CUSIP 74102L303
PRESIDIO PPTY TR INC
52 institutions · $4.9M total · 1,368,734 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Legacy Financial Group LLC | 4,977 | $4.0M | 0.36% | 2023-12-31 |
| 2 | VANGUARD GROUP INC | 191,299 | $137.4K | 13.97% | 2024-09-30 |
| 3 | Lepercq Multi-Asset Fund | 134,125 | $107.3K | 9.79% | 2024-12-31 |
| 4 | Lepercq De Neuflize Asset Management LLC | 134,125 | $77.1K | 9.79% | 2025-03-31 |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 109,000 | $76.0K | 7.96% | 2024-06-30 |
| 6 | Atria Wealth Solutions, Inc. | 79,551 | $57.1K | 5.81% | 2024-09-30 |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 79,706 | $45.9K | 5.82% | 2025-03-31 |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 66,052 | $38.0K | 4.82% | 2025-03-31 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 53,645 | $30.8K | 3.91% | 2025-03-31 |
| 10 | NORTHERN TRUST CORP | 35,718 | $28.6K | 2.60% | 2024-12-31 |
| 11 | Redwood Wealth Management Group, LLC | 38,349 | $26.7K | 2.80% | 2024-06-30 |
| 12 | Cetera Investment Advisers | 26,834 | $21.4K | 1.96% | 2023-12-31 |
| 13 | TWO SIGMA SECURITIES, LLC | 25,732 | $20.6K | 1.87% | 2024-12-31 |
| 14 | Ground Swell Capital, LLC | 24,687 | $19.7K | 1.80% | 2023-12-31 |
| 15 | IFP Advisors, Inc | 29,863 | $18.2K | 2.18% | 2025-06-30 |
| 16 | MORGAN STANLEY | 20,392 | $16.3K | 1.48% | 2025-03-31 |
| 17 | TWO SIGMA ADVISERS, LP | 13,300 | $16.2K | 0.97% | 2024-03-31 |
| 18 | WealthPLAN Partners, LLC | 20,982 | $14.6K | 1.53% | 2024-06-30 |
| 19 | AE Wealth Management LLC | 17,000 | $13.6K | 1.24% | 2024-12-31 |
| 20 | Prospera Financial Services Inc | 11,025 | $13.4K | 0.80% | 2024-06-30 |
| 21 | XTX Topco Ltd | 14,699 | $11.8K | 1.07% | 2024-12-31 |
| 22 | Kestra Advisory Services, LLC | 20,433 | $11.7K | 1.49% | 2025-03-31 |
| 23 | OSAIC HOLDINGS, INC. | 13,258 | $10.6K | 0.96% | 2025-06-30 |
| 24 | Signal Advisors Wealth, LLC | 17,000 | $9.8K | 1.24% | 2025-03-31 |
| 25 | SageView Advisory Group, LLC | 15,667 | $9.0K | 1.14% | 2025-03-31 |
| 26 | WELLS FARGO & COMPANY/MN | 15,155 | $8.7K | 1.10% | 2025-03-31 |
| 27 | WealthPlan Investment Management, LLC | 14,914 | $8.6K | 1.08% | 2025-03-31 |
| 28 | CITADEL ADVISORS LLC | 14,833 | $8.5K | 1.08% | 2025-03-31 |
| 29 | LPL Financial LLC | 14,733 | $8.5K | 1.07% | 2025-03-31 |
| 30 | Creative Planning | 13,468 | $7.7K | 0.98% | 2025-03-31 |
| 31 | Aptus Capital Advisors, LLC | 5,788 | $7.1K | 0.42% | 2024-03-31 |
| 32 | STATE STREET CORP | 12,118 | $7.0K | 0.88% | 2025-03-31 |
| 33 | RAYMOND JAMES FINANCIAL INC | 11,133 | $6.4K | 0.81% | 2025-03-31 |
| 34 | CIBC Private Wealth Group LLC | 4,074 | $2.4K | 0.29% | 2025-03-31 |
| 35 | Royal Bank of Canada | 3,885 | $2.0K | 0.28% | 2025-09-30 |
| 36 | Larson Financial Group LLC | 3,426 | $2.0K | 0.25% | 2025-03-31 |
| 37 | Geneos Wealth Management Inc. | 2,625 | $1.8K | 0.19% | 2024-06-30 |
| 38 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,974 | $1.4K | 0.14% | 2024-06-30 |
| 39 | Tower Research Capital LLC (TRC) | 2,299 | $1.3K | 0.16% | 2025-03-31 |
| 40 | UBS Group AG | 1,956 | $1.1K | 0.14% | 2025-03-31 |
| 41 | First Pacific Financial | 1,805 | $1.0K | 0.13% | 2025-03-31 |
| 42 | AMERIFLEX GROUP, INC. | 1,630 | $937 | 0.11% | 2025-03-31 |
| 43 | BANK OF AMERICA CORP /DE/ | 1,378 | $792 | 0.10% | 2025-03-31 |
| 44 | PSI Advisors, LLC | 315 | $251 | 0.02% | 2023-12-31 |
| 45 | Transce3nd, LLC | 50 | $40 | 0.00% | 2024-12-31 |
| 46 | JPMORGAN CHASE & CO | 26 | $32 | 0.00% | 2024-12-31 |
| 47 | COMMONWEALTH EQUITY SERVICES, LLC | 13,728 | $10 | 1.00% | 2024-09-30 |
| 48 | Janney Montgomery Scott LLC | 13,500 | $8 | 0.98% | 2025-03-31 |
| 49 | M Holdings Securities, Inc. | 10,748 | $7 | 0.78% | 2024-06-30 |
| 50 | CWM, LLC | 5,290 | $3 | 0.38% | 2025-03-31 |
| 51 | CX Institutional | 464 | $2 | 0.03% | 2025-09-30 |
| 52 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-03-31 |