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Presidio Property Trst -Cw27 (SQFTW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Ketron Financial
INCREASED
Shares694,998 from 613,834
Change+81,164 (+13%)
Value$7.1K (-$1.8K)
Filed 2026-11-09
Kestra Advisory Services, LLC
INCREASED
Shares93,104 from 70,495
Change+22,609 (+32%)
Value$950 (-$72)
Filed 2026-11-02
ACT Advisors, Llc.
NEW
Shares37,023
Change+37,023
Value$378
Filed 2026-10-15
T3 Companies, LLC
UNCHANGED
Shares30,197 from 30,197
Change0 (0%)
Value$426 (-$12)
Filed 2026-10-22
IFP Advisors, Inc
UNCHANGED
Shares23,221 from 23,221
Change0 (0%)
Value$237 (-$100)
Filed 2026-10-16
Aire Advisors, LLC
UNCHANGED
Shares13,065 from 13,065
Change0 (0%)
Value$133 (-$56)
Filed 2026-10-22
Victrix Investment Advisors
UNCHANGED
Shares12,603 from 12,603
Change0 (0%)
Value$129 (-$54)
Filed 2026-10-13
LPL Financial LLC
UNCHANGED
Shares11,892 from 11,892
Change0 (0%)
Value$121 (-$51)
Filed 2026-11-06
Geode Capital Management, LLC
UNCHANGED
Shares11,438 from 11,438
Change0 (0%)
Value$117 (-$66)
Filed 2026-11-06
Prospera Financial Services Inc
UNCHANGED
Shares11,025 from 11,025
Change0 (0%)
Value$171 (+$12)
Filed 2026-11-04
Farther Finance Advisors, LLC
UNCHANGED
Shares4,401 from 4,401
Change0 (0%)
Value$45 (-$19)
Filed 2026-10-08
UBS Group AG
INCREASED
Shares3,501 from 1,550
Change+1,951 (+126%)
Value$35 (+$12)
Filed 2026-11-10
First Pacific Financial
UNCHANGED
Shares1,805 from 1,805
Change0 (0%)
Value$19 (-$8)
Filed 2026-10-14
Assetmark, Inc
UNCHANGED
Shares641 from 641
Change0 (0%)
Value$7 (-$2)
Filed 2026-10-21
Clear Street Group Inc.
N/A
Shares— from 311,566
Change-311,566 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 110,319
Change-110,319 (-100%)
Value—
CSS LLC
N/A
Shares— from 55,158
Change-55,158 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 37,543
Change-37,543 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 33,135
Change-33,135 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 29,854
Change-29,854 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 22,040
Change-22,040 (-100%)
Value—
State Street Corp
N/A
Shares— from 18,399
Change-18,399 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 11,375
Change-11,375 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 11,342
Change-11,342 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 10,993
Change-10,993 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,943
Change-10,943 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,717
Change-10,717 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,053
Change-8,053 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,754
Change-6,754 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,376
Change-4,376 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,446
Change-2,446 (-100%)
Value—
Status
Ketron Financial
INCREASED694,998613,834+81,164+13%$8.9K$7.1K-$1.8K2026-11-09
Kestra Advisory Services, LLC
INCREASED93,10470,495+22,609+32%$1.0K$950-$722026-11-02
ACT Advisors, Llc.
NEW37,023—+37,023——$378—2026-10-15
T3 Companies, LLC
UNCHANGED30,19730,19700%$438$426-$122026-10-22
IFP Advisors, Inc
UNCHANGED23,22123,22100%$337$237-$1002026-10-16
Aire Advisors, LLC
UNCHANGED13,06513,06500%$189$133-$562026-10-22
Victrix Investment Advisors
UNCHANGED12,60312,60300%$183$129-$542026-10-13
LPL Financial LLC
UNCHANGED11,89211,89200%$172$121-$512026-11-06
Geode Capital Management, LLC
UNCHANGED11,43811,43800%$183$117-$662026-11-06
Prospera Financial Services Inc
UNCHANGED11,02511,02500%$159$171+$122026-11-04
Farther Finance Advisors, LLC
UNCHANGED4,4014,40100%$64$45-$192026-10-08
UBS Group AG
INCREASED3,5011,550+1,951+126%$23$35+$122026-11-10
First Pacific Financial
UNCHANGED1,8051,80500%$27$19-$82026-10-14
Assetmark, Inc
UNCHANGED64164100%$9$7-$22026-10-21
Clear Street Group Inc.
N/A—311,566-311,566-100%$4.5K———
Armistice Capital, LLC
N/A—200,000-200,000-100%$2.9K———
Vanguard Capital Management LLC
N/A—110,319-110,319-100%$1.8K———
CSS LLC
N/A—55,158-55,158-100%$8.0K———
Osaic Holdings, Inc.
N/A—37,543-37,543-100%$454———
Envestnet Asset Management Inc
N/A—33,135-33,135-100%$480———
Wells Fargo & Company
N/A—29,854-29,854-100%$433———
GTS Securities LLC
N/A—22,040-22,040-100%$353———
State Street Corp
N/A—18,399-18,399-100%$294———
Janney Montgomery Scott LLC
N/A—13,500-13,500-100%$0———
Virtu Financial LLC
N/A—11,375-11,375-100%$0———
Arax Advisory Partners
N/A—11,342-11,342-100%$165———
Raymond James Financial Inc
N/A—10,993-10,993-100%$159———
MML Investors Services, LLC
N/A—10,943-10,943-100%$159———
Cetera Investment Advisers
N/A—10,717-10,717-100%$155———
Marex Group Ltd
N/A—10,000-10,000-100%$160———
Royal Bank of Canada
N/A—8,053-8,053-100%$0———
Morgan Stanley
N/A—6,754-6,754-100%$98———
BFC Planning, Inc.
N/A—4,376-4,376-100%$63———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,446-2,446-100%$35———
Showing 34 of 34 institutions