CUSIP 74102L303
PRESIDIO PPTY TR INC
63 institutions · $4.9M total · 1,449,481 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Legacy Financial Group LLC | 4,977 | $4.0M | 0.34% | 2023-12-31 |
| 2 | VANGUARD GROUP INC | 191,299 | $137.4K | 13.19% | 2024-09-30 |
| 3 | Lepercq Multi-Asset Fund | 134,125 | $107.3K | 9.25% | 2024-12-31 |
| 4 | Lepercq De Neuflize Asset Management LLC | 134,125 | $77.1K | 9.25% | 2025-03-31 |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 109,000 | $76.0K | 7.51% | 2024-06-30 |
| 6 | Atria Wealth Solutions, Inc. | 79,551 | $57.1K | 5.48% | 2024-09-30 |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 79,706 | $45.9K | 5.49% | 2025-03-31 |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 66,052 | $38.0K | 4.55% | 2025-03-31 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 53,645 | $30.8K | 3.70% | 2025-03-31 |
| 10 | NORTHERN TRUST CORP | 35,718 | $28.6K | 2.46% | 2024-12-31 |
| 11 | Redwood Wealth Management Group, LLC | 38,349 | $26.7K | 2.64% | 2024-06-30 |
| 12 | BlackRock Inc. | 24,772 | $25.6K | 1.70% | 2023-06-30 |
| 13 | Cetera Investment Advisers | 26,834 | $21.4K | 1.85% | 2023-12-31 |
| 14 | TWO SIGMA SECURITIES, LLC | 25,732 | $20.6K | 1.77% | 2024-12-31 |
| 15 | American Portfolios Advisors | 5,339 | $19.8K | 0.36% | 2023-03-31 |
| 16 | Ground Swell Capital, LLC | 24,687 | $19.7K | 1.70% | 2023-12-31 |
| 17 | IFP Advisors, Inc | 29,863 | $18.2K | 2.06% | 2025-06-30 |
| 18 | MORGAN STANLEY | 20,392 | $16.3K | 1.40% | 2025-03-31 |
| 19 | TWO SIGMA ADVISERS, LP | 13,300 | $16.2K | 0.91% | 2024-03-31 |
| 20 | WealthPLAN Partners, LLC | 20,982 | $14.6K | 1.44% | 2024-06-30 |
| 21 | JANE STREET GROUP, LLC | 15,476 | $14.0K | 1.06% | 2023-09-30 |
| 22 | AE Wealth Management LLC | 17,000 | $13.6K | 1.17% | 2024-12-31 |
| 23 | Prospera Financial Services Inc | 11,025 | $13.4K | 0.76% | 2024-06-30 |
| 24 | XTX Topco Ltd | 14,699 | $11.8K | 1.01% | 2024-12-31 |
| 25 | Kestra Advisory Services, LLC | 20,433 | $11.7K | 1.40% | 2025-03-31 |
| 26 | AVANTAX ADVISORY SERVICES, INC. | 11,140 | $11.5K | 0.76% | 2023-06-30 |
| 27 | ADVISOR GROUP HOLDINGS, INC. | 13,258 | $10.6K | 0.91% | 2025-06-30 |
| 28 | Signal Advisors Wealth, LLC | 17,000 | $9.8K | 1.17% | 2025-03-31 |
| 29 | SageView Advisory Group, LLC | 15,667 | $9.0K | 1.08% | 2025-03-31 |
| 30 | WELLS FARGO & COMPANY/MN | 15,155 | $8.7K | 1.04% | 2025-03-31 |
| 31 | WealthPlan Investment Management, LLC | 14,914 | $8.6K | 1.02% | 2025-03-31 |
| 32 | CITADEL ADVISORS LLC | 14,833 | $8.5K | 1.02% | 2025-03-31 |
| 33 | LPL Financial LLC | 14,733 | $8.5K | 1.01% | 2025-03-31 |
| 34 | Creative Planning | 13,468 | $7.7K | 0.92% | 2025-03-31 |
| 35 | Aptus Capital Advisors, LLC | 5,788 | $7.1K | 0.39% | 2024-03-31 |
| 36 | STATE STREET CORP | 12,118 | $7.0K | 0.83% | 2025-03-31 |
| 37 | RAYMOND JAMES FINANCIAL INC | 11,133 | $6.4K | 0.76% | 2025-03-31 |
| 38 | Sunbelt Securities, Inc. | 3,467 | $3.5K | 0.23% | 2023-06-30 |
| 39 | CIBC Private Wealth Group, LLC | 4,074 | $2.4K | 0.28% | 2025-03-31 |
| 40 | Bellwether Advisors, LLC | 1,947 | $2.0K | 0.13% | 2023-06-30 |
| 41 | Royal Bank of Canada | 3,885 | $2.0K | 0.26% | 2025-09-30 |
| 42 | Larson Financial Group LLC | 3,426 | $2.0K | 0.23% | 2025-03-31 |
| 43 | Geneos Wealth Management Inc. | 2,625 | $1.8K | 0.18% | 2024-06-30 |
| 44 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,974 | $1.4K | 0.13% | 2024-06-30 |
| 45 | Tower Research Capital LLC (TRC) | 2,299 | $1.3K | 0.15% | 2025-03-31 |
| 46 | NewEdge Advisors, LLC | 1,198 | $1.1K | 0.08% | 2023-03-31 |
| 47 | UBS Group AG | 1,956 | $1.1K | 0.13% | 2025-03-31 |
| 48 | First Pacific Financial | 1,805 | $1.0K | 0.12% | 2025-03-31 |
| 49 | MONEY CONCEPTS CAPITAL CORP | 1,000 | $950 | 0.06% | 2023-03-31 |
| 50 | AMERIFLEX GROUP, INC. | 1,630 | $937 | 0.11% | 2025-03-31 |
| 51 | BANK OF AMERICA CORP /DE/ | 1,378 | $792 | 0.09% | 2025-03-31 |
| 52 | PSI Advisors, LLC | 315 | $251 | 0.02% | 2023-12-31 |
| 53 | Transce3nd, LLC | 50 | $40 | 0.00% | 2024-12-31 |
| 54 | JPMORGAN CHASE & CO | 26 | $32 | 0.00% | 2024-12-31 |
| 55 | Virtu Financial LLC | 12,993 | $14 | 0.89% | 2023-06-30 |
| 56 | COMMONWEALTH EQUITY SERVICES, LLC | 13,728 | $10 | 0.94% | 2024-09-30 |
| 57 | Janney Montgomery Scott LLC | 13,500 | $8 | 0.93% | 2025-03-31 |
| 58 | M Holdings Securities, Inc. | 10,748 | $7 | 0.74% | 2024-06-30 |
| 59 | Householder Group Estate & Retirement Specialist, LLC | 2,757 | $3 | 0.19% | 2023-06-30 |
| 60 | CWM, LLC | 5,290 | $3 | 0.36% | 2025-03-31 |
| 61 | CX Institutional | 464 | $2 | 0.03% | 2025-09-30 |
| 62 | SIMPLEX TRADING, LLC | 658 | $0 | 0.04% | 2023-03-31 |
| 63 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-03-31 |