Presidio Property Trust, Inc.
Presidio Property Trust, Inc. is a reit - diversified company in the real estate sector on NASDAQ, led by Jack K. Heilbron, with a market cap of $4.6M. As of Q3 2025, 3% of shares are held by 14 institutional investors, with DRW Securities, LLC as the largest holder at 1.72%.
Overview
Overview of institutional ownership in SQFT as of Q3 2025 with a market cap of $7.6M
All Institutions
- Institutions
- 14
- Value Held
- $200.2K
- Shares Held
- 37.6K
- Avg Position
- $14.3K
- Median Position
- $3.7K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Ownership Breakdown
Based on market cap of $7.6M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in SQFT as of Q3 2025
| Institution | Position Value |
|---|---|
D DRW Securities, LLC Institution | $130.4K 0.01% of portfolio |
 IFP Advisors, Inc RIA/Wealth | $14.4K 0.00% of portfolio |
 UBS Group AG Institution | $14.0K 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $11.2K 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $8.1K 0.00% of portfolio |
T Tower Research Capital LLC Institution | $5.0K 0.00% of portfolio |
 AlphaCore Capital LLC Real Assets | $4.5K 0.00% of portfolio |
 CWM, LLC RIA/Wealth | $2.8K 0.00% of portfolio |
 CX Institutional RIA/Wealth | $2.5K 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $2.2K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SQFT in Q3 2025
- Traded
- +$86.1K
- Buyers
- 8
- Sellers
- 2
- Total Bought
- +$167.3K
- Total Sold
- −$81.2K
- Avg Position
- $12.5K
Biggest Buyers
| Institution | Net Bought |
|---|---|
D DRW Securities, LLC Institution | +$130.4K +24.5K shares |
IFP Advisors, Inc RIA/Wealth | +$14.4K +-30.1K shares |
UBS Group AG Institution | +$13.9K +2.6K shares |
AlphaCore Capital LLC Real Assets | +$4.5K +841.0 shares |
T Tower Research Capital LLC Institution | +$3.4K +632.0 shares |
 Sound Income Strategies, LLC RIA/Wealth | +$411.0 +74.0 shares |
MORGAN STANLEY RIA/Wealth | +$266.5 +50.0 shares |
 BANK OF AMERICA CORP /DE/ Institution | +$26.6 +5.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Lepercq De Neuflize Asset Management LLC Fund of Funds | −$75.4K −14.4K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$5.8K −1.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SQFT in Q3 2025
- New Positions
- 1
- New Value
- $130.4K
- Exited Positions
- 2
- Exited Value
- $81.2K
New Positions
| Institution | Position Value |
|---|---|
D DRW Securities, LLC Institution | $130.4K 24.5K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Lepercq De Neuflize Asset Management LLC Fund of Funds | $75.4K 14.4K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $5.8K 1.1K shares |
Options Activity
Institutions with the largest Call and Put options positions in SQFT as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SQFT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
D DRW Securities, LLC Institution | 0.01% $130.4K |
IFP Advisors, Inc RIA/Wealth | 0.00% $14.4K |
AlphaCore Capital LLC Real Assets | 0.00% $4.5K |
T Tower Research Capital LLC Institution | 0.00% $5.0K |
CX Institutional RIA/Wealth | 0.00% $2.5K |
 Larson Financial Group LLC RIA/Wealth | 0.00% $1.8K |
Sound Income Strategies, LLC RIA/Wealth | 0.00% $411.0 |
CWM, LLC RIA/Wealth | 0.00% $2.8K |
A Advisor Group Holdings, Inc. Institution | 0.00% $2.2K |
UBS Group AG Institution | 0.00% $14.0K |