SQFTWPRESIDIO PPTY TR INC
CUSIP 74102L113 · Yahoo Finance ↗ · Google Finance ↗
Presidio Ppty Tr Inc (SQFTW) has 32 institutional holders in Filings Flow’s 13F database, together reporting 1.76M shares worth $44,121 as of Q1 2026. The largest reported holders are Summit Wealth Group LLC / Co, Css LLC/Il, and Ketron Financial.
Institutional Holders
32
Q1 2026
Reported Value
$44,121
Ticker
SQFTW
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.22% | $3M | 56.4K | Q4 2025OLDER |
| Ketron Financial$279M AUM | 0.00% | $10,800 | 542.7K | Q1 2026 |
| CSS LLC/IL$2.1B AUM | 0.00% | $10,976 | 55.2K | Q1 2026 |
| ACT Advisors, LLC.$235M AUM | 0.00% | $888 | 44.6K | Q1 2026 |
| Binnacle Investments Inc$170M AUM | 0.00% | $567 | 16.3K | Q3 2025OLDER |
| Victrix Investment Advisors$239M AUM | 0.00% | $251 | 12.6K | Q1 2026 |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.00% | $3,980 | 200.0K | Q1 2026 |
| AIRE ADVISORS, LLC$547M AUM | 0.00% | $260 | 13.1K | Q1 2026 |
| Clear Street Group Inc.$24.6B AUM | 0.00% | $6,200 | 311.6K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.00% | $345 | 10.2K | Q2 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.00% | $439 | 21.9K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $232 | 11.6K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $332 | 11.1K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $539 | 27.1K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.00% | $344 | 10.2K | Q2 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $247 | 12.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1,346 | 67.6K | Q1 2026 |
| First Pacific Financial$777M AUM | 0.00% | $36 | 1.8K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $219 | 11.0K | Q1 2026 |
| Marex Group Ltd$15.8B AUM | 0.00% | $231 | 10.0K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $1,194 | 60.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $562 | 28.3K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $15 | 744 | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $446 | 14.8K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $79 | 2.6K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $102 | 5.1K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $213 | 10.7K | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $1 | 7 | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $525 | 26.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $785 | 23.2K | Q2 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $594 | 29.9K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $219 | 11.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $237 | 11.9K | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $2,317 | 110.3K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $3,641 | 110.3K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $356 | 17.9K | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $227 | 11.4K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $366 | 18.4K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $200 | 6.7K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $88 | 2.9K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $25 | 834 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | — | $0 | 4.2K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.