IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Presidio Property Trst -Cw27 (SQFTW)

CUSIP: 74102L113 | US | 78 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Ketron Financial694,998
0.0% of portfolio›$7.1K
Kestra Advisory Services, LLC93,104
0.0% of portfolio›$950
ACT Advisors, Llc.37,023
0.0% of portfolio›$378
T3 Companies, LLC30,197
0.0% of portfolio›$426
IFP Advisors, Inc23,221
0.0% of portfolio›$237
Aire Advisors, LLC13,065
0.0% of portfolio›$133
Victrix Investment Advisors12,603
0.0% of portfolio›$129
LPL Financial LLC11,892
0.0% of portfolio›$121
Geode Capital Management, LLC11,438
0.0% of portfolio›$117
Prospera Financial Services Inc11,025
0.0% of portfolio›$171
Farther Finance Advisors, LLC4,401
0.0% of portfolio›$45
UBS Group AG3,501
0.0% of portfolio›$35
First Pacific Financial1,805
0.0% of portfolio›$19
Assetmark, Inc641
0.0% of portfolio›$7
StyleTurnoverLocationFiled
Ketron Financial
694,998$7.1K0.0%Agg GrowthVery LowNovato, CA2026-11-09
Kestra Advisory Services, LLC
93,104$9500.0%IndexLowAustin, TX2026-11-02
ACT Advisors, Llc.
37,023$3780.0%ETFMediumAsheville, NC2026-10-15
T3 Companies, LLC
30,197$4260.0%CoreVery HighNew York, NY2026-10-22
IFP Advisors, Inc
23,221$2370.0%CoreLowTampa, FL2026-10-16
Aire Advisors, LLC
13,065$1330.0%ETFVery LowBeverly Hills, CA2026-10-22
Victrix Investment Advisors
12,603$1290.0%CoreLowStuart, FL2026-10-13
LPL Financial LLC
11,892$1210.0%IndexVery LowFort Mill, SC2026-11-06
Geode Capital Management, LLC
11,438$1170.0%IndexVery LowBoston, MA2026-11-06
Prospera Financial Services Inc
11,025$1710.0%CoreMediumDallas, TX2026-11-04
Farther Finance Advisors, LLC
4,401$450.0%IndexLowSan Francisco, CA2026-10-08
UBS Group AG
3,501$350.0%CoreMediumZurich, Switzerland2026-11-10
First Pacific Financial
1,805$190.0%ETFLowVancouver, WA2026-10-14
Assetmark, Inc
641$70.0%ETFLowConcord, CA2026-10-21