Presidio Property Trust, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CLEAR STREET GROUP INC. | 11/14/2025 | 311.57 K | $11.65 K | 100.00% | 27.34% |
| ARMISTICE CAPITAL, LLC | 11/17/2025 | 200.00 K | $7.48 K | 0.00% | 17.55% |
| VANGUARD GROUP INC | 11/07/2025 | 110.32 K | $3.53 K | 0.00% | 9.68% |
| CSS LLC/IL | 11/13/2025 | 55.16 K | $20.63 K | 0.00% | 4.84% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 30.01 K | $994 | 0.00% | 2.63% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 29.85 K | $1.12 K | 0.00% | 2.62% |
| IFP ADVISORS, INC | 12/02/2025 | 27.11 K | $1.02 K | -9.23% | 2.38% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 25.94 K | $970 | 44.85% | 2.28% |
| VIRTU FINANCIAL LLC | 11/14/2025 | 21.37 K | $1.00 K | 100.00% | 1.88% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 20.43 K | $764 | -77.99% | 1.79% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 19.26 K | $720 | 46.88% | 1.69% |
| STATE STREET CORP | 11/14/2025 | 18.40 K | $596 | 0.00% | 1.61% |
| BINNACLE INVESTMENTS INC | 11/14/2025 | 16.25 K | $567 | -12.02% | 1.43% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 16.09 K | $1.00 K | 100.00% | 1.41% |
| LPL FINANCIAL LLC | 11/12/2025 | 15.76 K | $589 | 31.32% | 1.38% |
| AIRE ADVISORS, LLC | 11/10/2025 | 13.07 K | $489 | 0.00% | 1.15% |
| VICTRIX INVESTMENT ADVISORS | 11/04/2025 | 12.60 K | $471 | 0.00% | 1.11% |
| ALPHACORE CAPITAL LLC | 11/12/2025 | 12.41 K | $464 | 100.00% | 1.09% |
| SUNBELT SECURITIES, INC. | 11/19/2025 | 11.63 K | $435 | 235.56% | 1.02% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 11.44 K | $370 | 0.00% | 1.00% |
| SAGEVIEW ADVISORY GROUP, LLC | 11/13/2025 | 11.07 K | $414 | -27.20% | 0.97% |
| PROSPERA FINANCIAL SERVICES INC | 11/06/2025 | 11.03 K | $412 | 0.00% | 0.97% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 10.91 K | $353 | -92.19% | 0.96% |
| MAREX GROUP PLC | 11/14/2025 | 10.00 K | $374 | 100.00% | 0.88% |
| MORGAN STANLEY | 11/14/2025 | 7.96 K | $298 | 0.00% | 0.70% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 3.05 K | $113 | 3.39% | 0.27% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 2.63 K | $98 | 100.00% | 0.23% |
| FIRST PACIFIC FINANCIAL | 10/21/2025 | 1.81 K | $68 | 0.00% | 0.16% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2025 | 744 | $27 | 100.00% | 0.07% |
| UBS GROUP AG | 11/13/2025 | 88 | $3 | -93.99% | 0.01% |
| FINANCIAL CONSULATE, INC | 10/21/2025 | 7 | $1 | 100.00% | 0.00% |
| CITADEL ADVISORS LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| SIGMA PLANNING CORP | 11/10/2025 | 0 | $0 | -100.00% | 0.00% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 10/27/2025 | 0 | $0 | -100.00% | 0.00% |
Presidio Property Trust, Inc. institutional Ownership - FAQ's
During the previous two years, 37 institutional investors and hedge funds held shares of Presidio Property Trust, Inc.. The most heavily invested institutionals were:
Clear Street Group Inc.: 311,566
ARMISTICE CAPITAL, LLC: 200,000
VANGUARD GROUP INC: 110,319
CSS LLC/IL: 55,158
ADVISOR GROUP HOLDINGS, INC.: 30,014
WELLS FARGO & COMPANY/MN: 29,854
91.09% of Presidio Property Trust, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.06 M shares in the last 24 months. This purchase volume represents approximately $31.69 K in transactions.