,118	-1,520	-4.39%	23,086	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.20%	-	24,378	-679	-2.71%	17,021	Jun 30, 2024
WEALTHPLAN PARTNERS, LLC	0.18%	0.00%	22,367	-	-	15,592	Jun 30, 2024
MORGAN STANLEY	0.17%	-	20,393	-	-	14,216	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	0.13%	0.00%	15,407	15,407	100.00%	10,740	Jun 30, 2024
WELLS FARGO & COMPANY/MN	0.12%	-	15,155	-81	-0.53%	10,565	Jun 30, 2024
LPL FINANCIAL LLC	0.12%	-	14,825	-	-	10,334	Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.11%	-	13,728	-	-	10,000	Jun 30, 2024
JANNEY MONTGOMERY SCOTT LLC	0.11%	-	13,500	-	-	9,000	Jun 30, 2024
STATE STREET CORP	0.10%	-	12,118	-	-	8,447,000	Jun 30, 2024
PROSPERA FINANCIAL SERVICES INC	0.09%	0.00%	11,025	-	-	7,685	Jun 30, 2024
M HOLDINGS SECURITIES, INC.	0.09%	0.00%	10,748	10,748	100.00%	7,000	Jun 30, 2024

Presidio Property Trust's largest institutional shareholder is VANGUARD GROUP INC, holding 1.58% of the company's total share outstanding, currently valued at $135.12K. The top 10 institutional shareholders own together 7.02% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
REDWOOD WEALTH MANAGEMENT GROUP, LLC	0.31%	0.02%	38,349	38,349	100.00%	26,733	Jun 30, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.89%	0.01%	109,000	-	-	75,984	Jun 30, 2024
WEALTHPLAN PARTNERS, LLC	0.18%	0.00%	22,367	-	-	15,592	Jun 30, 2024
ATRIA WEALTH SOLUTIONS, INC.	1.51%	0.00%	186,066	-23,964	-11.41%	129,707	Jun 30, 2024
IFP ADVISORS, INC	0.27%	0.00%	33,118	-1,520	-4.39%	23,086	Jun 30, 2024
M HOLDINGS SECURITIES, INC.	0.09%	0.00%	10,748	10,748	100.00%	7,000	Jun 30, 2024
KESTRA ADVISORY SERVICES, LLC	0.50%	0.00%	61,402	40,969	200.50%	42,803	Jun 30, 2024
PROSPERA FINANCIAL SERVICES INC	0.09%	0.00%	11,025	-	-	7,685	Jun 30, 2024
LARSON FINANCIAL GROUP LLC	0.03%	0.00%	3,426	-	-	2,388	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	0.13%	0.00%	15,407	15,407	100.00%	10,740	Jun 30, 2024
GENEOS WEALTH MANAGEMENT INC.	0.02%	0.00%	2,625	2,625	100.00%	1,838	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.55%	0.00%	67,752	2,400	3.67%	47,230	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.20%	-	24,378	-679	-2.71%	17,021	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	-	2,391	2,380	21636.36%	1,667	Jun 30, 2024
JANNEY MONTGOMERY SCOTT LLC	0.11%	-	13,500	-	-	9,000	Jun 30, 2024
CWM, LLC	0.04%	-	5,290	-	-	4,000	Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.11%	-	13,728	-	-	10,000	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.92%	-	112,814	-	-	78,674	Jun 30, 2024
LPL FINANCIAL LLC	0.12%	-	14,825	-	-	10,334	Jun 30, 2024
CIBC PRIVATE WEALTH GROUP, LLC	0.03%	-	4,074	-	-	2,550	Jun 30, 2024

