Funds holding PRESIDIO PROPERTY TRUST INC
ISIN US74102L5012 · United States · LEI 549300MEZ901JA232E13
- Fund holders
- 4
- Of which ETFs
- 0 4 other funds
- Value held
- 39.7K $
- Share of capital
- 1.1 % of 1.4M shares on Aug 13, 2026
This issuer has other securities: PRESIDIO PROPERTY TRUST INC (US74102L1136)
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 7,017 | 19.5K $ | 0.49 % | as of May 31, 2026 ↗ | |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 6,645 | 16.3K $ | 0.46 % | as of Jun 30, 2026 ↗ | |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 805 | 2.2K $ | 0.06 % | as of May 31, 2026 ↗ | |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 601 | 1.7K $ | 0.04 % | as of May 31, 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 |
|---|---|---|---|---|
| 2026Q3 | 4 | 0 | 15,068 | -0.5 % |
| 2026Q2 | 4 | 0 | 15,138 | +7.7 % |
| 2026Q1 | 4 | 0 | 14,050 | -0.3 % |
| 2025Q4 | 4 | 0 | 14,090 | +67.7 % |
| 2025Q3 | 4 | 8,403 |
Institutional managers
9 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| Ketron Financial | 10,511 | 24.4K $ | as of Mar 31, 2026 |
| IFP Advisors, Inc | 2,705 | 6.3K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 1,514 | 3.5K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 1,009 | 2.3K $ | as of Mar 31, 2026 |
| AlphaCore Capital LLC | 841 | 2K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 667 | 1.5K $ | as of Mar 31, 2026 |
| CWM, LLC | 529 | 1.2K $ | as of Mar 31, 2026 |
| UBS Group AG | 128 | 297 $ | as of Mar 31, 2026 |
| Sound Income Strategies, LLC | 74 | 181 $ | as of Mar 31, 2026 |
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Titelia. "Funds holding PRESIDIO PROPERTY TRUST INC". https://titelia.com/en/stocks/presidio-property-trust-inc-US74102L5012