Presidio Property Trust, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LEPERCQ MULTI-ASSET FUND | 02/07/2025 | 134,125 | $107,300 | 100.00% | 1.08% |
| LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC | 02/13/2025 | 134,125 | $107,300 | 100.00% | 1.08% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 112,814 | $90,294 | 0.00% | 0.90% |
| KESTRA ADVISORY SERVICES, LLC | 02/10/2025 | 84,731 | $67,785 | 314.68% | 0.68% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 65,952 | $52,762 | -3.51% | 0.53% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 60,513 | $48,410 | 10.34% | 0.49% |
| IFP ADVISORS, INC | 02/04/2025 | 36,775 | $29,419 | 5.93% | 0.29% |
| TWO SIGMA SECURITIES, LLC | 02/14/2025 | 25,732 | $20,586 | 82.52% | 0.21% |
| AE WEALTH MANAGEMENT LLC | 02/13/2025 | 17,000 | $13,600 | 100.00% | 0.14% |
| SAGEVIEW ADVISORY GROUP, LLC | 02/13/2025 | 15,667 | $12,534 | 100.00% | 0.13% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 15,155 | $12,124 | 0.00% | 0.12% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 01/30/2025 | 14,914 | $11,931 | -26.03% | 0.12% |
| XTX TOPCO LTD | 02/13/2025 | 14,699 | $11,759 | 100.00% | 0.12% |
| CREATIVE PLANNING | 02/14/2025 | 12,287 | $9,830 | 0.00% | 0.10% |
| STATE STREET CORP | 02/14/2025 | 12,118 | $9,694 | 0.00% | 0.10% |
| LPL FINANCIAL LLC | 02/11/2025 | 12,108 | $9,686 | -4.83% | 0.10% |
| UBS GROUP AG | 02/14/2025 | 10,622 | $8,498 | 100.00% | 0.09% |
| ROYAL BANK OF CANADA | 02/14/2025 | 8,211 | $7,000 | 0.00% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 7,622 | $5,486 | -42.51% | 0.06% |
| CWM, LLC | 02/04/2025 | 5,290 | $4,000 | 0.00% | 0.04% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2025 | 4,074 | $3,134 | 0.00% | 0.03% |
| LARSON FINANCIAL GROUP LLC | 02/07/2025 | 3,426 | $2,741 | 0.00% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 2,287 | $1,830 | -2.97% | 0.02% |
| 02/24/2025 | 1,630 | $1,092 | 100.00% | 0.01% | |
| 02/13/2025 | 50 | $40 | 100.00% | 0.00% | |
| VANGUARD GROUP INC | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 0 | $0 | -100.00% | 0.00% |
| ATRIA WEALTH SOLUTIONS, INC. | 01/31/2025 | 0 | $0 | -100.00% | 0.00% |
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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:
Lepercq Multi-Asset Fund: 134,125
Lepercq De Neuflize Asset Management LLC: 134,125
GEODE CAPITAL MANAGEMENT, LLC: 112,814
Kestra Advisory Services, LLC: 84,731
RENAISSANCE TECHNOLOGIES LLC: 65,952
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 60,513
7.16% of Presidio Property Trust, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 918,564 shares in the last 24 months. This purchase volume represents approximately $734,851 in transactions.