The largest Presidio Property Trust shareholder by % of total assets is REDWOOD WEALTH MANAGEMENT GROUP, LLC. The company owns 38.35K shares of Presidio Property Trust (SQFT), representing 0.02% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
KESTRA ADVISORY SERVICES, LLC	0.50%	0.00%	61,402	40,969	200.50%	42,803	Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC	0.31%	0.02%	38,349	38,349	100.00%	26,733	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	0.13%	0.00%	15,407	15,407	100.00%	10,740	Jun 30, 2024
M HOLDINGS SECURITIES, INC.	0.09%	0.00%	10,748	10,748	100.00%	7,000	Jun 30, 2024
GENEOS WEALTH MANAGEMENT INC.	0.02%	0.00%	2,625	2,625	100.00%	1,838	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.55%	0.00%	67,752	2,400	3.67%	47,230	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	-	2,391	2,380	21636.36%	1,667	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.01%	-	1,476	1,316	822.50%	1,028	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	26	-	-	18	Jun 30, 2024
STATE STREET CORP	0.10%	-	12,118	-	-	8,447,000	Jun 30, 2024
MORGAN STANLEY	0.17%	-	20,393	-	-	14,216	Jun 30, 2024
ROYAL BANK OF CANADA	0.07%	-	8,253	-	-	6,000	Jun 30, 2024
VANGUARD GROUP INC	1.58%	-	193,830	-	-	135,119	Jun 30, 2024
CIBC PRIVATE WEALTH GROUP, LLC	0.03%	-	4,074	-	-	2,550	Jun 30, 2024
LPL FINANCIAL LLC	0.12%	-	14,825	-	-	10,334	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.92%	-	112,814	-	-	78,674	Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.11%	-	13,728	-	-	10,000	Jun 30, 2024
CWM, LLC	0.04%	-	5,290	-	-	4,000	Jun 30, 2024
JANNEY MONTGOMERY SCOTT LLC	0.11%	-	13,500	-	-	9,000	Jun 30, 2024
LARSON FINANCIAL GROUP LLC	0.03%	0.00%	3,426	-	-	2,388	Jun 30, 2024

As of Jun 30 2024, Presidio Property Trust's largest institutional buyer is KESTRA ADVISORY SERVICES, LLC. The company purchased 40.97K stocks of SQFT, valued at $42.80K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ATRIA WEALTH SOLUTIONS, INC.	1.51%	0.00%	186,066	-23,964	-11.41%	129,707	Jun 30, 2024
APTUS CAPITAL ADVISORS, LLC	-	-	-	-5,788	-100.00%	-	Jun 30, 2024
UBS GROUP AG	0.06%	-	6,757	-1,868	-21.66%	4,710	Jun 30, 2024
IFP ADVISORS, INC	0.27%	0.00%	33,118	-1,520	-4.39%	23,086	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.20%	-	24,378	-679	-2.71%	17,021	Jun 30, 2024
NORTHERN TRUST CORP	0.29%	-	35,718	-101	-0.28%	24,899,000	Jun 30, 2024
WELLS FARGO & COMPANY/MN	0.12%	-	15,155	-81	-0.53%	10,565	Jun 30, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.89%	0.01%	109,000	-	-	75,984	Jun 30, 2024
WEALTHPLAN PARTNERS, LLC	0.18%	0.00%	22,367	-	-	15,592	Jun 30, 2024
PROSPERA FINANCIAL SERVICES INC	0.09%	0.00%	11,025	-	-	7,685	Jun 30, 2024
LARSON FINANCIAL GROUP LLC	0.03%	0.00%	3,426	-	-	2,388	Jun 30, 2024
JANNEY MONTGOMERY SCOTT LLC	0.11%	-	13,500	-	-	9,000	Jun 30, 2024
CWM, LLC	0.04%	-	5,290	-	-	4,000	Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.11%	-	13,728	-	-	10,000	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.92%	-	112,814	-	-	78,674	Jun 30, 2024
LPL FINANCIAL LLC	0.12%	-	14,825	-	-	10,334	Jun 30, 2024
CIBC PRIVATE WEALTH GROUP, LLC	0.03%	-	4,074	-	-	2,550	Jun 30, 2024
VANGUARD GROUP INC	1.58%	-	193,830	-	-	135,119	Jun 30, 2024
ROYAL BANK OF CANADA	0.07%	-	8,253	-	-	6,000	Jun 30, 2024
MORGAN STANLEY	0.17%	-	20,393	-	-	14,216	Jun 30, 2024

As of Jun 30 2024, Presidio Property Trust's biggest institutional seller is ATRIA WEALTH SOLUTIONS, INC.. The company sold -23.96K shares of SQFT, valued at $129.71K.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
M HOLDINGS SECURITIES, INC.	0.09%	0.00%	10,748	10,748	100.00%	7,000	Jun 30, 2024

Presidio Property Trust's largest new institutional shareholder by number of shares is M HOLDINGS SECURITIES, INC., purchased 10.75K shares, valued at $7.00K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
APTUS CAPITAL ADVISORS, LLC	-	-	-	-5,788	-100.00%	-	Jun 30, 2024

Presidio Property Trust's largest sold out institutional shareholder by shares sold is APTUS CAPITAL ADVISORS, LLC, sold -5.79K shares, valued at -, as of undefined.

