Presidio Property Trust, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CX INSTITUTIONAL | 10/23/2025 | 464 | $2.00 K | 0.00% | 0.04% |
| IFP ADVISORS, INC | 12/02/2025 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
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Presidio Property Trust, Inc. institutional Ownership - FAQ's
During the previous two years, 7 institutional investors and hedge funds held shares of Presidio Property Trust, Inc.. The most heavily invested institutionals were:
CX Institutional: 464
ADVISOR GROUP HOLDINGS, INC.: 0
IFP Advisors, Inc: 0
Lepercq Multi-Asset Fund: 134,125
American Portfolios Advisors: 5,339
Lake Point Wealth Management: 1,792
0.04% of Presidio Property Trust, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 155.25 K shares in the last 24 months. This purchase volume represents approximately $886.48 K in transactions.