SQFT / Presidio Property Trust, Inc. - Institutionellt ägande - Köpare

Presidio Property Trust, Inc.

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Presidio Property Trust, Inc. inkluderar Lepercq De Neuflize Asset Management LLC, FSMAX - Fidelity Extended Market Index Fund, IFP Advisors, Inc, Morgan Stanley, FCFMX - Fidelity Series Total Market Index Fund, Wells Fargo & Company/mn, Raymond James Financial Inc, FNCMX - Fidelity Nasdaq Composite Index Fund, Cwm, Llc, VEXMX - Vanguard Extended Market Index Fund Investor Shares, Advisor Group Holdings, Inc., Royal Bank Of Canada, Larson Financial Group LLC, Tower Research Capital LLC (TRC), Bank Of America Corp /de/, UBS Group AG, och Proequities, Inc. .

Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-14 13F Wells Fargo & Company/mn 1 514 8
2025-09-04 13F/A Advisor Group Holdings, Inc. 446 2
2025-08-14 13F UBS Group AG 8 0
2025-08-08 13F Larson Financial Group LLC 342 2
2025-07-24 13F IFP Advisors, Inc 2 980 16
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 596 10
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Bank Of America Corp /de/ 144 1
2025-08-14 13F Royal Bank Of Canada 387 2
2025-08-14 13F Raymond James Financial Inc 1 113 6
2025-08-15 13F Morgan Stanley 2 052 11
2025-07-25 13F Cwm, Llc 529 0
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 601 4
2025-08-15 13F Tower Research Capital LLC (TRC) 304 2
2025-08-11 13F Lepercq De Neuflize Asset Management LLC 14 412 75
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 501 3
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 705 34
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