Presidio Property Trust Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
FIDELITY CONCORD STREET TRUST	0.00%	104,225	2,241	2.20%	Feb 29, 2024
VANGUARD INDEX FUNDS	0.00%	193,830	-575	-0.30%	Mar 31, 2024
SCHWAB CAPITAL TRUST	0.00%	8,865	-	-	Jan 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	1,292	-	-	Jan 31, 2024
Blackstone Alternative Investment Funds	0.00%	500	-	-	Mar 31, 2024
EQ ADVISORS TRUST	0.00%	2,269	-	-	Mar 31, 2024
iSHARES TRUST	0.00%	24,772	-	-	Mar 31, 2024

Presidio Property Trust's largest mutual fund holder by % of total assets is "FIDELITY CONCORD STREET TRUST", owning 104.22K shares, compromising 0.00% of its total assets.

Presidio Property Trust Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	35	9.38%
31 Mar, 24	32	10.34%
31 Dec, 23	29	-3.33%
30 Sep, 23	30	7.14%
30 Jun, 23	28	-20.00%
31 Mar, 23	35	12.90%
31 Dec, 22	31	6.90%
30 Sep, 22	29	-3.33%
30 Jun, 22	30	-26.83%
31 Mar, 22	41	7.89%
31 Dec, 21	38	8.57%
30 Sep, 21	35	20.69%
30 Jun, 21	29	38.10%
31 Mar, 21	21	75.00%
31 Dec, 20	12	-

As of 30 Jun 24, 35 institutions are holding Presidio Property Trust's shares, representing an increase of 9.38% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	1,131,351	3.25%
31 Mar, 24	1,095,714	-1.70%
31 Dec, 23	1,114,626	-11.20%
30 Sep, 23	1,255,266	1.26%
30 Jun, 23	1,239,641	-9.04%
31 Mar, 23	1,362,900	-2.60%
31 Dec, 22	1,399,275	5.61%
30 Sep, 22	1,324,951	6.56%
30 Jun, 22	1,243,333	1.81%
31 Mar, 22	1,221,214	52.92%
31 Dec, 21	798,575	11.00%
30 Sep, 21	719,419	39.63%
30 Jun, 21	515,215	36.16%
31 Mar, 21	378,377	14.85%
31 Dec, 20	329,461	-

Presidio Property Trust (SQFT) has 1.13M shares outstanding as of 30 Jun 24, up 3.25% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	9.20%	10.77%
31 Mar, 24	9.25%	10.45%
31 Dec, 23	9.41%	8.37%
30 Sep, 23	10.60%	9.66%
30 Jun, 23	10.47%	7.90%
31 Mar, 23	11.52%	8.00%
31 Dec, 22	12.00%	9.49%
30 Sep, 22	11.25%	10.13%
30 Jun, 22	10.54%	9.79%
31 Mar, 22	10.37%	22.55%
31 Dec, 21	6.78%	15.38%
30 Sep, 21	6.64%	22.62%
30 Jun, 21	5.42%	34.22%
31 Mar, 21	3.98%	29.85%
31 Dec, 20	3.65%	-

As of 30 Jun 24, Presidio Property Trust is held by 9.20% institutional shareholders, representing a 10.77% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	9	-35.71%
31 Mar, 24	14	7.69%
31 Dec, 23	13	30.00%
30 Sep, 23	10	-23.08%
30 Jun, 23	13	18.18%
31 Mar, 23	11	-31.25%
31 Dec, 22	16	6.67%
30 Sep, 22	15	25.00%
30 Jun, 22	12	-40.00%
31 Mar, 22	20	25.00%
31 Dec, 21	16	-
30 Sep, 21	16	-11.11%
30 Jun, 21	18	20.00%
31 Mar, 21	15	25.00%
31 Dec, 20	12	-

