DOSSIER · 13F Holders · Q2 2026
SQFT

PRESIDIO PPTY TR INC

13 institutions still hold PRESIDIO PPTY TR INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74102L501·13 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$61K
visible holders
Holders
13
filers reporting
Concentration
43.19%
Ketron Financial #1
top holder share
AI Holders Summary · Q2 2026

13 institutions reported SQFT in Q2 2026. Ketron Financial leads at 43.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Ketron Financial
CIK 0002113129
$26K11K0.01%Q2 2026
02
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$15K7K0.00%Q1 2026
03
IFP Advisors, Inc
CIK 0001641866
$6K2K0.00%Q2 2026
04
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4K2K0.00%Q1 2026
05
SageView Advisory Group, LLC
CIK 0001914558
$3K9750.00%Q4 2025
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$2K1K0.00%Q1 2026
07
MORGAN STANLEY
CIK 0000895421
$2K6670.00%Q1 2026
08
CWM, LLC
CIK 0001535847
$1K5290.00%Q1 2026
09
CX Institutional
CIK 0001737089
$1K2120.00%Q2 2026
10
Farther Finance Advisors, LLC
CIK 0001992825
$3571420.00%Q2 2026
11
UBS Group AG
CIK 0001610520
$2971280.00%Q1 2026
12
Caitong International Asset Management Co., Ltd
CIK 0001963355
$310.00%Q2 2026
13
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at PRESIDIO PPTY TR INC
Heilbron Jack KendrickBarnes Jennifer ADurfey James RobertDubose Larry GeneSragovicz AdamKatz Gary MorrisBentzen Edwin H IvBruen David