PRESIDIO PPTY TR INC SQFTW
*W EXP 01/24/202 · Equity WRT · CUSIP 74102L113
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersSan Diego, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $0.02.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 26 |
| Q4 2022 | 27 |
| Q1 2023 | 28 |
| Q2 2023 | 30 |
| Q3 2023 | 30 |
| Q4 2023 | 32 |
| Q1 2024 | 28 |
| Q2 2024 | 30 |
| Q3 2024 | 29 |
| Q4 2024 | 29 |
| Q1 2025 | 31 |
| Q2 2025 | 30 |
| Q3 2025 | 34 |
| Q4 2025 | 35 |
| Q1 2026 | 32 |
| Q2 2026 | 31 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 6 | 8 |
| Q4 2024 | 4 | 7 |
| Q1 2025 | 7 | 5 |
| Q2 2025 | 6 | 12 |
| Q3 2025 | 13 | 10 |
| Q4 2025 | 7 | 9 |
| Q1 2026 | 8 | 9 |
| Q2 2026 | 14 | 7 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $251 | $0 | 0.00 |
| Q2 2026 | $0 | $0 | — |
Biggest buyers
| Ketron Financial | Added | +71.1k |
| Victrix Investment Advisors | New | +12.6k |
| Virtu Financial LLC | New | +11.4k |
| Arax Advisory Partners | New | +11.3k |
| MML INVESTORS SERVICES, LLC | New | +10.9k |
| OSAIC HOLDINGS, INC. | Added | +9.2k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +6.8k |
| Farther Finance Advisors, LLC | New | +4.4k |
| ROYAL BANK OF CANADA | Added | +3.9k |
| Kestra Advisory Services, LLC | Added | +2.9k |
Biggest sellers
| Mariner, LLC | Sold out | -60.0k |
| ACT Advisors, LLC. | Sold out | -44.6k |
| HRT FINANCIAL LP | Sold out | -31.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -17.9k |
| AlphaCore Capital LLC | Sold out | -12.4k |
| IFP Advisors, Inc | Reduced | -3.9k |
| Sound Income Strategies, LLC | Sold out | -744 |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 1 | $17.7k | 1 | $11.9k | — |
| Q3 2025 | 1 | $13.7k | 0 | — | — |
| Q4 2025 | 1 | $61.1k | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 2 | — | — |
| Q3 2026 | 1 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-21 | Heilbron Jack Kendrick Chief Executive Officer, director · SQFTP | Bought | —300 shares |
| 2026-06-16 | DURFEY JAMES ROBERT Director · SQFT | Sold | —2.5k shares |
| 2026-04-10 | DURFEY JAMES ROBERT Director · SQFT | Sold | —1.0k shares |
| 2026-04-10 | Heilbron Jack Kendrick Chief Executive Officer, director · SQFT | Sold | —5.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Ketron Financial 0.00% of their portfolio | 613.8k $8.9k | Added +71.1k |
| Clear Street Group Inc. 0.00% of their portfolio | 311.6k $4.5k | Unchanged |
| ARMISTICE CAPITAL, LLC 0.00% of their portfolio | 200.0k $2.9k | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 110.3k $1.8k | Unchanged |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 70.5k $1.0k | Added +2.9k |
| CSS LLC/IL 0.00% of their portfolio | 55.2k $8.0k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 37.5k $454 | Added +9.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 33.1k $480 | Added +6.8k |
| T3 Companies, LLC 0.00% of their portfolio | 30.2k $438 | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 29.9k $433 | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 23.2k $337 | Reduced -3.9k |
| GTS SECURITIES LLC 0.00% of their portfolio | 22.0k $353 | Added +100 |
| STATE STREET CORP 0.00% of their portfolio | 18.4k $294 | Unchanged |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 13.5k $0 | Unchanged |
| AIRE ADVISORS, LLC 0.00% of their portfolio | 13.1k $189 | Unchanged |
| Victrix Investment Advisors 0.00% of their portfolio | 12.6k $183 | New |
| LPL Financial LLC 0.00% of their portfolio | 11.9k $172 | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 11.4k $183 | Unchanged |
| Virtu Financial LLC 0.00% of their portfolio | 11.4k $0 | New |
| Arax Advisory Partners 0.00% of their portfolio | 11.3k $165 | New |
| Prospera Financial Services Inc 0.00% of their portfolio | 11.0k $159 | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 11.0k $159 | Unchanged |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 10.9k $159 | New |
| Cetera Investment Advisers 0.00% of their portfolio | 10.7k $155 | Unchanged |
| Marex Group Ltd 0.00% of their portfolio | 10.0k $160 | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 8.1k $0 | Added +3.9k |
| MORGAN STANLEY 0.00% of their portfolio | 6.8k $98 | Added +80 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 4.4k $64 | New |
| First Pacific Financial 0.00% of their portfolio | 1.8k $27 | Unchanged |
| UBS Group AG 0.00% of their portfolio | 1.6k $23 | New |
| ASSETMARK, INC 0.00% of their portfolio | 641 $9 | New |