9 institutional shareholders have increased their position in SQFT stock as of 30 Jun 24 compared to 14 in the previous quarter (a -35.71% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	7	16.67%
31 Mar, 24	6	-33.33%
31 Dec, 23	9	-18.18%
30 Sep, 23	11	83.33%
30 Jun, 23	6	-40.00%
31 Mar, 23	10	25.00%
31 Dec, 22	8	14.29%
30 Sep, 22	7	-22.22%
30 Jun, 22	9	12.50%
31 Mar, 22	8	-20.00%
31 Dec, 21	10	-
30 Sep, 21	10	150.00%
30 Jun, 21	4	33.33%
31 Mar, 21	3	-
31 Dec, 20	-	-

7 institutional shareholders have reduced their position in SQFT stock as of 30 Jun 24 compared to 6 in the previous quarter (a 16.67% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	35	9.38%	1,131,351	3.25%	9.20%	10.77%	9	-35.71%	7	16.67%
31 Mar, 24	32	10.34%	1,095,714	-1.70%	9.25%	10.45%	14	7.69%	6	-33.33%
31 Dec, 23	29	-3.33%	1,114,626	-11.20%	9.41%	8.37%	13	30.00%	9	-18.18%
30 Sep, 23	30	7.14%	1,255,266	1.26%	10.60%	9.66%	10	-23.08%	11	83.33%
30 Jun, 23	28	-20.00%	1,239,641	-9.04%	10.47%	7.90%	13	18.18%	6	-40.00%
31 Mar, 23	35	12.90%	1,362,900	-2.60%	11.52%	8.00%	11	-31.25%	10	25.00%
31 Dec, 22	31	6.90%	1,399,275	5.61%	12.00%	9.49%	16	6.67%	8	14.29%
30 Sep, 22	29	-3.33%	1,324,951	6.56%	11.25%	10.13%	15	25.00%	7	-22.22%
30 Jun, 22	30	-26.83%	1,243,333	1.81%	10.54%	9.79%	12	-40.00%	9	12.50%
31 Mar, 22	41	7.89%	1,221,214	52.92%	10.37%	22.55%	20	25.00%	8	-20.00%
31 Dec, 21	38	8.57%	798,575	11.00%	6.78%	15.38%	16	-	10	-
30 Sep, 21	35	20.69%	719,419	39.63%	6.64%	22.62%	16	-11.11%	10	150.00%
30 Jun, 21	29	38.10%	515,215	36.16%	5.42%	34.22%	18	20.00%	4	33.33%
31 Mar, 21	21	75.00%	378,377	14.85%	3.98%	29.85%	15	25.00%	3	-
31 Dec, 20	12	-	329,461	-	3.65%	-	12	-	-	-

Presidio Property Trust Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Nov 13, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	100	$12.76	$1.28K	5,000
Nov 13, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	100	$13.13	$1.31K	4,900
Nov 07, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	100	$13.66	$1.37K	4,800
Oct 30, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	100	$13.73	$1.37K	4,700
Oct 19, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	200	$15.00	$3.00K	4,600
Sep 28, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	200	$15.54	$3.11K	4,400
Sep 28, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	300	$15.17	$4.55K	4,100

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Nov 13, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	100	$12.76	$1.28K	5,000
Nov 13, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	100	$13.13	$1.31K	4,900
Nov 07, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	100	$13.66	$1.37K	4,800
Oct 30, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	100	$13.73	$1.37K	4,700
Oct 19, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	200	$15.00	$3.00K	4,600
Sep 28, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	200	$15.54	$3.11K	4,400
Sep 28, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	300	$15.17	$4.55K	4,100

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
May 22, 2024	Piliptchak Elena	director	-		Sell	-	-	-	11,800

