Vault-13

PRESIDIO PPTY TR INC SQFT

COM CL A NEW · Common Stock · CUSIP 74102L501

16 institutional holders +6 vs Q1 2026
62,06362.1k shares reported held*
$155.3kreported value*
9 new 1 added 2 reduced 2 sold out net bought ≈ $95.5k (+38.0k shares)

* 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 ≈ $2.50.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q2 25: 13Q3 25: 13Q4 25: 15Q1 26: 10Q2 26: 1616Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 202513
Q3 202513
Q4 202515
Q1 202610
Q2 202616

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 25: 7 bought or addedQ3 25: 4 cut or sold outQ3 25Q4 25: 4 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 0 bought or addedQ1 26: 9 cut or sold outQ1 26Q2 26: 10 bought or addedQ2 26: 4 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202574
Q4 202546
Q1 202609
Q2 2026104

Biggest buyers

Biggest sellers

AlphaCore Capital LLC Sold out -841-841
IFP Advisors, Inc Reduced -387-387
WELLS FARGO & COMPANY/MN Reduced -214-214
Sound Income Strategies, LLC Sold out -74-74

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Heilbron Jack Kendrick 13D · may seek influence -1.0 pts · filed 2026-10-06 14.2% -1.0 pts 337.4k≈ $848.5k 2026-10-06

Fell to 5% or below in the last year: KATZ GARY MORRIS (4.4%, 2026-10-07), ARMISTICE CAPITAL, LLC (5.0%, 2026-05-15)

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)

BuyingSelling
202Q4 24: 1 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 1 sellingQ3 25: 1 buyingQ3 25: 0 sellingQ3 25Q4 25: 1 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 2 sellingQ3 26: 1 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20241—0——
Q1 20250—0——
Q2 20251$17.7k1$11.9k—
Q3 20251$13.7k0——
Q4 20251$61.1k0——
Q1 20260—0——
Q2 20260—2——
Q3 20261—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-21 Heilbron Jack Kendrick Chief Executive Officer, director · SQFTP Bought 300 — —300 shares +2%
2026-06-16 DURFEY JAMES ROBERT Director · SQFT Sold 2,500 — —2.5k shares -22%
2026-04-10 DURFEY JAMES ROBERT Director · SQFT Sold 1,000 — —1.0k shares -8%
2026-04-10 Heilbron Jack Kendrick Chief Executive Officer, director · SQFT Sold 5,884 — —5.9k shares -5%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 23,63123.6k $59.4k $59.4k 0.00% New
2 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,26813.3k $32.5k $32.5k 0.00% New
3 Ketron Financial 0.01% of their portfolio NOVATO, CA 10,51110.5k $26.4k $26.4k 0.01% Unchanged
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 6,6456.6k $16.3k $16.3k 0.00% Unchanged
5 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,3182.3k $5.8k $5.8k 0.00% Reduced -387 -387
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,3001.3k $3.3k $3.3k 0.00% Reduced -214 -214
7 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 1,1341.1k $2.9k $2.9k 0.00% New
8 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,0091.0k $2.5k $2.5k 0.00% Unchanged
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 667667 $1.7k $1.7k 0.00% Unchanged
10 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 596596 $1.5k $1.5k 0.00% New
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 387387 $1.0k $1.0k 0.00% New
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 224224 $563 $563 0.00% Added +96 +96
13 CX Institutional 0.00% of their portfolio AUBURN, IN 212212 $1.0k $1.0k 0.00% New
14 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 142142 $357 $357 0.00% New
15 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1818 $45 $45 0.00% New
16 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 11 $3 $3 0.00% New