CUSIP 74102L113
PRESIDIO PPTY TR INC
61 institutions · $3.1M total · 1,832,789 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | SUMMIT WEALTH GROUP LLC / CO | 56,417 | $3.0M | 3.07% | 2025-12-31 |
| 2 | CSS LLC/IL | 55,158 | $16.5K | 3.00% | 2025-12-31 |
| 3 | Ketron Financial | 457,734 | $13.7K | 24.97% | 2025-12-31 |
| 4 | Clear Street Group Inc. | 311,566 | $9.3K | 16.99% | 2025-12-31 |
| 5 | ARMISTICE CAPITAL, LLC | 200,000 | $6.0K | 10.91% | 2025-12-31 |
| 6 | VANGUARD GROUP INC | 110,319 | $3.6K | 6.01% | 2025-12-31 |
| 7 | Redwood Wealth Management Group, LLC | 38,350 | $1.5K | 2.09% | 2024-06-30 |
| 8 | IFP Advisors, Inc | 27,106 | $1.0K | 1.47% | 2025-12-31 |
| 9 | Atria Wealth Solutions, Inc. | 29,580 | $976 | 1.61% | 2024-09-30 |
| 10 | T3 Companies, LLC | 30,197 | $906 | 1.64% | 2025-12-31 |
| 11 | WELLS FARGO & COMPANY/MN | 29,854 | $896 | 1.62% | 2025-12-31 |
| 12 | WealthPLAN Partners, LLC | 20,982 | $818 | 1.14% | 2024-06-30 |
| 13 | CITADEL ADVISORS LLC | 23,230 | $785 | 1.26% | 2025-06-30 |
| 14 | ADVISOR GROUP HOLDINGS, INC. | 24,729 | $748 | 1.34% | 2025-12-31 |
| 15 | AVANTAX ADVISORY SERVICES, INC. | 16,215 | $711 | 0.88% | 2023-09-30 |
| 16 | Kestra Advisory Services, LLC | 20,434 | $613 | 1.11% | 2025-12-31 |
| 17 | STATE STREET CORP | 18,399 | $598 | 1.00% | 2025-12-31 |
| 18 | Binnacle Investments Inc | 16,254 | $567 | 0.88% | 2025-09-30 |
| 19 | GTS SECURITIES LLC | 16,146 | $517 | 0.88% | 2025-12-31 |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 16,401 | $492 | 0.89% | 2025-12-31 |
| 21 | Victrix Investment Advisors | 12,603 | $471 | 0.68% | 2025-09-30 |
| 22 | Round Rock Advisors, LLC | 13,110 | $446 | 0.71% | 2023-12-31 |
| 23 | CI Private Wealth, LLC | 14,840 | $446 | 0.80% | 2025-12-31 |
| 24 | Aptus Capital Advisors, LLC | 5,788 | $399 | 0.31% | 2024-03-31 |
| 25 | AIRE ADVISORS, LLC | 13,065 | $392 | 0.71% | 2025-12-31 |
| 26 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10,000 | $390 | 0.54% | 2024-06-30 |
| 27 | AlphaCore Capital LLC | 12,414 | $372 | 0.67% | 2025-12-31 |
| 28 | GEODE CAPITAL MANAGEMENT, LLC | 11,438 | $371 | 0.62% | 2025-12-31 |
| 29 | LPL Financial LLC | 11,892 | $357 | 0.64% | 2025-12-31 |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,908 | $353 | 0.59% | 2025-09-30 |
| 31 | Sunbelt Securities, Inc. | 11,634 | $349 | 0.63% | 2025-12-31 |
| 32 | WealthPlan Investment Management, LLC | 10,240 | $345 | 0.55% | 2025-06-30 |
| 33 | Sigma Planning Corp | 10,218 | $344 | 0.55% | 2025-06-30 |
| 34 | SageView Advisory Group, LLC | 11,065 | $332 | 0.60% | 2025-12-31 |
| 35 | RAYMOND JAMES FINANCIAL INC | 10,993 | $330 | 0.59% | 2025-12-31 |
| 36 | Prospera Financial Services Inc | 11,025 | $330 | 0.60% | 2025-12-31 |
| 37 | Marex Group plc | 10,000 | $325 | 0.54% | 2025-12-31 |
| 38 | Cetera Investment Advisers | 10,717 | $322 | 0.58% | 2025-12-31 |
| 39 | MORGAN STANLEY | 6,674 | $200 | 0.36% | 2025-12-31 |
| 40 | CIBC Private Wealth Group, LLC | 4,074 | $151 | 0.22% | 2025-03-31 |
| 41 | Larson Financial Group LLC | 3,426 | $116 | 0.18% | 2023-12-31 |
| 42 | BANK OF AMERICA CORP /DE/ | 2,949 | $109 | 0.16% | 2025-12-31 |
| 43 | Bellwether Advisors, LLC | 1,947 | $80 | 0.10% | 2023-06-30 |
| 44 | NewEdge Advisors, LLC | 2,625 | $79 | 0.14% | 2025-12-31 |
| 45 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,974 | $67 | 0.10% | 2023-12-31 |
| 46 | BlackRock Inc. | 1,536 | $60 | 0.08% | 2024-06-30 |
| 47 | MONEY CONCEPTS CAPITAL CORP | 1,000 | $55 | 0.05% | 2023-03-31 |
| 48 | First Pacific Financial | 1,805 | $55 | 0.09% | 2025-12-31 |
| 49 | BlackRock, Inc. | 1,536 | $53 | 0.08% | 2025-03-31 |
| 50 | UBS Group AG | 834 | $25 | 0.04% | 2025-12-31 |
| 51 | Sound Income Strategies, LLC | 744 | $22 | 0.04% | 2025-12-31 |
| 52 | PSI Advisors, LLC | 315 | $11 | 0.01% | 2025-03-31 |
| 53 | Transce3nd, LLC | 50 | $2 | 0.00% | 2024-12-31 |
| 54 | FINANCIAL CONSULATE, INC | 7 | $1 | 0.00% | 2025-09-30 |
| 55 | Virtu Financial LLC | 24,010 | $1 | 1.31% | 2025-12-31 |
| 56 | COMMONWEALTH EQUITY SERVICES, LLC | 12,277 | $0 | 0.66% | 2024-09-30 |
| 57 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |
| 58 | CWM, LLC | 5,124 | $0 | 0.27% | 2025-12-31 |
| 59 | Royal Bank of Canada | 8,053 | $0 | 0.43% | 2025-12-31 |
| 60 | HRT FINANCIAL LP | 14,720 | $0 | 0.80% | 2025-12-31 |
| 61 | Janney Montgomery Scott LLC | 16,088 | $0 | 0.87% | 2025-12-31 |