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 22, 2024	Piliptchak Elena	director	-		Buy	-	-	-	76,475
May 22, 2024	Piliptchak Elena	director	-		Buy	-	-	-	53,927
May 22, 2024	Piliptchak Elena	director	-		Buy	-	-	-	50,991
May 22, 2024	Piliptchak Elena	director	-		Buy	-	-	-	46,688
May 22, 2024	Piliptchak Elena	director	-		Sell	-	-	-	11,800
Jan 09, 2024	Heilbron Jack Kendrick	director, officer	CEO and President	A-Award	Buy	360,000	$1.20	$432.00K	710,156
Jan 09, 2024	KATZ GARY MORRIS	officer	SVP, Asset Management	A-Award	Buy	250,945	$1.20	$301.13K	675,011
Jan 09, 2024	Bentzen Edwin H IV	officer	Chief Accounting Officer	A-Award	Buy	135,262	$1.20	$162.31K	243,378
Jan 09, 2024	Hightower Steven	director	-	A-Award	Buy	22,010	$1.20	$26.41K	75,765
Jan 09, 2024	Bruen David	director	-	A-Award	Buy	25,104	$1.20	$30.12K	98,987
Jan 09, 2024	BARNES JENNIFER A	director	-	A-Award	Buy	20,920	$1.20	$25.10K	84,326
Jan 09, 2024	DURFEY JAMES ROBERT	director	-	A-Award	Buy	20,920	$1.20	$25.10K	113,444
Jan 09, 2024	Hager Tracie Jan	director	-	A-Award	Buy	20,920	$1.20	$25.10K	43,321
Nov 13, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	100	$12.76	$1.28K	5,000
Nov 13, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	100	$13.13	$1.31K	4,900
Nov 07, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	100	$13.66	$1.37K	4,800
Oct 30, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	100	$13.73	$1.37K	4,700
Oct 19, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	200	$15.00	$3.00K	4,600
Sep 28, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	200	$15.54	$3.11K	4,400
Sep 28, 2023	Heilbron Jack Kendrick	director, officer	CEO and President	P-Purchase	Buy	300	$15.17	$4.55K	4,100

The last insider sell of Presidio Property Trust's stock was made by Piliptchak Elena on May 22 2024, selling - shares at - per share (valued at -). The last insider buy of SQFT was made by Heilbron Jack Kendrick on Nov 13 2023, buying 100 shares at $12.76 per share (worth $1.28K).

Presidio Property Trust Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q4 2023	3	-	-
Q3 2023	9	-	-
Q2 2023	12	-	-
Q1 2023	8	8	100.00%
Q4 2022	14	-	-
Q3 2022	2	-	-
Q2 2022	5	-	-

3 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Presidio Property Trust's insiders, as of Q4 2023.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q4 2023	3	-	-
Q3 2023	9	-	-
Q2 2023	8	-	-
Q1 2023	-	-	-
Q4 2022	11	-	-
Q3 2022	2	-	-
Q2 2022	2	-	-

As of Q4 2023, Insider owners conducted 3 open market buy trades and 0 open market sell trades of Presidio Property Trust's stocks.

Presidio Property Trust Peer Ownership

Ticker	Company
YGMZ	MingZhu Logistics Holdings Limited
MDRR	Medalist Diversified REIT, Inc.
ICMB	Investcorp Credit Management BDC, Inc.
HCDI	Harbor Custom Development, Inc.
SCPS	Scopus BioPharma Inc.

SQFT Ownership FAQ

Who Owns Presidio Property Trust?

Presidio Property Trust is owned by institutional shareholders (9.20%), insiders (20.81%), and public (69.99%). The largest institutional shareholder of Presidio Property Trust is VANGUARD GROUP INC (1.58% of total shares) and the top mutual fund owner is FIDELITY CONCORD STREET TRUST (0.00% of total shares).

Who are the major institutional shareholders of Presidio Property Trust?

Presidio Property Trust's major institutional shareholders are VANGUARD GROUP INC, ATRIA WEALTH SOLUTIONS, INC., GEODE CAPITAL MANAGEMENT, LLC, INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC, and RENAISSANCE TECHNOLOGIES LLC. The top five shareholders own together 5.45% of the company's share outstanding.

How many Presidio Property Trust shareholders are there?

As of Jun 2024, there are 35 institutional shareholders of Presidio Property Trust.

What percentage of Presidio Property Trust is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC owns 193.83K shares of Presidio Property Trust, representing 1.58% of the company's total shares outstanding, valued at $135.12K (as of Jun 2024).

What percentage of Presidio Property Trust is owned by ATRIA WEALTH SOLUTIONS, INC?

As of Jun 2024, ATRIA WEALTH SOLUTIONS, INC holds 186.07K shares of Presidio Property Trust (SQFT), compromising 1.51% of the company, valued at $129.71K.

What percentage of Presidio Property Trust is owned by GEODE CAPITAL MANAGEMENT, LLC?

GEODE CAPITAL MANAGEMENT, LLC is the third largest holder of Presidio Property Trust. The company owns 112.81K of the company's shares outstanding (worth $78.67K).