CUSIP 74102L501
PRESIDIO PPTY TR INC
20 institutions · $286.4K total · 61,148 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | DRW Securities, LLC | 24,464 | $130.4K | 40.00% | 2025-09-30 |
| 2 | Lepercq De Neuflize Asset Management LLC | 14,412 | $75.4K | 23.56% | 2025-06-30 |
| 3 | Ketron Financial | 10,725 | $35.7K | 17.53% | 2025-12-31 |
| 4 | IFP Advisors, Inc | 2,705 | $14.4K | 4.42% | 2025-12-31 |
| 5 | RAYMOND JAMES FINANCIAL INC | 1,113 | $5.8K | 1.82% | 2025-06-30 |
| 6 | WELLS FARGO & COMPANY/MN | 1,514 | $5.0K | 2.47% | 2025-12-31 |
| 7 | ADVISOR GROUP HOLDINGS, INC. | 1,258 | $4.2K | 2.05% | 2025-12-31 |
| 8 | SageView Advisory Group, LLC | 975 | $3.2K | 1.59% | 2025-12-31 |
| 9 | AlphaCore Capital LLC | 841 | $2.8K | 1.37% | 2025-12-31 |
| 10 | MORGAN STANLEY | 667 | $2.2K | 1.09% | 2025-12-31 |
| 11 | Larson Financial Group LLC | 342 | $1.8K | 0.55% | 2025-09-30 |
| 12 | UBS Group AG | 452 | $1.5K | 0.73% | 2025-12-31 |
| 13 | Tower Research Capital LLC (TRC) | 377 | $1.3K | 0.61% | 2025-12-31 |
| 14 | Royal Bank of Canada | 387 | $1.0K | 0.63% | 2025-12-31 |
| 15 | BANK OF AMERICA CORP /DE/ | 137 | $730 | 0.22% | 2025-12-31 |
| 16 | CITIGROUP INC | 171 | $569 | 0.27% | 2025-12-31 |
| 17 | Sound Income Strategies, LLC | 74 | $239 | 0.12% | 2025-12-31 |
| 18 | EverSource Wealth Advisors, LLC | 5 | $17 | 0.00% | 2025-12-31 |
| 19 | CWM, LLC | 529 | $2 | 0.86% | 2025-12-31 |
| 20 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |