Funds holding PRESIDIO PROPERTY TRUST INC
ISIN US74102L1136 · United States · LEI 549300MEZ901JA232E13
- Fund holders
- 3
- Of which ETFs
- 0 3 other funds
- Value held
- 2.6K $
- Share of capital
- 8.5 % of 1.4M shares on Aug 13, 2026
This issuer has other securities : PRESIDIO PROPERTY TRUST INC (US74102L5012)
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 110,319 | 2.3K $ | 7.69 % | as of Mar 31, 2026 ↗ | |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 6,016 | 116.1 $ | 0.42 % | as of Feb 28, 2026 ↗ | |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 5,422 | 104.6 $ | 0.38 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 3 | 0 | 121,757 | 0.0 % |
| 2026Q1 | 3 | 0 | 121,757 | 0.0 % |
| 2025Q4 | 3 | 0 | 121,757 | 0.0 % |
| 2025Q3 | 3 | 0 | 121,757 | 0.0 % |
| 2025Q2 | 3 | 0 | 121,757 | 0.0 % |
| 2025Q1 | 3 | 0 | 121,757 | 0.0 % |
| 2024Q4 | 3 | 0 | 121,757 | 0.0 % |
| 2024Q3 | 3 | 0 | 121,757 | 0.0 % |
| 2024Q2 | 3 | 0 | 121,757 | 0.0 % |
| 2024Q1 | 3 | 0 | 121,757 | 0.0 % |
| 2023Q4 | 3 | 121,757 |
Institutional managers
28 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Ketron Financial | 542,735 | 10.8K $ | as of Mar 31, 2026 |
| Clear Street Group Inc. | 311,566 | 6.2K $ | as of Mar 31, 2026 |
| ARMISTICE CAPITAL, LLC | 200,000 | 4K $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 67,620 | 1.3K $ | as of Mar 31, 2026 |
| Mariner, LLC | 59,988 | 1.2K $ | as of Mar 31, 2026 |
| CSS LLC/IL | 55,158 | 11K $ | as of Mar 31, 2026 |
| ACT Advisors, LLC. | 44,634 | 888 $ | as of Mar 31, 2026 |
| T3 Companies, LLC | 30,197 | 601 $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 29,854 | 594 $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 28,324 | 562 $ | as of Mar 31, 2026 |
| IFP Advisors, Inc | 27,106 | 539 $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 26,378 | 525 $ | as of Mar 31, 2026 |
| GTS SECURITIES LLC | 21,940 | 439 $ | as of Mar 31, 2026 |
| STATE STREET CORP | 18,399 | 366 $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,871 | 356 $ | as of Mar 31, 2026 |
| AIRE ADVISORS, LLC | 13,065 | 260 $ | as of Mar 31, 2026 |
| AlphaCore Capital LLC | 12,414 | 247 $ | as of Mar 31, 2026 |
| LPL Financial LLC | 11,892 | 237 $ | as of Mar 31, 2026 |
| Sunbelt Securities, Inc. | 11,634 | 232 $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 11,438 | 227 $ | as of Mar 31, 2026 |
| Prospera Financial Services Inc | 11,025 | 219 $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 10,993 | 219 $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 10,717 | 213 $ | as of Mar 31, 2026 |
| Marex Group plc | 10,000 | 231 $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 6,674 | 133 $ | as of Mar 31, 2026 |
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